Back to Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

Q3 2026 13F filing

Updated 9 days ago

2,055 disclosed positions worth $7.4B

Portfolio value
$7.4B
Total holdings
2,055
New positions
180
Closed positions
93
Increased
700
Decreased
192
Turnover
13.3%
Filed
2026-10-27

Full holdings

Every line item disclosed in Q3 2026

E

ISHARES TR

+4.3%
Value
$404.6M
Shares
8.18M
% Port
5.48%
E

ISHARES TR

+0.8%
Value
$398.3M
Shares
1.79M
% Port
5.39%
N

NVIDIA CORPORATION

+1095.8%
Value
$317.6M
Shares
1.39M
% Port
4.30%
E

ISHARES TR

+13235.4%
Value
$293.1M
Shares
923.5K
% Port
3.97%
V

VANGUARD MALVERN FDS

+12069.2%
Value
$262.6M
Shares
5.34M
% Port
3.56%
N

NVIDIA CORPORATION

+769.4%
Value
$230.9M
Shares
1.01M
% Port
3.13%
V

VANGUARD SCOTTSDALE FDS

+215027.9%
Value
$226.5M
Shares
2.93M
% Port
3.07%
?
8.N/A

DIMENSIONAL ETF TRUST

+5492.7%
Value
$189.7M
Shares
3.45M
% Port
2.57%
A

APPLE INC

+663.1%
Value
$184.9M
Shares
555.2K
% Port
2.50%
E
10.ETHA

ISHARES TR

+6.0%
Value
$175M
Shares
2.21M
% Port
2.37%
E
11.ETHA

ISHARES INC

+3.7%
Value
$168.6M
Shares
2.08M
% Port
2.28%
V
12.VGES

VANGUARD SCOTTSDALE FDS

+208092.6%
Value
$117.1M
Shares
1.49M
% Port
1.59%
M
13.MSFT

MICROSOFT CORP

+1765.2%
Value
$115.4M
Shares
225.0K
% Port
1.56%
M
14.MSFT

DIMENSIONAL ETF TRUST

-0.0%
Value
$101.9M
Shares
1.82M
% Port
1.38%
M
15.META

META PLATFORMS INC

+22.8%
Value
$91M
Shares
125.5K
% Port
1.23%
B
16.BTCW

WISDOMTREE TR

+20814.3%
Value
$83.6M
Shares
1.22M
% Port
1.13%
S
17.SPY

STATE STR SPDR S&P 500 ETF T

+12701.3%
Value
$78.1M
Shares
102.4K
% Port
1.06%
A
18.AMZN

AMAZON COM INC

+30905.1%
Value
$77.2M
Shares
310.1K
% Port
1.05%
?
19.N/A

AMERICAN CENTY ETF TR

+6.4%
Value
$75.9M
Shares
694.2K
% Port
1.03%
?
20.N/A

DFA INVT DIMENSIONS GROUP IN

+6.0%
Value
$74.7M
Shares
1.31M
% Port
1.01%
V
21.VGES

VANGUARD SCOTTSDALE FDS

+300508.0%
Value
$71.1M
Shares
1.24M
% Port
0.96%
V
22.VGES

VANGUARD INDEX FDS

-2.6%
Value
$70.6M
Shares
326.9K
% Port
0.96%
V
23.VGES

VANGUARD TAX-MANAGED FDS

+48509.0%
Value
$63.3M
Shares
895.9K
% Port
0.86%
?
24.N/A

DIMENSIONAL ETF TRUST

+31880.5%
Value
$60.9M
Shares
916.9K
% Port
0.82%
G

ALPHABET INC

+10.7%
Value
$56M
Shares
164.3K
% Port
0.76%
?
26.N/A

AMERICAN CENTY ETF TR

+4.7%
Value
$54M
Shares
458.1K
% Port
0.73%
S

SCHWAB STRATEGIC TR

+11.1%
Value
$51.7M
Shares
1.04M
% Port
0.70%
C
28.CSCO

CISCO SYS INC

+5.8%
Value
$51.7M
Shares
480.2K
% Port
0.70%
V
29.VGES

VANGUARD INDEX FDS

+19248.3%
Value
$45M
Shares
502.5K
% Port
0.61%
A
30.AVGO

BROADCOM INC

+7974.9%
Value
$42.5M
Shares
121.1K
% Port
0.58%
D
31.DELL

DELL TECHNOLOGIES INC

+1259.5%
Value
$41.1M
Shares
76.5K
% Port
0.56%
S
32.SPY

STATE STR SPDR S&P 500 ETF T

+6150.0%
Value
$38.1M
Shares
50.0K
% Port
0.52%
N
33.NVDA

NVIDIA CORPORATION

+35.3%
Value
$35.9M
Shares
157.4K
% Port
0.49%
V
34.VGES

VANGUARD INDEX FDS

+8.4%
Value
$32.9M
Shares
87.8K
% Port
0.45%
S

SPDR SERIES TRUST

+563266.7%
Value
$32.8M
Shares
1.35M
% Port
0.44%
S

SCHWAB STRATEGIC TR

+1362.6%
Value
$32.3M
Shares
1.18M
% Port
0.44%
A
37.AAPL

APPLE INC

+31.4%
Value
$31.8M
Shares
95.6K
% Port
0.43%
V
38.VGES

VANGUARD INTL EQUITY INDEX F

+9027.3%
Value
$31.4M
Shares
202.4K
% Port
0.43%
?
39.N/A

DIMENSIONAL ETF TRUST

-0.4%
Value
$31.2M
Shares
703.0K
% Port
0.42%
J

JPMORGAN CHASE & CO

+7.2%
Value
$31.2M
Shares
94.3K
% Port
0.42%
E
41.ETHA

ISHARES TR

+2.3%
Value
$29.8M
Shares
288.7K
% Port
0.40%
V
42.VGES

VANGUARD INDEX FDS

-1.3%
Value
$29.2M
Shares
126.2K
% Port
0.39%
?
43.N/A

DFA INVT DIMENSIONS GROUP IN

Value
$28.4M
Shares
677.1K
% Port
0.38%
G

ALPHABET INC

+2.5%
Value
$27.4M
Shares
79.7K
% Port
0.37%
S

SCHWAB STRATEGIC TR

+5.4%
Value
$27.3M
Shares
911.4K
% Port
0.37%
V
46.VGES

VANGUARD WORLD FD

+3.3%
Value
$26.6M
Shares
94.4K
% Port
0.36%
B

BANK OF NY MELLON CORP

+4110.9%
Value
$26.4M
Shares
182.5K
% Port
0.36%
V
48.VGES

VANGUARD WORLD FD

+1467.2%
Value
$25.8M
Shares
278.3K
% Port
0.35%
T
49.TSLA

TESLA INC

-9.3%
Value
$25.7M
Shares
72.4K
% Port
0.35%
A
50.AMD

ADVANCED MICRO DEVICES INC

+102.6%
Value
$25.4M
Shares
41.5K
% Port
0.34%