Empirical Financial Services, LLC D.B.a. Empirical Wealth Ma

$5.8B Assets Reported
1,036 Holdings
Latest filing 2026-03-31

Top Holdings

TickerCompanySharesValueWeight
NVDANVIDIA CORPORATION2,124,852$371M6.4%
QUALISHARES TR1,766,694$339M5.9%
IQLTISHARES TR6,839,909$316M5.5%
VTIPVANGUARD MALVERN FDS4,890,809$244M4.2%
MTUMISHARES TR960,399$230M4.0%
VCSHVANGUARD SCOTTSDALE FDS2,738,923$217M3.8%
AAPLAPPLE INC612,419$155M2.7%
DFUVDIMENSIONAL ETF TRUST3,194,495$155M2.7%
EFVISHARES TR2,009,214$149M2.6%
IEMGISHARES INC1,984,690$138M2.4%

Track Empirical Financial Services, LLC D.B.a. Empirical Wealth Ma's 13F portfolio: $5.8B in reported holdings, 1,036 positions. Top holdings, AUM, and quarterly changes on SentiSense.