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Size ($ in 1000's)
At 03/31/2024: $3,313,084
At 12/31/2023: $3,010,816
Empirical Financial Services LLC d.b.a. Empirical Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Empirical Financial Services LLC d.b.a. Empirical Wealth Management 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Empirical Financial Services LLC d.b.a. Empirical Wealth Management top holdings by largest position size, as per the latest 13f filing made by Empirical Financial Services LLC d.b.a. Empirical Wealth Management.
In the Empirical Financial Services LLC d.b.a. Empirical Wealth Management-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Empirical Financial Services LLC d.b.a. Empirical Wealth Management in that top holding, then the share count change between reporting periods, and finally the Empirical Financial Services LLC d.b.a. Empirical Wealth Management top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD SCOTTSDALE FDS (VCSH) |
2,006,129 |
+34,341 |
$155,094 | | VCSH | 2,006,129 | +34,341 | $155,094 | | ISHARES TR (MTUM) |
821,075 |
+1,246 |
$153,828 | | MTUM | 821,075 | +1,246 | $153,828 | | VANGUARD MALVERN FDS (VTIP) |
3,195,453 |
+116,290 |
$153,030 | | VTIP | 3,195,453 | +116,290 | $153,030 | | ISHARES TR (QUAL) |
777,913 |
+28,277 |
$127,850 | | QUAL | 777,913 | +28,277 | $127,850 | | ISHARES TR (IQLT) |
2,519,098 |
+124,721 |
$99,907 | | IQLT | 2,519,098 | +124,721 | $99,907 | | VANGUARD SCOTTSDALE FDS (VCIT) |
1,138,218 |
+16,272 |
$91,638 | | VCIT | 1,138,218 | +16,272 | $91,638 | | DIMENSIONAL ETF TRUST (DFUV) |
2,135,636 |
+70,350 |
$87,347 | | DFUV | 2,135,636 | +70,350 | $87,347 | | ISHARES INC (IEMG) |
1,636,511 |
+72,455 |
$84,444 | | IEMG | 1,636,511 | +72,455 | $84,444 | | ISHARES TR (EFV) |
1,537,958 |
+62,294 |
$83,665 | | EFV | 1,537,958 | +62,294 | $83,665 | | APPLE INC |
481,086 |
-155,006 |
$82,497 | | AAPL | 481,086 | -155,306 | $82,497 | | MICROSOFT CORP |
179,257 |
+12,952 |
$75,417 | | MSFT | 179,257 | +12,952 | $75,417 | | DIMENSIONAL ETF TRUST (DFIV) |
1,788,041 |
+50,987 |
$65,711 | | DFIV | 1,788,041 | +50,987 | $65,711 | | SPDR SER TR (SJNK) |
2,591,643 |
+62,500 |
$65,361 | | SJNK | 2,591,643 | +62,500 | $65,361 | | VANGUARD INDEX FDS (VNQ) |
618,066 |
+17,432 |
$53,450 | | VNQ | 618,066 | +17,432 | $53,450 | | VANGUARD SCOTTSDALE FDS (VGSH) |
850,502 |
+20,418 |
$49,389 | | VGSH | 850,502 | +20,418 | $49,389 | | VANGUARD INDEX FDS (VTV) |
300,933 |
-18,277 |
$49,010 | | VTV | 300,933 | -18,277 | $49,010 | | SPDR S&P 500 ETF TR (SPY) |
92,961 |
-1,208 |
$48,625 | | SPY | 92,961 | -1,208 | $48,625 |  NVIDIA CORPORATION |
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$47,390 | | NVDA | 151,447 | -13,874 | $136,842 | | Put | 99,000 | -37,200 | $89,452 | | DIMENSIONAL ETF TRUST (DFAT) |
856,066 |
+7,412 |
$46,596 | | DFAT | 856,066 | +7,412 | $46,596 | | VANGUARD TAX MANAGED FDS (VEA) |
740,431 |
-26,876 |
$37,147 | | VEA | 740,431 | -26,876 | $37,147 | | AMERICAN CENTY ETF TR (AVDV) |
505,483 |
+23,156 |
$33,291 | | AVDV | 505,483 | +23,156 | $33,291 | | AMAZON COM INC |
158,202 |
+4,807 |
$28,536 | | AMZN | 158,202 | +4,807 | $28,536 | | VANGUARD INTL EQUITY INDEX F (VSS) |
221,295 |
-886 |
$25,856 | | VSS | 221,295 | -886 | $25,856 | | ISHARES TR (ESGD) |
317,597 |
+13,263 |
$25,379 | | ESGD | 317,597 | +13,263 | $25,379 | | DIMENSIONAL ETF TRUST (DFAC) |
786,768 |
+6,411 |
$25,137 | | DFAC | 786,768 | +6,411 | $25,137 | | COSTCO WHSL CORP NEW |
31,959 |
+4,422 |
$23,414 | | COST | 31,959 | +4,422 | $23,414 | | VANGUARD INDEX FDS (VBR) |
116,827 |
-1,436 |
$22,417 | | VBR | 116,827 | -1,436 | $22,417 | | ISHARES TR (STIP) |
191,926 |
+5,104 |
$19,083 | | STIP | 191,926 | +5,104 | $19,083 | | SCHWAB STRATEGIC TR |
528,741 |
+37,628 |
$18,929 | | SCHC | 528,741 | +37,628 | $18,929 | | DIMENSIONAL ETF TRUST (DFAS) |
300,224 |
+268 |
$18,716 | | DFAS | 300,224 | +268 | $18,716 | | FIRST TR EXCH TRADED FD III (FPE) |
1,057,119 |
+3,195 |
$18,309 | | FPE | 1,057,119 | +3,195 | $18,309 | | NVR INC |
2,219 |
+106 |
$17,974 | | NVR | 2,219 | +106 | $17,974 | | VANGUARD INTL EQUITY INDEX F (VNQI) |
423,057 |
+42,375 |
$17,828 | | VNQI | 423,057 | +42,375 | $17,828 | | AMERICAN CENTY ETF TR (AVUV) |
184,010 |
+29,772 |
$17,244 | | AVUV | 184,010 | +29,772 | $17,244 | | ARCH CAP GROUP LTD |
186,183 |
+8,079 |
$17,211 | | ACGL | 186,183 | +8,079 | $17,211 | | BELPOINTE PREP LLC |
270,928 |
-4,209 |
$16,497 | | OZ | 270,928 | -4,209 | $16,497 | | VANGUARD INDEX FDS (VTI) |
61,242 |
+4,786 |
$15,917 | | VTI | 61,242 | +4,786 | $15,917 | | META PLATFORMS INC |
31,430 |
-2,889 |
$15,262 | | META | 31,430 | -2,889 | $15,262 | | NUSHARES ETF TR (NULV) |
383,379 |
+17,872 |
$14,898 | | NULV | 383,379 | +17,872 | $14,898 | | SCHWAB STRATEGIC TR |
229,179 |
+3,833 |
$14,223 | | SCHX | 229,179 | +3,833 | $14,223 | | BUILDERS FIRSTSOURCE INC |
66,971 |
+10,551 |
$13,967 | | BLDR | 66,971 | +10,551 | $13,967 | | FIRST TR EXCH TRD ALPHDX FD (FEM) |
609,135 |
-6,012 |
$13,931 | | FEM | 609,135 | -6,012 | $13,931 | | CISCO SYS INC |
278,195 |
+20,068 |
$13,885 | | CSCO | 278,195 | +20,068 | $13,885 | | VANGUARD INDEX FDS (VV) |
57,755 |
-2,820 |
$13,847 | | VV | 57,755 | -2,820 | $13,847 | | SPDR SER TR (HYMB) |
530,080 |
+40,007 |
$13,618 | | HYMB | 530,080 | +40,007 | $13,618 | | ALPHABET INC |
88,723 |
+5,109 |
$13,509 | | GOOG | 88,723 | +5,109 | $13,509 | | ABBVIE INC |
71,559 |
+6,865 |
$13,031 | | ABBV | 71,559 | +6,865 | $13,031 | | SCHWAB STRATEGIC TR |
333,253 |
+37,525 |
$13,004 | | SCHF | 333,253 | +37,525 | $13,004 | | ADOBE INC |
25,604 |
+397 |
$12,920 | | ADBE | 25,604 | +397 | $12,920 | | VANGUARD INDEX FDS (VB) |
54,694 |
-2,836 |
$12,502 | | VB | 54,694 | -2,836 | $12,502 |
See Full List: All Stocks Held By Empirical Financial Services LLC d.b.a. Empirical Wealth Management
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Empirical Financial Services LLC d.b.a. Empirical Wealth Management
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