Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management (CIK 1510434) reported $5.78B across 971 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($370.6M, 6.41%), QUAL ($338.9M, 5.86%), IQLT ($316.2M, 5.47%), VTIP ($244.3M, 4.22%), MTUM ($230.5M, 3.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $370.6M | 6.41% | 2.1M | Added |
| 2 | QUAL | ISHARES TR | $338.9M | 5.86% | 1.8M | Added |
| 3 | IQLT | ISHARES TR | $316.2M | 5.47% | 6.8M | Added |
| 4 | VTIP | VANGUARD MALVERN FDS | $244.3M | 4.22% | 4.9M | Added |
| 5 | MTUM | ISHARES TR | $230.5M | 3.98% | 960,399 | Trimmed |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | $217.1M | 3.75% | 2.7M | Added |
| 7 | AAPL | APPLE INC | $155.4M | 2.69% | 612,419 | Trimmed |
| 8 | DFUV | DIMENSIONAL ETF TRUST | $154.8M | 2.68% | 3.2M | Added |
| 9 | EFV | ISHARES TR | $149.4M | 2.58% | 2.0M | Added |
| 10 | IEMG | ISHARES INC | $138.4M | 2.39% | 2.0M | Added |
| 11 | VCIT | VANGUARD SCOTTSDALE FDS | $115.2M | 1.99% | 1.4M | Added |
| 12 | DFIV | DIMENSIONAL ETF TRUST | $94.2M | 1.63% | 1.8M | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $81.7M | 1.41% | 220,717 | Trimmed |
| 14 | VGSH | VANGUARD SCOTTSDALE FDS | $67.3M | 1.16% | 1.2M | Added |
| 15 | VTV | VANGUARD INDEX FDS | $66.7M | 1.15% | 340,165 | Trimmed |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $62.9M | 1.09% | 96,741 | Trimmed |
| 17 | AVDV | AMERICAN CENTY ETF TR | $63.0M | 1.09% | 630,579 | Added |
| 18 | AMZN | AMAZON COM INC | $61.6M | 1.06% | 295,610 | Added |
| 19 | META | META PLATFORMS INC | $60.6M | 1.05% | 105,894 | Trimmed |
| 20 | DREIX | DFA INVT DIMENSIONS GROUP IN | $58.7M | 1.01% | 1.2M | New |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | $57.6M | 1.00% | 898,925 | Trimmed |
| 22 | DFAT | DIMENSIONAL ETF TRUST | $57.1M | 0.99% | 914,073 | Trimmed |
| 23 | QGRW | WISDOMTREE TR | $54.6M | 0.94% | 1.0M | Added |
| 24 | GOOG | ALPHABET INC | $48.9M | 0.85% | 170,449 | Added |
| 25 | AVUV | AMERICAN CENTY ETF TR | $45.8M | 0.79% | 414,659 | Added |
Source: SEC Form 13F filings · as of 2026-03-31