Institutional Fund
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
Seattle, WACIK 15104345 filings on record
Portfolio Value
$5.75B
Q1 2026
Holdings
984
Reported positions
New Buys
146
Opened this quarter
QoQ Change
+3.2%
from $5.58B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation5.9%
- Ishares Tr5.9%
- Ishares Tr5.5%
- Vanguard Malvern Fds4.2%
- Ishares Tr4.0%
- Vanguard Scottsdale Fds3.8%
- Other70.7%
Portfolio Holdings
984 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 1.96M | $341.36M | 5.9% | +204.0K | Added |
| 2 | Ishares Tr | 1.77M | $338.87M | 5.9% | +2.3K | Added |
| 3 | Ishares Tr | 6.84M | $316.21M | 5.5% | +395.3K | Added |
| 4 | Vanguard Malvern Fds | 4.89M | $244.30M | 4.2% | +237.4K | Added |
| 5 | Ishares Tr | 960.4K | $230.49M | 4.0% | −13.8K | Reduced |
| 6 | Vanguard Scottsdale Fds | 2.74M | $217.11M | 3.8% | +309.8K | Added |
| 7 | Apple Inc | 612.4K | $155.43M | 2.7% | −7.9K | Reduced |
| 8 | Dimensional ETF Trust | 3.19M | $154.81M | 2.7% | +136.2K | Added |
| 9 | Ishares Tr | 2.01M | $149.39M | 2.6% | +80.5K | Added |
| 10 | Ishares Inc | 1.98M | $138.43M | 2.4% | +42.9K | Added |
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