Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Q1 2025 13F Holdings
- Locationseattle, WA
- Num holdings
650
- Value ($000)
$3,887,891
- Date Filed05/08/2025
- Form type13F-HR
- CIK0001510434
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MTUM ISHARES TR | MSCI USA MMENTM | 46432F396 | $206.15M | 5 % | 1,019,904 | ||
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $193.50M | 5 % | 3,877,740 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $171.34M | 4 % | 2,170,568 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $170.52M | 4 % | 997,825 | ||
IQLT ISHARES TR | MSCI INTL QUALTY | 46434V456 | $126.64M | 3 % | 3,190,711 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $113.82M | 3 % | 2,762,034 | ||
AAPL APPLE INC | COM | 037833100 | $109.98M | 3 % | 495,101 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $102.16M | 3 % | 1,249,562 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $101.02M | 3 % | 1,713,962 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $95.42M | 3 % | 880,386 |
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