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Latest Empirical Financial Services, LLC d.b.a. Empirical Stock Portfolio

$5.78Billion– No. of Holdings #979

Empirical Financial Services, LLC d.b.a. Empirical Performance:
2026 Q1: -0.91%YTD: -0.91%2025: 14.71%
Performance for 2026 Q1 is -0.91%, and YTD is -0.91%, and 2025 is 14.71%.

About Empirical Financial Services, LLC d.b.a. Empirical and 13F Hedge Fund Stock Holdings

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management is a hedge fund based in Seattle, WA. On 2026-05-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management reported an equity portfolio of $5.8 Billions as of 31 Mar, 2026.

The top stock holdings of Empirical Financial Services, LLC d.b.a. Empirical Wealth Management are NVDA, IBCE, ACWF. The fund has invested 5.9% of it's portfolio in NVIDIA CORPORATION and 5.9% of portfolio in ISHARES TR.

The fund managers got completely rid off REV GROUP INC (REVG), CORVUS PHARMACEUTICALS INC (CRVS) and VANGUARD BD INDEX FDS (BIV) stocks. They significantly reduced their stock positions in PROFESIONALLY MANAGED PORTFO, AMERICAN TOWER CORP (AMT) and ISHARES SILVER TR (SLV). Empirical Financial Services, LLC d.b.a. Empirical Wealth Management opened new stock positions in DFA INVT DIMENSIONS GROUP IN, REMITLY GLOBAL INC (RELY) and HENRY JACK & ASSOC INC (JKHY). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), SMITH A O CORP (AOS) and ZSCALER INC (ZS).
Empirical Financial Services, LLC d.b.a. Empirical Equity Portfolio Value
Last Reported on: 04 May, 2026

Empirical Financial Services, LLC d.b.a. Empirical Annual Return Estimates Vs S&P 500

Our best estimate is that Empirical Financial Services, LLC d.b.a. Empirical Wealth Management made a return of -0.91% in the last quarter. In trailing 12 months, it's portfolio return was 15.09%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
dfa invt dimensions group in58,700,900
remitly global inc2,031,840
henry jack & assoc inc1,004,980
interdigital inc783,690
astrazeneca plc737,406
match group inc new688,887
toll brothers inc677,029
ptc inc659,302
New stocks bought by Empirical Financial Services, LLC d.b.a. Empirical

Additions

Ticker% Inc.
schwab strategic tr533
smith a o corp299
state str spdr dow jones ind209
dynatrace inc203
fifth third bancorp195
mid-amer apt cmntys inc194
lockheed martin corp171
ciena corp169
Additions to existing portfolio by Empirical Financial Services, LLC d.b.a. Empirical

Reductions

Ticker% Reduced
spdr series trust-57.77
accenture plc ireland-57.55
pimco etf tr-54.58
intuitive surgical inc-49.55
spdr series trust-46.01
powell inds inc-43.14
allstate corp-41.77
salesforce inc-37.23
Empirical Financial Services, LLC d.b.a. Empirical reduced stake in above stock

Sold off

None of the stocks were completely sold off by Empirical Financial Services, LLC d.b.a. Empirical

Sector Distribution

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has about 65.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Industrials
  • Financial Services
  • Healthcare
  • Consumer Defensive
Sector%
Others65.3
Technology15.4
Communication Services3.2
Consumer Cyclical3.1
Industrials3
Financial Services2.9
Healthcare2.2
Consumer Defensive2.1

Market Cap. Distribution

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has about 32.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED65.3
MEGA-CAP21.9
LARGE-CAP10.6
MID-CAP1.6

Stocks belong to which Index?

About 32.5% of the stocks held by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others67.5
S&P 50031.1
RUSSELL 20001.4
Top 5 Winners (%)%
OXY
occidental pete corp
56.7 %
CVE
cenovus energy inc
56.2 %
WDC
western digital corp
54.9 %
POWL
powell inds inc
54.7 %
oruka therapeutics inc
54.4 %
Top 5 Winners ($)$
DFAC
dimensional etf trust
5.8 M
AAXJ
ishares tr
5.8 M
GLW
corning inc
5.8 M
ACWF
ishares tr
5.2 M
DFAC
dimensional etf trust
5.2 M
Top 5 Losers (%)%
ADMA
adma biologics inc
-47.0 %
QBTS
d-wave quantum inc
-43.9 %
CGTX
cognition therapeutics inc
-43.7 %
QS
quantumscape corp
-38.8 %
APP
applovin corp
-37.5 %
Top 5 Losers ($)$
MSFT
microsoft corp
-25.5 M
NVDA
nvidia corporation
-22.5 M
IBCE
ishares tr
-12.0 M
AAPL
apple inc
-11.1 M
IBCE
ishares tr
-10.0 M

Empirical Financial Services, LLC d.b.a. Empirical Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Empirical Financial Services, LLC d.b.a. Empirical

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has 979 stocks in it's portfolio. About 39.5% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management last quarter.

Last Reported on: 04 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions