Where does 13F Pro source Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma's holdings?

All Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1510434. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma's 13F data updated on 13F Pro?

Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1510434

Institutional-grade research for retail investors

Sector Allocation

Other57.3%$4.2B
Technology22.8%$1.7B
Financials6.3%$457.8M
Consumer Discretionary2.9%$214.3M
Industrials2.9%$213.1M
Healthcare2.3%$164.5M
Consumer Staples1.9%$142.4M
Energy1.0%$70.0M
Materials0.9%$63.5M
Communication Services0.7%$48.2M

AUM History

13fpro.ai/research/fund/empirical-financial-services-llc-d-b-a-empirical-wealth-ma-1510434

Conviction and streaks

Stable · top 10 = 39.8%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$NVDAConviction hold7.5% weight · held 11 quarters

$Conviction hold5.6% weight · held 11 quarters

$Conviction hold5.5% weight · held 11 quarters

$Conviction hold4.0% weight · held 11 quarters

$Conviction hold3.6% weight · held 11 quarters

$Accumulating+227% shares · 10 quarters running

$Accumulating+69% shares · 10 quarters running

$Accumulating+46% shares · 10 quarters running

$Accumulating+31% shares · 10 quarters running

$Accumulating+45% shares · 10 quarters running

$OZTrimming-11% shares · 10 quarters running

$Trimming-21% shares · 10 quarters running

$Trimming-35% shares · 10 quarters running

$SNAPTrimming-91% shares · 10 quarters running

$Trimming-59% shares · 8 quarters running

Largest positions — Q3 2026

NVDA
$548.5M
ISHARES
$407.4M
ISHARES
$402.2M
ISHARES
$295.3M
VANGUARD
$265.9M
VANGUARD
$226.9M
AAPL
$216.7M
DIMENSIONAL
$193.8M
ISHARES
$178.9M
ISHARES
$170.7M
MSFT
$123.5M
VANGUARD
$117.1M
DIMENSIONAL
$103.3M
META
$97.3M
WT
$84.1M
SPY
$81.7M
AMZN
$81.6M
AMERICAN
$77.2M
DFA
$75.0M
VANGUARD
$71.1M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/empirical-financial-services-llc-d-b-a-empirical-wealth-ma-1510434

Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma 13F holdings — Q3 2026

$7.4B portfolio (+7.8% QoQ) · 1,154 holdings · Q3 2026 13F · top 10 are 40% of the stock portfolio

Includes $82.0M of put/call options ($78.7M puts, $3.3M calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $7.3B. Weights use the stock portfolio.

1
NVIDIA CORP
$NVDA
$548.5M
7.5% of stocks
+17%This quarter—Since Q-end—Held
AIQuality86.0#3Est. buy—
2
ISHARES TR - MSCI INTL QUALTY
$407.4M
5.6% of stocks
+4%This quarter—Since Q-end—Held
AIQuality—Est. buy—
3
ISHARES TR - MSCI USA QLT FCT
$402.2M
5.5% of stocks
+0.9%This quarter—Since Q-end—Held
AIQuality—Est. buy—
4
ISHARES TR - MSCI USA MMENTM
$295.3M
4.0% of stocks
-0.1%This quarter—Since Q-end—Held
AIQuality—Est. buy—
5
VANGUARD MALVERN FDS - STRM INFPROIDX
$265.9M
3.6% of stocks
+5%This quarter—Since Q-end—Held
AIQuality—Est. buy—
6
VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD
$226.9M
3.1% of stocks
+2%This quarter—Since Q-end—Held
AIQuality—Est. buy—
7
Apple Inc.
$AAPL
$216.7M
3.0% of stocks
+5%This quarter—Since Q-end—Held
AIQualityAI quality score is Pro: unlock with a free trialEst. buy—
8
DIMENSIONAL ETF TRUST - US MKTWIDE VALUE
$193.8M
2.6% of stocks
+5%This quarter—Since Q-end—Held
AIQuality—Est. buy—
9
ISHARES TR - EAFE VALUE ETF
$178.9M
2.5% of stocks
+6%This quarter—Since Q-end—Held
AIQuality—Est. buy—
10
ISHARES INC - CORE MSCI EMKT
$170.7M
2.3% of stocks
+4%This quarter—Since Q-end—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since Q-end	Held	AI quality	Est. buy
1	NVIDIA CORP$NVDA	$548.5M	7.5%	+17%	—	—	86.0#3	—
2	ISHARES TR - MSCI INTL QUALTY	$407.4M	5.6%	+4%	—	—	—	—
3	ISHARES TR - MSCI USA QLT FCT	$402.2M	5.5%	+0.9%	—	—	—	—
4	ISHARES TR - MSCI USA MMENTM	$295.3M	4.0%	-0.1%	—	—	—	—
5	VANGUARD MALVERN FDS - STRM INFPROIDX	$265.9M	3.6%	+5%	—	—	—	—
6	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	$226.9M	3.1%	+2%	—	—	—	—
7	Apple Inc.$AAPL	$216.7M	3.0%	+5%	—	—	AI quality score is Pro: unlock with a free trial	—
8	DIMENSIONAL ETF TRUST - US MKTWIDE VALUE	$193.8M	2.6%	+5%	—	—	—	—
9	ISHARES TR - EAFE VALUE ETF	$178.9M	2.5%	+6%	—	—	—	—
10	ISHARES INC - CORE MSCI EMKT	$170.7M	2.3%	+4%	—	—	—	—

All holdings — Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma (Q3 2026)

Sort

1,154 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.

#		Company						Held		Source
11	$MSFT	MICROSOFT CORP	Technology	$123.5M	1.7%	241K	+5%	—	AI quality score is Pro: unlock with a free trial	13F
12	—	VANGUARD SCOTTSDALE FDS - INT-TERM CORPetf/fund	—	$117.1M	1.6%	1.49M	+3%	—	—	13F
13	—	DIMENSIONAL ETF TRUST - INTERNATNAL VALetf/fund	—	$103.3M	1.4%	1.85M	+0.7%	—	—	13F
14	$META	Meta Platforms, Inc.	Technology	$97.3M	1.3%	134K	+23%	—	AI quality score is Pro: unlock with a free trial	13F
15	$WT	WisdomTree, Inc.	Financials	$84.1M	1.1%	1.22M	+5%	—	AI quality score is Pro: unlock with a free trial	13F
16	$SPY	SPDR S&P 500 ETF TRUSTetf/fund	—	$81.7M	1.1%	107K	+3%	—	—	13F
17	$AMZN	AMAZON COM INC	Consumer Discretionary	$81.6M	1.1%	327K	+4%	—	AI quality score is Pro: unlock with a free trial	13F
18	—	AMERICAN CENTY ETF TR - INTL SMCP VLUetf/fund	—	$77.2M	1.1%	706K	+6%	—	—	13F
19	—	DFA INVT DIMENSIONS GROUP IN - U.S. MIC CAP SHS	—	$75.0M	1.0%	1.31M	+6%	—	—	13F
20	—	VANGUARD SCOTTSDALE FDS - SHORT TERM TREASetf/fund	—	$71.1M	1.0%	1.24M	+2%	—	—	13F
21	—	VANGUARD INDEX FDS - MRNGSTR VAL ETFetf/fund	—	$70.8M	1.0%	328K	-3%	—	—	13F
22	$GOOG	Alphabet Inc.	Technology	$70.1M	1.0%	206K	+12%	—	AI quality score is Pro: unlock with a free trial	13F
23	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund	—	$64.2M	0.9%	909K	+1%	—	—	13F
24	—	DIMENSIONAL ETF TRUST - US TARGETED VLUetf/fund	—	$61.1M	0.8%	920K	-0.3%	—	—	13F
25	$CSCO	CISCO SYSTEMS, INC.	Technology	$55.0M	0.8%	511K	+6%	—	AI quality score is Pro: unlock with a free trial	13F
26	—	AMERICAN CENTY ETF TR - US SML CP VALU	—	$54.9M	0.8%	466K	+5%
27	—	SCHWAB STRATEGIC TR - INTL SCEQT ETF	—	$52.5M	0.7%	1.06M	+11%
28	—	VANGUARD INDEX FDS - REAL ESTATE ETF	—	$45.3M	0.6%	505K	+5%
29	$AVGO	Broadcom Inc.	Technology	$44.0M	0.6%	125K	+19%
30	$DELL	Dell Technologies Inc.	Technology	$42.4M	0.6%	79K	-5%
31	$SPY PUT	SPDR S&P 500 ETF TRUST	—	$38.1M	—	50K	New
32	$NVDA PUT	NVIDIA CORP	Technology	$35.9M	—	157K	+35%
33	$AMD	ADVANCED MICRO DEVICES INC	Technology	$35.6M	0.5%	58K	+8%
34	—	VANGUARD INDEX FDS - MRNGSTR TTL STK	—	$34.9M	0.5%	93K	+8%
35	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	—	$34.7M	0.5%	1.26M	+2%
36	—	SCHWAB STRATEGIC TR - US LRG CAP ETF	—	$33.0M	0.5%	1.10M	+4%
37	—	SPDR SERIES TRUST - ST TERM HIGH ETF	—	$32.8M	0.5%	1.35M	+3%
38	$JPM	JPMORGAN CHASE & CO	Financials	$32.7M	0.5%	99K	+9%
39	—	VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF	—	$31.8M	0.4%	205K	-0.4%
40	$GOOGL	Alphabet Inc.	Technology	$31.5M	0.4%	92K	+3%
41	$TSLA	Tesla, Inc.	Consumer Discretionary	$31.4M	0.4%	88K	+3%
42	—	DIMENSIONAL ETF TRUST - US COR EQU 2 ETF	—	$31.2M	0.4%	703K	-0.4%
43	—	VANGUARD INDEX FDS - MRNGSTR SML CP V	—	$29.9M	0.4%	130K	-1%
44	—	ISHARES TR - ESG AW MSCI EAFE	—	$29.8M	0.4%	289K	+2%
45	—	VANGUARD WORLD FD - MRNGSTR CAP ETF	—	$28.4M	0.4%	101K	+3%
46	—	DFA INVT DIMENSIONS GROUP IN - U.S. HIGH RELATI	—	$28.4M	0.4%	677K	New
47	—	VANGUARD WORLD FD - MRNGSTR MEGA CAP	—	$27.5M	0.4%	296K	+4%
48	$BNY	Bank of New York Mellon Corp	Financials	$27.4M	0.4%	189K	+6%
49	$MO	ALTRIA GROUP, INC.	Consumer Staples	$26.3M	0.4%	390K	+5%
50	—	ISHARES TR - MICRO-CAP ETF	—	$25.4M	0.3%	137K	-2%
51	$JNJ	JOHNSON & JOHNSON	Healthcare	$25.1M	0.3%	95K	+5%
52	—	DIMENSIONAL ETF TRUST - US SMALL CAP ETF	—	$24.6M	0.3%	318K	+0.1%
53	$LRCX	LAM RESEARCH CORP	Technology	$24.5M	0.3%	74K	+0.6%
54	—	VANGUARD INTL EQUITY INDEX F - GLB EX US ETF	—	$23.6M	0.3%	555K	+11%
55	—	ISHARES TR - EAFE GRWTH ETF	—	$23.6M	0.3%	197K	+4%
56	—	FIRST TR EXCH TRADED FD III - PFD SECS INC ETF	—	$23.5M	0.3%	1.38M	+6%
57	—	VANGUARD WELLINGTON FD - US MOMENTUM	—	$23.5M	0.3%	103K	-0.7%
58	$MU	MICRON TECHNOLOGY INC	Technology	$23.2M	0.3%	22K	-32%
59	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$23.0M	0.3%	25K	+7%
60	—	NUSHARES ETF TR - NUVEEN ESG LRGVL	—	$21.4M	0.3%	407K	+1%
61	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$21.4M	0.3%	31K	+5%
62	—	VANGUARD WORLD FD - MRNGSTR VAL ETF	—	$21.4M	0.3%	133K	+3%
63	—	FIRST TR EXCH TRD ALPHDX FD - EMERG MKT ALPH	—	$21.2M	0.3%	657K	+3%
64	$LLY	ELI LILLY & Co	Healthcare	$21.0M	0.3%	18K	+7%
65	—	ISHARES TR - CORE S&P SCP ETF	—	$20.8M	0.3%	153K	+6%
66	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$20.6M	0.3%	28K	-11%
67	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$20.1M	0.3%	40K	-4%
68	$HPE	Hewlett Packard Enterprise Co	Technology	$19.7M	0.3%	309K	+7%
69	—	VANGUARD INDEX FDS - MRNGSTR LRG CAP	—	$19.7M	0.3%	56K	+1%
70	$WDC	WESTERN DIGITAL CORP	Technology	$19.5M	0.3%	43K	+6%
71	$ADP	AUTOMATIC DATA PROCESSING INC	Technology	$18.7M	0.3%	73K	+13%
72	$PM	Philip Morris International Inc.	Consumer Staples	$18.5M	0.3%	97K	+4%
73	$WMT	Walmart Inc.	Consumer Staples	$18.4M	0.3%	177K	-0.3%
74	$XOM.R34088	EXXON MOBIL CORP	Energy	$17.4M	0.2%	107K	+9%
75	$CMI	CUMMINS INC	Industrials	$17.3M	0.2%	33K	+0.3%
76	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	—	$17.0M	0.2%	286K	-0.8%
77	—	ISHARES TR - CORE S&P500 ETF	—	$16.5M	0.2%	22K	+3%
78	$PWR	QUANTA SERVICES, INC.	Industrials	$16.2M	0.2%	25K	+0.8%
79	—	SCHWAB STRATEGIC TR - EMRG MKTEQ ETF	—	$16.1M	0.2%	443K	+0.6%
80	—	ISHARES TR - 0-5 YR TIPS ETF	—	$16.1M	0.2%	162K	-4%
81	$AMAT	APPLIED MATERIALS INC /DE	Technology	$16.0M	0.2%	31K	+13%
82	—	VANGUARD INDEX FDS - MRNGSTR SML CAP	—	$15.5M	0.2%	55K	+2%
83	—	EA SERIES TRUST - ALPHA ARCHITECT	—	$15.1M	0.2%	295K	+5211%
84	$SCHW	SCHWAB CHARLES CORP	Financials	$15.1M	0.2%	154K	+23%
85	—	VANGUARD INDEX FDS - MRNGSTR MD CP VA	—	$14.5M	0.2%	74K	-3%
86	$GLW	CORNING INC /NY	Materials	$14.4M	0.2%	94K	-2%
87	$MUFG	MITSUBISHI UFJ FINANCIAL GROUP INC	Financials	$14.3M	0.2%	264K	+0.6%
88	$CAT	CATERPILLAR INC	Industrials	$14.1M	0.2%	17K	+9%
89	—	SCHWAB STRATEGIC TR - US SML CAP ETF	—	$13.8M	0.2%	423K	+2%
90	—	ISHARES TR - ESG AWARE MSCI	—	$13.7M	0.2%	264K	+1%
91	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$13.7M	0.2%	62K	+3%
92	$CVX	CHEVRON CORP	Energy	$13.5M	0.2%	66K	+6%
93	—	SPDR INDEX SHS FDS - ST MARKE CAP ETF	—	$13.3M	0.2%	188K	+3%
94	$V	VISA INC.	Financials	$13.0M	0.2%	36K	-9%
95	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	—	$12.9M	0.2%	83K	+0.5%
96	$T	AT&T INC.	Communication Services	$12.9M	0.2%	528K	+1%
97	$GILD	GILEAD SCIENCES, INC.	Healthcare	$12.9M	0.2%	86K	+2%
98	$ADI	ANALOG DEVICES INC	Technology	$12.6M	0.2%	32K	-4%
99	—	VANGUARD INDEX FDS - MRNGSTR MD CP GR	—	$12.5M	0.2%	43K	-0.4%
100	—	SCHWAB STRATEGIC TR - US LCAP VA ETF	—	$12.3M	0.2%	370K	-0.9%
101	—	RBB FUND TRUST - LONGVIEW ADVANTG	—	$12.3M	0.2%	188K	—
102	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$11.9M	0.2%	26K	+24%
103	—	SPDR SERIES TRUST - ST SHOR CORP ETF	—	$11.4M	0.2%	385K	+72%
104	$INTC	INTEL CORP	Technology	$11.4M	0.2%	95K	-10%
105	$TXN	TEXAS INSTRUMENTS INC	Technology	$11.4M	0.2%	41K	+3%
106	—	NUSHARES ETF TR - NUVEEN ESG MIDVL	—	$11.4M	0.2%	268K	+0.5%
107	—	ISHARES TR - ESG AWR MSCI USA	—	$11.2M	0.1%	67K	-0.1%
108	—	VANGUARD INDEX FDS - MRNGSTR GRWT ETF	—	$11.2M	0.1%	124K	+14%
109	$ABBV	AbbVie Inc.	Healthcare	$11.0M	0.1%	42K	+8%
110	$PAYX	PAYCHEX INC	Technology	$10.7M	0.1%	108K	+11%
111	$ETN	Eaton Corp plc	Industrials	$10.4M	0.1%	24K	+5%
112	$ORCL	ORACLE CORP	Technology	$10.4M	0.1%	76K	+44%
113	—	SPDR INDEX SHS FDS - ST S&P INTL ETF	—	$10.3M	0.1%	226K	+2%
114	—	SCHWAB STRATEGIC TR - FUNDAMENTAL INTL	—	$10.3M	0.1%	192K	+3%
115	$NFLX	NETFLIX INC	Communication Services	$10.0M	0.1%	144K	+9%
116	$UAL	United Airlines Holdings, Inc.	Industrials	$10.0M	0.1%	90K	+9%
117	$PG	PROCTER & GAMBLE Co	Consumer Staples	$9.9M	0.1%	68K	+2%
118	$OZ	Belpointe PREP, LLC	Real Estate	$9.9M	0.1%	240K	-0.2%
119	$ANET	Arista Networks, Inc.	Technology	$9.8M	0.1%	48K	-10%
120	$RTX	RTX Corp	Industrials	$9.8M	0.1%	53K	+7%
121	$NEM	NEWMONT Corp /DE/	Materials	$9.6M	0.1%	83K	+7%
122	—	SPDR SERIES TRUST - ST NUVE TERM ETF	—	$9.1M	0.1%	194K	+16%
123	—	FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD	—	$9.0M	0.1%	202K	-2%
124	$MCK	MCKESSON CORP	Consumer Staples	$8.9M	0.1%	10K	+3%
125	$AZO	AUTOZONE INC	Consumer Discretionary	$8.6M	0.1%	3,049	+0.5%
126	$TJX	TJX COMPANIES INC /DE/	Consumer Discretionary	$8.3M	0.1%	63K	-8%
127	—	SCHWAB STRATEGIC TR - US BRD MKT ETF	—	$8.3M	0.1%	283K	+27%
128	—	SPDR SERIES TRUST - ST INTER BD ETF	—	$7.9M	0.1%	245K	+23%
129	$BAC	BANK OF AMERICA CORP /DE/	Financials	$7.7M	0.1%	141K	+22%
130	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$7.6M	0.1%	50K	+1665%
131	$GRMN	GARMIN LTD	Technology	$7.4M	0.1%	26K	+8%
132	$HD	HOME DEPOT, INC.	Consumer Discretionary	$7.3M	0.1%	26K	+9%
133	$QCOM	QUALCOMM INC/DE	Technology	$7.3M	0.1%	40K	+9%
134	$MPWR	MONOLITHIC POWER SYSTEMS, INC.	Technology	$7.0M	0.1%	5,227	+2%
135	$ORLY	O REILLY AUTOMOTIVE INC	Consumer Discretionary	$7.0M	0.1%	82K	+2%
136	$WT	WisdomTree, Inc.	Financials	$6.8M	0.1%	123K	-0.5%
137	—	VANGUARD WORLD FD - ESG INTL STK ETF	—	$6.6M	0.1%	82K	-0.7%
138	$KO	COCA COLA CO	Consumer Staples	$6.3M	0.1%	73K	+9%
139	$MRK	Merck & Co., Inc.	Healthcare	$6.2M	0.1%	43K	-12%
140	$PLTR	Palantir Technologies Inc.	Technology	$6.1M	0.1%	33K	+17%
141	$BKR	Baker Hughes Co	Energy	$6.1M	0.1%	111K	-1.0%
142	$STT	STATE STREET CORP	Financials	$6.1M	0.1%	35K	+19%
143	$LPLA	LPL Financial Holdings Inc.	Financials	$6.1M	0.1%	20K	+5%
144	$EME	EMCOR Group, Inc.	Industrials	$6.1M	0.1%	8,052	+5%
145	$TMUS	T-Mobile US, Inc.	Communication Services	$6.1M	0.1%	37K	+7%
146	$AMGN	AMGEN INC	Healthcare	$6.0M	0.1%	14K	+9%
147	—	ISHARES TR - NATIONAL MUN ETF	—	$5.9M	0.1%	58K	+11%
148	$GE	GENERAL ELECTRIC CO	Industrials	$5.9M	0.1%	19K	+14%
149	$BMY	BRISTOL MYERS SQUIBB CO	Healthcare	$5.9M	0.1%	94K	+9%
150	$MA	Mastercard Inc	Financials	$5.9M	0.1%	11K	+3%

What changed in Q3 2026

Against the previous quarter's 13F: 186 new, 705 added to, 194 trimmed, 96 sold out. Share-count changes; largest moves by dollar size first.

New positions (186)

$SPYPUTSPDR S&P 500 ETF TRUST$38.1M
first bought this quarter
DFA INVT DIMENSIONS GROUP IN - U.S. HIGH RELATI$28.4M
first bought this quarter
$EBFENNIS, INC.$2.0M
first bought this quarter
$AVGOCALLBroadcom Inc.$1.8M
first bought this quarter
$BFHBREAD FINANCIAL HOLDINGS, INC.$1.6M
first bought this quarter
$AMALAmalgamated Financial Corp.$1.5M
first bought this quarter

+180 more in the Excel export

Added to (705)

$NVDANVIDIA CORP+17%
now $548.5M
$METAMeta Platforms, Inc.+23%
now $97.3M
ISHARES TR - MSCI INTL QUALTY+4%
now $407.4M
EA SERIES TRUST - ALPHA ARCHITECT+5211%
now $15.1M
VANGUARD MALVERN FDS - STRM INFPROIDX+5%
now $265.9M
$AAPLApple Inc.+5%
now $216.7M

+699 more in the Excel export

Trimmed (194)

$MUMICRON TECHNOLOGY INC-32%
now $23.2M
$SANMSANMINA CORP-95%
now $221K
$COLBCOLUMBIA BANKING SYSTEM, INC.-84%
now $718K
$QQQINVESCO QQQ TRUST, SERIES 1-11%
now $20.6M
$DELLDell Technologies Inc.-5%
now $42.4M
$NTCTNETSCOUT SYSTEMS INC-57%
now $1.6M

+188 more in the Excel export

Sold out (96)

DIMENSIONAL ETF TRUST - US HIGH PROF ETFwas $28.9M
$WRLDWORLD ACCEPTANCE CORPwas $2.5M
held 4 qtrs
$CPRXCATALYST PHARMACEUTICALS, INC.was $2.3M
held 4 qtrs
$NXTNextpower Inc.was $1.8M
held 4 qtrs
$RMBSRAMBUS INCwas $1.5M
$ETDETHAN ALLEN INTERIORS INCwas $966K

+90 more in the Excel export

Holdings by quarter

Every 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma has filed, 41 earlier quarters. Pick one to see what it held then.

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Portfolio Overview

Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma disclosed 1,154 positions worth $7.4B in its Form 13F-HR for Q3 2026 — $7.3B in common stock plus $82.0M of put/call option positions (reported at underlying notional value, not premium at risk), led by $NVDA (NVIDIA CORP) at 7.5% of the equity portfolio. During the quarter the fund opened 186 new positions and exited 96 — including a new stake in $SPY. The portfolio is most concentrated in Other (57.3% of disclosed assets). All figures are sourced directly from Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma’s Form 13F-HR filing with the SEC under CIK 1510434.

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AI-Powered Hedge Fund Analysis: Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma

13F Pro is an AI hedge fund tracker and stock research platform. For Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma (SEC CIK: 1510434), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.