Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Annual return '25
+13.6%
SPY '25
+17.7%
Alpha
-4.2ptsvs SPY
Invested
$5.8B
Holdings
931
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +600.1% (19.2k → 134.3k shares)
6.5%
02
$QUAL
ISHARES TR
Q4 2025: Exited (was 13.8k shares)
5.9%
03
$IQLT
ISHARES TR
Q4 2025: Exited (was 6.95M shares)
5.5%
04
$VTIP
VANGUARD MALVERN FDS
Q4 2025: Exited (was 10.5k shares)
4.3%
05
$MTUM
ISHARES TR
Q4 2025: Exited (was 2.06M shares)
4.0%
06
$VCSH
VANGUARD SCOTTSDALE FDS
Q4 2025: Exited (was 4.67M shares)
3.8%
07
$AAPL
APPLE INC
Q1 2026: Increased +2900.0% (4.0k → 120.0k shares)
2.7%
08
$DFUV
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 30.9k shares)
2.7%
09
$EFV
ISHARES TR
Q4 2025: Exited (was 23.6k shares)
2.6%
10
$IEMG
ISHARES INC
Q4 2025: Exited (was 14.8k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:26 UTC.