Empirical Financial Services, LLC d.b.a. Empirical Wealth Management - Portfolio overview

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has 1091 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IQLT - ISHARES TR, 9.06%
2. VTIP - VANGUARD MALVERN FDS, 6.96%
3. VCSH - VANGUARD SCOTTSDALE FDS, 6.24%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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