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Empirical Financial Services LLC d.b.a. Empirical Wealth Management Top Holdings
As of  06/30/2023, below is a summary of the Empirical Financial Services LLC d.b.a. Empirical Wealth Management top holdings by largest position size, as per the latest 13f filing made by Empirical Financial Services LLC d.b.a. Empirical Wealth Management. In the Empirical Financial Services LLC d.b.a. Empirical Wealth Management-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Empirical Financial Services LLC d.b.a. Empirical Wealth Management in that top holding, then the share count change between reporting periods, and finally the Empirical Financial Services LLC d.b.a. Empirical Wealth Management top holding position size for that row.

   EntityAmountChange
 03/31/2023 to 06/30/2023
Position Size
($ in 1000's)
VANGUARD SCOTTSDALE FDS (VCSH) 1,874,955 +51,236 $141,859
     VCSH1,874,955+51,236$141,859
VANGUARD MALVERN FDS (VTIP) 2,521,521 +213,614 $119,571
     VTIP2,521,521+213,614$119,571
ISHARES TR (MTUM) 754,835 +53,074 $108,885
     MTUM754,835+53,074$108,885
VANGUARD SCOTTSDALE FDS (VCIT) 1,077,370 +24,657 $85,145
     VCIT1,077,370+24,657$85,145
ISHARES TR (IQLT) 2,174,614 +120,959 $77,416
     IQLT2,174,614+120,959$77,416
ISHARES TR (QUAL) 571,533 +39,070 $77,083
     QUAL571,533+39,070$77,083
ISHARES INC (IEMG) 1,445,268 +48,507 $71,237
     IEMG1,445,268+48,507$71,237
APPLE INC 365,129 -22,315 $70,824
     AAPL365,129-22,315$70,824
ISHARES TR (EFV) 1,293,566 +87,904 $63,307
     EFV1,293,566+87,904$63,307
DIMENSIONAL ETF TRUST (DFUV) 1,779,443 -14,694 $61,391
     DFUV1,779,443-14,694$61,391
MICROSOFT CORP 167,539 +20,770 $57,054
     MSFT167,539+20,770$57,054
SPDR SER TR (SJNK) 2,286,516 +143,165 $56,477
     SJNK2,286,516+143,165$56,477
DIMENSIONAL ETF TRUST (DFIV) 1,646,157 +38,720 $54,076
     DFIV1,646,157+38,720$54,076
VANGUARD INDEX FDS (VTV) 332,588 -29,800 $47,261
     VTV332,588-29,800$47,261
VANGUARD SCOTTSDALE FDS (VGSH) 769,215 +22,561 $44,407
     VGSH769,215+22,561$44,407
VANGUARD INDEX FDS (VNQ) 525,205 +41,796 $43,886
     VNQ525,205+41,796$43,886
SPDR S&P 500 ETF TR (SPY) 96,688 -995 $42,860
     SPY96,688-995$42,860
DIMENSIONAL ETF TRUST (DFAT) 827,669 +21,105 $38,396
     DFAT827,669+21,105$38,396
VANGUARD TAX MANAGED FDS (VEA) 742,039 -977 $34,267
     VEA742,039-977$34,267
VANGUARD INTL EQUITY INDEX F (VSS) 237,037 -21,870 $26,188
     VSS237,037-21,870$26,188
AMERICAN CENTY ETF TR (AVDV) 433,505 +40,699 $24,953
     AVDV433,505+40,699$24,953
ISHARES TR (STIP) 252,387 -10,768 $24,633
     STIP252,387-10,768$24,633
BELPOINTE PREP LLC 273,562 -8,202 $23,537
     OZ273,562-8,202$23,537
VANGUARD INDEX FDS (VBR) 134,469 -22,723 $22,241
     VBR134,469-22,723$22,241
DIMENSIONAL ETF TRUST (DFAC) 791,623 -21,373 $21,493
     DFAC791,623-21,373$21,493
ISHARES TR (ESGD) 286,857 +24,411 $20,920
     ESGD286,857+24,411$20,920
FIRST TR EXCH TRADED FD III (FPE) 1,027,651 +37,548 $16,412
     FPE1,027,651+37,548$16,412
DIMENSIONAL ETF TRUST (DFAS) 299,087 +9,106 $16,390
     DFAS299,087+9,106$16,390
NVIDIA CORPORATION      $15,692
     NVDA53,595+23,885$22,672
     Put16,500+16,500$6,980
AMAZON COM INC 115,589 +1,170 $15,068
     AMZN115,589+1,170$15,068
COSTCO WHSL CORP NEW 27,024 +10,841 $14,549
     COST27,024+10,841$14,549
FIRST TR EXCH TRD ALPHDX FD (FEM) 649,790 -28,133 $13,763
     FEM649,790-28,133$13,763
SCHWAB STRATEGIC TR 252,591 +6,993 $13,228
     SCHX252,591+6,993$13,228
VANGUARD INDEX FDS (VB) 66,168 -15,924 $13,160
     VB66,168-15,924$13,160
CHEVRON CORP NEW 81,997 +7,605 $12,902
     CVX81,997+7,605$12,902
ISHARES TR (IWC) 117,173 -3,147 $12,807
     IWC117,173-3,147$12,807
ADOBE SYSTEMS INCORPORATED 26,065 -35 $12,746
     ADBE26,065-35$12,746
ARCH CAP GROUP LTD 167,408 -8,508 $12,530
     ACGL167,408-8,508$12,530
VANGUARD INDEX FDS (VV) 61,314 -2,086 $12,430
     VV61,314-2,086$12,430
NVR INC 1,934 -93 $12,282
     NVR1,934-93$12,282
NUSHARES ETF TR (NULV) 338,856 +48,996 $11,741
     NULV338,856+48,996$11,741
VANGUARD INTL EQUITY INDEX F (VNQI) 291,881 +33,177 $11,731
     VNQI291,881+33,177$11,731
SPDR SER TR (HYMB) 457,844 +68,897 $11,451
     HYMB457,844+68,897$11,451
CISCO SYS INC 219,436 +127,327 $11,354
     CSCO219,436+127,327$11,354
JOHNSON & JOHNSON 67,229 -1,571 $11,128
     JNJ67,229-1,571$11,128
EXXON MOBIL CORP      $10,834
     XOM100,720+36,411$10,802
     Call300+300$32
VANGUARD INTL EQUITY INDEX F (VWO) 264,364 -6,044 $10,754
     VWO264,364-6,044$10,754
SCHWAB STRATEGIC TR 317,924 +129,044 $10,736
     SCHC317,924+129,044$10,736
SCHWAB STRATEGIC TR 157,928 -519 $10,595
     SCHV157,928-519$10,595
VANGUARD INDEX FDS (VTI) 47,763 -3,053 $10,521
     VTI47,763-3,053$10,521

See Full List: All Stocks Held By Empirical Financial Services LLC d.b.a. Empirical Wealth Management
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Empirical Financial Services LLC d.b.a. Empirical Wealth Management

Size ($ in 1000's)
At 06/30/2023: $2,485,466
At 03/31/2023: $2,305,874

Empirical Financial Services LLC d.b.a. Empirical Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Empirical Financial Services LLC d.b.a. Empirical Wealth Management 13F filings. Link to 13F filings: SEC filings

Empirical Financial Services LLC d.b.a. Empirical Wealth Management Top Holdings 13F Filings | www.HoldingsChannel.com

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