Universe · entity
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Institutional manager (13F) · CIK 1510434
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $4.0B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NVIDIA CORPORATION | $341M | 1,957,352 |
| 2 | ISHARES TR | $339M | 1,766,694 |
| 3 | ISHARES TR | $316M | 6,839,909 |
| 4 | VANGUARD MALVERN FDS | $244M | 4,890,809 |
| 5 | ISHARES TR | $230M | 960,399 |
| 6 | VANGUARD SCOTTSDALE FDS | $217M | 2,738,923 |
| 7 | APPLE INC | $155M | 612,419 |
| 8 | DIMENSIONAL ETF TRUST | $155M | 3,194,495 |
| 9 | ISHARES TR | $149M | 2,009,214 |
| 10 | ISHARES INC | $138M | 1,984,690 |
| 11 | VANGUARD SCOTTSDALE FDS | $115M | 1,391,592 |
| 12 | DIMENSIONAL ETF TRUST | $94M | 1,785,481 |
| 13 | MICROSOFT CORP | $82M | 220,717 |
| 14 | VANGUARD SCOTTSDALE FDS | $67M | 1,150,169 |
| 15 | VANGUARD INDEX FDS | $67M | 340,165 |
| 16 | AMERICAN CENTY ETF TR | $63M | 630,579 |
| 17 | STATE STR SPDR S&P 500 ETF T | $63M | 96,441 |
| 18 | AMAZON COM INC | $62M | 295,610 |
| 19 | META PLATFORMS INC | $61M | 105,894 |
| 20 | DFA INVT DIMENSIONS GROUP IN | $59M | 1,154,128 |
| 21 | VANGUARD TAX-MANAGED FDS | $58M | 898,925 |
| 22 | DIMENSIONAL ETF TRUST | $57M | 914,073 |
| 23 | WISDOMTREE TR | $55M | 1,021,046 |
| 24 | ALPHABET INC | $49M | 170,449 |
| 25 | AMERICAN CENTY ETF TR | $46M | 414,659 |
| 26 | VANGUARD INDEX FDS | $40M | 455,462 |
| 27 | SCHWAB STRATEGIC TR | $40M | 857,100 |
| 28 | SPDR SERIES TRUST | $37M | 1,487,531 |
| 29 | CISCO SYS INC | $37M | 475,778 |
| 30 | BROADCOM INC | $31M | 98,751 |
| 31 | VANGUARD INTL EQUITY INDEX F | $30M | 206,351 |
| 32 | TESLA INC | $29M | 78,722 |
| 33 | SCHWAB STRATEGIC TR | $28M | 1,132,786 |
| 34 | VANGUARD INDEX FDS | $28M | 128,493 |
| 35 | DIMENSIONAL ETF TRUST | $28M | 710,928 |
| 36 | SCHWAB STRATEGIC TR | $27M | 1,052,984 |
| 37 | ISHARES TR | $27M | 281,817 |
| 38 | JPMORGAN CHASE & CO | $26M | 86,802 |
| 39 | DIMENSIONAL ETF TRUST | $25M | 678,278 |
| 40 | VANGUARD INDEX FDS | $25M | 77,227 |
| 41 | ALPHABET INC | $24M | 84,338 |
| 42 | ALTRIA GROUP INC | $24M | 359,259 |
| 43 | DIMENSIONAL ETF TRUST | $23M | 317,343 |
| 44 | ISHARES TR | $22M | 140,664 |
| 45 | FIRST TR EXCH TRADED FD III | $22M | 1,239,522 |
| 46 | WALMART INC | $22M | 176,267 |
| 47 | JOHNSON & JOHNSON | $22M | 89,256 |
| 48 | VANGUARD WELLINGTON FD | $22M | 109,211 |
| 49 | COSTCO WHOLESALE CORPORATION | $21M | 21,521 |
| 50 | VANGUARD WORLD FD | $21M | 89,419 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.