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

13F Filings History

Latest 13F report
Q4 2024 - Jan 22, 2025
Value $
$3.68B
Signature - Title
Justin W. Buller - Chief Compliance Officer
Location
Seattle, WA
Summary
This page shows a list of all the recent 13F filings made by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Empirical Financial Services, LLC d.b.a. Empirical Wealth Management reported 609 stock holdings with total value $3.68B as of Q4 2024. Top holdings included MTUM, VTIP, QUAL, VCSH, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 609 $3.68B +$299M -$56.5M +$243M MTUM, VTIP, QUAL, VCSH, AAPL 13F-HR 1/21/2025, 05:31 PM
Q3 2024 565 $3.55B +$199M -$145M +$53.4M MTUM, VTIP, VCSH, QUAL, IQLT 13F-HR 10/31/2024, 05:41 PM
Q2 2024 559 $3.32B +$226M -$44.8M +$182M MTUM, VTIP, VCSH, QUAL, NVDA 13F-HR 8/9/2024, 11:55 AM
Q1 2024 524 $3.22B +$180M -$112M +$67.8M VCSH, MTUM, VTIP, NVDA, QUAL 13F-HR 5/6/2024, 09:41 PM
Q4 2023 498 $3.01B +$235M -$55.1M +$179M VCSH, VTIP, MTUM, AAPL, QUAL 13F-HR 2/6/2024, 05:26 PM
Q3 2023 502 $2.55B +$197M -$57.8M +$139M VCSH, VTIP, MTUM, AAPL, VCIT 13F-HR 11/2/2023, 09:12 PM
Q2 2023 460 $2.49B +$249M -$112M +$137M VCSH, VTIP, MTUM, VCIT, IQLT 13F-HR 8/11/2023, 04:46 PM
Q1 2023 463 $2.31B +$138M -$28.5M +$110M VCSH, VTIP, MTUM, VCIT, IQLT 13F-HR 5/9/2023, 04:32 PM
Q4 2022 459 $2.12B +$153M -$54.7M +$98.1M VCSH, VTIP, MTUM, VCIT, IQLT 13F-HR 2/7/2023, 07:43 PM
Q3 2022 466 $1.91B +$195M -$52.6M +$143M VCSH, VTIP, VCIT, MTUM, AAPL 13F-HR 11/2/2022, 08:20 PM
Q2 2022 462 $1.91B +$273M -$81.7M +$191M VCSH, VTIP, VCIT, MTUM, DFUV 13F-HR 8/1/2022, 05:48 PM
Q1 2022 492 $2.01B +$182M -$54.9M +$127M VCSH, VTIP, VCIT, MTUM, AAPL 13F-HR 5/13/2022, 10:40 AM
Q4 2021 515 $2B +$234M -$52.6M +$181M VCSH, VTIP, VCIT, IEMG, AAPL 13F-HR 2/11/2022, 07:54 PM
Q3 2021 449 $1.76B +$174M -$51.4M +$123M VCSH, VTIP, VCIT, IEMG, SJNK 13F-HR 11/2/2021, 08:53 AM
Q2 2021 442 $1.65B +$376M -$22M +$354M VCSH, VTIP, VCIT, IEMG, VGSH 13F-HR 8/11/2021, 09:28 PM
Q1 2021 390 $1.24B +$69.6M -$184M -$114M VCSH, VTIP, VCIT, VGSH, SJNK 13F-HR 5/17/2021, 12:45 PM
Q4 2020 377 $1.31B +$109M -$57.5M +$51.2M VCSH, VTIP, VCIT, VGSH, IEMG 13F-HR 2/12/2021, 06:41 AM
Q3 2020 344 $1.17B +$107M -$23.7M +$83M VCSH, VTIP, VCIT, VGSH, IEMG 13F-HR 11/12/2020, 02:13 PM
Q2 2020 330 $1.07B +$96.4M -$37.2M +$59.2M VCSH, VTIP, VCIT, VGSH, SJNK 13F-HR 8/12/2020, 04:55 PM
Q1 2020 320 $915M +$170M -$37.5M +$133M VCSH, VTIP, VCIT, VGSH, SJNK 13F-HR 5/11/2020, 01:30 PM
Q4 2019 329 $910M +$103M -$42.3M +$60.9M VCSH, VCIT, VTIP, IEMG, SJNK 13F-HR 2/13/2020, 11:35 AM
Q3 2019 285 $826M +$79.7M -$19.1M +$60.6M VCSH, VCIT, VTIP, SHY, SJNK 13F-HR 11/13/2019, 02:28 PM
Q2 2019 267 $768M +$80.8M -$11.2M +$69.6M VCSH, VCIT, VTIP, SHY, IEMG 13F-HR 8/12/2019, 04:52 PM
Q1 2019 235 $687M +$68.2M -$5.8M +$62.4M VCSH, VCIT, VTIP, SHY, IEMG 13F-HR 5/10/2019, 08:28 PM
Q4 2018 200 $589M +$80.7M -$8.62M +$72M VCSH, VCIT, VTIP, SHY, IEMG 13F-HR 2/12/2019, 07:10 PM
Q3 2018 214 $564M +$39M -$13.2M +$25.9M VCSH, VCIT, VTIP, SHY, IEMG 13F-HR 11/13/2018, 07:32 AM
Q2 2018 185 $534M +$58.9M -$10.9M +$48M VCSH, VCIT, VTIP, SHY, IEMG 13F-HR 8/13/2018, 12:55 PM
Q1 2018 170 $506M +$54.5M -$7.55M +$46.9M VCSH, VCIT, VTIP, SHY, IEMG Restatement 5/14/2018, 04:45 PM
Q4 2017 150 $466M +$38.4M -$4.33M +$34M VCSH, VCIT, VTIP, SHY, IEMG 13F-HR 2/12/2018, 03:09 PM
Q3 2017 139 $432M +$19.1M -$2.31M +$16.8M VCSH, VCIT, VTIP, SHY, IEMG 13F-HR 11/13/2017, 06:46 AM
Q2 2017 130 $411M +$15.4M -$7.33M +$8.07M VCSH, VCIT, VTIP, SHY, IEMG 13F-HR 8/9/2017, 09:42 PM
Q1 2017 129 $401M +$14.5M -$26.8M -$12.3M VCSH, VCIT, VTIP, SHY, IEMG 13F-HR 5/12/2017, 03:11 PM
Q4 2016 123 $407M +$40.5M -$3.89M +$36.7M VCSH, VCIT, VTIP, SHY, SJNK 13F-HR 2/7/2017, 08:19 PM
Q3 2016 109 $383M +$17.2M -$8.58M +$8.6M VCSH, VCIT, VTIP, SHY, SJNK 13F-HR 11/3/2016, 05:44 PM
Q2 2016 107 $380M +$10.1M -$45.7M -$35.6M VCSH, VCIT, VTIP, SHY, SJNK 13F-HR 7/29/2016, 06:46 PM
Q1 2016 104 $413M +$21.5M -$15.5M +$5.99M VCSH, VCIT, VTIP, SCHX, SHY 13F-HR 4/21/2016, 10:37 AM
Q4 2015 104 $411M +$18M -$24.1M -$6.1M VCSH, VCIT, SCHX, VTIP, SHY 13F-HR 1/25/2016, 07:11 PM
Q3 2015 112 $423M +$22.8M -$9.98M +$12.9M VCSH, VCIT, SCHX, VTIP, SHY 13F-HR 10/21/2015, 08:38 PM
Q2 2015 113 $430M +$26.7M -$8.22M +$18.5M VCSH, VCIT, SCHX, VTIP, SHY 13F-HR 8/5/2015, 09:29 PM
Q1 2015 99 $417M +$16.6M -$12M +$4.68M VCSH, VCIT, SCHX, SHY, VTIP 13F-HR 5/6/2015, 07:19 PM
Q4 2014 100 $409M +$26.9M -$22.4M +$4.5M VCSH, VCIT, SCHX, SHY, VTIP 13F-HR 2/9/2015, 05:59 PM
Q3 2014 103 $413M +$38.8M -$19.8M +$19M VCSH, VCIT, SCHX, SHY, SCHP 13F-HR 11/10/2014, 07:45 PM
Q2 2014 101 $403M +$27.6M -$9.47M +$18.1M VCSH, VCIT, SCHX, SCHP, TUZ 13F-HR 7/17/2014, 01:11 PM
Q1 2014 98 $380M +$25.6M -$3.24M +$22.4M VCSH, VCIT, SCHX, TUZ, SCHP 13F-HR 5/5/2014, 06:46 PM
Q4 2013 93 $354M VCSH, VCIT, TUZ, SCHX, SCHP 13F-HR 1/23/2014, 06:29 PM