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

13F Filings History

Latest 13F report
Q3 2024 - Nov 1, 2024
Value $
$3.55B
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 565 stock holdings with total value $3.55B as of Q3 2024. Top holdings included MTUM, VTIP, VCSH, QUAL, and IQLT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 -$45.6M +$181M MTUM, VTIP, VCSH, QUAL, NVDA 13F-HR 8/9/2024, 11:55 AM
Q1 2024 527 $3.22B +$180M -$112M +$67.8M VCSH, MTUM, VTIP, NVDA, QUAL 13F-HR 5/6/2024, 09:41 PM
Q4 2023 494 $2.94B +$235M -$55.1M +$179M VCSH, VTIP, MTUM, AAPL, QUAL 13F-HR 2/6/2024, 05:26 PM
Q3 2023 462 $2.54B +$193M -$57.7M +$136M VCSH, VTIP, MTUM, AAPL, VCIT 13F-HR 11/2/2023, 09:12 PM
Q2 2023 458 $2.48B +$242M -$151M +$90.4M VCSH, VTIP, MTUM, VCIT, IQLT 13F-HR 8/11/2023, 04:46 PM
Q1 2023 462 $2.31B +$138M -$38.8M +$99.2M VCSH, VTIP, MTUM, VCIT, IQLT 13F-HR 5/9/2023, 04:32 PM
Q4 2022 455 $2.12B +$153M -$64.3M +$88.3M VCSH, VTIP, MTUM, VCIT, IQLT 13F-HR 2/7/2023, 08:43 PM
Q3 2022 462 $1.91B +$194M -$60.7M +$133M VCSH, VTIP, VCIT, MTUM, AAPL 13F-HR 11/2/2022, 08:20 PM
Q2 2022 462 $1.91B +$273M -$120M +$153M VCSH, VTIP, VCIT, MTUM, DFUV 13F-HR 8/1/2022, 05:48 PM
Q1 2022 492 $2.01B +$183M -$74.7M +$108M VCSH, VTIP, VCIT, MTUM, AAPL 13F-HR 5/13/2022, 10:40 AM
Q4 2021 516 $2B +$235M -$63.3M +$172M VCSH, VTIP, VCIT, IEMG, AAPL 13F-HR 2/11/2022, 08:54 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 -$115M VCSH, VTIP, VCIT, VGSH, SJNK 13F-HR 5/17/2021, 12:45 PM
Q4 2020 375 $1.31B +$108M -$66.8M +$41.1M VCSH, VTIP, VCIT, VGSH, IEMG 13F-HR 2/12/2021, 07:41 AM
Q3 2020 345 $1.17B +$107M -$30.7M +$76.6M VCSH, VTIP, VCIT, VGSH, IEMG 13F-HR 11/12/2020, 03:13 PM
Q2 2020 326 $1.07B +$95.2M -$44.7M +$50.5M VCSH, VTIP, VCIT, VGSH, SJNK 13F-HR 8/12/2020, 04:55 PM
Q1 2020 312 $911M +$166M -$52M +$114M VCSH, VTIP, VCIT, VGSH, SJNK 13F-HR 5/11/2020, 01:30 PM
Q4 2019 324 $905M +$100M -$47.4M +$53M VCSH, VCIT, VTIP, IEMG, SJNK 13F-HR 2/13/2020, 12:35 PM
Q3 2019 280 $820M +$76.2M -$24.4M +$51.8M VCSH, VCIT, VTIP, SHY, SJNK 13F-HR 11/13/2019, 03:28 PM
Q2 2019 263 $766M +$78.8M -$14.3M +$64.5M VCSH, VCIT, VTIP, SHY, IEMG 13F-HR 8/12/2019, 04:52 PM
Q1 2019 234 $687M +$68.2M -$7.7M +$60.5M VCSH, VCIT, VTIP, SHY, IEMG 13F-HR 5/10/2019, 08:28 PM
Q4 2018 197 $588M +$80.6M -$26.6M +$54M VCSH, VCIT, VTIP, SHY, IEMG 13F-HR 2/12/2019, 08:10 PM
Q3 2018 213 $564M +$38.6M -$17.5M +$21.1M VCSH, VCIT, VTIP, SHY, IEMG 13F-HR 11/13/2018, 08:32 AM
Q2 2018 185 $534M +$58.9M -$29.2M +$29.7M VCSH, VCIT, VTIP, SHY, IEMG 13F-HR 8/13/2018, 12:55 PM
Q1 2018 171 $506M +$54.5M -$10.3M +$44.2M VCSH, VCIT, VTIP, SHY, IEMG Restatement 5/14/2018, 04:45 PM
Q4 2017 151 $466M +$38.4M -$7.98M +$30.4M VCSH, VCIT, VTIP, SHY, IEMG 13F-HR 2/12/2018, 04:09 PM
Q3 2017 139 $433M +$19.2M -$2.94M +$16.3M VCSH, VCIT, VTIP, SHY, IEMG 13F-HR 11/13/2017, 07:46 AM
Q2 2017 130 $411M +$15.4M -$10.1M +$5.27M VCSH, VCIT, VTIP, SHY, IEMG 13F-HR 8/9/2017, 09:42 PM
Q1 2017 129 $401M +$14.5M -$29.3M -$14.8M VCSH, VCIT, VTIP, SHY, IEMG 13F-HR 5/12/2017, 03:11 PM
Q4 2016 123 $407M +$40.5M -$9.52M +$31M VCSH, VCIT, VTIP, SHY, SJNK 13F-HR 2/7/2017, 09:19 PM
Q3 2016 109 $383M +$17.2M -$19.7M -$2.56M VCSH, VCIT, VTIP, SHY, SJNK 13F-HR 11/3/2016, 05:44 PM
Q2 2016 107 $381M +$10.1M -$49.1M -$38.9M VCSH, VCIT, VTIP, SHY, SJNK 13F-HR 7/29/2016, 06:46 PM
Q1 2016 104 $413M +$21.5M -$25.8M -$4.24M VCSH, VCIT, VTIP, SCHX, SHY 13F-HR 4/21/2016, 10:37 AM
Q4 2015 104 $411M +$18M -$30.4M -$12.4M VCSH, VCIT, SCHX, VTIP, SHY 13F-HR 1/25/2016, 08:11 PM
Q3 2015 112 $424M +$22.8M -$12.8M +$10.1M VCSH, VCIT, SCHX, VTIP, SHY 13F-HR 10/21/2015, 08:38 PM
Q2 2015 113 $430M +$26.7M -$8.65M +$18.1M VCSH, VCIT, SCHX, VTIP, SHY 13F-HR 8/5/2015, 09:29 PM
Q1 2015 99 $417M +$16.6M -$13.5M +$3.12M VCSH, VCIT, SCHX, SHY, VTIP 13F-HR 5/6/2015, 07:19 PM
Q4 2014 100 $409M +$26.9M -$27.2M -$318K VCSH, VCIT, SCHX, SHY, VTIP 13F-HR 2/9/2015, 06:59 PM
Q3 2014 104 $413M +$38.8M -$21.2M +$17.6M VCSH, VCIT, SCHX, SHY, SCHP 13F-HR 11/10/2014, 08:45 PM
Q2 2014 101 $403M +$27.6M -$11.5M +$16.1M VCSH, VCIT, SCHX, SCHP, TUZ 13F-HR 7/17/2014, 01:11 PM
Q1 2014 98 $380M +$25.6M -$4.59M +$21M VCSH, VCIT, SCHX, TUZ, SCHP 13F-HR 5/5/2014, 06:46 PM
Q4 2013 93 $354M $0 $0 VCSH, VCIT, TUZ, SCHX, SCHP 13F-HR 1/23/2014, 07:29 PM