13F Filings History of Empirical Asset Management, LLC

Latest 13F report
Q4 2025 - 06 Feb 2026
Value $
$299,756,931
Signature - Title
Mark Fiskio - Chief Compliance Officer
Location
Wellesley, MA
Summary
This page shows a list of all the recent 13F filings made by Empirical Asset Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Empirical Asset Management, LLC reported 356 stock holdings with total value $299,756,931 as of Q4 2025. Top holdings included AAPL, SPY, SGOL, NVDA, and IYW.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 356 $299,756,931 +$32,165,231 -$39,825,135 -$7,659,904 AAPL, SPY, SGOL, NVDA, IYW 13F-HR 06 Feb 2026, 17:22
Q3 2025 368 $305,354,508 +$80,896,454 -$51,731,455 +$29,164,999 AAPL, SPY, NVDA, IYW, SGOL 13F-HR 10 Nov 2025, 17:38
Q2 2025 313 $323,441,059 +$29,514,833 -$19,298,406 +$10,216,427 AAPL, SPY, NVDA, MSFT, IYW 13F-HR 29 Jul 2025, 08:37
Q1 2025 301 $293,384,889 +$34,649,971 -$13,217,585 +$21,432,386 AAPL, SPY, SGOL, NVDA, MSFT 13F-HR 12 May 2025, 10:25
Q4 2024 454 $169,575,771 $0 $0 $0 SPY, IYW, SGOL, UTWO, HD 13F-HR 15 Jan 2025, 06:08
Q3 2024 308 $183,543,284 +$39,693,106 -$33,508,725 +$6,184,381 SPY, IYW, NVDA, SGOL, UTWO 13F-HR 11 Oct 2024, 16:15
Q2 2024 351 $178,617,843 +$53,734,098 -$25,515,645 +$28,218,453 SPY, IYW, SGOL, UTWO, NVDA 13F-HR 09 Aug 2024, 17:31
Q1 2024 282 $176,166,759 +$78,067,305 -$20,214,394 +$57,852,911 AAPL, IYW, UTWO, SGOL, HD 13F-HR 10 May 2024, 09:47
Q4 2023 176 $122,574,432 +$23,820,753 -$22,017,131 +$1,803,622 UTWO, SGOL, MSFT, WTMF, ICOW 13F-HR 12 Jan 2024, 11:29
Q3 2023 166 $114,753,963 +$19,389,872 -$15,879,505 +$3,510,367 SPY, UTWO, SGOL, WTMF, UTEN 13F-HR 01 Nov 2023, 08:33
Q2 2023 156 $113,009,994 +$22,745,351 -$14,717,543 +$8,027,808 SPY, UTWO, SGOL, WTMF, UTEN 13F-HR 01 Aug 2023, 16:54
Q1 2023 147 $104,539,689 +$45,542,006 -$37,589,962 +$7,952,044 UTWO, SGOL, SPY, WTMF, UTEN 13F-HR 18 Apr 2023, 15:51
Q4 2022 161 $84,990,755 +$10,695,466 -$14,833,910 -$4,138,444 SGOL, SHY, HYZD, SPY, TPL 13F-HR 31 Jan 2023, 10:20
Q3 2022 146 $91,694,000 +$19,327,434 -$17,835,194 +$1,492,240 SGOL, SHY, HYZD, WTMF, SCHR 13F-HR 19 Oct 2022, 12:47
Q2 2022 153 $94,862,000 +$20,055,998 -$20,788,077 -$732,079 SGOL, SHY, HYZD, WTMF, SCHR 13F-HR 18 Jul 2022, 11:33
Q1 2022 145 $105,171,000 +$32,616,408 -$28,736,403 +$3,880,005 SGOL, SHY, HYZD, XLU, SCHR 13F-HR 06 May 2022, 09:33
Q4 2021 150 $103,608,000 $0 $0 $0 SPY, SGOL, SHY, HYZD, LGLV 13F-HR 06 May 2022, 09:25