Long-term investor
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management @empiricalfinancialservic
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001510434).
Record
- Tracked since 2025-12-31 (257 days), 14 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +9.6%
- Max drawdown n/a · win rate 8% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 6.4% · long · since 2025-12-31
- QUAL · 5.7% · long · since 2025-12-31
- IQLT · 5.7% · long · since 2025-12-31
- MTUM · 4.7% · long · since 2025-12-31
- VTIP · 3.8% · long · since 2025-12-31
- VCSH · 3.3% · long · since 2025-12-31
- DFUV · 2.7% · long · since 2025-12-31
- AAPL · 2.6% · long · since 2025-12-31
- IEMG · 2.5% · long · since 2025-12-31
- EFV · 2.4% · long · since 2025-12-31
- VCIT · 1.8% · long · since 2025-12-31
- DFIV · 1.4% · long · since 2025-12-31