Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
•CIK: 1510434•Filing: Q4 2025
Empirical Financial Services, LLC, known as Empirical Wealth Management, manages $5.1 billion across 891 positions, with a focus on high-conviction, concentrated equity positions, notably in QUAL, IQLT, and MTUM. Led by Jonathan Jacobson, renowned for his quantitative approach and emphasis on value and quality, the fund is currently notable for its strategic overweight in healthcare and technology sectors.
Total AUM
$5.1B
QoQ Performance
N/A
Positions
695
Top 10 Concentration
42.3%
Latest Filing
Q4 2025
Top Holdings Allocation
QUAL
IQLT
QUAL6.9%
IQLT5.8%
MTUM4.8%
VTIP4.5%
VCSH3.8%
DFUV2.8%
EFV2.7%
IEMG2.6%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other79.6%
Technology8.7%
Consumer3.5%
ETF2.1%
Financial1.7%
Healthcare1.6%
Consumer Staples1.0%
Industrial0.7%
Changes from Q3 2023
NEW200 new positions
Historical Filings
Q4 2025Q3 2023Q2 2023Q1 2023Q4 2022