Justin W. Buller

Empirical Financial Services, Llc D.b.a. Empirical Wealth Management

Assets Managed

$5.785B

Holdings

984

Last Quarter

2026 - Q1

Filed Date

1mo 20d ago

Growth Rate

3.03%(2Q avg: 7.68%)

Sustained Growth

15 quarters

Portfolio positions

This chart displays the top 10 holdings in Empirical Financial Services, Llc D.b.a. Empirical Wealth Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 984 positions.

Assets under management

The assets under management (AUM) of Empirical Financial Services, Llc D.b.a. Empirical Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 15 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 5.785B in assets, with a quarterly growth rate of 3.03% and a 2-quarter average growth rate of 7.68%. The portfolio is managed by Justin W. Buller, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
NVDA Nvidia Corp Recent Activity Increased 8.42%	6.41%	$370.574M 2.125M shares@ $174.4 avg price	Increased 8.42%
QUAL Ishares Msci Usa Quality Fac Recent Activity Increased 0.13%	5.86%	$338.87M 1.767M shares@ $191.81 avg price	Increased 0.13%
IQLT Ishares Msci International Q Recent Activity Increased 6.14%	5.47%	$316.209M 6.84M shares@ $46.23 avg price	Increased 6.14%
VTIP Vanguard Short-term Tips Recent Activity Increased 5.11%	4.23%	$244.296M 4.891M shares@ $49.95 avg price	Increased 5.11%
MTUM Ishares Msci Usa Momentum Fa Recent Activity Decreased -1.41%	3.99%	$230.486M 960,399 shares@ $240.0 avg price	Decreased -1.41%
VCSH Vanguard S T Corp Bond Etf Recent Activity Increased 12.76%	3.76%	$217.114M 2.739M shares@ $79.27 avg price	Increased 12.76%
AAPL Apple Inc Recent Activity Decreased -1.43%	2.69%	$155.426M 612,419 shares@ $253.8 avg price	Decreased -1.43%
DFUV Dimensional Us Marketwide Va Recent Activity Increased 4.46%	2.68%	$154.805M 3.194M shares@ $48.46 avg price	Increased 4.46%
EFV Ishares Msci Eafe Value Etf Recent Activity Increased 4.18%	2.59%	$149.385M 2.009M shares@ $74.36 avg price	Increased 4.18%
IEMG Ishares Core Msci Emerging Recent Activity Increased 2.22%	2.4%	$138.432M 1.985M shares@ $69.76 avg price	Increased 2.22%

1-10 of 984