Titelia

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

857 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 41.9 % of the equity sleeve

Sector breakdown

  • Funds 18.2 %
  • Technology 15.6 %
  • Communication 3.3 %
  • Financials 3.2 %
  • Consumer discretionary 2.9 %
  • Industrials 2.7 %
  • Health care 2.1 %
  • Consumer staples 2.1 %
  • Energy 0.6 %
  • Utilities 0.5 %
  • Materials 0.4 %
  • Real estate 0.1 %
  • Unattributed 48.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.5 %
  • TW 0.2 %
  • GB 0.1 %
  • NL 0.0 %
  • JP 0.0 %
  • AU 0.0 %
  • ES 0.0 %
  • IN 0.0 %
  • BR 0.0 %
  • KR 0.0 %
  • MX 0.0 %
  • DE 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US8095.4B $99.49 %
2TW38.5M $0.16 %
3GB114.8M $0.09 %
4NL42.7M $0.05 %
5JP52.3M $0.04 %
6AU21.8M $0.03 %
7ES21.6M $0.03 %
8IN51.5M $0.03 %
9BR41M $0.02 %
10KR2906.2K $0.02 %
11MX2721.1K $0.01 %
12DE1604.9K $0.01 %

Positions

RankCompanySharesValueWeight
201SELECT SECTOR SPDR TRUST (THE) 20,1972.7M $
202W R Berkley Corp 39,8462.6M $
203Vanguard Mid-Cap ETF 9,0852.6M $
204iShares Trust 60,6732.6M $
205KLA Corp 1,6742.5M $
206Nasdaq Inc 28,7152.4M $
207Sanmina Corp 18,7842.4M $
208Cheniere Energy Inc 8,5032.4M $
209iShares Russell 2000 ETF 9,6812.4M $
210Lowe's Cos Inc 10,1202.4M $
211Lockheed Martin Corp 3,9482.4M $
212Fortinet Inc 29,1872.4M $
213Citigroup Inc 21,0052.4M $
214iShares MSCI EAFE ETF 24,4112.4M $
215ConocoPhillips 17,8412.4M $
216EOG Resources Inc 15,8512.3M $
217Union Pacific Corp 9,3252.3M $
218Palo Alto Networks Inc 14,0122.2M $
219State Street Spdr Dow Jones Industrial Average Etf Trust 4,8452.2M $
220Uber Technologies Inc 31,1372.2M $
221Whitestone REIT 134,0602.2M $
222Honeywell International Inc 9,3472.1M $
223Snap-on Inc 5,7442.1M $
224Walt Disney Co/The 21,2112M $
225Remitly Global Inc 129,6642M $
226iShares California Muni Bond ETF 35,2102M $
227Vanguard FTSE All-World ex-US ETF 25,9822M $
228Invesco S&P 500 BuyWrite ETF 88,1591.9M $
229US Bancorp 37,1821.9M $
230Loar Holdings Inc 33,7031.9M $
231Thermo Fisher Scientific Inc 3,9231.9M $
232PulteGroup Inc 16,3001.9M $
233Laureate Education Inc 54,5051.9M $
234iShares Core S&P Mid-Cap ETF 27,9861.9M $
235Wisdom Tree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund 31,3601.9M $
236iShares Trust 13,6111.9M $
237Edwards Lifesciences Corp 23,1641.9M $
238American Electric Power Co Inc 13,7331.8M $
239Travelers Cos Inc/The 6,1471.8M $
240Capital One Financial Corp 9,7351.8M $
241Fastenal Co 37,3151.7M $
242ASML Holding NV 1,3071.7M $
243Colgate-Palmolive Co 19,7991.7M $
244Aflac Inc 15,3441.7M $
245Northrop Grumman Corp 2,4441.7M $
246Jabil Inc 6,1911.6M $
247Nextpower Inc 13,6391.6M $
248Catalyst Pharmaceuticals Inc 66,2231.6M $
249Welltower Inc 8,2391.6M $
250SPDR Gold Shares 3,7841.6M $
251Old Republic International Corp 40,6461.6M $
252Comcast Corp 55,1931.6M $
253Invesco S&P 500 Equal Weight ETF 8,1981.6M $
254S&P Global Inc 3,6781.6M $
255Motorola Solutions Inc 3,5901.6M $
256Vanguard Whitehall Funds 16,3991.5M $
257iShares MSCI EAFE Small-Cap ETF 19,5841.5M $
258Sherwin-Williams Co/The 4,7721.5M $
259Inhibrx Biosciences Inc 22,5841.5M $
260Agilent Technologies Inc 13,2151.5M $
261Fox Corp 24,9781.5M $
262iShares Russell 1000 Growth ETF 3,4141.5M $
263Novartis AG 9,5131.5M $
264Avista Corp 36,1101.4M $
265iShares Trust 14,3201.4M $
266PACCAR Inc 12,2731.4M $
267Consolidated Edison Inc 12,3091.4M $
268PNC Financial Services Group Inc/The 6,6931.4M $
269SPDR Series Trust 27,9341.3M $
270UnitedHealth Group Inc 4,9841.3M $
271Invesco S&P 500 Low Volatility 18,3281.3M $
272Buckle Inc/The 26,4371.3M $
273Perdoceo Education Corp 35,1781.3M $
274iShares Trust 11,0091.3M $
275SEI Investments Co 16,5661.3M $
276Prologis Inc 9,7991.3M $
277Fifth Third Bancorp 27,7651.3M $
278Illinois Tool Works Inc 4,9511.3M $
279Super Micro Computer Inc 56,5241.3M $
280Booking Holdings Inc 3011.3M $
281WisdomTree US High Dividend Fund 11,5571.3M $
282Ecolab Inc 4,7311.3M $
283Waste Management Inc 5,4511.3M $
284Twilio Inc 9,8251.2M $
285World Acceptance Corp 9,1531.2M $
286iShares MSCI Emerging Markets Small-Cap ETF 17,7721.2M $
287Allstate Corp/The 5,8991.2M $
288Progressive Corp/The 5,9241.2M $
289Amphenol Corp 9,2581.2M $
290Rockwell Automation Inc 3,1791.1M $
291Pfizer Inc 39,9181.1M $
292Cognizant Technology Solutions Corp. 18,1711.1M $
293iShares Trust 13,4701.1M $
294ONEOK Inc 12,2431.1M $
295Teledyne Technologies Inc 1,8281.1M $
296iShares Core S&P U.S. Growth ETF 7,1221.1M $
297ASE Technology Holding Co Ltd 50,9521.1M $
298Ralph Lauren Corp 3,2031.1M $
299Howmet Aerospace Inc 4,7421.1M $
300Universal Insurance Holdings Inc 31,6711.1M $