Empirical Asset Management, LLC
All 13F Filings
- Location
- Wellesley, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 354,501
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/6/2026 | 356 | 354,501 | 13F-HR | Empirical Asset Management, LLC |
| Q3 2025 | 11/12/2025 | 368 | 360,084 | 13F-HR | Empirical Asset Management, LLC |
| Q2 2025 | 7/29/2025 | 313 | 323,441 | 13F-HR | Empirical Asset Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 291.8 K | 82.5% | 0 | 8.348 K | -8.348 K |
| ETFs | 60.51 K | 17.1% | 3.592 K | 0 | 3.592 K |
| Debt | 577 | 0.2% | 0 | 884 | -884 |
| Other | 757 | 0.2% | 0 | 61 | -61 |
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Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
354,501
Holdings
356
QoQ value change ($000)
-5,583
(-1.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.