Empirical Wealth Management has reported a substantial increase in its investment holdings, now totaling over $7.38 billion, according to its latest SEC filing. This update, filed on October 27, 2026, is significant as it underscores the firm's growing presence in the financial services industry.

Empirical Financial Services, LLC, operating as Empirical Wealth Management, is based in Seattle, Washington. The firm focuses on investment management and financial advisory services, catering to a diverse clientele. The company's recent filings include a 13F-HR form, which details its investment holdings as of September 30, 2026.

In the recent filing, the firm reported a total of 2,055 individual investment positions, with a collective value of $7,384,366,570. Notably, the filing includes significant investments in companies such as 10X Genomics Inc., Abbott Laboratories, and 3M Co. The investment discretion for these holdings is primarily categorized as 'sole,' indicating that Empirical Wealth Management has full control over the investment decisions for these assets.

The filing also mentions two other included managers: Quantinno Capital Management and Brooklyn Investment Group. This collaboration suggests a strategic approach to diversifying investment strategies and expanding the firm's market reach.

This update is likely to affect various stakeholders, including clients, investors, and competitors within the financial services sector. The reported growth in assets under management (AUM) may enhance Empirical Wealth Management's reputation and attract new clients seeking robust investment strategies.

Looking ahead, the filing does not specify any immediate next steps or upcoming filings. However, the firm’s continued growth in investment holdings may prompt further disclosures as it navigates the evolving financial landscape.