DOSSIER · 13F-HR · Q1 2026

Empire Financial Management Company, LLC

$442M in tracked AUM across 211 positions as of Q1 2026.

EF
CIK 0001971875 · last filed Mar 31, 2026
Total AUM
$442M
as of Q1 2026
Holdings
211
positions
Whale Score
46
46
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Empire Financial Management Company, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DSTL
ETF SERIES SOLUTIONS
$15M257K3.4%
02
AAPL
APPLE INC
$14M55K3.1%
03
AMZN
AMAZON.COM INC
$12M58K2.7%
04
JPM
JPMORGAN CHASE & CO
$12M39K2.6%
05
LLY
ELI LILLY & CO
$11M12K2.6%
06
HON
HONEYWELL INTL INC
$11M47K2.4%
07
MSFT
MICROSOFT CORP
$9M25K2.1%
08
BA
BOEING CO
$9M46K2.1%
09
RTX
RTX CORPORATION
$9M44K1.9%
10
GOOGL
ALPHABET INC
$7M25K1.7%

Filing history

2026Q1Mar 31
$442M 3.9%
211 positionsView →
2025Q4Dec 31
$460M 5.4%
210 positionsView →
2025Q3Sep 30
$437M 26.0%
206 positionsView →
2025Q2Jun 30
$347M 7.1%
196 positionsLocked
2025Q1Mar 31
$324M 0.9%
197 positionsLocked
2024Q4Dec 31
$321M 1.4%
196 positionsLocked
2024Q3Sep 30
$325M 7.5%
203 positionsLocked
2024Q2Jun 30
$302M 0.1%
199 positionsLocked
2024Q1Mar 31
$303M 18.4%
205 positionsLocked
2023Q4Dec 31
$255M 11.3%
190 positionsLocked
2023Q3Sep 30
$229M 8.6%
187 positionsLocked
2023Q2Jun 30
$251M 2.4%
191 positionsLocked
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