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

CIK 0001510434 · SEATTLE, WA · Quarter end: 2026-06-30 · Filed on: 2026-07-15 · Open the SEC source

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management reported 1,062 positions worth $6.85B as of June 30, 2026 (13F filed July 15, 2026). Largest holding: NVDA (6.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$6.85B
2026 Q2
Positions
1,062
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
39.4%
Est. Net Flow (Q)
2026 Q2
10 / 1062 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$412.3M6.02%2,060,394
2QUALISHARES TRSH$393.8M5.75%1,794,452
3IQLTISHARES TRSH$391.0M5.71%7,891,119
4MTUMISHARES TRSH$319.4M4.66%931,613
5VTIPVANGUARD MALVERN FDSSH$258.5M3.77%5,146,018
6VCSHVANGUARD SCOTTSDALE FDSSH$227.4M3.32%2,877,812
7DFUVDIMENSIONAL ETF TRUSTSH$184.6M2.69%3,355,094
8AAPLAPPLE INCSH$179.6M2.62%620,743
9IEMGISHARES INCSH$168.0M2.45%2,028,593
10EFVISHARES TRSH$163.4M2.38%2,134,694

The free plan shows the top 10 positions. The remaining 1052 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Empirical Financial Services, LLC d.b.a. Empirical Wealth Management hold as of Q2 2026?

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management reported 1062 positions worth $6.85B in its Q2 2026 13F filing. Largest positions: NVDA (6.0%), QUAL (5.7%), IQLT (5.7%), MTUM (4.7%) and VTIP (3.8%).

What did Empirical Financial Services, LLC d.b.a. Empirical Wealth Management buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Empirical Financial Services, LLC d.b.a. Empirical Wealth Management sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.