Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio Holdings

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $4.37 Billion
  • Q2 2025

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.37 Billion distributed in 984 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Momentum Fact with a value of $248M, Vanguard Sht Trm Inflt Prot Fd with a value of $205M, Vanguard Sht Term Corp Bd ETF with a value of $179M, Ishares Msci Usa Quality Facto with a value of $174M, and Nvidia Corp with a value of $174M.

Examining the 13F form we can see an increase of $522M in the current position value, from $3.85B to 4.37B.

Below you can find more details about Empirical Financial Services, LLC D.B.A. Empirical Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $4.37 Billion
ETFs: $2.85 Billion
Technology: $635 Million
Financial Services: $177 Million
Communication Services: $146 Million
Industrials: $130 Million
Consumer Cyclical: $125 Million
Consumer Defensive: $116 Million
Healthcare: $92.8 Million
Other: $91.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$453B
$174 Million 3.97% of portfolio
1,099,078
Q2 2025 Added 24.84%
$3.98T
$122 Million 2.78% of portfolio
592,479
Q2 2025 Added 19.67%
$3.81T
$104 Million 2.37% of portfolio
208,507
Q2 2025 Added 4.81%
$1.61T
$66.3 Million 1.52% of portfolio
89,829
Q2 2025 Added 6.86%
$2.18T
$46.8 Million 1.07% of portfolio
213,208
Q2 2025 Added 6.31%
$410B
$31 Million 0.71% of portfolio
31,317
Q2 2025 Added 3.66%
$284B
$29.8 Million 0.68% of portfolio
429,952
Q2 2025 Added 3.49%
$1.53T
$24.9 Million 0.57% of portfolio
140,610
Q2 2025 Reduced 4.3%
$143B
$22.3 Million 0.51% of portfolio
81,019
Q2 2025 Added 22.6%
$289B
$22.2 Million 0.51% of portfolio
226,945
Q2 2025 Added 18.32%
$1.35T
$21.9 Million 0.5% of portfolio
68,902
Q2 2025 Added 16.95%
$116B
$21.7 Million 0.5% of portfolio
70,309
Q2 2025 Added 8.45%
$242B
$19.7 Million 0.45% of portfolio
108,034
Q2 2025 Reduced 1.31%
$876B
$19.8 Million 0.45% of portfolio
68,405
Q2 2025 Added 11.18%
$115B
$18.9 Million 0.43% of portfolio
322,451
Q2 2025 Added 3.26%
$177B
$17.8 Million 0.41% of portfolio
91,487
Q2 2025 Reduced 1.03%
$218M
$16.3 Million 0.37% of portfolio
251,255
Q2 2025 Reduced 0.18%
$124B
$15.8 Million 0.36% of portfolio
66,520
Q2 2025 Reduced 5.29%
$247B
$14.3 Million 0.33% of portfolio
48,474
Q2 2025 Added 9.29%
$527B
$14.3 Million 0.33% of portfolio
10,664
Q2 2025 Added 13.82%
$1.5T
$13.5 Million 0.31% of portfolio
76,355
Q2 2025 Added 7.82%
$86.3B
$12.1 Million 0.28% of portfolio
132,629
Q2 2025 Added 4.77%
$844B
$12.2 Million 0.28% of portfolio
55,834
Q2 2025 Reduced 12.02%
$59.6B
$11.7 Million 0.27% of portfolio
35,862
Q2 2025 Added 10.09%
$779B
$10.7 Million 0.25% of portfolio
13,747
Q2 2025 Added 6.9%
$548B
$11 Million 0.25% of portfolio
30,963
Q2 2025 Added 4.28%
$170B
$10.9 Million 0.25% of portfolio
119,273
Q2 2025 Added 0.05%
$461B
$11 Million 0.25% of portfolio
101,971
Q2 2025 Added 6.34%
$153B
$11.1 Million 0.25% of portfolio
28,604
Q2 2025 Added 4.09%
$45.6B
$10.5 Million 0.24% of portfolio
72,087
Q2 2025 Added 7.22%
$502B
$10.1 Million 0.23% of portfolio
65,885
Q2 2025 Reduced 10.03%
$76.2B
$10.1 Million 0.23% of portfolio
75,616
Q2 2025 Reduced 2.22%
$28.1B
$9.77 Million 0.22% of portfolio
399,391
Q2 2025 Reduced 3.63%
$187B
$9.62 Million 0.22% of portfolio
332,242
Q2 2025 Added 0.23%
$76.4B
$9.05 Million 0.21% of portfolio
121,732
Q2 2025 Added 21.26%
$79.5B
$8.75 Million 0.2% of portfolio
69,913
Q2 2025 Reduced 10.64%
$72.5B
$7.76 Million 0.18% of portfolio
54,733
Q2 2025 Added 25.38%
$73.3B
$7.24 Million 0.17% of portfolio
137,684
Q2 2025 Added 2.27%
$39.2B
$7.5 Million 0.17% of portfolio
61,182
Q2 2025 Reduced 9.95%
$30.9B
$7.4 Million 0.17% of portfolio
38,121
Q2 2025 Added 0.84%
$166B
$7.04 Million 0.16% of portfolio
57,005
Q2 2025 Added 13.73%
$297B
$7.15 Million 0.16% of portfolio
49,955
Q2 2025 Added 5.04%
$397B
$6.86 Million 0.16% of portfolio
18,717
Q2 2025 Added 5.25%
$39.5B
$6.37 Million 0.15% of portfolio
24,705
Q2 2025 Added 4.33%
$282B
$6.03 Million 0.14% of portfolio
25,314
Q2 2025 Added 1.13%
$401B
$6.15 Million 0.14% of portfolio
33,152
Q2 2025 Reduced 15.05%
$111B
$6.17 Million 0.14% of portfolio
8,424
Q2 2025 Reduced 20.45%
$31.8B
$6.23 Million 0.14% of portfolio
68,419
Q2 2025 Reduced 11.9%
$129B
$5.58 Million 0.13% of portfolio
12,051
Q2 2025 Added 3.04%

Summary

  • Portfolio
  • No. of Stocks 984
  • Current Value $4.37 Billion
  • Prior Value $3.85 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 86 stocks
  • Additional Purchases 361 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 202 stocks
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