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
$456B
$174 Million 3.97% of portfolio
1,099,078
Q2 2025 Added 24.84%
$3.69T
$122 Million 2.78% of portfolio
592,479
Q2 2025 Added 19.67%
$3.95T
$104 Million 2.37% of portfolio
208,507
Q2 2025 Added 4.81%
$1.78T
$66.3 Million 1.52% of portfolio
89,829
Q2 2025 Added 6.86%
$2.26T
$46.8 Million 1.07% of portfolio
213,208
Q2 2025 Added 6.31%
$439B
$31 Million 0.71% of portfolio
31,317
Q2 2025 Added 3.66%
$293B
$29.8 Million 0.68% of portfolio
429,952
Q2 2025 Added 3.49%
$1.24T
$24.9 Million 0.57% of portfolio
140,610
Q2 2025 Reduced 4.3%
$127B
$22.3 Million 0.51% of portfolio
81,019
Q2 2025 Added 22.6%
$281B
$22.2 Million 0.51% of portfolio
226,945
Q2 2025 Added 18.32%
$1.08T
$21.9 Million 0.5% of portfolio
68,902
Q2 2025 Added 16.95%
$124B
$21.7 Million 0.5% of portfolio
70,309
Q2 2025 Added 8.45%
$261B
$19.7 Million 0.45% of portfolio
108,034
Q2 2025 Reduced 1.31%
$859B
$19.8 Million 0.45% of portfolio
68,405
Q2 2025 Added 11.18%
$118B
$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%
$205M
$16.3 Million 0.37% of portfolio
251,255
Q2 2025 Reduced 0.18%
$119B
$15.8 Million 0.36% of portfolio
66,520
Q2 2025 Reduced 5.29%
$210B
$14.3 Million 0.33% of portfolio
48,474
Q2 2025 Added 9.29%
$545B
$14.3 Million 0.33% of portfolio
10,664
Q2 2025 Added 13.82%
$1.21T
$13.5 Million 0.31% of portfolio
76,355
Q2 2025 Added 7.82%
$83.7B
$12.1 Million 0.28% of portfolio
132,629
Q2 2025 Added 4.77%
$684B
$12.2 Million 0.28% of portfolio
55,834
Q2 2025 Reduced 12.02%
$56.3B
$11.7 Million 0.27% of portfolio
35,862
Q2 2025 Added 10.09%
$608B
$10.7 Million 0.25% of portfolio
13,747
Q2 2025 Added 6.9%
$551B
$11 Million 0.25% of portfolio
30,963
Q2 2025 Added 4.28%
$179B
$10.9 Million 0.25% of portfolio
119,273
Q2 2025 Added 0.05%
$442B
$11 Million 0.25% of portfolio
101,971
Q2 2025 Added 6.34%
$157B
$11.1 Million 0.25% of portfolio
28,604
Q2 2025 Added 4.09%
$48.7B
$10.5 Million 0.24% of portfolio
72,087
Q2 2025 Added 7.22%
$452B
$10.1 Million 0.23% of portfolio
65,885
Q2 2025 Reduced 10.03%
$78.6B
$10.1 Million 0.23% of portfolio
75,616
Q2 2025 Reduced 2.22%
$27.5B
$9.77 Million 0.22% of portfolio
399,391
Q2 2025 Reduced 3.63%
$203B
$9.62 Million 0.22% of portfolio
332,242
Q2 2025 Added 0.23%
$78.6B
$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%
$86.8B
$7.76 Million 0.18% of portfolio
54,733
Q2 2025 Added 25.38%
$55.6B
$7.24 Million 0.17% of portfolio
137,684
Q2 2025 Added 2.27%
$36.7B
$7.5 Million 0.17% of portfolio
61,182
Q2 2025 Reduced 9.95%
$33B
$7.4 Million 0.17% of portfolio
38,121
Q2 2025 Added 0.84%
$155B
$7.04 Million 0.16% of portfolio
57,005
Q2 2025 Added 13.73%
$302B
$7.15 Million 0.16% of portfolio
49,955
Q2 2025 Added 5.04%
$405B
$6.86 Million 0.16% of portfolio
18,717
Q2 2025 Added 5.25%
$42.1B
$6.37 Million 0.15% of portfolio
24,705
Q2 2025 Added 4.33%
$314B
$6.03 Million 0.14% of portfolio
25,314
Q2 2025 Added 1.13%
$351B
$6.15 Million 0.14% of portfolio
33,152
Q2 2025 Reduced 15.05%
$94.7B
$6.17 Million 0.14% of portfolio
8,424
Q2 2025 Reduced 20.45%
$32.4B
$6.23 Million 0.14% of portfolio
68,419
Q2 2025 Reduced 11.9%
$113B
$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
Track This Portfolio

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

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email