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
$150B
$5.72 Million 0.13% of portfolio
51,612
Q2 2025 Reduced 15.55%
$22B
$5.58 Million 0.13% of portfolio
31,008
Q2 2025 Added 14.81%
$32.2B
$5.75 Million 0.13% of portfolio
72,203
Q2 2025 Added 57.31%
$218B
$5.56 Million 0.13% of portfolio
14,315
Q2 2025 Added 11.18%
$227B
$5.56 Million 0.13% of portfolio
17,444
Q2 2025 Added 13.22%
$229B
$5.56 Million 0.13% of portfolio
38,104
Q2 2025 Added 15.4%
$368B
$5.25 Million 0.12% of portfolio
32,922
Q2 2025 Added 3.93%
$222B
$5.06 Million 0.12% of portfolio
17,325
Q2 2025 Added 1.32%
$381B
$5.45 Million 0.12% of portfolio
115,188
Q2 2025 Added 1.76%
$75.9B
$5.25 Million 0.12% of portfolio
1,413
Q2 2025 Reduced 12.56%
$25.6B
$4.9 Million 0.11% of portfolio
664
Q2 2025 Reduced 22.16%
$55B
$4.2 Million 0.1% of portfolio
57,438
Q2 2025 Reduced 13.38%
$282B
$4.23 Million 0.1% of portfolio
29,804
Q2 2025 Added 18.81%
$28.2B
$4.34 Million 0.1% of portfolio
2,216
Q2 2025 Added 6.08%
$52.6B
$3.82 Million 0.09% of portfolio
53,263
Q2 2025 Added 2.88%
$108B
$3.85 Million 0.09% of portfolio
41,989
Q2 2025 Reduced 1.06%
$42.6B
$3.82 Million 0.09% of portfolio
99,592
Q2 2025 Added 6.84%
$306B
$3.8 Million 0.09% of portfolio
53,683
Q2 2025 Added 7.25%
$150B
$4.02 Million 0.09% of portfolio
20,354
Q2 2025 Reduced 1.63%
$229B
$3.95 Million 0.09% of portfolio
29,023
Q2 2025 Reduced 2.49%
$99B
$3.37 Million 0.08% of portfolio
72,779
Q2 2025 Reduced 2.76%
$245B
$3.7 Million 0.08% of portfolio
11,858
Q2 2025 Reduced 5.3%
$34.5B
$3.7 Million 0.08% of portfolio
35,496
Q2 2025 Reduced 4.24%
$162B
$3.56 Million 0.08% of portfolio
19,420
Q2 2025 Reduced 11.4%
$150B
$3.51 Million 0.08% of portfolio
11,751
Q2 2025 Reduced 7.64%
$55.9B
$3.69 Million 0.08% of portfolio
18,316
Q2 2025 Added 5.19%
$548B
$3.67 Million 0.08% of portfolio
6,523
Q2 2025 Added 20.75%
$1.27T
$3.16 Million 0.07% of portfolio
13,972
Q2 2025 Added 19.88%
$423B
$2.92 Million 0.07% of portfolio
4
Q1 2025 New
$96.6B
$3.04 Million 0.07% of portfolio
4,347
Q2 2025 Added 1.09%
$152B
$3.21 Million 0.07% of portfolio
11,503
Q2 2025 Reduced 1.32%
$52.5B
$3.01 Million 0.07% of portfolio
14,725
Q2 2025 Reduced 0.75%
$146B
$3.04 Million 0.07% of portfolio
13,072
Q2 2025 Added 4.95%
$202B
$2.89 Million 0.07% of portfolio
21,882
Q2 2025 Reduced 3.74%
$139B
$3.23 Million 0.07% of portfolio
15,416
Q2 2025 Added 14.09%
$38.3B
$2.99 Million 0.07% of portfolio
17,805
Q2 2025 Added 0.39%
$44.8B
$3.07 Million 0.07% of portfolio
102,574
Q2 2025 New
$147B
$2.84 Million 0.07% of portfolio
26,471
Q2 2025 Added 21.53%
$95.8B
$3.11 Million 0.07% of portfolio
26,373
Q2 2025 Added 16.65%
$172B
$2.58 Million 0.06% of portfolio
2,512
Q2 2025 Added 22.12%
$182B
$2.51 Million 0.06% of portfolio
4,758
Q2 2025 Added 11.04%
$18.5B
$2.56 Million 0.06% of portfolio
30,858
Q2 2025 Added 8.21%
$102B
$2.73 Million 0.06% of portfolio
29,719
Q2 2025 Added 13.43%
$173B
$2.71 Million 0.06% of portfolio
17,022
Q2 2025 Added 7.12%
$145B
$2.82 Million 0.06% of portfolio
7,886
Q2 2025 Added 26.99%
$27.4B
$2.61 Million 0.06% of portfolio
127,729
Q2 2025 Added 4.71%
$40.5B
$2.47 Million 0.06% of portfolio
10,181
Q2 2025 Added 4.83%
$250B
$2.78 Million 0.06% of portfolio
19,736
Q2 2025 Added 23.58%
$65.4B
$2.62 Million 0.06% of portfolio
24,805
Q2 2025 Reduced 32.7%

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