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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$35.6B
$758,000 0.02% of portfolio
10,776
Q2 2025 Reduced 14.34%
$48.2B
$752,000 0.02% of portfolio
4,030
Q2 2025 Added 22.75%
$102B
$697,000 0.02% of portfolio
1,594
Q2 2025 Added 9.1%
$133B
$828,000 0.02% of portfolio
925
Q2 2025 Reduced 1.8%
$0
$957,000 0.02% of portfolio
26,970
Q2 2025 Reduced 1.21%
$0
$668,000 0.02% of portfolio
114,937
Q2 2024 Reduced 0.4%
$0
$912,000 0.02% of portfolio
31,858
Q2 2025 Reduced 0.58%
$474M
$1.09 Million 0.02% of portfolio
60,139
Q2 2025 Added 4.06%
$2.29B
$850,000 0.02% of portfolio
34,114
Q1 2025 Reduced 24.49%
$61.1B
$961,000 0.02% of portfolio
11,954
Q2 2025 Reduced 8.18%
$141B
$1.02 Million 0.02% of portfolio
28,604
Q2 2025 Added 25.93%
$5.28B
$1.02 Million 0.02% of portfolio
12,803
Q2 2025 Added 13.49%
$83.2B
$1.04 Million 0.02% of portfolio
4,872
Q2 2025 Added 270.78%
$87.3B
$844,000 0.02% of portfolio
5,546
Q2 2025 Added 14.71%
$6.32B
$720,000 0.02% of portfolio
7,256
Q2 2025 Added 10.51%
$3.62B
$1.07 Million 0.02% of portfolio
26,854
Q2 2025 Added 1.5%
$0
$1.02 Million 0.02% of portfolio
4,286
Q2 2025 Reduced 15.99%
$21.5B
$745,000 0.02% of portfolio
6,388
Q2 2025 Reduced 52.45%
$30.2B
$669,000 0.02% of portfolio
1,252
Q2 2025 Reduced 22.04%
$70.7B
$707,000 0.02% of portfolio
1,820
Q2 2025 Added 2.48%
$3.68B
$889,000 0.02% of portfolio
2,200
Q2 2025 Added 41.21%
$78.8B
$871,000 0.02% of portfolio
3,236
Q2 2025 Added 3.85%
$86B
$873,000 0.02% of portfolio
3,197
Q2 2025 Reduced 37.45%
$0
$721,000 0.02% of portfolio
15,874
Q2 2025 Reduced 34.6%
$55.1B
$862,000 0.02% of portfolio
1,521
Q2 2025 Added 1.13%
$2.79B
$692,000 0.02% of portfolio
15,262
Q2 2025 Added 15.55%
$209M
$672,000 0.02% of portfolio
168,000
Q2 2025 New
$0
$858,000 0.02% of portfolio
6,322
Q1 2025 Added 12.67%
$0
$681,000 0.02% of portfolio
9,155
Q2 2025 Reduced 7.06%
$0
$673,000 0.02% of portfolio
3,855
Q2 2025 Reduced 1.28%
$7.1B
$717,000 0.02% of portfolio
14,494
Q2 2025 Added 28.13%
$96.8B
$909,000 0.02% of portfolio
8,654
Q2 2025 Reduced 16.48%
$0
$1.08 Million 0.02% of portfolio
11,284
Q2 2025 Added 5.7%
$2.64B
$1.04 Million 0.02% of portfolio
7,875
Q2 2025 Added 22.21%
$57.5B
$681,000 0.02% of portfolio
6,568
Q2 2025 Added 7.85%
$72.7B
$669,000 0.02% of portfolio
2,512
Q2 2025 Added 11.3%
$13.8B
$660,000 0.02% of portfolio
4,040
Q2 2025 Added 27.89%
$1.37B
$837,000 0.02% of portfolio
103,472
Q2 2025 Added 15.48%
$0
$1.01 Million 0.02% of portfolio
43,617
Q2 2025 Added 8.39%
$80B
$730,000 0.02% of portfolio
2,956
Q2 2025 Reduced 5.62%
$138B
$667,000 0.02% of portfolio
27,555
Q2 2025 Reduced 0.12%
$0
$917,000 0.02% of portfolio
7,702
Q2 2025 Added 13.2%
$0
$733,000 0.02% of portfolio
17,346
Q2 2025 Reduced 2.82%
$0
$754,000 0.02% of portfolio
32,356
Q2 2025 Added 2.42%
$0
$747,000 0.02% of portfolio
33,891
Q2 2025 Added 2.64%
$0
$1.09 Million 0.02% of portfolio
7,222
Q2 2025 Reduced 0.43%
$0
$749,000 0.02% of portfolio
32,505
Q2 2025 Added 2.48%
$0
$737,000 0.02% of portfolio
34,268
Q2 2025 Added 2.71%
$0
$862,000 0.02% of portfolio
21,309
Q2 2025 Added 0.09%

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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