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CIK: 0001510434
Total reported value
$6.9B
$6.9B
684 檔
14.4%
As reported in its official Q2 2025 Form 13F filing, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's tracked investment portfolio stood at $6.9B with 684 total positions.
During Q2 2025, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 684 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 5.59% | +0.68% | +1.11% | |
| 2 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.63% | -0.45% | +5.32% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.10% | -0.05% | +24.20% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.05% | -0.43% | +3.95% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.92% | -0.11% | -4.77% | |
| 6 | IQLT | Ishares Msci International Q | ETF-Other | 3.25% | +0.24% | +4.32% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.75% | -0.07% | +19.28% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.61% | -0.20% | +6.12% | |
| 9 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.61% | +0.01% | -1.15% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.41% | -0.24% | +3.14% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.38% | +0.06% | +3.53% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.34% | -0.16% | +4.81% | |
| 13 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 1.81% | -0.16% | +4.70% | |
| 14 | DFIV | Dimensional International Va | ETF-Other | 1.76% | -0.18% | -1.85% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.50% | -0.15% | +6.86% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.40% | -0.08% | +19.56% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.37% | +0.05% | +7.06% | |
| 18 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.34% | -0.13% | +3.33% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.17% | -0.06% | +4.70% | |
| 20 | DFAT | Dimensional US Target Value | ETF-Other | 1.12% | -0.05% | +3.84% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.06% | +0.04% | +6.26% | |
| 22 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.04% | -0.09% | +3.54% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.78% | -0.02% | +1.50% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.73% | -0.05% | -10.60% | |
| 25 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.68% | +0.02% | +12.45% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 0.67% | +0.18% | +3.49% | |
| 27 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.67% | -0.02% | +8.87% | |
| 28 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.65% | -0.06% | -1.70% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.60% | -0.02% | +53.04% | |
| 30 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.59% | -0.02% | -1.31% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.58% | -0.02% | +7.69% | |
| 32 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.57% | -0.05% | -2.78% | |
| 33 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.57% | -0.01% | +867.42% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.10% | -4.30% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.50% | +0.05% | +22.60% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.50% | -0.09% | +18.32% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | +0.02% | +16.95% | |
| 38 | ADP | Automatic Data Processing | Stock-Tech | 0.49% | +0.03% | +8.45% | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.48% | +0.02% | -0.96% | |
| 40 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.46% | -0.01% | +6.11% | |
| 41 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.45% | -0.03% | +1.39% | |
| 42 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.45% | -0.04% | +3.87% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | -0.01% | +11.18% | |
| 44 | PM | Philip Morris International | Stock-Consumer Staples | 0.44% | -0.01% | -1.31% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.43% | +0.04% | +0.77% | |
| 46 | TXN | Texas Instruments Inc | Stock-Tech | 0.43% | +0.03% | -1.03% | |
| 47 | MO | Altria Group Inc | Stock-Consumer Staples | 0.43% | -0.02% | +3.26% | |
| 48 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.42% | +0.02% | +28.05% | |
| 49 | VFMO | Vanguard US Momentum Factor | ETF-Other | 0.42% | +0.01% | +51.50% | |
| 50 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.40% | -0.05% | -8.82% |
According to official SEC Form 13F filings, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management reported a total U.S. public equity portfolio value of $6.9B across 684 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including MTUM, VTIP, NVDA) accounted for 14.4% of total reported equity market value during Q2 2025.
During Q2 2025, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's top holdings by market value included MTUM (5.6%)、VTIP (4.6%)、NVDA (4.1%). The largest single position, MTUM, represented 5.6% of total portfolio value.
In Q2 2025, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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