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CIK: 0001510434
Total reported value
$7.4B
$7.4B
1046 檔
24.4%
At the close of Q2 2026, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management disclosed equity holdings valued at approximately $7.4B, spread across 1046 reported holdings.
In Q2 2026, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management displayed an active expansion posture, initiating 11 new positions and adding to 136 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1046 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.36% | +1.56% | +2.45% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.75% | -0.30% | +1.57% | |
| 3 | IQLT | Ishares Msci International Q | ETF-Other | 5.71% | -0.19% | +15.37% | |
| 4 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 4.66% | -0.66% | -3.00% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.77% | -0.17% | +5.22% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.32% | -0.25% | +5.07% | |
| 7 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.69% | -0.07% | +5.03% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.62% | +0.32% | +1.36% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.45% | -0.14% | +2.21% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.38% | +0.04% | +6.25% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.75% | -0.16% | +4.54% | |
| 12 | DFIV | Dimensional International Va | ETF-Other | 1.45% | -0.05% | +2.82% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.25% | +0.42% | +3.97% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.14% | +0.49% | +8.26% | |
| 15 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 1.12% | +0.02% | +13.63% | |
| 16 | DFMC | US Micro Cap Portfolio ETF | ETF-Other | 1.10% | -0.08% | +7.27% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.10% | +0.01% | +6.54% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.07% | -0.11% | -1.14% | |
| 19 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.03% | -0.07% | +5.46% | |
| 20 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.00% | +0.05% | +5.29% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.95% | — | +8.09% | |
| 22 | DFAT | Dimensional US Target Value | ETF-Other | 0.94% | -0.11% | +0.95% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.94% | -0.07% | +0.07% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.90% | +0.42% | +3.32% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 0.82% | -0.08% | +1.12% | |
| 26 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.81% | -0.07% | +7.21% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.68% | -0.07% | +5.36% | |
| 28 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.67% | +0.04% | +11.00% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.59% | +0.04% | +6.66% | |
| 30 | MU | Micron Technology Inc | Stock-Tech | 0.54% | -0.22% | -1.16% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | -0.11% | +8.54% | |
| 32 | DELL | Dell Technologies -c | Stock-Tech | 0.52% | +0.05% | -3.06% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.50% | -0.03% | +9.79% | |
| 34 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.48% | -0.04% | -11.63% | |
| 35 | LRCX | Lam Research CORP | Stock-Tech | 0.47% | -0.14% | -2.19% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.47% | -0.04% | +5.97% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.47% | — | +11.75% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.46% | -0.05% | +2.03% | |
| 39 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.46% | -0.03% | -0.45% | |
| 40 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.46% | -0.04% | -0.72% | |
| 41 | AMD | Advanced Micro Devices | Stock-Tech | 0.45% | +0.03% | -3.54% | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.45% | — | +0.08% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | +0.01% | +4.32% | |
| 44 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.42% | -0.02% | +0.14% | |
| 45 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.42% | -0.42% | EXIT | |
| 46 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.41% | -0.07% | +0.05% | |
| 47 | MO | Altria Group Inc | Stock-Consumer Staples | 0.39% | -0.03% | +3.49% | |
| 48 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.39% | -0.01% | +9.06% | |
| 49 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.38% | -0.05% | +0.02% | |
| 50 | WDC | Western Digital CORP | Stock-Tech | 0.38% | -0.12% | -9.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MTUM | Ishares Msci USA Momentum Fa | +0.7% | -3.00% | Trim |
| 2 | MU | Micron Technology Inc | +0.4% | -1.16% | Trim |
| 3 | DELL | Dell Technologies -c | +0.3% | -3.06% | Trim |
| 4 | AMD | Advanced Micro Devices | +0.3% | -3.54% | Trim |
| 5 | IQLT | Ishares Msci International Q | +0.2% | +15.37% | Add |
| 6 | LRCX | Lam Research CORP | +0.2% | -2.19% | Trim |
| 7 | QGRW | Wisdomtree US Quality Growth | +0.2% | +13.63% | Add |
| 8 | CSCO | Cisco Systems Inc | +0.2% | +1.12% | Add |
| 9 | WDC | Western Digital CORP | +0.2% | -9.36% | Trim |
| 10 | AMAT | Applied Materials Inc | +0.1% | +3.60% | Add |
| 11 | INTC | Intel CORP | +0.1% | -5.86% | Trim |
| 12 | GLW | Corning Inc | +0.1% | -8.50% | Trim |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | +8.09% | Add |
| 14 | DFMC | US Micro Cap Portfolio ETF | +0.1% | +7.27% | Add |
| 15 | HPE | Hewlett Packard Enterprise | +0.1% | +1.80% | Add |
| 16 | COLB | Columbia Banking System Inc | +0.1% | NEW | New buy |
| 17 | IEMG | Ishares Core Msci Emerging | +0.1% | +2.21% | Add |
| 18 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +10.88% | Add |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +8.26% | Add |
| 20 | AVGO | Broadcom Inc | +0.1% | +6.66% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | +5.97% | Add |
| 22 | CAT | Caterpillar Inc | +0.1% | -1.33% | Trim |
| 23 | AMZN | Amazon.com Inc | 0% | +6.54% | Add |
| 24 | VTI | Vanguard Total Stock Mkt ETF | 0% | +11.75% | Add |
| 25 | MGK | Vanguard Mega Cap Growth ETF | 0% | +445.28% | Add |
| 26 | LLY | Eli Lilly & Co | 0% | +3.97% | Add |
| 27 | UAL | United Airlines Holdings Inc | 0% | +7.23% | Add |
| 28 | ANET | Arista Networks Inc | 0% | +29.51% | Add |
| 29 | IWM | Ishares Russell 2000 ETF | 0% | +100.37% | Add |
| 30 | ACMR | Acm Research Inc-class A | 0% | +41.52% | Add |
| 31 | KLAC | Kla CORP | 0% | +971.74% | Add |
| 32 | SANM | Sanmina CORP | 0% | +10.47% | Add |
| 33 | CMI | Cummins Inc | 0% | -2.30% | Trim |
| 34 | IJR | Ishares Core S&p Small-cap E | 0% | +9.46% | Add |
| 35 | ADP | Automatic Data Processing | 0% | +26.20% | Add |
| 36 | TXN | Texas Instruments Inc | 0% | -3.83% | Trim |
| 37 | PAYX | Paychex Inc | 0% | +39.74% | Add |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 0% | +0.45% | Add |
| 39 | PANW | Palo Alto Networks Inc | 0% | +1.11% | Add |
| 40 | ✓ | Carnival CORP LTD F | 0% | NEW | New buy |
| 41 | AVUV | Avantis US Small Cap Value | 0% | +7.21% | Add |
| 42 | TSLA | Tesla Inc | 0% | +8.54% | Add |
| 43 | SCHF | Schwab Intl Equity ETF | 0% | +9.79% | Add |
| 44 | IWC | Ishares Micro-cap ETF | 0% | +0.05% | Add |
| 45 | MGC | Vanguard Mega Cap ETF | 0% | +9.06% | Add |
| 46 | BNY | Bank Of New York Mellon CORP | 0% | +3.04% | Add |
| 47 | PWR | Quanta Services Inc | 0% | -1.85% | Trim |
| 48 | VOT | Vanguard Mid-cap Growth ETF | 0% | +10.64% | Add |
| 49 | QCOM | Qualcomm Inc | 0% | +7.52% | Add |
| 50 | SPHQ | Invesco S&p 500 Quality ETF | 0% | NEW | New buy |
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 $7.4B across 1046 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, QUAL, IQLT) accounted for 24.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
COLB
市值: $5.1M
Top Position Liquidated / Trimmed
HON
前期市值: $2.1M
During Q2 2026, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's top holdings by market value included NVDA (6.4%)、QUAL (5.8%)、IQLT (5.7%). The largest single position, NVDA, represented 6.4% of total portfolio value.
In Q2 2026, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management made 198 total portfolio adjustments, initiating 11 new buys, adding to 136 positions, trimming 47 holdings, and fully liquidating 4 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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