EF

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

13F
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Last update 2025-07-22 688 Stocks (86 new)
Value $4.43 Bil Turnover 7 %
Countries:
Top Holdings: MTUM(5.59%)VTIP(4.63%)VCSH(4.05%)QUAL(3.92%)NVDA(3.92%)
Summary Stock Picks Current Portfolio
Empirical Financial Services, ... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MTUM
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
1,031,275
247,836.1
+1.11%
5.590
+0.06%
1.390
+21.35%
+14.81%
17,603.5
 
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
4,084,092
205,307.3
+5.32%
4.630
+0.23%
1.360
+0.52%
+3.53%
15,001.3
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
2,256,378
179,382.0
+3.95%
4.050
+0.15%
0.510
+1.12%
+1.74%
34,991.5
 
QUAL
iShares MSCI USA Quality Factor ETF
950,182
173,712.3
-4.77%
3.920
-0.21%
0.330
+14.25%
+3.79%
53,100.3
 
NVDA
NVIDIA Corp
1,099,078
173,643.3
+24.84%
3.920
+0.78%
0.000
+68.92%
+24.40%
4,073,453.7
Semiconductors
IQLT
iShares MSCI Intl Quality Factor ETF
iShares MSCI Intl Quality Factor ETF
3,328,573
143,860.9
+4.32%
3.250
+0.13%
1.200
+6.67%
+15.81%
11,956.1
 
AAPL
Apple Inc
592,479
121,558.9
+19.67%
2.740
+0.45%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
EFV
iShares MSCI EAFE Value ETF
1,818,826
115,459.1
+6.12%
2.610
+0.15%
0.440
+7.60%
+22.30%
26,388.8
 
DFUV
Dimensional US Marketwide Value ETF
2,730,157
115,431.0
-1.15%
2.610
-0.03%
1.000
+12.36%
+5.06%
11,765.5
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
1,288,855
106,871.9
+3.14%
2.410
+0.07%
0.200
+2.88%
+2.95%
53,435.3
 

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's Historical Top Holdings Breakdowns

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVDA
NVIDIA Corp
2025-06-30
Add
Add
+0.78%
●
94.31 ($125.57) 157.99
$167.03
33.02%
Add 24.84%
1,099,078
218,692
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
2025-06-30
Add
Add
+0.51%
●
29.36 ($33.38) 35.56
$36.16
8.33%
Add 867.42%
708,946
635,664
AAPL
Apple Inc
2025-06-30
Add
Add
+0.45%
●
172.42 ($202.27) 223.89
$214.40
6.00%
Add 19.67%
592,479
97,378
VTV
Vanguard Value ETF
2025-06-30
Add
Add
+0.23%
●
153.67 ($168.97) 176.74
$178.87
5.86%
Add 19.56%
349,987
57,263
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
2025-06-30
Add
Add
+0.23%
●
49.57 ($49.94) 50.27
$50.13
0.38%
Add 5.32%
4,084,092
206,352
QUAL
iShares MSCI USA Quality Factor ETF
2025-06-30
Reduce
Reduce
-0.21%
●
152.42 ($172.55) 182.82
$184.83
7.12%
Reduce -4.77%
950,182
-47,643
SCHX
Schwab U.S. Large-Cap ETF
2025-06-30
Add
Add
+0.21%
●
19.6 ($22.6) 24.44
$24.91
10.22%
Add 53.04%
1,090,452
377,918
EFV
iShares MSCI EAFE Value ETF
2025-06-30
Add
Add
+0.15%
●
52.4 ($61.15) 64.65
$64.17
4.94%
Add 6.12%
1,818,826
104,864
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
2025-06-30
Add
Add
+0.15%
●
77.94 ($78.77) 79.5
$79.37
0.76%
Add 3.95%
2,256,378
85,810
IWB
iShares Russell 1000 ETF
2025-06-30
Reduce
Reduce
-0.14%
●
272.36 ($313.79) 339.57
$345.66
10.16%
Reduce -70.53%
7,546
-18,061

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management Total Holding History ($B)

To

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's Asset Allocation

To

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's Hypothetical Growth since 2025-06-30

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's Yearly Returns

Year Portfolio % % Excess Gain %

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's Holdings Heat Map

Size field:

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's Holdings Bubble Chart

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management News

  • 1

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