Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CIK 1510434
13F filing for Q2 2026・No. 742
- Holdings
- US$6.85B
- Quarter change
- +US$1.07B
- Entries
- 1,876
- Net bought (estimate)
- +US$295.41M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 118
- Sold out 56
- Cut 295
- Added 572
- Corporate actions 2
- Unchanged 61
Largest holdings
1,046 stocks worth US$6.82B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Added | 2,060,394 | US$412.26M | 6.04% |
| ISHARES TRMSCI USA QLT FCT | Added | 1,794,452 | US$393.76M | 5.77% |
| ISHARES TRMSCI INTL QUALTY | Added | 7,891,119 | US$391M | 5.73% |
| ISHARES TRMSCI USA MMENTM | Cut | 931,613 | US$319.38M | 4.68% |
| VANGUARD MALVERN FDSSTRM INFPROIDX | Added | 5,146,018 | US$258.48M | 3.79% |
| VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD | Added | 2,877,812 | US$227.43M | 3.33% |
| DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE | Added | 3,355,094 | US$184.56M | 2.70% |
| AAPLAppleCOM | Added | 620,743 | US$179.62M | 2.63% |
| IEMGISHARES INCCORE MSCI EMKT | Added | 2,028,593 | US$168.05M | 2.46% |
| ISHARES TREAFE VALUE ETF | Added | 2,134,694 | US$163.41M | 2.39% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 15, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.