§ 13F · FUND PROFILE
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management.
AUM · $6.9B (13F)Positions · 1876Turnover · n/a · Q2Filed · Jul 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$43M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | QUAL | ISHARES TR | 1.78M | $390M | 5.7% | +2% |
| 2 | IQLT | ISHARES TR | 7.84M | $388M | 5.7% | +15% |
| 3 | MTUM | ISHARES TR | 925K | $317M | 4.6% | −3% |
| 4 | NVDA | NVIDIA CORPORATION | 1.40M | $280M | 4.1% | +2% |
| 5 | VTIP | VANGUARD MALVERN FDS | 5.10M | $256M | 3.7% | +5% |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | 2.88M | $227M | 3.3% | +5% |
| 7 | DFUV | DIMENSIONAL ETF TRUST | 3.29M | $181M | 2.6% | +5% |
| 8 | IEMG | ISHARES INC | 2.00M | $166M | 2.4% | +2% |
| 9 | EFV | ISHARES TR | 2.09M | $160M | 2.3% | +6% |
| 10 | AAPL | APPLE INC | 548K | $159M | 2.3% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EMPIRICAL SIGNAL
AC read
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management is a Other fund managing $6.9 billion in assets. The fund runs a massive portfolio of 1,876 positions.
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