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

hedge fundUpdated 60 days ago

Managed by Empirical Financial Services, Llc D.B.A. Empirical Wealth Management • Latest filing Q2 2026

Portfolio value

$6.9B

Q2 2026

Filings

Quarterly 13F history

Top-10 concentration

99.6%

Weight of largest holdings

Annualized return

39.8%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table

Period	Portfolio value
Q1 2023	$2.3B
Q2 2023	$2.5B
Q3 2023	$2.6B
Q4 2023	$3B
Q1 2024	$3.3B
Q2 2024	$3.4B
Q3 2024	$3.6B
Q4 2024	$3.7B
Q1 2025	$3.9B
Q2 2025	$4.4B
Q3 2025	$5B
Q4 2025	$5.6B
Q1 2026	$5.8B
Q2 2026	$6.9B

Top holdings

1,876 positions as of Q2 2026

View filing

#	Stock	Value	Shares	% Portfolio	Change
1	E ETHA ISHARES TR	$390.3M	1.78M	5.69%	Added(+18889.1%)
2	E ETHA ISHARES TR	$388.4M	7.84M	5.67%	Added(+26126.0%)
3	? N/A ISHARES TR	$317M	924.7K	4.63%	Trimmed(-3.4%)
4	N NVDA NVIDIA CORPORATION	$280.1M	1.40M	4.09%	Added(+4991.2%)
5	? N/A VANGUARD MALVERN FDS	$256.3M	5.10M	3.74%	Added(+5.3%)
6	? N/A VANGUARD SCOTTSDALE FDS	$227.3M	2.88M	3.32%	Added(+5.1%)
7	? N/A DIMENSIONAL ETF TRUST	$181.2M	3.29M	2.64%	Added(+4.0%)
8	E ETHA ISHARES INC	$166M	2.00M	2.42%	Added(+1.8%)
9	E ETHA ISHARES TR	$159.7M	2.09M	2.33%	Added(+5682.5%)
10	A AAPL APPLE INC	$158.6M	548.0K	2.31%	Added(+983.8%)
11	N NVDA NVIDIA CORPORATION	$132.1M	660.3K	1.93%	Added(+2301.1%)
12	V VGES VANGUARD SCOTTSDALE FDS	$120.2M	1.45M	1.75%	Added(+4.5%)
13	? N/A DIMENSIONAL ETF TRUST	$98.6M	1.83M	1.44%	Added(+2.8%)
14	M MSFT MICROSOFT CORP	$81.1M	217.4K	1.18%	Added(+2796.7%)
15	B BTCW WISDOMTREE TR	$76.2M	1.15M	1.11%	Added(+13.1%)
16	? N/A DFA INVT DIMENSIONS GROUP IN	$75.3M	1.23M	1.10%	Added(+6.8%)
17	S SPY STATE STR SPDR S&P 500 ETF T	$74.5M	99.7K	1.09%	Added(+33141.7%)
18	V VGES VANGUARD INDEX FDS	$73.2M	335.8K	1.07%	Added(+14049.2%)
19	A AMZN AMAZON COM INC	$71.3M	298.9K	1.04%	Added(+6.9%)
20	V VGES VANGUARD SCOTTSDALE FDS	$70.6M	1.21M	1.03%	Added(+345355.8%)

1.ETHA

ISHARES TR

+18889.1%

Value

$390.3M

1.78M

% Port

5.69%

2.ETHA

ISHARES TR

+26126.0%

Value

$388.4M

7.84M

% Port

5.67%

3.N/A

ISHARES TR

-3.4%

Value

$317M

924.7K

% Port

4.63%

4.NVDA

NVIDIA CORPORATION

+4991.2%

Value

$280.1M

1.40M

% Port

4.09%

5.N/A

VANGUARD MALVERN FDS

+5.3%

Value

$256.3M

5.10M

% Port

3.74%

6.N/A

VANGUARD SCOTTSDALE FDS

+5.1%

Value

$227.3M

2.88M

% Port

3.32%

7.N/A

DIMENSIONAL ETF TRUST

+4.0%

Value

$181.2M

3.29M

% Port

2.64%

8.ETHA

ISHARES INC

+1.8%

Value

$166M

2.00M

% Port

2.42%

9.ETHA

ISHARES TR

+5682.5%

Value

$159.7M

2.09M

% Port

2.33%

10.AAPL

APPLE INC

+983.8%

Value

$158.6M

548.0K

% Port

2.31%

11.NVDA

NVIDIA CORPORATION

+2301.1%

Value

$132.1M

660.3K

% Port

1.93%

12.VGES

VANGUARD SCOTTSDALE FDS

+4.5%

Value

$120.2M

1.45M

% Port

1.75%

13.N/A

DIMENSIONAL ETF TRUST

+2.8%

Value

$98.6M

1.83M

% Port

1.44%

14.MSFT

MICROSOFT CORP

+2796.7%

Value

$81.1M

217.4K

% Port

1.18%

15.BTCW

WISDOMTREE TR

+13.1%

Value

$76.2M

1.15M

% Port

1.11%

16.N/A

DFA INVT DIMENSIONS GROUP IN

+6.8%

Value

$75.3M

1.23M

% Port

1.10%

17.SPY

STATE STR SPDR S&P 500 ETF T

+33141.7%

Value

$74.5M

99.7K

% Port

1.09%

18.VGES

VANGUARD INDEX FDS

+14049.2%

Value

$73.2M

335.8K

% Port

1.07%

19.AMZN

AMAZON COM INC

+6.9%

Value

$71.3M

298.9K

% Port

1.04%

20.VGES

VANGUARD SCOTTSDALE FDS

+345355.8%

Value

$70.6M

1.21M

% Port

1.03%

View full portfolio (1,876 holdings) →

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