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

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

Q2 2026 13F filing

Updated 60 days ago

1,876 disclosed positions worth $6.9B

Portfolio value
$6.9B
Total holdings
1,876
New positions
118
Closed positions
56
Increased
578
Decreased
291
Turnover
9.3%
Filed
2026-07-15

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

+18889.1%
Value
$390.3M
Shares
1.78M
% Port
5.69%
E

ISHARES TR

+26126.0%
Value
$388.4M
Shares
7.84M
% Port
5.67%
?
3.N/A

ISHARES TR

-3.4%
Value
$317M
Shares
924.7K
% Port
4.63%
N

NVIDIA CORPORATION

+4991.2%
Value
$280.1M
Shares
1.40M
% Port
4.09%
?
5.N/A

VANGUARD MALVERN FDS

+5.3%
Value
$256.3M
Shares
5.10M
% Port
3.74%
?
6.N/A

VANGUARD SCOTTSDALE FDS

+5.1%
Value
$227.3M
Shares
2.88M
% Port
3.32%
?
7.N/A

DIMENSIONAL ETF TRUST

+4.0%
Value
$181.2M
Shares
3.29M
% Port
2.64%
E

ISHARES INC

+1.8%
Value
$166M
Shares
2.00M
% Port
2.42%
E

ISHARES TR

+5682.5%
Value
$159.7M
Shares
2.09M
% Port
2.33%
A
10.AAPL

APPLE INC

+983.8%
Value
$158.6M
Shares
548.0K
% Port
2.31%
N
11.NVDA

NVIDIA CORPORATION

+2301.1%
Value
$132.1M
Shares
660.3K
% Port
1.93%
V
12.VGES

VANGUARD SCOTTSDALE FDS

+4.5%
Value
$120.2M
Shares
1.45M
% Port
1.75%
?
13.N/A

DIMENSIONAL ETF TRUST

+2.8%
Value
$98.6M
Shares
1.83M
% Port
1.44%
M
14.MSFT

MICROSOFT CORP

+2796.7%
Value
$81.1M
Shares
217.4K
% Port
1.18%
B
15.BTCW

WISDOMTREE TR

+13.1%
Value
$76.2M
Shares
1.15M
% Port
1.11%
?
16.N/A

DFA INVT DIMENSIONS GROUP IN

+6.8%
Value
$75.3M
Shares
1.23M
% Port
1.10%
S
17.SPY

STATE STR SPDR S&P 500 ETF T

+33141.7%
Value
$74.5M
Shares
99.7K
% Port
1.09%
V
18.VGES

VANGUARD INDEX FDS

+14049.2%
Value
$73.2M
Shares
335.8K
% Port
1.07%
A
19.AMZN

AMAZON COM INC

+6.9%
Value
$71.3M
Shares
298.9K
% Port
1.04%
V
20.VGES

VANGUARD SCOTTSDALE FDS

+345355.8%
Value
$70.6M
Shares
1.21M
% Port
1.03%
?
21.N/A

AMERICAN CENTY ETF TR

+8784.8%
Value
$67.2M
Shares
652.2K
% Port
0.98%
?
22.N/A

DIMENSIONAL ETF TRUST

+0.8%
Value
$64.3M
Shares
919.9K
% Port
0.94%
V
23.VGES

VANGUARD TAX-MANAGED FDS

+0.1%
Value
$64M
Shares
897.7K
% Port
0.93%
M
24.META

META PLATFORMS INC

+3.8%
Value
$57.5M
Shares
102.1K
% Port
0.84%
?
25.N/A

AMERICAN CENTY ETF TR

+13809.6%
Value
$54.6M
Shares
437.7K
% Port
0.80%
C
26.CSCO

CISCO SYS INC

-1.0%
Value
$53.3M
Shares
454.1K
% Port
0.78%
G

ALPHABET INC

+412.3%
Value
$52.4M
Shares
148.4K
% Port
0.77%
V
28.VGES

VANGUARD INDEX FDS

+47201.0%
Value
$46M
Shares
477.3K
% Port
0.67%
?
29.N/A

SCHWAB STRATEGIC TR

+10199.3%
Value
$45M
Shares
935.6K
% Port
0.66%
A
30.AVGO

BROADCOM INC

+6507.5%
Value
$37.4M
Shares
99.1K
% Port
0.55%
M
31.MU

MICRON TECHNOLOGY INC

+2721.7%
Value
$35.4M
Shares
30.6K
% Port
0.52%
T
32.TSLA

TESLA INC

+39824.0%
Value
$33.6M
Shares
79.8K
% Port
0.49%
D
33.DELL

DELL TECHNOLOGIES INC

+1295.5%
Value
$33.5M
Shares
77.6K
% Port
0.49%
?
34.N/A

SPDR SERIES TRUST

+211872.1%
Value
$32.9M
Shares
1.31M
% Port
0.48%
S

SCHWAB STRATEGIC TR

+1434.6%
Value
$32.2M
Shares
1.16M
% Port
0.47%
?
36.N/A

VANGUARD INTL EQUITY INDEX F

+9870.6%
Value
$31.4M
Shares
203.2K
% Port
0.46%
?
37.N/A

DIMENSIONAL ETF TRUST

-0.7%
Value
$31.3M
Shares
705.8K
% Port
0.46%
V
38.VGES

VANGUARD INDEX FDS

+2566.2%
Value
$31.1M
Shares
127.8K
% Port
0.45%
L
39.LRCX

LAM RESEARCH CORP

+2603.6%
Value
$31M
Shares
71.5K
% Port
0.45%
V
40.VGES

VANGUARD INDEX FDS

+429.3%
Value
$30M
Shares
81.0K
% Port
0.44%
E
41.ETHA

ISHARES TR

+0.1%
Value
$29M
Shares
282.2K
% Port
0.42%
?
42.N/A

DIMENSIONAL ETF TRUST

+2.0%
Value
$28.9M
Shares
691.9K
% Port
0.42%
J

JPMORGAN CHASE & CO

+4261.6%
Value
$28.8M
Shares
87.9K
% Port
0.42%
G

ALPHABET INC

+4.5%
Value
$27.8M
Shares
77.7K
% Port
0.41%
?
45.N/A

ISHARES TR

+9521.2%
Value
$27.8M
Shares
138.7K
% Port
0.41%
M
46.MO

ALTRIA GROUP INC

+8573.8%
Value
$26.3M
Shares
365.3K
% Port
0.38%
?
47.N/A

DIMENSIONAL ETF TRUST

+0.0%
Value
$26.1M
Shares
316.5K
% Port
0.38%
S

SCHWAB STRATEGIC TR

+337.4%
Value
$25.4M
Shares
864.6K
% Port
0.37%
W
49.WDC

WESTERN DIGITAL CORP

-8.1%
Value
$25.4M
Shares
39.8K
% Port
0.37%
?
50.N/A

VANGUARD WELLINGTON FD

-4.9%
Value
$25.3M
Shares
101.4K
% Port
0.37%