Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management (CIK 1510434) reported $6.85B across 1,046 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($435.6M, 6.36%), QUAL ($393.8M, 5.75%), IQLT ($391.0M, 5.71%), MTUM ($319.4M, 4.66%), VTIP ($258.5M, 3.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $435.6M | 6.36% | 2.1M | Added |
| 2 | QUAL | ISHARES TR | $393.8M | 5.75% | 1.8M | Added |
| 3 | IQLT | ISHARES TR | $391.0M | 5.71% | 7.9M | Added |
| 4 | MTUM | ISHARES TR | $319.4M | 4.66% | 931,613 | Trimmed |
| 5 | VTIP | VANGUARD MALVERN FDS | $258.5M | 3.77% | 5.1M | Added |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | $227.4M | 3.32% | 2.9M | Added |
| 7 | DFUV | DIMENSIONAL ETF TRUST | $184.6M | 2.69% | 3.4M | Added |
| 8 | AAPL | APPLE INC | $179.6M | 2.62% | 620,743 | Added |
| 9 | IEMG | ISHARES INC | $168.0M | 2.45% | 2.0M | Added |
| 10 | EFV | ISHARES TR | $163.4M | 2.38% | 2.1M | Added |
| 11 | VCIT | VANGUARD SCOTTSDALE FDS | $120.2M | 1.75% | 1.5M | Added |
| 12 | DFIV | DIMENSIONAL ETF TRUST | $99.2M | 1.45% | 1.8M | Added |
| 13 | MSFT | MICROSOFT CORP | $85.6M | 1.25% | 229,490 | Added |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $78.2M | 1.14% | 103,930 | Added |
| 15 | QGRW | WISDOMTREE TR | $76.6M | 1.12% | 1.2M | Added |
| 16 | DFMC | DFA INVT DIMENSIONS GROUP IN | $75.6M | 1.10% | 1.2M | Added |
| 17 | AMZN | AMAZON COM INC | $75.1M | 1.10% | 313,948 | Added |
| 18 | VTV | VANGUARD INDEX FDS | $73.3M | 1.07% | 336,297 | Trimmed |
| 19 | VGSH | VANGUARD SCOTTSDALE FDS | $70.6M | 1.03% | 1.2M | Added |
| 20 | AVDV | AMERICAN CENTY ETF TR | $68.4M | 1.00% | 663,940 | Added |
| 21 | GOOG | ALPHABET INC | $65.1M | 0.95% | 184,231 | Added |
| 22 | VEA | VANGUARD TAX-MANAGED FDS | $64.1M | 0.94% | 899,556 | Added |
| 23 | DFAT | DIMENSIONAL ETF TRUST | $64.5M | 0.94% | 922,732 | Added |
| 24 | META | META PLATFORMS INC | $61.6M | 0.90% | 109,412 | Added |
| 25 | CSCO | CISCO SYS INC | $56.5M | 0.82% | 481,100 | Added |
Source: SEC Form 13F filings · as of 2026-06-30