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

CIK

1510434

Location

Seattle, WA

Portfolio Value

Mid $2,610,443,059

Diversification

Diversified

Filing Date

Global Rank

#1,141 / 8,700 ▼ 408

Top Industry

Semiconductors 24.0%

Period ended 2 months ago

Filed Jul 15, 2026 · 2mo

26 quarters · since Mar 2020

Portfolio Concentration

787 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.8%

−8.8 pts

Top 5

31.8%

−17.5 pts

Top 10

40.6%

−21.3 pts

HHI

367

Diversified−446

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	47.6%	$1,242,302,072	143
Financial Services	10.0%	$260,282,475	137
Consumer Cyclical	8.0%	$209,363,254	79
Industrials	8.0%	$208,393,000	124
Healthcare	5.8%	$151,567,607	87
Communication Services	5.3%	$137,219,029	28
Consumer Defensive	4.8%	$126,099,903	38
Unclassified	4.2%	$110,413,095	8
Energy	2.2%	$56,294,897	36
Basic Materials	1.4%	$37,172,689	34
Real Estate	1.4%	$36,247,097	40
Utilities	1.3%	$35,087,941	33

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SOFI	SoFi Technologies, Inc.	+56,664	67,759	$1,214,918
FLO	Flowers Foods Inc	+54,133	66,059	$521,865
NVDA	Nvidia Corp	+52,142	2,176,994	$412,264,235
WIT	Wipro Ltd	+34,540	165,639	$372,687
—		+34,097	51,868	$607,374
PAYX	Paychex Inc	+27,762	97,627	$9,599,662
CAG	Conagra Brands Inc.	+26,057	50,825	$684,104
WRB	Berkley W R Corp	+19,876	59,722	$4,212,191
AMZN	Amazon Com Inc	+19,338	314,948	$74,826,366
KHC	Kraft Heinz Co	+19,033	43,503	$1,027,540
TDC	Teradata Corp /De/	+18,217	26,057	$902,874
ADMA	Adma Biologics, Inc.	+18,178	38,242	$320,084
REYN	Reynolds Consumer Products Inc.	+17,701	27,214	$730,694
SIGA	Siga Technologies Inc	+17,078	70,772	$257,609
KLAC	Kla Corp	+16,267	17,941	$5,412,979
SMCI	Super Micro Computer, Inc.	+15,834	72,358	$2,122,259
ADP	Automatic Data Processing Inc	+13,367	64,390	$14,397,744
HIW	Highwoods Properties, Inc.	+12,963	37,268	$1,124,002
GPGI	GPGI, Inc.	+12,768	39,857	$631,733
MO	Altria Group, Inc.	+12,553	371,812	$26,751,873
ANET	Arista Networks, Inc.	+12,272	53,851	$9,148,207
VZ	Verizon Communications Inc	+12,249	80,568	$3,411,248
ARRY	Array Technologies, Inc.	+12,049	44,019	$326,180
KRC	Kilroy Realty Corp	+10,729	26,206	$981,938
ORLY	O Reilly Automotive Inc	+10,264	80,122	$7,378,434
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−165,416	89,371	$31,938,513
—		−112,414	21,646	$410,408
SNAP	Snap Inc	−43,741	50,433	$223,922
FTNT	Fortinet, Inc.	−22,594	6,593	$1,012,816
RELY	Remitly Global, Inc.	−21,775	107,889	$2,417,792
ADBE	Adobe Inc.	−17,306	3,580	$733,971
DD	DuPont de Nemours, Inc.	−13,658	8,687	$1,178,303
CMCSA	Comcast Corp	−9,633	45,560	$1,118,497
STT	State Street Corp	−9,613	29,361	$4,979,625
CX	Cemex Sab De CV	−9,378	30,641	$367,692
NU	Nu Holdings Ltd.	−9,159	20,671	$276,163
GLW	Corning Inc /Ny	−8,838	95,162	$24,307,228
ASX	ASE Technology Holding Co., Ltd.	−8,833	42,119	$1,900,409
CIG	Energy Co Of Minas Gerais	−7,550	12,147	$25,508
TTEK	Tetra Tech Inc	−6,954	8,974	$259,257
PINS	Pinterest, Inc.	−6,680	30,735	$646,356
INTC	Intel Corp	−6,573	105,510	$14,732,361
ALK	Alaska Air Group, Inc.	−5,954	5,834	$304,534
OZ	Belpointe PREP, LLC	−5,614	241,017	$10,915,659
UMC	United Microelectronics Corp	−5,353	21,699	$590,429
ARCC	Ares Capital Corp	−5,146	13,773	$255,213
NVCR	NovoCure Ltd	−5,081	13,059	$197,843
PLTR	Palantir Technologies Inc.	−4,880	27,800	$3,243,425
WMB	Williams Companies, Inc.	−4,556	36,311	$2,699,359
HON	Honeywell International Inc	−4,375	4,972	$1,113,230
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
COLB	Columbia Banking System, Inc.	157,722	$5,054,989
SNDK	Sandisk Corp	603	$1,371,058
HONA	Honeywell Aerospace Inc.	4,948	$1,092,517
CNC	Centene Corp	10,285	$660,193
PEG	Public Service Enterprise Group Inc	7,189	$583,458
CBRS	Cerebras Systems Inc.	2,579	$569,959
SMG	Scotts Miracle-Gro Co	8,312	$566,130
LSTR	Landstar System Inc	2,693	$556,938
RGA	Reinsurance Group Of America Inc	2,606	$554,165
VMC	Vulcan Materials CO	1,720	$507,417
BBWI	Bath & Body Works, Inc.	21,091	$487,834
SPCX	Space Exploration Technologies Corp	2,852	$487,292
TTC	Toro Co	4,803	$467,907
TD	Toronto Dominion Bank	3,823	$464,226
CPB	CAMPBELL'S Co	20,560	$457,870
LSCC	Lattice Semiconductor Corp	2,983	$456,279
TEAM	Atlassian Corp	5,533	$430,411
PII	Polaris Inc.	5,909	$404,411
MHK	Mohawk Industries Inc	3,332	$404,270
STE	STERIS plc	1,859	$391,449
W	Wayfair Inc.	4,172	$385,576
RY	Royal Bank Of Canada	1,862	$385,377
ONTO	Onto Innovation Inc.	1,013	$383,369
HST	Host Hotels & Resorts, Inc.	16,102	$381,777
ETSY	Etsy Inc	5,046	$380,114
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	15,866,880	$1,393,711,943
BNDW	Vanguard Total World Bond ETF	5,291,386	$400,713,575
DCOR	Dimensional US Core Equity 1 ETF	7,703,682	$387,187,641
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	4,890,809	$244,295,909
VB	Vanguard Morningstar Small-Cap ETF	833,072	$195,452,170
FNDA	Schwab Fundamental U.S. Small Company ETF	5,607,554	$174,041,043
ACSG	American Century Small Cap Growth Insights ETF	1,045,238	$108,776,997
VEU	Vanguard FTSE All-World Ex-US ETF	1,012,912	$72,808,865
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	1,346,172	$71,370,190
VEA	Vanguard FTSE Developed Markets ETF	898,925	$57,603,113
EDV	Vanguard World Funds Extended Duration ETF	355,164	$49,862,583
—		1,687,723	$47,249,581
VIG	Vanguard Dividend Appreciation ETF	468,629	$43,231,173
NCLO	Nuveen AA-BBB CLO ETF	731,375	$31,436,132
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	1,434,555	$27,604,781
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	799,522	$26,446,288
CWI	State Street SPDR MSCI ACWI ex-US ETF	435,525	$23,361,616
VFMF	Vanguard U.S. Multifactor ETF	112,330	$21,945,335
FCA	First Trust China AlphaDEX Fund	617,179	$18,484,510
VIGI	Vanguard International Dividend Appreciation ETF	89,774	$12,412,278
ACVT	Advent Convertible Bond ETF	187,741	$10,862,881
CAAA	First Trust AAA CMBS ETF	195,571	$8,761,580
AFK	VanEck Africa Index ETF	96,997	$5,271,407
BKF	iShares MSCI BIC ETF	57,454	$4,350,669
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	35,043	$4,166,469
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

787 tracked positions · $2,610,443,059 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 787 positions by value · page 1 of 16

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	2,176,994	+52,142	$412,264,235	+11.3%	15.79%
AAPL	Apple Inc. Technology	Added	620,743	+8,324	$179,618,193	+15.6%	6.88%
MSFT	Microsoft Corp Technology	Added	229,490	+8,773	$85,604,359	+4.8%	3.28%
SPY	Spdr S&P 500 ETF Trust	Added	104,730	+7,989	$77,611,805	+23.4%	2.97%
AMZN	Amazon Com Inc Consumer Cyclical	Added	314,948	+19,338	$74,826,366	+21.5%	2.87%
META	Meta Platforms, Inc. Communication Services	Added	109,412	+3,518	$61,630,684	+1.7%	2.36%
CSCO	Cisco Systems, Inc. Technology	Added	481,100	+5,322	$56,510,005	+53.1%	2.16%
AVGO	Broadcom Inc. Technology	Added	106,929	+6,678	$39,825,804	+28.4%	1.53%
MU	Micron Technology Inc Technology	Reduced	32,030	-375	$36,856,478	+236.7%	1.41%
TSLA	Tesla, Inc. Consumer Cyclical	Added	85,663	+6,741	$36,029,857	+22.8%	1.38%
DELL	Dell Technologies Inc. Technology	Reduced	83,245	-2,627	$35,916,887	+154.8%	1.38%
LRCX	Lam Research Corp Technology	Reduced	73,978	-1,659	$32,056,886	+98.4%	1.23%
GOOGL	Alphabet Inc. Communication Services	Reduced	89,371	-165,416	$31,938,513	−56.3%	1.22%
AMD	Advanced Micro Devices Inc Technology	Reduced	53,576	-1,967	$31,122,833	+175.4%	1.19%
JPM	Jpmorgan Chase & Co Financial Services	Added	90,555	+3,753	$29,641,367	+16.1%	1.14%
MO	Altria Group, Inc. Consumer Defensive	Added	371,812	+12,553	$26,751,873	+12.8%	1.02%
BNY	Bank of New York Mellon Corp Financial Services	Added	179,269	+5,294	$25,924,089	+25.6%	0.99%
WDC	Western Digital Corp Technology	Reduced	40,666	-4,198	$25,910,314	+113.5%	0.99%
GLW	Corning Inc /Ny Technology	Reduced	95,162	-8,838	$24,307,228	+71.9%	0.93%
CMI	Cummins Inc Industrials	Reduced	33,334	-784	$23,774,141	+29.5%	0.91%
QQQ	Invesco Qqq Trust, Series 1	Added	31,215	+3,063	$22,986,725	+41.5%	0.88%
JNJ	Johnson & Johnson Healthcare	Added	90,031	+775	$22,865,172	+4.8%	0.88%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	23,649	+2,128	$22,122,929	+3.2%	0.85%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	41,899	+4,203	$20,965,839	+0.1%	0.80%
LLY	ELI LILLY & Co Healthcare	Added	16,956	+647	$20,337,536	+35.6%	0.78%
WMT	Walmart Inc. Consumer Defensive	Added	177,246	+979	$20,074,881	−8.4%	0.77%
AMAT	Applied Materials Inc /De Technology	Added	27,856	+968	$19,922,988	+116.8%	0.76%
PWR	Quanta Services, Inc. Industrials	Reduced	25,100	-474	$18,073,003	+28.7%	0.69%
CAT	Caterpillar Inc Industrials	Reduced	16,021	-216	$17,060,762	+48.3%	0.65%
IBM	International Business Machines Corp Technology	Added	60,158	+3,106	$16,917,030	+22.3%	0.65%
PM	Philip Morris International Inc. Consumer Defensive	Added	93,226	+2,255	$16,865,515	+12.1%	0.65%
INTC	Intel Corp Technology	Reduced	105,510	-6,573	$14,732,361	+197.9%	0.56%
ADP	Automatic Data Processing Inc Technology	Added	64,390	+13,367	$14,397,744	+38.9%	0.55%
V	Visa Inc. Financial Services	Added	39,521	+3,910	$13,559,259	+26.0%	0.52%
XOM	ExxonMobil Holdings Corp Energy	Added	99,408	+632	$13,344,964	−20.4%	0.51%
ADI	Analog Devices Inc Technology	Reduced	33,242	-824	$13,202,724	+21.8%	0.51%
HPE	Hewlett Packard Enterprise Co Technology	Added	288,215	+5,096	$13,001,378	+92.9%	0.50%
TXN	Texas Instruments Inc Technology	Reduced	39,444	-1,569	$11,757,072	+47.7%	0.45%
SCHW	Schwab Charles Corp Financial Services	Added	125,774	+9,373	$11,595,939	+6.0%	0.44%
UAL	United Airlines Holdings, Inc. Industrials	Added	82,819	+5,586	$11,262,555	+58.4%	0.43%
OZ	Belpointe PREP, LLC Real Estate	Reduced	241,017	-5,614	$10,915,659	−16.8%	0.42%
T	At&T Inc. Communication Services	Added	522,355	+4,844	$10,812,748	−27.9%	0.41%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	84,179	-1,790	$10,635,174	−11.2%	0.41%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	68,821	+4,338	$10,426,381	+1.2%	0.40%
CVX	Chevron Corp Energy	Added	62,673	+518	$10,388,675	−19.2%	0.40%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	21,298	+95	$10,123,528	+41.3%	0.39%
ABBV	AbbVie Inc. Healthcare	Added	39,051	+1,083	$9,826,793	+19.0%	0.38%
ETN	Eaton Corp plc Industrials	Added	23,024	+616	$9,810,986	+22.4%	0.38%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	66,563	+1,763	$9,760,797	+4.3%	0.37%
AZO	Autozone Inc Consumer Cyclical	Added	3,034	+201	$9,696,481	+1.3%	0.37%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.