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

CIK

1510434

Location

Seattle, WA

Portfolio Value

Mid $2,636,001,850

Diversification

Diversified

Filing Date

Global Rank

#171 / 2,968 ▲ 984

Top Industry

Semiconductors 24.7%

3Y Alpha vs SPY

-1.3%

Period ended 29 days ago

Filed Jul 15, 2026 · 14d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+73.5%

SPY

+67.9%

Annualised alpha

+1.3%

Max drawdown

−19.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 98% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

16.5%

−0.7 pts

Top 5

32.4%

−1.7 pts

Top 10

41.2%

−1.5 pts

HHI

389

Diversified−31

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	48.1%	$1,266,665,544	143
Financial Services	9.9%	$260,291,702	137
Consumer Cyclical	8.0%	$209,634,434	79
Industrials	7.9%	$208,393,000	124
Healthcare	5.7%	$151,567,607	87
Communication Services	5.2%	$137,290,429	28
Consumer Defensive	4.8%	$126,099,903	38
Unclassified	4.2%	$111,010,511	8
Energy	2.1%	$56,540,993	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	$435,594,729
WIT	Wipro Ltd	+34,540	165,639	$372,687
LEG	Leggett & Platt Inc	+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	$75,064,706
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	$14,420,139
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
WSR	Whitestone REIT	−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
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
WDC	Western Digital Corp	−4,198	40,666	$25,974,186
MFG	Mizuho Financial Group Inc	−4,191	33,793	$323,736
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
INGR	Ingredion Inc	7,486	$843,372
PSLV	Sprott Physical Silver Trust	21,380	$521,458
GGG	Graco Inc	5,538	$468,791
SAM	Boston Beer Co Inc	2,019	$465,177
GAP	Gap Inc	17,547	$424,637
LOPE	Grand Canyon Education, Inc.	2,384	$405,351
SLV	iShares Silver Trust	5,577	$380,016
TTD	Trade Desk, Inc.	16,445	$373,136
APA	APA Corp	8,486	$360,144
EPAM	EPAM Systems, Inc.	2,336	$316,294
MGM	MGM Resorts International	8,350	$309,033
AWI	Armstrong World Industries Inc	1,860	$306,528
TIGO	Millicom International Cellular SA	3,871	$290,092
AMT	American Tower Corp /Ma/	1,677	$289,416
DINO	HF Sinclair Corp	4,612	$287,742
ALLE	Allegion plc	1,893	$275,033
CLX	Clorox Co /De/	2,602	$269,644
AMX	America Movil Sab De Cv/	10,333	$263,284
MLI	Mueller Industries Inc	2,357	$261,155
BLD	QXO Insulation, LLC	742	$260,664
EQNR	Equinor ASA	6,120	$258,263
LDOS	Leidos Holdings, Inc.	1,632	$253,808
AXTA	Axalta Coating Systems Ltd.	8,971	$248,496
STLD	Steel Dynamics Inc	1,370	$246,600
DXR	Daxor Corp	25,192	$243,606
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

787 tracked positions · $2,636,001,850 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 PUT CALL + SHARES Technology	Added	2,176,994	+52,142	$435,594,729	+17.5%	16.52%
AAPL	Apple Inc. Technology	Added	620,743	+8,324	$179,618,193	+15.6%	6.81%
MSFT	Microsoft Corp Technology	Added	229,490	+8,773	$85,604,359	+4.8%	3.25%
SPY	Spdr S&P 500 ETF Trust CALL + SHARES	Added	104,730	+7,989	$78,209,221	+24.3%	2.97%
AMZN	Amazon Com Inc PUT + SHARES Consumer Cyclical	Added	314,948	+19,338	$75,064,706	+21.9%	2.85%
META	Meta Platforms, Inc. Communication Services	Added	109,412	+3,518	$61,630,684	+1.7%	2.34%
CSCO	Cisco Systems, Inc. Technology	Added	481,100	+5,322	$56,510,005	+53.1%	2.14%
AVGO	Broadcom Inc. PUT + SHARES Technology	Added	106,929	+6,678	$40,392,429	+30.2%	1.53%
MU	Micron Technology Inc CALL + SHARES Technology	Reduced	32,030	-375	$36,971,907	+237.7%	1.40%
TSLA	Tesla, Inc. Consumer Cyclical	Added	85,663	+6,741	$36,029,857	+22.8%	1.37%
DELL	Dell Technologies Inc. Technology	Reduced	83,245	-2,627	$35,916,887	+154.8%	1.36%
LRCX	Lam Research Corp Technology	Reduced	73,978	-1,659	$32,056,886	+98.4%	1.22%
GOOGL	Alphabet Inc. Communication Services	Added	89,371	+5,033	$31,938,513	+31.7%	1.21%
AMD	Advanced Micro Devices Inc Technology	Reduced	53,576	-1,967	$31,122,833	+175.4%	1.18%
JPM	Jpmorgan Chase & Co Financial Services	Added	90,555	+3,753	$29,641,367	+16.1%	1.12%
MO	Altria Group, Inc. Consumer Defensive	Added	371,812	+12,553	$26,751,873	+12.8%	1.01%
WDC	Western Digital Corp CALL + SHARES Technology	Reduced	40,666	-4,198	$25,974,186	+114.0%	0.99%
BNY	Bank of New York Mellon Corp Financial Services	Added	179,269	+5,294	$25,924,089	+25.6%	0.98%
GLW	Corning Inc /Ny Technology	Reduced	95,162	-8,838	$24,307,228	+71.9%	0.92%
CMI	Cummins Inc Industrials	Reduced	33,334	-784	$23,774,141	+29.5%	0.90%
QQQ	Invesco Qqq Trust, Series 1	Added	31,215	+3,063	$22,986,725	+41.5%	0.87%
JNJ	Johnson & Johnson Healthcare	Added	90,031	+775	$22,865,172	+4.8%	0.87%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	23,649	+2,128	$22,122,929	+3.2%	0.84%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	41,899	+4,207	$20,965,839	+16.1%	0.80%
LLY	ELI LILLY & Co Healthcare	Added	16,956	+647	$20,337,536	+35.6%	0.77%
AMAT	Applied Materials Inc /De CALL + SHARES Technology	Added	27,856	+968	$20,139,888	+119.1%	0.76%
WMT	Walmart Inc. Consumer Defensive	Added	177,246	+979	$20,074,881	−8.4%	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%	0.64%
PM	Philip Morris International Inc. Consumer Defensive	Added	93,226	+2,255	$16,865,515	+12.1%	0.64%
INTC	Intel Corp Technology	Reduced	105,510	-6,573	$14,732,361	+197.9%	0.56%
ADP	Automatic Data Processing Inc CALL + SHARES Technology	Added	64,390	+13,367	$14,420,139	+39.1%	0.55%
XOM	ExxonMobil Holdings Corp PUT + SHARES Energy	Added	99,408	+632	$13,591,060	−18.9%	0.52%
V	Visa Inc. Financial Services	Added	39,521	+3,910	$13,559,259	+26.0%	0.51%
ADI	Analog Devices Inc Technology	Reduced	33,242	-824	$13,202,724	+21.8%	0.50%
HPE	Hewlett Packard Enterprise Co Technology	Added	288,215	+5,096	$13,001,378	+92.9%	0.49%
TXN	Texas Instruments Inc Technology	Reduced	39,444	-1,569	$11,757,072	+47.7%	0.45%
SCHW	Schwab Charles Corp CALL + SHARES Financial Services	Added	125,774	+9,373	$11,605,166	+6.1%	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%	0.41%
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%	0.40%
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%	0.39%
TSM	Taiwan Semiconductor Manufacturing Co Ltd CALL + SHARES Technology	Added	21,298	+95	$10,171,285	+41.9%	0.39%
ABBV	AbbVie Inc. Healthcare	Added	39,051	+1,083	$9,826,793	+19.0%	0.37%
ETN	Eaton Corp plc Industrials	Added	23,024	+616	$9,810,986	+22.4%	0.37%
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.