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a Empirical Wealth Management

Latest statistics and disclosures from Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, QUAL, IQLT, MTUM, VTIP, and represent 26.24% of Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IQLT (+$52M), MGK (+$20M), VTIP (+$13M), VCSH (+$11M), NVDA (+$10M), EFV (+$9.6M), QGRW (+$9.2M), DFUV (+$8.8M), VUG (+$7.7M), QUAL (+$6.1M).
Started 118 new stock positions in NVO, CBRS, AVTR, THNQ, XPO, VTRS, ENTG, VDC, VTR, RPM.
Reduced shares in these 10 stocks: MTUM (-$9.9M), SJNK, ADBE, FTNT, WDC, GLW, WSR, Honeywell International, HYMB, Carnival Corporation.
Sold out of its positions in AMX, AMT, APA, AWI, BSBR, BPRE, SAM, BURL, CDNA, Carnival Corporation.
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management was a net buyer of stock by $325M.
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has $6.9B in assets under management (AUM), dropping by 18.47%.
Central Index Key (CIK): 0001510434

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Portfolio Holdings for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds 1046 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has 1046 total positions. Only the first 250 positions are shown.

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Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	6.4	$436M	+2%	2.2M	200.09	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	5.7	$394M		1.8M	219.43	View chart
Ishares Tr Msci Intl Qualty (IQLT)	5.7	$391M	+15%	7.9M	49.55	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	4.7	$319M	-2%	932k	342.83	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	3.8	$259M	+5%	5.1M	50.23	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	3.3	$227M	+5%	2.9M	79.03	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.7	$185M	+5%	3.4M	55.01	View chart
Apple (AAPL)	2.6	$180M		621k	289.36	View chart
Ishares Core Msci Emkt (IEMG)	2.5	$168M	+2%	2.0M	82.84	View chart
Ishares Tr Eafe Value Etf (EFV)	2.4	$163M	+6%	2.1M	76.55	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.8	$120M	+4%	1.5M	82.65	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.4	$99M	+2%	1.8M	54.02	View chart
Microsoft Corporation (MSFT)	1.2	$86M	+3%	230k	373.02	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.1	$78M	+8%	105k	746.83	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	1.1	$77M	+13%	1.2M	66.03	View chart
Dfa Invt Dimensions Group In U.s. Mic Cap Shs (DFMC)	1.1	$76M	+7%	1.2M	61.08	View chart
Amazon (AMZN)	1.1	$75M	+6%	315k	238.34	View chart
Vanguard Index Fds Value Etf (VTV)	1.1	$73M		336k	217.97	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.0	$71M	+5%	1.2M	58.20	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.0	$68M	+5%	664k	103.05	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$65M	+8%	184k	353.33	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.9	$65M		923k	69.90	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$64M		900k	71.25	View chart
Meta Platforms Cl A (META)	0.9	$62M	+3%	109k	563.30	View chart
Cisco Systems (CSCO)	0.8	$57M		481k	117.46	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.8	$56M	+7%	445k	124.76	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.7	$46M	+5%	480k	96.43	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.7	$46M	+11%	951k	48.12	View chart
Broadcom (AVGO)	0.6	$40M	+6%	107k	377.75	View chart
Micron Technology (MU)	0.5	$37M		32k	1154.29	View chart
Tesla Motors (TSLA)	0.5	$36M	+8%	86k	420.60	View chart
Dell Technologies CL C (DELL)	0.5	$36M	-3%	83k	431.46	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$35M	+9%	1.2M	27.70	View chart
Spdr Series Trust St Term High Etf (SJNK)	0.5	$33M	-11%	1.3M	25.03	View chart
Lam Research Corp Com New (LRCX)	0.5	$32M	-2%	74k	433.33	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$32M	+5%	89k	357.38	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$32M	+11%	86k	370.03	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$32M	+2%	131k	243.00	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.5	$32M		205k	154.29	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.5	$31M		706k	44.36	View chart
Advanced Micro Devices (AMD)	0.5	$31M	-3%	54k	580.91	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$31M		1.1M	29.43	View chart
JPMorgan Chase & Co. (JPM)	0.4	$30M	+4%	91k	327.33	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.4	$29M		282k	102.81	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.4	$29M	+2%	692k	41.73	View chart
Ishares Tr Micro-cap Etf (IWC)	0.4	$28M		141k	200.04	View chart
Altria (MO)	0.4	$27M	+3%	372k	71.95	View chart
Vanguard World Mega Cap Index (MGC)	0.4	$27M	+9%	98k	273.63	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$26M		317k	82.34	View chart
Western Digital (WDC)	0.4	$26M	-9%	41k	638.72	View chart
Vanguard Wellington Us Momentum (VFMO)	0.4	$26M	-4%	104k	249.51	View chart
Bank of New York Mellon Corporation (BNY)	0.4	$26M	+3%	179k	144.61	View chart
Vanguard World Mega Grwth Ind (MGK)	0.4	$25M	+445%	285k	87.91	View chart
Corning Incorporated (GLW)	0.4	$24M	-8%	95k	255.43	View chart
Cummins (CMI)	0.3	$24M	-2%	33k	713.22	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$24M	+10%	190k	124.42	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$23M	+4%	1.3M	17.88	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$23M	+10%	31k	736.41	View chart
Johnson & Johnson (JNJ)	0.3	$23M		90k	253.97	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.3	$22M	+10%	500k	44.85	View chart
Costco Wholesale Corporation (COST)	0.3	$22M	+9%	24k	935.47	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$21M	+9%	144k	148.31	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.3	$21M	+6%	129k	163.45	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$21M	+11%	42k	500.39	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.3	$20M	+3%	636k	31.99	View chart
Eli Lilly & Co. (LLY)	0.3	$20M	+3%	17k	1199.43	View chart
Applied Materials (AMAT)	0.3	$20M	+3%	28k	723.00	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.3	$20M		403k	49.99	View chart
Wal-Mart Stores (WMT)	0.3	$20M		177k	113.26	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$20M	+7%	29k	686.85	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$19M		55k	343.91	View chart
Quanta Services (PWR)	0.3	$18M		25k	720.04	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$17M		169k	102.16	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$17M		288k	59.69	View chart
Caterpillar (CAT)	0.2	$17M		16k	1064.90	View chart
International Business Machines (IBM)	0.2	$17M	+5%	60k	281.21	View chart
Philip Morris International (PM)	0.2	$17M	+2%	93k	180.91	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$16M		53k	303.12	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$16M	-2%	440k	36.26	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$16M	-6%	21k	748.89	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$15M	+7%	76k	197.62	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$15M	-3%	414k	36.13	View chart
Intel Corporation (INTC)	0.2	$15M	-5%	106k	139.63	View chart
Ishares Tr Esg Aware Msci (ESML)	0.2	$15M		260k	55.93	View chart
Automatic Data Processing (ADP)	0.2	$14M	+26%	64k	223.95	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$14M	-3%	263k	54.69	View chart
Exxon Mobil Corporation (XOM)	0.2	$14M		99k	136.72	View chart
Spdr Index Shs Fds St Marke Cap Etf (EWX)	0.2	$14M	+2%	183k	74.31	View chart
Visa Com Cl A (V)	0.2	$14M	+10%	40k	343.09	View chart
Analog Devices (ADI)	0.2	$13M	-2%	33k	397.17	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$13M	+10%	43k	306.30	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$13M	+13%	83k	158.03	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$13M		374k	34.81	View chart
Hewlett Packard Enterprise (HPE)	0.2	$13M		288k	45.11	View chart
Rbb Fund Trust Longview Advantg (EBI)	0.2	$12M		188k	64.95	View chart
Texas Instruments Incorporated (TXN)	0.2	$12M	-3%	39k	298.07	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.2	$12M		267k	43.49	View chart
Charles Schwab Corporation (SCHW)	0.2	$12M	+8%	126k	92.27	View chart
Hldgs (UAL)	0.2	$11M	+7%	83k	135.99	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$11M		67k	163.67	View chart
Belpointe Prep Unit Rp Ltd Lb A (OZ)	0.2	$11M	-2%	241k	45.29	View chart
At&t (T)	0.2	$11M		522k	20.70	View chart
Gilead Sciences (GILD)	0.2	$11M	-2%	84k	126.34	View chart
TJX Companies (TJX)	0.2	$10M	+6%	69k	151.50	View chart
Chevron Corporation (CVX)	0.2	$10M		63k	165.76	View chart
Spdr Index Shs Fds St S&p Intl Etf (DWX)	0.1	$10M		222k	45.96	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$10M		21k	477.57	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$9.9M	+2%	187k	52.76	View chart
Abbvie (ABBV)	0.1	$9.8M	+2%	39k	251.64	View chart
Eaton Corp SHS (ETN)	0.1	$9.8M	+2%	23k	426.12	View chart
Procter & Gamble Company (PG)	0.1	$9.8M	+2%	67k	146.64	View chart
AutoZone (AZO)	0.1	$9.7M	+7%	3.0k	3195.94	View chart
Paychex (PAYX)	0.1	$9.6M	+39%	98k	98.33	View chart
Netflix (NFLX)	0.1	$9.5M	+7%	133k	71.40	View chart
Raytheon Technologies Corp (RTX)	0.1	$9.4M	+7%	50k	189.73	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$9.3M	+491%	108k	86.14	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$9.2M	+5%	207k	44.75	View chart
Arista Networks Com Shs (ANET)	0.1	$9.1M	+29%	54k	169.88	View chart
Home Depot (HD)	0.1	$8.4M		24k	352.69	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.1	$8.0M		167k	47.97	View chart
Oracle Corporation (ORCL)	0.1	$7.7M		53k	146.56	View chart
McKesson Corporation (MCK)	0.1	$7.7M	+2%	10k	755.60	View chart
O'reilly Automotive (ORLY)	0.1	$7.4M	+14%	80k	92.09	View chart
Newmont Mining Corporation (NEM)	0.1	$7.2M		78k	93.40	View chart
Monolithic Power Systems (MPWR)	0.1	$7.1M	-2%	5.1k	1382.37	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$6.8M		82k	82.34	View chart
Qualcomm (QCOM)	0.1	$6.7M	+7%	37k	184.79	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.1	$6.7M	+18%	224k	30.01	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.1	$6.7M		199k	33.46	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$6.6M		123k	53.79	View chart
Bank of America Corporation (BAC)	0.1	$6.5M	+3%	115k	56.98	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$6.5M	+2%	224k	28.96	View chart
Emcor (EME)	0.1	$6.3M		7.6k	829.89	View chart
Merck & Co (MRK)	0.1	$6.3M	+7%	49k	128.50	View chart
Baker Hughes Company Cl A (BKR)	0.1	$6.2M		112k	55.50	View chart
Ge Aerospace Com New (GE)	0.1	$6.2M	-18%	17k	373.73	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.1	$6.0M	-25%	237k	25.44	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$5.9M	+9%	16k	365.75	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$5.9M		43k	136.68	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$5.8M	+100%	19k	300.45	View chart
Metropcs Communications (TMUS)	0.1	$5.8M		35k	167.73	View chart
Ge Vernova (GEV)	0.1	$5.7M	-11%	4.9k	1174.86	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$5.7M		53k	107.62	View chart
Garmin SHS (GRMN)	0.1	$5.7M		24k	237.54	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$5.6M		53k	106.47	View chart
McDonald's Corporation (MCD)	0.1	$5.6M	+4%	21k	270.31	View chart
Coca-Cola Company (KO)	0.1	$5.5M	+14%	67k	81.27	View chart
Kla Corp Com New (KLAC)	0.1	$5.4M	+971%	18k	301.71	View chart
Lpl Financial Holdings (LPLA)	0.1	$5.4M	+11%	19k	281.68	View chart
Mastercard Incorporated Cl A (MA)	0.1	$5.3M	+7%	10k	513.60	View chart
Starbucks Corporation (SBUX)	0.1	$5.3M	+4%	52k	102.19	View chart
Sanmina (SANM)	0.1	$5.3M	+10%	21k	253.08	View chart
Blackrock (BLK)	0.1	$5.2M		5.5k	961.56	View chart
American Express Company (AXP)	0.1	$5.2M	+10%	16k	338.25	View chart
Cardinal Health (CAH)	0.1	$5.2M		22k	237.56	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$5.2M	-2%	128k	40.68	View chart
Columbia Banking System (COLB)	0.1	$5.1M	NEW	158k	32.05	View chart
Entergy Corporation (ETR)	0.1	$5.0M		44k	114.86	View chart
State Street Corporation (STT)	0.1	$5.0M	+6%	29k	169.60	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.1	$5.0M		125k	39.68	View chart
Bristol Myers Squibb (BMY)	0.1	$5.0M	+3%	86k	57.62	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$4.9M	-2%	48k	102.30	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$4.9M		12k	409.50	View chart
Palo Alto Networks (PANW)	0.1	$4.8M		14k	341.02	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.1	$4.8M		58k	81.94	View chart
Parker-Hannifin Corporation (PH)	0.1	$4.8M		4.9k	978.14	View chart
Amgen (AMGN)	0.1	$4.7M	+10%	13k	362.12	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$4.7M		57k	83.79	View chart
Hartford Financial Services (HIG)	0.1	$4.7M	+6%	36k	132.52	View chart
Goldman Sachs (GS)	0.1	$4.7M	+4%	4.6k	1011.43	View chart
Kroger (KR)	0.1	$4.6M	+5%	83k	55.53	View chart
Arch Cap Group Ord (ACGL)	0.1	$4.5M		47k	97.06	View chart
Delta Air Lines Com New (DAL)	0.1	$4.5M	+12%	48k	93.66	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$4.5M	+754%	38k	119.52	View chart
Deere & Company (DE)	0.1	$4.5M	-2%	7.1k	634.36	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$4.4M	+21%	137k	31.71	View chart
Wec Energy Group (WEC)	0.1	$4.3M		37k	116.77	View chart
W.R. Berkley Corporation (WRB)	0.1	$4.2M	+49%	60k	70.53	View chart
Acm Resh Com Cl A (ACMR)	0.1	$4.2M	+41%	33k	126.89	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$4.2M	+9%	22k	190.52	View chart
NetScout Systems (NTCT)	0.1	$4.1M		95k	43.55	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$4.1M	+12%	122k	33.84	View chart
Boeing Company (BA)	0.1	$4.1M		19k	216.47	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$4.1M	-25%	26k	156.95	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$4.0M	-2%	16k	242.44	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$3.9M	+23%	16k	236.63	View chart
American Intl Group Com New (AIG)	0.1	$3.8M	+19%	50k	74.53	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$3.7M	-2%	158k	23.68	View chart
Duke Energy Corp Com New (DUK)	0.1	$3.7M	+8%	29k	126.58	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$3.7M	+4%	47k	77.91	View chart
Keysight Technologies (KEYS)	0.1	$3.7M	+7%	11k	350.07	View chart
Coupang Cl A (CPNG)	0.1	$3.6M		209k	17.37	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.1	$3.6M	+5%	221k	16.39	View chart
Danaher Corporation (DHR)	0.1	$3.5M		18k	190.48	View chart
Morgan Stanley Com New (MS)	0.1	$3.5M	-2%	17k	209.04	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$3.5M		187k	18.57	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$3.4M		175k	19.61	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$3.4M		169k	20.36	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$3.4M		175k	19.52	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$3.4M		110k	31.10	View chart
Verizon Communications (VZ)	0.0	$3.4M	+17%	81k	42.34	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$3.4M	-2%	15k	221.20	View chart
Southern Copper Corporation (SCCO)	0.0	$3.4M		20k	174.26	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.0	$3.4M		204k	16.64	View chart
Citigroup Com New (C)	0.0	$3.4M	+14%	24k	139.96	View chart
CRH Ord (CRH)	0.0	$3.4M	+6%	31k	107.00	View chart
Bank Of N T Butterfield & So Shs New (NTB)	0.0	$3.3M	+10%	56k	59.50	View chart
NVR (NVR)	0.0	$3.3M	-7%	489.00	6813.40	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$3.3M		24k	137.53	View chart
First Tr Exchange-traded Com Shs Annual (FDM)	0.0	$3.3M		35k	93.11	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$3.3M	+25%	1.6k	1989.44	View chart
Palantir Technologies Cl A (PLTR)	0.0	$3.2M	-14%	28k	116.67	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$3.2M	-12%	33k	96.58	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	0.0	$3.2M		155k	20.51	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$3.2M	-2%	137k	23.13	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$3.2M	-19%	61k	51.51	View chart
Snap-on Incorporated (SNA)	0.0	$3.1M	+33%	7.6k	402.40	View chart
General Dynamics Corporation (GD)	0.0	$3.0M	+9%	8.6k	354.24	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$3.0M		4.00	748850.00	View chart
Pepsi (PEP)	0.0	$3.0M	+14%	22k	135.40	View chart
Wells Fargo & Company (WFC)	0.0	$2.9M	+4%	35k	82.64	View chart
Union Pacific Corporation (UNP)	0.0	$2.9M	+14%	11k	271.99	View chart
Cme (CME)	0.0	$2.8M	+4%	13k	220.83	View chart
Fiserv (FISV)	0.0	$2.8M	+11%	58k	49.05	View chart
Advisors Ser Tr Scharf Etf (KAT)	0.0	$2.8M	-31%	52k	54.06	View chart
Abbott Laboratories (ABT)	0.0	$2.8M	-4%	31k	90.74	View chart
Spdr Series Trust St Str P500val (SPYV)	0.0	$2.8M	-13%	46k	60.78	View chart
Nextera Energy (NEE)	0.0	$2.8M	+6%	32k	87.77	View chart
Loar Holdings Com Shs (LOAR)	0.0	$2.7M		34k	80.61	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$2.7M	+269%	34k	80.57	View chart
Williams Companies (WMB)	0.0	$2.7M	-11%	36k	74.34	View chart
Edwards Lifesciences (EW)	0.0	$2.7M	+28%	30k	90.46	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$2.7M	+2%	35k	75.51	View chart
Jabil Circuit (JBL)	0.0	$2.7M	+11%	6.9k	385.48	View chart
Us Bancorp Com New (USB)	0.0	$2.6M	+13%	42k	60.40	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$2.5M	+25%	44k	57.64	View chart
World Acceptance (WRLD)	0.0	$2.5M	+23%	11k	223.83	View chart
Canadian Pacific Kansas City (CP)	0.0	$2.5M	-5%	29k	86.65	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$2.5M		4.8k	522.35	View chart
Nasdaq Omx (NDAQ)	0.0	$2.4M	+6%	31k	78.82	View chart
Remitly Global (RELY)	0.0	$2.4M	-16%	108k	22.41	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$2.4M	-4%	58k	41.43	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$2.4M	-5%	23k	103.88	View chart
Axis Cap Hldgs SHS (AXS)	0.0	$2.4M	+14%	22k	107.44	View chart
Flex Ord (FLEX)	0.0	$2.3M	-7%	15k	162.07	View chart
Catalyst Pharmaceutical Partners (CPRX)	0.0	$2.3M	+10%	73k	31.43	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$2.3M	+4%	91k	24.99	View chart
Laureate Ed Common Stock (LAUR)	0.0	$2.2M	+11%	61k	36.32	View chart
Colgate-Palmolive Company (CL)	0.0	$2.2M	+21%	24k	91.68	View chart
Linde SHS (LIN)	0.0	$2.2M	+9%	4.2k	518.94	View chart

Past Filings by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

SEC 13F filings are viewable for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management going back to 2011

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2026 Q2 filed July 15, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2026 Q1 filed May 4, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2025 Q4 filed Jan. 16, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2025 Q3 filed Nov. 10, 2025
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2025 Q2 filed July 21, 2025
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2025 Q1 filed May 8, 2025
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2024 Q4 filed Jan. 22, 2025
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2024 Q3 filed Nov. 1, 2024
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2024 Q2 filed Aug. 9, 2024
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2024 Q1 filed May 7, 2024
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2023 Q4 filed Feb. 6, 2024
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2023 Q3 filed Nov. 3, 2023
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2023 Q2 filed Aug. 11, 2023
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2023 Q1 filed May 9, 2023
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2022 Q4 filed Feb. 8, 2023
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2022 Q3 filed Nov. 3, 2022

View all past filings

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