Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
1,049 holdingsFiling period: 2026-06-30Current AUM: $6.88Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 2.18M | $435.6M | $474.5M | 6.90% | +52.1K | 2026-06-30 |
| 2 | QUAL | iShares TR | 1.79M | $393.8M | $400.5M | 5.82% | +27.8K | 2026-06-30 |
| 3 | IQLT | iShares TR | 7.89M | $391.0M | $397.2M | 5.77% | +1.05M | 2026-06-30 |
| 4 | MTUM | iShares TR | 931.6K | $319.4M | $279.0M | 4.06% | -28,786 | 2026-06-30 |
| 5 | VTIP | Vanguard Malvern Fds | 5.15M | $258.5M | $251.2M | 3.65% | +255.2K | 2026-06-30 |
| 6 | VCSH | Vanguard Scottsdale Fds | 2.88M | $227.4M | $223.5M | 3.25% | +138.9K | 2026-06-30 |
| 7 | DFUV | Dimensional ETF Trust | 3.36M | $184.6M | $190.2M | 2.76% | +160.6K | 2026-06-30 |
| 8 | AAPL | Apple Inc | 620.7K | $179.6M | $215.5M | 3.13% | +8.3K | 2026-06-30 |
| 9 | IEMG | iShares Inc | 2.03M | $168.0M | $154.5M | 2.25% | +43.9K | 2026-06-30 |
| 10 | EFV | iShares TR | 2.13M | $163.4M | $169.2M | 2.46% | +125.5K | 2026-06-30 |
| 11 | VCIT | Vanguard Scottsdale Fds | 1.45M | $120.2M | $115.6M | 1.68% | +63.2K | 2026-06-30 |
| 12 | DFIV | Dimensional ETF Trust | 1.84M | $99.2M | $103.3M | 1.50% | +50.4K | 2026-06-30 |
| 13 | MSFT | Microsoft Corp | 229.5K | $85.6M | $121.9M | 1.77% | +8.8K | 2026-06-30 |
| 14 | SPY | State Str Spdr S&P 500 ETF T | 104.7K | $78.2M | $80.6M | 1.17% | +8.0K | 2026-06-30 |
| 15 | QGRW | WisdomTree TR | 1.16M | $76.6M | $77.9M | 1.13% | +139.2K | 2026-06-30 |
| 16 | DFMC | Dfa Invt Dimensions Group in | 1.24M | $75.6M | $72.3M | 1.05% | +83.9K | 2026-06-30 |
| 17 | AMZN | Amazon.com Inc | 314.9K | $75.1M | $79.7M | 1.16% | +19.3K | 2026-06-30 |
| 18 | VTV | Vanguard Index Fds | 336.3K | $73.3M | $76.1M | 1.11% | -3,868 | 2026-06-30 |
| 19 | VGSH | Vanguard Scottsdale Fds | 1.21M | $70.6M | $70.0M | 1.02% | +62.8K | 2026-06-30 |
| 20 | AVDV | American Centy ETF TR | 663.9K | $68.4M | $71.0M | 1.03% | +33.4K | 2026-06-30 |
| 21 | GOOG | Alphabet Inc | 184.2K | $65.1M | $58.4M | 0.85% | +13.8K | 2026-06-30 |
| 22 | DFAT | Dimensional ETF Trust | 922.7K | $64.5M | $64.1M | 0.93% | +8.7K | 2026-06-30 |
| 23 | VEA | Vanguard Tax-Managed Fds | 899.6K | $64.1M | $62.9M | 0.91% | +631 | 2026-06-30 |
| 24 | META | Meta Platforms Inc | 109.4K | $61.6M | $67.9M | 0.99% | +3.5K | 2026-06-30 |
| 25 | CSCO | Cisco Sys Inc | 481.1K | $56.5M | $53.6M | 0.78% | +5.3K | 2026-06-30 |
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