Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Q2 2025 13F Holdings
- Locationseattle, WA
- Num holdings
688
- Value ($000)
$4,430,047
- Date Filed07/21/2025
- Form type13F-HR
- CIK0001510434
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
---|---|---|---|---|---|---|---|
MTUM ISHARES TR | MSCI USA MMENTM | 46432F396 | $247.84M | 6 % | 1,031,275 | ||
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $205.31M | 5 % | 4,084,092 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $179.38M | 4 % | 2,256,378 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $173.71M | 4 % | 950,182 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $173.64M | 4 % | 1,099,078 | ||
IQLT ISHARES TR | MSCI INTL QUALTY | 46434V456 | $143.86M | 3 % | 3,328,573 | ||
AAPL APPLE INC | COM | 037833100 | $121.56M | 3 % | 592,479 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $115.46M | 3 % | 1,818,826 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $115.43M | 3 % | 2,730,157 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $106.87M | 2 % | 1,288,855 |
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