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

Q2 2025 13F Holdings

  • Location
    seattle, WA
  • Num holdings

    688

  • Value ($000)

    $4,430,047

  • Date Filed
    07/21/2025
  • Form type
    13F-HR
  • CIK
    0001510434
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MTUM
MTUM

ISHARES TR

MSCI USA MMENTM
$247.84M
6 %

1,031,275

VTIP
VTIP

VANGUARD MALVERN FDS

STRM INFPROIDX
$205.31M
5 %

4,084,092

VCSH
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
$179.38M
4 %

2,256,378

QUAL
QUAL

ISHARES TR

MSCI USA QLT FCT
$173.71M
4 %

950,182

NVDA
NVDA

NVIDIA CORPORATION

COM
$173.64M
4 %

1,099,078

IQLT
IQLT

ISHARES TR

MSCI INTL QUALTY
$143.86M
3 %

3,328,573

AAPL
AAPL

APPLE INC

COM
$121.56M
3 %

592,479

EFV
EFV

ISHARES TR

EAFE VALUE ETF
$115.46M
3 %

1,818,826

DFUV
DFUV

DIMENSIONAL ETF TRUST

US MKTWIDE VALUE
$115.43M
3 %

2,730,157

VCIT
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
$106.87M
2 %

1,288,855

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