StockDriftsStockDriftsTop 50 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.04% | 2.06M | $412.3M | +5.26%(+103.04K) | $131.92(+67.11%) | 2026-06-30 | |
| QUAL | ISHARES TR | 5.77% | 1.79M | $393.8M | +1.57%(+27.76K) | $160.73(+40.77%) | 2026-06-30 | |
| IQLT | ISHARES TR | 5.73% | 7.89M | $391.0M | +15.37%(+1.05M) | $40.76(+27.26%) | 2026-06-30 | |
| MTUM | ISHARES TR | 4.68% | 931.6K | $319.4M | -3.00%(-28.79K) | $166.94(+84.92%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 3.79% | 5.15M | $258.5M | +5.22%(+255.21K) | $49.43(+0.54%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.33% | 2.88M | $227.4M | +5.07%(+138.89K) | $79.16(-0.78%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 2.7% | 3.36M | $184.6M | +5.03%(+160.60K) | $36.63(+56.55%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.63% | 620.7K | $179.6M | +1.36%(+8.32K) | $158.01(+94.08%) | 2026-06-30 | |
| IEMG | ISHARES INC | 2.46% | 2.03M | $168.0M | +2.21%(+43.90K) | $53.72(+49.32%) | 2026-06-30 | |
| EFV | ISHARES TR | 2.39% | 2.13M | $163.4M | +6.25%(+125.48K) | $51.55(+58.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.66% | +54.70% | +7.72% | +45.05% |
| Top 20 Holdings Unweighted | +15.51% | +54.13% | +7.88% | +46.15% |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management reports $6.85B in US-listed equity holdings across 1,046 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (6.0%), QUAL (5.8%) and IQLT (5.7%). The top 20 holdings account for 51.39% of reported assets. Its disclosed equity book has returned +54.70% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Empirical Financial Services, LLC d.b.a. Empirical Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1510434). View Empirical Financial Services, LLC d.b.a. Empirical Wealth Management’s 13F filings on SEC