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

13F filer · CIK 0001510434

Reported Jul 15, 2026

Net buyer this quarter

13F portfolio value$6.85BU.S. long equity reported on 13F

Positions80697 new · 48 closed

Net flow last quarter+$136MBuys minus sells

Top 10 positions weight15.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 15, 2026806 positions
NVDANvidia Corp	$412M	6.02%	0.01%	+5.3%	Q4 2018
AAPLApple Inc.	$180M	2.62%	0.00%	+1.4%	Q2 2013
MSFTMicrosoft Corp	$85.6M	1.25%	0.00%	+4.0%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$77.6M	1.13%	Not reported	+7.8%	Q2 2013
AMZNAmazon Com Inc	$74.8M	1.09%	0.00%	+6.2%	Q1 2015
GOOGAlphabet Inc.	$65.1M	0.95%	Not reported	+8.1%	Q1 2017
METAMeta Platforms, Inc.	$61.6M	0.90%	Not reported	+3.3%	Q1 2014
CSCOCisco Systems, Inc.	$56.5M	0.82%	0.01%	+1.1%	Q1 2016
AVGOBroadcom Inc.	$39.8M	0.58%	0.00%	+6.8%	Q4 2021
MUMicron Technology Inc	$36.9M	0.54%	0.00%	-1.5%	Q4 2019
TSLATesla, Inc.	$36M	0.53%	0.00%	+8.8%	Q4 2018
DELLDell Technologies Inc.	$35.9M	0.52%	0.01%	-3.1%	Q4 2019
LRCXLam Research Corp	$32.1M	0.47%	0.01%	-2.2%	Q3 2019
GOOGLAlphabet Inc.	$31.9M	0.47%	0.00%	+6.0%	Q4 2016
AMDAdvanced Micro Devices Inc	$31.1M	0.45%	0.00%	-3.5%	Q1 2019
JPMJPMorgan Chase & Co	$29.6M	0.43%	0.00%	+4.3%	Q4 2016
MOAltria Group, Inc.	$26.8M	0.39%	0.02%	+3.5%	Q3 2014
BNYBank of New York Mellon Corp	$25.9M	0.38%	0.03%	+3.0%	Q4 2019
WDCWestern Digital Corp	$25.9M	0.38%	0.01%	-9.6%	Q3 2025
GLWCorning Inc	$24.3M	0.35%	0.01%	-8.5%	Q3 2021
CMICummins Inc	$23.8M	0.35%	0.02%	-2.3%	Q1 2019
QQQInvesco QQQ Trust, Series 1	$23M	0.34%	Not reported	+10.9%	Q2 2018
JNJJohnson & Johnson	$22.9M	0.33%	0.00%	+0.9%	Q3 2013
COSTCostco Wholesale Corp	$22.1M	0.32%	0.01%	+9.9%	Q3 2014
BRK.BBerkshire Hathaway Inc	$21M	0.31%	Not reported	+11.2%	Q2 2015
LLYELI LILLY & Co	$20.3M	0.30%	0.00%	+4.0%	Q2 2018
WMTWalmart Inc.	$20.1M	0.29%	0.00%	+0.6%	Q4 2018
AMATApplied Materials Inc	$19.9M	0.29%	0.00%	+2.9%	Q4 2018
PWRQuanta Services, Inc.	$18.1M	0.26%	0.02%	-1.9%	Q3 2024
CATCaterpillar Inc	$17.1M	0.25%	0.00%	-1.3%	Q4 2017
IBMInternational Business Machines Corp	$16.9M	0.25%	0.01%	+5.4%	Q2 2013
PMPhilip Morris International Inc.	$16.9M	0.25%	0.01%	+2.5%	Q3 2014
INTCIntel Corp	$14.7M	0.21%	0.00%	-5.9%	Q2 2015
ADPAutomatic Data Processing Inc	$14.4M	0.21%	0.02%	+26.3%	Q3 2016
VVisa Inc.	$13.6M	0.20%	0.00%	+11.0%	Q2 2015
XOMExxonMobil Holdings Corp	$13.3M	0.19%	0.00%	+0.7%	Q3 2014
ADIAnalog Devices Inc	$13.2M	0.19%	0.01%	-2.4%	Q4 2021
VOTVan Kampen Municipal Opportunity Trust II	$13.1M	0.19%	Not reported	+10.6%	Q3 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$13.1M	0.19%	Not reported	+13.1%	Q2 2013
HPEHewlett Packard Enterprise Co	$13M	0.19%	0.02%	+1.8%	Q1 2017
EBIEvergreen International Balanced Income Fund	$12.2M	0.18%	Not reported	Not reported	Q1 2025
TXNTexas Instruments Inc	$11.8M	0.17%	0.00%	-3.8%	Q2 2020
SCHWSchwab Charles Corp	$11.6M	0.17%	0.01%	+8.1%	Q1 2019
UALUnited Airlines Holdings, Inc.	$11.3M	0.16%	0.03%	+7.2%	Q1 2025
OZBelpointe PREP, LLC	$10.9M	0.16%	20251.44%	-2.3%	Q4 2021
TAt&T Inc.	$10.8M	0.16%	0.01%	+1.1%	Q1 2016
GILDGilead Sciences, Inc.	$10.6M	0.16%	0.01%	-2.1%	Q4 2013
TJXTJX Companies Inc	$10.4M	0.15%	0.01%	+6.7%	Q1 2020
CVXChevron Corp	$10.4M	0.15%	0.00%	+0.8%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$10.1M	0.15%	0.00%	+0.5%	Q3 2018

Q1 2026Reported May 4, 2026755 positions
NVDANvidia Corp	$341M	5.90%	0.01%	+11.6%	Q4 2018
AAPLApple Inc.	$155M	2.69%	0.00%	-1.3%	Q2 2013
MSFTMicrosoft Corp	$81.7M	1.41%	0.00%	-3.9%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$62.7M	1.08%	Not reported	-2.3%	Q2 2013
AMZNAmazon Com Inc	$61.6M	1.06%	0.00%	+0.2%	Q1 2015
METAMeta Platforms, Inc.	$60.6M	1.05%	Not reported	-1.0%	Q1 2014
GOOGAlphabet Inc.	$48.9M	0.85%	Not reported	+12.6%	Q1 2017
CSCOCisco Systems, Inc.	$36.9M	0.64%	0.01%	+2.6%	Q1 2016
AVGOBroadcom Inc.	$30.6M	0.53%	0.00%	+4.7%	Q4 2021
TSLATesla, Inc.	$29.3M	0.51%	0.00%	+1.3%	Q4 2018
JPMJPMorgan Chase & Co	$25.5M	0.44%	0.00%	+6.6%	Q4 2016
GOOGLAlphabet Inc.	$24.3M	0.42%	0.00%	+9.0%	Q4 2016
MOAltria Group, Inc.	$23.7M	0.41%	0.02%	+4.2%	Q3 2014
WMTWalmart Inc.	$21.9M	0.38%	0.00%	-0.2%	Q4 2018
JNJJohnson & Johnson	$21.8M	0.38%	0.00%	+6.3%	Q3 2013
COSTCostco Wholesale Corp	$21.4M	0.37%	0.00%	-3.7%	Q3 2014
BNYBank of New York Mellon Corp	$20.6M	0.36%	0.03%	+6.8%	Q4 2019
CMICummins Inc	$18.4M	0.32%	0.02%	-0.1%	Q1 2019
BRK.BBerkshire Hathaway Inc	$18.1M	0.31%	Not reported	+0.1%	Q2 2015
XOMExxonMobil Holdings Corp	$16.5M	0.28%	0.00%	+5.3%	Q3 2014
QQQInvesco QQQ Trust, Series 1	$16.2M	0.28%	Not reported	+0.3%	Q2 2018
LRCXLam Research Corp	$16.2M	0.28%	0.01%	+11.6%	Q3 2019
PMPhilip Morris International Inc.	$15M	0.26%	0.01%	+3.8%	Q3 2014
LLYELI LILLY & Co	$15M	0.26%	0.00%	+9.6%	Q2 2018
TAt&T Inc.	$15M	0.26%	0.01%	+18.7%	Q1 2016
GLWCorning Inc	$14.1M	0.24%	0.01%	-22.2%	Q3 2021
DELLDell Technologies Inc.	$14.1M	0.24%	0.01%	+2.9%	Q4 2019
PWRQuanta Services, Inc.	$14M	0.24%	0.02%	-3.4%	Q3 2024
IBMInternational Business Machines Corp	$13.8M	0.24%	0.01%	+6.1%	Q2 2013
OZBelpointe PREP, LLC	$13.1M	0.23%	20723.15%	-0.6%	Q4 2021
CVXChevron Corp	$12.9M	0.22%	0.00%	+15.2%	Q2 2013
WDCWestern Digital Corp	$12.1M	0.21%	0.01%	-7.4%	Q3 2025
GILDGilead Sciences, Inc.	$12M	0.21%	0.01%	+1.8%	Q4 2013
NFLXNetflix Inc	$11.8M	0.20%	0.00%	+10.0%	Q2 2018
CATCaterpillar Inc	$11.5M	0.20%	0.00%	-3.4%	Q4 2017
AMDAdvanced Micro Devices Inc	$11.3M	0.20%	0.00%	+0.8%	Q1 2019
MUMicron Technology Inc	$10.9M	0.19%	0.00%	+9.4%	Q4 2019
SCHWSchwab Charles Corp	$10.9M	0.19%	0.01%	-2.7%	Q1 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$10.9M	0.19%	Not reported	-0.8%	Q2 2013
EBIEvergreen International Balanced Income Fund	$10.9M	0.19%	Not reported	-5.4%	Q1 2025
ADIAnalog Devices Inc	$10.8M	0.19%	0.01%	-4.0%	Q4 2021
VVisa Inc.	$10.8M	0.19%	0.00%	+0.5%	Q2 2015
ADPAutomatic Data Processing Inc	$10.3M	0.18%	0.01%	+1.1%	Q3 2016
TJXTJX Companies Inc	$10.3M	0.18%	0.01%	+7.9%	Q1 2020
VOTVan Kampen Municipal Opportunity Trust II	$9.99M	0.17%	Not reported	+8.0%	Q3 2020
AZOAutozone Inc	$9.57M	0.17%	0.02%	+6.1%	Q4 2019
PGPROCTER & GAMBLE Co	$9.36M	0.16%	0.00%	+122.1%	Q2 2013
AMATApplied Materials Inc	$9.16M	0.16%	0.00%	+11.6%	Q4 2018
FNDFSchwab Strategic Trust	$8.94M	0.15%	Not reported	-7.6%	Q2 2019
RTXRTX Corp	$8.92M	0.15%	0.00%	+1.7%	Q2 2020

Q4 2025Reported Jan 16, 2026664 positions
NVDANvidia Corp	$327M	5.82%	0.01%	+16.9%	Q4 2018
AAPLApple Inc.	$169M	3.00%	0.00%	+2.9%	Q2 2013
MSFTMicrosoft Corp	$111M	1.98%	0.00%	+1.0%	Q2 2013
METAMeta Platforms, Inc.	$70.6M	1.26%	Not reported	+2.3%	Q1 2014
AMZNAmazon Com Inc	$68.1M	1.21%	0.00%	+11.0%	Q1 2015
SPYSPDR S&P 500 ETF Trust	$67.3M	1.20%	Not reported	+2.1%	Q2 2013
GOOGAlphabet Inc.	$47.5M	0.85%	Not reported	-4.3%	Q1 2017
CSCOCisco Systems, Inc.	$35.7M	0.64%	0.01%	+4.9%	Q1 2016
TSLATesla, Inc.	$35M	0.62%	0.00%	+18.1%	Q4 2018
AVGOBroadcom Inc.	$32.6M	0.58%	0.00%	+7.4%	Q4 2021
JPMJPMorgan Chase & Co	$26.2M	0.47%	0.00%	+7.6%	Q4 2016
GOOGLAlphabet Inc.	$24.2M	0.43%	0.00%	-2.4%	Q4 2016
MOAltria Group, Inc.	$19.9M	0.35%	0.02%	+5.8%	Q3 2014
WMTWalmart Inc.	$19.7M	0.35%	0.00%	+1.7%	Q4 2018
COSTCostco Wholesale Corp	$19.3M	0.34%	0.01%	-3.7%	Q3 2014
BRK.BBerkshire Hathaway Inc	$18.9M	0.34%	Not reported	+3.8%	Q2 2015
BNYBank of New York Mellon Corp	$18.9M	0.34%	0.02%	+4.8%	Q4 2019
CMICummins Inc	$17.4M	0.31%	0.02%	-3.2%	Q1 2019
JNJJohnson & Johnson	$17.4M	0.31%	0.00%	+14.4%	Q3 2013
QQQInvesco QQQ Trust, Series 1	$17.2M	0.31%	Not reported	+4.5%	Q2 2018
OZBelpointe PREP, LLC	$16.1M	0.29%	20844.99%	-0.3%	Q4 2021
LLYELI LILLY & Co	$16M	0.28%	0.00%	+2.0%	Q2 2018
IBMInternational Business Machines Corp	$15.9M	0.28%	0.01%	-0.3%	Q2 2013
PMPhilip Morris International Inc.	$14.1M	0.25%	0.01%	-2.8%	Q3 2014
ADPAutomatic Data Processing Inc	$13M	0.23%	0.01%	-19.1%	Q3 2016
VVisa Inc.	$12.4M	0.22%	0.00%	+6.6%	Q2 2015
SCHWSchwab Charles Corp	$11.9M	0.21%	0.01%	-0.6%	Q1 2019
AMDAdvanced Micro Devices Inc	$11.8M	0.21%	0.00%	+63.9%	Q1 2019
GLWCorning Inc	$11.7M	0.21%	0.02%	-3.2%	Q3 2021
LRCXLam Research Corp	$11.6M	0.21%	0.01%	-2.6%	Q3 2019
EBIEvergreen International Balanced Income Fund	$11.2M	0.20%	Not reported	-1.4%	Q1 2025
PWRQuanta Services, Inc.	$11.2M	0.20%	0.02%	+3.9%	Q3 2024
XOMExxonMobil Holdings Corp	$11.1M	0.20%	0.00%	-2.7%	Q3 2014
ORCLOracle Corp	$11M	0.20%	0.00%	+0.7%	Q1 2017
TAt&T Inc.	$10.8M	0.19%	0.01%	+11.3%	Q1 2016
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$10.6M	0.19%	Not reported	-0.2%	Q2 2013
DELLDell Technologies Inc.	$10.5M	0.19%	0.01%	+1.6%	Q4 2019
NFLXNetflix Inc	$10.5M	0.19%	0.00%	-3.2%	Q2 2018
GILDGilead Sciences, Inc.	$10.4M	0.18%	0.01%	+7.6%	Q4 2013
VOTVan Kampen Municipal Opportunity Trust II	$10M	0.18%	Not reported	+3.2%	Q3 2020
ADBEAdobe Inc.	$9.85M	0.18%	0.01%	-3.5%	Q2 2018
CATCaterpillar Inc	$9.62M	0.17%	0.00%	+17.0%	Q4 2017
ADIAnalog Devices Inc	$9.62M	0.17%	0.01%	-12.7%	Q4 2021
TJXTJX Companies Inc	$9.18M	0.16%	0.01%	+3.6%	Q1 2020
AZOAutozone Inc	$9.05M	0.16%	0.02%	+6.8%	Q4 2019
FNDFSchwab Strategic Trust	$8.94M	0.16%	Not reported	-1.0%	Q2 2019
MUMicron Technology Inc	$8.45M	0.15%	0.00%	-3.6%	Q4 2019
MCKMckesson Corp	$8.44M	0.15%	0.01%	+2.8%	Q4 2020
WDCWestern Digital Corp	$8.35M	0.15%	0.01%	-12.8%	Q3 2025
RTXRTX Corp	$8.34M	0.15%	0.00%	+5.4%	Q2 2020

Q3 2025Reported Nov 10, 2025567 positions
NVDANvidia Corp	$280M	5.60%	0.01%	+36.5%	Q4 2018
AAPLApple Inc.	$154M	3.07%	0.00%	+1.8%	Q2 2013
MSFTMicrosoft Corp	$118M	2.36%	0.00%	+9.0%	Q2 2013
METAMeta Platforms, Inc.	$76.8M	1.54%	Not reported	+16.4%	Q1 2014
SPYSPDR S&P 500 ETF Trust	$64.4M	1.29%	Not reported	-1.3%	Q2 2013
AMZNAmazon Com Inc	$58.4M	1.17%	0.00%	+24.7%	Q1 2015
GOOGAlphabet Inc.	$38.5M	0.77%	Not reported	+12.5%	Q1 2017
CSCOCisco Systems, Inc.	$30.3M	0.61%	0.01%	+2.9%	Q1 2016
TSLATesla, Inc.	$29.3M	0.59%	0.00%	-4.5%	Q4 2018
AVGOBroadcom Inc.	$29M	0.58%	0.00%	+8.3%	Q4 2021
JPMJPMorgan Chase & Co	$23.9M	0.48%	0.00%	+10.6%	Q4 2016
MOAltria Group, Inc.	$21.5M	0.43%	0.02%	+1.1%	Q3 2014
COSTCostco Wholesale Corp	$21.5M	0.43%	0.01%	-25.9%	Q3 2014
GOOGLAlphabet Inc.	$19.3M	0.39%	0.00%	+3.8%	Q4 2016
ADPAutomatic Data Processing Inc	$18.3M	0.37%	0.02%	-11.5%	Q3 2016
BRK.BBerkshire Hathaway Inc	$18.2M	0.36%	Not reported	+7.5%	Q2 2015
WMTWalmart Inc.	$17.9M	0.36%	0.00%	-23.5%	Q4 2018
BNYBank of New York Mellon Corp	$16.9M	0.34%	0.02%	+17.3%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$16.1M	0.32%	Not reported	+18.4%	Q2 2018
OZBelpointe PREP, LLC	$15.9M	0.32%	20903.72%	-1.0%	Q4 2021
ORCLOracle Corp	$15.8M	0.32%	0.00%	+0.6%	Q1 2017
IBMInternational Business Machines Corp	$15.2M	0.30%	0.01%	+11.3%	Q2 2013
CMICummins Inc	$14.9M	0.30%	0.03%	-1.7%	Q1 2019
PMPhilip Morris International Inc.	$14.6M	0.29%	0.01%	-16.6%	Q3 2014
NFLXNetflix Inc	$13.9M	0.28%	0.00%	+8.5%	Q2 2018
JNJJohnson & Johnson	$13.6M	0.27%	0.00%	+11.4%	Q3 2013
DELLDell Technologies Inc.	$11.6M	0.23%	0.01%	+34.3%	Q4 2019
SCHWSchwab Charles Corp	$11.5M	0.23%	0.01%	+0.8%	Q1 2019
VVisa Inc.	$11.4M	0.23%	0.00%	+7.4%	Q2 2015
GLWCorning Inc	$11.3M	0.23%	0.02%	+0.3%	Q3 2021
LLYELI LILLY & Co	$11.1M	0.22%	0.00%	+6.1%	Q2 2018
EBIEvergreen International Balanced Income Fund	$11M	0.22%	Not reported	0.0%	Q1 2025
TAt&T Inc.	$11M	0.22%	0.01%	+17.6%	Q1 2016
AZOAutozone Inc	$10.7M	0.21%	0.01%	+76.9%	Q4 2019
XOMExxonMobil Holdings Corp	$10.7M	0.21%	0.00%	-7.1%	Q3 2014
PWRQuanta Services, Inc.	$10.6M	0.21%	0.02%	+3450.1%	Q3 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$10.5M	0.21%	Not reported	-2.2%	Q2 2013
ADBEAdobe Inc.	$10.3M	0.21%	0.01%	+2.0%	Q2 2018
VOTVan Kampen Municipal Opportunity Trust II	$10.2M	0.20%	Not reported	+10.3%	Q3 2020
ADIAnalog Devices Inc	$9.98M	0.20%	0.01%	-39.0%	Q4 2021
TXNTexas Instruments Inc	$9.51M	0.19%	0.01%	-43.4%	Q2 2020
LRCXLam Research Corp	$9.31M	0.19%	0.01%	+185.0%	Q3 2019
PAYXPaychex Inc	$8.77M	0.18%	0.02%	-4.0%	Q1 2020
GILDGilead Sciences, Inc.	$8.71M	0.17%	0.01%	+52.1%	Q4 2013
FNDFSchwab Strategic Trust	$8.58M	0.17%	Not reported	+0.8%	Q2 2019
CVXChevron Corp	$8.4M	0.17%	0.00%	+8.3%	Q2 2013
TJXTJX Companies Inc	$8.34M	0.17%	0.01%	+1.3%	Q1 2020
ETNEaton Corp plc	$7.92M	0.16%	0.01%	+168.2%	Q4 2019
HDHome Depot, Inc.	$7.87M	0.16%	0.00%	+3.7%	Q4 2017
MCKMckesson Corp	$7.73M	0.15%	0.01%	+18.8%	Q4 2020

Premium opens every quarter this fund has filed