ETF Holders

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

Seattle, WA

Reported $4.3B in 262 ETFs in its Form 13F for June 30, 2026.

ETF value
$4.3B
ETFs held
262
Change from prior quarter
+15.7%
With price moves
ETFs as a share of its 13F
62.3%
of $6.8B

Top 10 of 262 ETF holdings

TickerFundValueSharesChange
QUALiShares MSCI USA Quality Factor ETF$393.8M1,794,452+27,758 shares
IQLTiShares MSCI Intl Quality Factor ETF$391.0M7,891,119+1,051,210 shares
MTUMiShares MSCI USA Momentum Factor ETF$319.4M931,613−28,786 shares
VTIPVanguard Short-Term Inflation-Protected Securities ETF$258.5M5,146,018+255,209 shares
VCSHVanguard Short-Term Corporate Bond ETF$227.4M2,877,812+138,889 shares
DFUVDimensional US Marketwide Value ETF$184.6M3,355,094+160,599 shares
IEMGiShares Core MSCI Emerging Markets ETF$168.0M2,028,593+43,903 shares
EFViShares MSCI EAFE Value ETF$163.4M2,134,694+125,480 shares
VCITVanguard Intermediate-Term Corporate Bond ETF$120.2M1,454,830+63,238 shares
DFIVDimensional International Value ETF$99.2M1,835,877+50,396 shares
252 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001510434. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Empirical Financial Services, LLC d.b.a. Empirical Wealth Management own?

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management reported 262 ETF positions worth $4.3B in its Form 13F for June 30, 2026. The largest was QUAL, at $393.8M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.