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

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 9, 2024
Value $
$3.32B
Signature - Title
Justin W. Buller - Chief Compliance Officer
Location
1420 5 Th Ave Suite 3150, Seattle, WA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 559 $3.32B +$226M -$45.6M +$181M MTUM, VTIP, VCSH, QUAL, NVDA 13F-HR 8/9/2024, 11:55 AM
Q1 2024 527 $3.22B +$180M -$112M +$67.8M VCSH, MTUM, VTIP, NVDA, QUAL 13F-HR 5/6/2024, 09:41 PM
Q4 2023 494 $2.94B +$235M -$55.1M +$179M VCSH, VTIP, MTUM, AAPL, QUAL 13F-HR 2/6/2024, 05:26 PM
Q3 2023 462 $2.54B +$193M -$57.7M +$136M VCSH, VTIP, MTUM, AAPL, VCIT 13F-HR 11/2/2023, 09:12 PM
Q2 2023 458 $2.48B +$242M -$151M +$90.4M VCSH, VTIP, MTUM, VCIT, IQLT 13F-HR 8/11/2023, 04:46 PM
Q1 2023 462 $2.31B +$138M -$38.8M +$99.2M VCSH, VTIP, MTUM, VCIT, IQLT 13F-HR 5/9/2023, 04:32 PM
Q4 2022 455 $2.12B +$153M -$64.3M +$88.3M VCSH, VTIP, MTUM, VCIT, IQLT 13F-HR 2/7/2023, 08:43 PM
Q3 2022 462 $1.91B +$194M -$60.7M +$133M VCSH, VTIP, VCIT, MTUM, AAPL 13F-HR 11/2/2022, 08:20 PM
Q2 2022 462 $1.91B +$273M -$120M +$153M VCSH, VTIP, VCIT, MTUM, DFUV 13F-HR 8/1/2022, 05:48 PM
Q1 2022 492 $2.01B +$183M -$74.7M +$108M VCSH, VTIP, VCIT, MTUM, AAPL 13F-HR 5/13/2022, 10:40 AM
Q4 2021 516 $2B +$235M -$63.3M +$172M VCSH, VTIP, VCIT, IEMG, AAPL 13F-HR 2/11/2022, 08:54 PM
Q3 2021 449 $1.76B +$174M -$51.4M +$123M VCSH, VTIP, VCIT, IEMG, SJNK 13F-HR 11/2/2021, 08:53 AM
Q2 2021 442 $1.65B +$376M -$22M +$354M VCSH, VTIP, VCIT, IEMG, VGSH 13F-HR 8/11/2021, 09:28 PM
Q1 2021 390 $1.24B +$69.6M -$184M -$115M VCSH, VTIP, VCIT, VGSH, SJNK 13F-HR 5/17/2021, 12:45 PM
Q4 2020 375 $1.31B +$108M -$66.8M +$41.1M VCSH, VTIP, VCIT, VGSH, IEMG 13F-HR 2/12/2021, 07:41 AM
Q3 2020 345 $1.17B +$107M -$30.7M +$76.6M VCSH, VTIP, VCIT, VGSH, IEMG 13F-HR 11/12/2020, 03:13 PM
Q2 2020 326 $1.07B +$95.2M -$44.7M +$50.5M VCSH, VTIP, VCIT, VGSH, SJNK 13F-HR 8/12/2020, 04:55 PM
Q1 2020 312 $911M +$166M -$52M +$114M VCSH, VTIP, VCIT, VGSH, SJNK 13F-HR 5/11/2020, 01:30 PM
Q4 2019 324 $905M +$100M -$47.4M +$53M VCSH, VCIT, VTIP, IEMG, SJNK 13F-HR 2/13/2020, 12:35 PM
Q3 2019 280 $820M +$76.2M -$24.4M +$51.8M VCSH, VCIT, VTIP, SHY, SJNK 13F-HR 11/13/2019, 03:28 PM
Q2 2019 263 $766M +$78.8M -$14.3M +$64.5M VCSH, VCIT, VTIP, SHY, IEMG 13F-HR 8/12/2019, 04:52 PM
Q1 2019 234 $687M +$68.2M -$7.7M +$60.5M VCSH, VCIT, VTIP, SHY, IEMG 13F-HR 5/10/2019, 08:28 PM
Q4 2018 197 $588M +$80.6M -$26.6M +$54M VCSH, VCIT, VTIP, SHY, IEMG 13F-HR 2/12/2019, 08:10 PM
Q3 2018 213 $564M +$38.6M -$17.5M +$21.1M VCSH, VCIT, VTIP, SHY, IEMG 13F-HR 11/13/2018, 08:32 AM
Q2 2018 185 $534M +$58.9M -$29.2M +$29.7M VCSH, VCIT, VTIP, SHY, IEMG 13F-HR 8/13/2018, 12:55 PM
Q1 2018 171 $506M +$54.5M -$10.3M +$44.2M VCSH, VCIT, VTIP, SHY, IEMG Restatement 5/14/2018, 04:45 PM
Q4 2017 151 $466M +$38.4M -$7.98M +$30.4M VCSH, VCIT, VTIP, SHY, IEMG 13F-HR 2/12/2018, 04:09 PM
Q3 2017 139 $433M +$19.2M -$2.94M +$16.3M VCSH, VCIT, VTIP, SHY, IEMG 13F-HR 11/13/2017, 07:46 AM
Q2 2017 130 $411M +$15.4M -$10.1M +$5.27M VCSH, VCIT, VTIP, SHY, IEMG 13F-HR 8/9/2017, 09:42 PM
Q1 2017 129 $401M +$14.5M -$29.3M -$14.8M VCSH, VCIT, VTIP, SHY, IEMG 13F-HR 5/12/2017, 03:11 PM
Q4 2016 123 $407M +$40.5M -$9.52M +$31M VCSH, VCIT, VTIP, SHY, SJNK 13F-HR 2/7/2017, 09:19 PM
Q3 2016 109 $383M +$17.2M -$19.7M -$2.56M VCSH, VCIT, VTIP, SHY, SJNK 13F-HR 11/3/2016, 05:44 PM
Q2 2016 107 $381M +$10.1M -$49.1M -$38.9M VCSH, VCIT, VTIP, SHY, SJNK 13F-HR 7/29/2016, 06:46 PM
Q1 2016 104 $413M +$21.5M -$25.8M -$4.24M VCSH, VCIT, VTIP, SCHX, SHY 13F-HR 4/21/2016, 10:37 AM
Q4 2015 104 $411M +$18M -$30.4M -$12.4M VCSH, VCIT, SCHX, VTIP, SHY 13F-HR 1/25/2016, 08:11 PM
Q3 2015 112 $424M +$22.8M -$12.8M +$10.1M VCSH, VCIT, SCHX, VTIP, SHY 13F-HR 10/21/2015, 08:38 PM
Q2 2015 113 $430M +$26.7M -$8.65M +$18.1M VCSH, VCIT, SCHX, VTIP, SHY 13F-HR 8/5/2015, 09:29 PM
Q1 2015 99 $417M +$16.6M -$13.5M +$3.12M VCSH, VCIT, SCHX, SHY, VTIP 13F-HR 5/6/2015, 07:19 PM
Q4 2014 100 $409M +$26.9M -$27.2M -$318K VCSH, VCIT, SCHX, SHY, VTIP 13F-HR 2/9/2015, 06:59 PM
Q3 2014 104 $413M +$38.8M -$21.2M +$17.6M VCSH, VCIT, SCHX, SHY, SCHP 13F-HR 11/10/2014, 08:45 PM
Q2 2014 101 $403M +$27.6M -$11.5M +$16.1M VCSH, VCIT, SCHX, SCHP, TUZ 13F-HR 7/17/2014, 01:11 PM
Q1 2014 98 $380M +$25.6M -$4.59M +$21M VCSH, VCIT, SCHX, TUZ, SCHP 13F-HR 5/5/2014, 06:46 PM
Q4 2013 93 $354M $0 $0 VCSH, VCIT, TUZ, SCHX, SCHP 13F-HR 1/23/2014, 07:29 PM