Empirical Financial Services, LLC d.b.a. Empirical Wealth Management NVDA holdings history
NVIDIA CORP · CUSIP 67066G104 · CIK 1510434
As of 2026-06-30, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management reported 2.06M NVDA (shares), valued at $412.26M, or 6.04% of its reported non-derivative portfolio. Filed 2026-07-15.
Verify history & sources →Shares increased 5.26%; reported value increased 20.77%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 6.04% | 2,060,394 | SEC filing ↗Filed Jul 15, 2026 |
| Q1 2026 | 5.93% | 1,957,352 | SEC filing ↗Filed May 4, 2026 |
| Q4 2025 | 5.87% | 1,753,381 | SEC filing ↗Filed Jan 16, 2026 |
| Q3 2025 | 5.63% | 1,500,493 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 3.93% | 1,099,078 | SEC filing ↗Filed Jul 21, 2025 |
| Q1 2025 | 2.46% | 880,386 | SEC filing ↗Filed May 8, 2025 |
| Q4 2024 | 2.48% | 679,765 | SEC filing ↗Filed Jan 22, 2025 |
| Q3 2024 | 1.56% | 457,201 | SEC filing ↗Filed Nov 1, 2024 |
| Q2 2024 | 3.24% | 869,278 | SEC filing ↗Filed Aug 9, 2024 |
| Q1 2024 | 4.25% | 151,447 | SEC filing ↗Filed May 7, 2024 |
| Q4 2023 | 2.78% | 165,321 | SEC filing ↗Filed Feb 6, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.78% | 165,321 | $81.87M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 6, 2024 |
| Q1 2024 | 4.25% | 151,447 | $136.84M | Shares decreased 8.39%; reported value increased 67.14%, and weight changed +1.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2024 |
| Q2 2024 | 3.24% | 869,278 | $107.39M | Shares increased 473.98%; reported value decreased 21.52%, and weight changed -1.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 9, 2024 |
| Q3 2024 | 1.56% | 457,201 | $55.52M | Shares decreased 47.40%; reported value decreased 48.30%, and weight changed -1.68 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 1, 2024 |
| Q4 2024 | 2.48% | 679,765 | $91.29M | Shares increased 48.68%; reported value increased 64.41%, and weight changed +0.92 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2025 |
| Q1 2025 | 2.46% | 880,386 | $95.42M | Shares increased 29.51%; reported value increased 4.52%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2025 |
| Q2 2025 | 3.93% | 1,099,078 | $173.64M | Shares increased 24.84%; reported value increased 81.99%, and weight changed +1.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 2025 |
| Q3 2025 | 5.63% | 1,500,493 | $279.96M | Shares increased 36.52%; reported value increased 61.23%, and weight changed +1.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 5.87% | 1,753,381 | $327.01M | Shares increased 16.85%; reported value increased 16.80%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2026 |
| Q1 2026 | 5.93% | 1,957,352 | $341.36M | Shares increased 11.63%; reported value increased 4.39%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 4, 2026 |
| Q2 2026 | 6.04% | 2,060,394 | $412.26M | Shares increased 5.26%; reported value increased 20.77%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2026 |
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