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CIK: 0001838234
Total reported value
$769.3M
$769.3M
1742 檔
39.9%
The Q1 2025 SEC filing reveals that Hemington Wealth Management held a total portfolio value of $769.3M, covering 1742 public equity positions.
In Q1 2025, Hemington Wealth Management displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1742 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 15.48% | -0.67% | +195.52% | |
| 2 | DFAU | Dimensional US Core Equity M | ETF-Other | 13.33% | -0.31% | +289.96% | |
| 3 | DFAI | Dimensional International Co | ETF-Other | 6.89% | +0.52% | +275.28% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.81% | -0.43% | -6.43% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.14% | -0.23% | +0.01% | |
| 6 | DFIP | Dimensional Inflation-protec | ETF-Other | 4.70% | +0.31% | +189.57% | |
| 7 | DFSD | Dimensional Short Duration | ETF-Other | 4.11% | -0.19% | +131.76% | |
| 8 | DXUV | Dimensional US Vtor Eqty ETF | ETF-Other | 4.08% | +1.05% | — | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.01% | +0.39% | +203.53% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.82% | -0.14% | -1.68% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 2.57% | -0.28% | -5.14% | |
| 12 | DXIV | Dimensional Intr Vtor E ETF | ETF-Other | 2.31% | +0.22% | — | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.27% | -0.21% | -2.92% | |
| 14 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.75% | — | +130.46% | |
| 15 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.38% | -0.06% | -1.09% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.83% | +0.22% | +0.98% | |
| 17 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.76% | +0.27% | -12.53% | |
| 18 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.75% | -0.08% | -2.88% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.73% | -0.04% | -0.94% | |
| 20 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.69% | -0.06% | -1.38% | |
| 21 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.62% | +0.14% | +832.65% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.61% | — | +35.30% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | -0.01% | -2.18% | |
| 24 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.48% | — | -9.12% | |
| 25 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.47% | — | — | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | — | -0.17% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | +0.05% | +4.41% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.40% | -0.11% | — | |
| 29 | LFST | Lifestance Health Group Inc | Stock-Other | 0.39% | -0.12% | +0.01% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | +0.04% | +2.42% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.37% | +0.25% | +0.70% | |
| 32 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.36% | -0.02% | — | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | — | -1.44% | |
| 34 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.27% | -0.01% | — | |
| 35 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.24% | -0.22% | -62.73% | |
| 36 | IVLU | Ishares Msci International V | ETF-Other | 0.22% | — | -0.12% | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.21% | +0.01% | -0.39% | |
| 38 | DISV | Dimensional International Sm | ETF-Other | 0.21% | -0.06% | -54.37% | |
| 39 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.21% | — | +4.20% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.20% | +0.09% | +1.19% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.20% | +0.01% | -1.20% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.20% | +0.02% | +11.96% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.18% | — | +5.51% | |
| 44 | GWW | Ww Grainger Inc | Stock-Industrials | 0.17% | — | +0.89% | |
| 45 | BN | Brookfield CORP | Stock-Financials | 0.17% | +0.02% | — | |
| 46 | BND | Vanguard Total Bond Market | ETF-Other | 0.17% | — | -8.57% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.16% | +0.09% | +0.81% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.16% | — | +1.18% | |
| 49 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.16% | -0.15% | +1.68% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.16% | — | -4.68% |
According to official SEC Form 13F filings, Hemington Wealth Management reported a total U.S. public equity portfolio value of $769.3M across 1742 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFCF, DFAU, DFAI) accounted for 39.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
DFCF
市值: $99.8M
During Q1 2025, Hemington Wealth Management's top holdings by market value included DFCF (15.5%)、DFAU (13.3%)、DFAI (6.9%). The largest single position, DFCF, represented 15.5% of total portfolio value.
In Q1 2025, Hemington Wealth Management made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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