13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001838234
Total reported value
$769.3M
$769.3M
1691 檔
42.1%
According to the latest 13F quarterly dataset, Hemington Wealth Management managed an equity portfolio of $769.3M at the end of Q2 2025, spanning 1691 distinct U.S. exchange-listed positions.
During Q2 2025, Hemington Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including DFCF, DFAU, DFAI) accounted for 42.1% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 1691 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 15.00% | -0.67% | +3.35% | |
| 2 | DFAU | Dimensional US Core Equity M | ETF-Other | 13.08% | -0.31% | -4.54% | |
| 3 | DFAI | Dimensional International Co | ETF-Other | 7.38% | +0.52% | +3.72% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.65% | -0.43% | -5.36% | |
| 5 | DXUV | Dimensional US Vtor Eqty ETF | ETF-Other | 4.77% | +1.05% | +15.98% | |
| 6 | DFIP | Dimensional Inflation-protec | ETF-Other | 4.64% | +0.31% | +6.47% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.40% | -0.23% | -0.86% | |
| 8 | DFSD | Dimensional Short Duration | ETF-Other | 3.95% | -0.19% | +1.96% | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.33% | +0.39% | +5.35% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.81% | -0.14% | -4.10% | |
| 11 | DXIV | Dimensional Intr Vtor E ETF | ETF-Other | 2.47% | +0.22% | +2.27% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 2.46% | -0.28% | +0.02% | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.17% | -0.21% | -5.62% | |
| 14 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.52% | — | -5.82% | |
| 15 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.42% | -0.06% | -1.67% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.08% | +0.22% | +5.38% | |
| 17 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.06% | +0.27% | +36.01% | |
| 18 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.72% | -0.08% | — | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.71% | -0.04% | -4.49% | |
| 20 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.68% | +0.14% | +15.00% | |
| 21 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.68% | -0.06% | -4.11% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | -0.01% | +0.04% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | +0.25% | +7.18% | |
| 24 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.50% | — | -0.93% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | — | -6.65% | |
| 26 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.49% | — | -1.17% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | +0.05% | +0.64% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | — | — | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | +0.04% | +1.66% | |
| 30 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.38% | -0.02% | — | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.32% | -0.11% | -11.78% | |
| 32 | LFST | Lifestance Health Group Inc | Stock-Other | 0.28% | -0.12% | -0.01% | |
| 33 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.27% | -0.01% | — | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | — | +2.06% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | +0.02% | +0.63% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.22% | +0.01% | +8.34% | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.22% | +0.01% | — | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.22% | +0.09% | +1.37% | |
| 39 | IVLU | Ishares Msci International V | ETF-Other | 0.22% | — | +0.12% | |
| 40 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.20% | — | -0.01% | |
| 41 | BN | Brookfield CORP | Stock-Financials | 0.19% | +0.02% | -0.00% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | +0.09% | +2.61% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.18% | — | -0.18% | |
| 44 | GWW | Ww Grainger Inc | Stock-Industrials | 0.17% | — | +0.35% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.16% | — | -6.61% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.16% | — | +1.17% | |
| 47 | DISV | Dimensional International Sm | ETF-Other | 0.15% | -0.06% | -31.09% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.15% | +0.08% | +2.81% | |
| 49 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.15% | — | — | |
| 50 | BND | Vanguard Total Bond Market | ETF-Other | 0.15% | — | -7.71% |
According to official SEC Form 13F filings, Hemington Wealth Management reported a total U.S. public equity portfolio value of $769.3M across 1691 disclosed positions in Q2 2025.
During Q2 2025, Hemington Wealth Management's top holdings by market value included DFCF (15.0%)、DFAU (13.1%)、DFAI (7.4%). The largest single position, DFCF, represented 15.0% of total portfolio value.
In Q2 2025, Hemington Wealth Management made 0 total portfolio adjustments, initiating 0 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.
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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.