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CIK: 0001802533
Total reported value
$1.0B
$1.0B
267 檔
12.1%
In Q2 2025, Hohimer Wealth Management, LLC's U.S. equity holdings reached a combined market value of $1.0B, distributed across 267 disclosed stock positions.
During Q2 2025, Hohimer Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 267 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.81% | +2.15% | -0.17% | |
| 2 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 6.12% | -0.10% | +53.53% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.78% | -0.23% | -0.90% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 2.70% | +0.01% | +0.64% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.18% | +0.07% | -0.11% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.86% | -0.03% | +11.90% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.82% | -0.49% | +0.74% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.54% | -0.11% | +0.37% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 1.52% | -0.01% | +6.62% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.42% | +0.08% | +0.44% | |
| 11 | BCS | Barclays Plc-spons Adr | Stock-Financials | 1.40% | — | -0.77% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.30% | -0.03% | +34.28% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.24% | +0.10% | -56.06% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.20% | -0.03% | -1.72% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.17% | -0.20% | +0.32% | |
| 16 | BLK | Blackrock Inc | Stock-Financials | 1.14% | -0.05% | -0.39% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.12% | -0.31% | +3.69% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.11% | -0.03% | +0.04% | |
| 19 | NEM | Newmont CORP | Stock-Materials | 1.08% | +0.01% | +1.17% | |
| 20 | BA 6 10-15-27Bond | Boeing Co/the | Bond | 1.05% | -0.08% | -7.52% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.02% | -0.01% | -0.07% | |
| 22 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.98% | -0.04% | -0.39% | |
| 23 | INTU | Intuit Inc | Stock-Tech | 0.97% | -0.28% | -2.52% | |
| 24 | ANET | Arista Networks Inc | Stock-Tech | 0.96% | +0.12% | -2.80% | |
| 25 | MOH | Molina Healthcare Inc | Stock-Healthcare | 0.95% | — | -1.14% | |
| 26 | AEP | American Electric Power | Stock-Utilities | 0.93% | -0.01% | -0.30% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.90% | -0.20% | -2.67% | |
| 28 | ASML | ASML Holding N.V. | Stock-Tech | 0.90% | +0.01% | -3.91% | |
| 29 | EA | Electronic Arts Inc | Stock-Comm Services | 0.89% | — | -0.24% | |
| 30 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.87% | -0.02% | EXIT | |
| 31 | SRE | Sempra | Stock-Utilities | 0.86% | -0.34% | -2.02% | |
| 32 | LRCX | Lam Research CORP | Stock-Tech | 0.84% | +0.10% | +1.31% | |
| 33 | VICI | Vici Properties Inc | Stock-Real Estate | 0.83% | -0.05% | +0.58% | |
| 34 | MS | Morgan Stanley | Stock-Financials | 0.82% | +0.02% | NEW | |
| 35 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.82% | -0.06% | -2.68% | |
| 36 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.80% | -0.02% | +0.25% | |
| 37 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.78% | -0.50% | EXIT | |
| 38 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 0.77% | — | -8.61% | |
| 39 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.77% | -0.21% | -11.85% | |
| 40 | VRSN | Verisign Inc | Stock-Tech | 0.74% | — | +0.10% | |
| 41 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.74% | -0.03% | -4.35% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.73% | -0.04% | +414.49% | |
| 43 | ADP | Automatic Data Processing | Stock-Tech | 0.73% | -0.02% | -0.22% | |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.72% | -0.01% | -0.71% | |
| 45 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.70% | -0.10% | -7.79% | |
| 46 | ZM | Zoom Communications Inc | Stock-Tech | 0.69% | — | -0.37% | |
| 47 | QCOM | Qualcomm Inc | Stock-Tech | 0.68% | +0.08% | -0.66% | |
| 48 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.68% | — | -1.16% | |
| 49 | INCY | Incyte CORP | Stock-Healthcare | 0.67% | — | -0.08% | |
| 50 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.67% | -0.13% | -1.04% |
According to official SEC Form 13F filings, Hohimer Wealth Management, LLC reported a total U.S. public equity portfolio value of $1.0B across 267 disclosed positions in Q2 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 MSFT, GBIL, NVDA) accounted for 12.1% of total reported equity market value during Q2 2025.
During Q2 2025, Hohimer Wealth Management, LLC's top holdings by market value included MSFT (7.8%)、GBIL (6.1%)、NVDA (2.8%). The largest single position, MSFT, represented 7.8% of total portfolio value.
In Q2 2025, Hohimer Wealth Management, LLC 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.
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