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CIK: 0001802533
Total reported value
$1.0B
$1.0B
343 檔
13.1%
At the close of Q3 2025, Hohimer Wealth Management, LLC disclosed equity holdings valued at approximately $1.0B, spread across 343 reported holdings.
In Q3 2025, Hohimer Wealth Management, LLC displayed an active expansion posture, initiating 20 new positions and adding to 15 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 343 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.66% | +2.15% | +3.85% | |
| 2 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 4.64% | -0.10% | -3.84% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.49% | -0.31% | +127.65% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 2.39% | +0.01% | +2.67% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.19% | -0.23% | -15.43% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.67% | -0.49% | +16.29% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.61% | +0.07% | -21.70% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.56% | -0.03% | +1.13% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.49% | +0.08% | -3.84% | |
| 10 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.29% | -0.03% | +120.94% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 1.29% | -0.01% | +2.20% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.11% | -0.03% | +0.14% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.99% | -0.11% | -18.23% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.93% | -0.03% | -9.69% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.92% | -0.03% | -1.81% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 0.92% | -0.20% | +24.81% | |
| 17 | PCT | Purecycle Technologies Inc | Stock-Other | 0.90% | +0.32% | — | |
| 18 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.89% | -0.49% | — | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.84% | -0.19% | +39.51% | |
| 20 | BA 6 10-15-27Bond | Boeing Co/the | Bond | 0.83% | -0.08% | -1.20% | |
| 21 | SILJ | Amplify Junior Silver Miners | ETF-Commodities | 0.83% | -0.77% | — | |
| 22 | SRE | Sempra | Stock-Utilities | 0.83% | -0.34% | +2.49% | |
| 23 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.82% | -0.21% | +33.92% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.82% | -0.20% | -4.83% | |
| 25 | BLK | Blackrock Inc | Stock-Financials | 0.81% | -0.05% | -18.82% | |
| 26 | LRCX | Lam Research CORP | Stock-Tech | 0.81% | +0.10% | -11.15% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.80% | -0.16% | +103.02% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.79% | -0.01% | +2.15% | |
| 29 | LYFT | Lyft Inc-a | Stock-Tech | 0.74% | +0.08% | — | |
| 30 | ASML | ASML Holding N.V. | Stock-Tech | 0.73% | +0.01% | -14.20% | |
| 31 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.72% | -0.02% | EXIT | |
| 32 | AEP | American Electric Power | Stock-Utilities | 0.69% | -0.01% | -13.36% | |
| 33 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.69% | -0.04% | -2.93% | |
| 34 | SMR | Nuscale Power CORP | Stock-Industrials | 0.69% | -0.28% | EXIT | |
| 35 | QCOM | Qualcomm Inc | Stock-Tech | 0.68% | +0.08% | +21.57% | |
| 36 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.67% | -0.13% | +17.76% | |
| 37 | UTHR | United Therapeutics CORP | Stock-Healthcare | 0.67% | — | -9.95% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.67% | +0.04% | +583.03% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.66% | -0.31% | +19.34% | |
| 40 | MU | Micron Technology Inc | Stock-Tech | 0.66% | — | +12.22% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | +0.04% | +220.11% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.66% | -0.14% | +33.72% | |
| 43 | ELV | Elevance Health Inc | Stock-Healthcare | 0.65% | +0.05% | — | |
| 44 | ANET | Arista Networks Inc | Stock-Tech | 0.65% | +0.12% | -39.87% | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.64% | -0.01% | +11.43% | |
| 46 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.63% | -0.06% | +7.91% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.62% | -0.04% | -2.50% | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.61% | +0.10% | -38.21% | |
| 49 | VICI | Vici Properties Inc | Stock-Real Estate | 0.59% | -0.05% | -9.94% | |
| 50 | USB | US Bancorp | Stock-Financials | 0.58% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.2% | +127.65% | Add |
| 2 | PSLV | Sprott Physical Silver Trust | +0.5% | +1219.19% | Add |
| 3 | USHY | Ishares Broad Usd High Yield | +0.5% | +120.94% | Add |
| 4 | HD | Home Depot Inc | +0.5% | -2.50% | Add |
| 5 | PLTR | Palantir Technologies Inc-a | +0.5% | +228.58% | Add |
| 6 | CVX | Chevron CORP | +0.4% | +583.03% | Add |
| 7 | CRM | Salesforce Inc | +0.4% | +1009.22% | Add |
| 8 | ACN | Accenture plc | +0.4% | +1476.69% | Add |
| 9 | TSLA | Tesla Inc | +0.4% | +39.51% | Add |
| 10 | PG | Procter & Gamble Co/the | +0.3% | +220.11% | Add |
| 11 | GBIL | Goldman Sachs Access Treasur | +0.3% | -3.84% | Add |
| 12 | MSFT | Microsoft CORP | +0.2% | +3.85% | Add |
| 13 | AVGO | Broadcom Inc | +0.2% | -21.70% | Trim |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.2% | +0.14% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.84% | Trim |
| 16 | NVDA | Nvidia CORP | +0.1% | -15.43% | Trim |
| 17 | AMZN | Amazon.com Inc | -0.1% | +16.29% | Add |
| 18 | VUG | Vanguard Growth ETF | -0.1% | +2.67% | Add |
| 19 | PINS | Pinterest Inc- Class A | -0.7% | -77.54% | Trim |
| 20 | BSV | Vanguard Short-term Bond ETF | -2.5% | -38.21% | Trim |
| 21 | BCS | Barclays Plc-spons Adr | — | EXIT | Sold out |
| 22 | PCT | Purecycle Technologies Inc | — | NEW | New buy |
| 23 | AEM | Agnico Eagle Mines LTD | — | NEW | New buy |
| 24 | MOH | Molina Healthcare Inc | — | EXIT | Sold out |
| 25 | SILJ | Amplify Junior Silver Miners | — | NEW | New buy |
| 26 | LYFT | Lyft Inc-a | — | NEW | New buy |
| 27 | NEM | Newmont CORP | — | EXIT | Sold out |
| 28 | SMR | Nuscale Power CORP | — | NEW | New buy |
| 29 | ELV | Elevance Health Inc | — | NEW | New buy |
| 30 | EA | Electronic Arts Inc | — | EXIT | Sold out |
| 31 | USB | US Bancorp | — | NEW | New buy |
| 32 | CI | THE Cigna Group | — | NEW | New buy |
| 33 | NGDN | New Gold Inc | — | NEW | New buy |
| 34 | GDX | Vaneck Gold Miners ETF | — | NEW | New buy |
| 35 | PLD | Prologis Inc | — | NEW | New buy |
| 36 | MS | Morgan Stanley | — | EXIT | Sold out |
| 37 | VG | Venture Global Inc-cl A | — | NEW | New buy |
| 38 | AGI | Alamos Gold Inc-class A | — | NEW | New buy |
| 39 | CNH | CNH Industrial N.V. | — | EXIT | Sold out |
| 40 | MARA | Mara Holdings Inc | — | NEW | New buy |
| 41 | ZM | Zoom Communications Inc | — | EXIT | Sold out |
| 42 | CCJ | Cameco CORP | — | NEW | New buy |
| 43 | HSY | Hershey Co/the | — | EXIT | Sold out |
| 44 | ADBE | Adobe Inc | — | NEW | New buy |
| 45 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 46 | GM | General Motors Co | — | EXIT | Sold out |
| 47 | SBSW | Sibanye-stillwater Ltd-adr | — | NEW | New buy |
| 48 | AG | First Majestic Silver CORP | — | NEW | New buy |
| 49 | CEF | Sprott Physical Gold And Sil | — | NEW | New buy |
| 50 | TGT | Target CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, Hohimer Wealth Management, LLC reported a total U.S. public equity portfolio value of $1.0B across 343 disclosed positions in Q3 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, AAPL) accounted for 13.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
PCT
市值: $6.5M
Top Position Liquidated / Trimmed
BCS
前期市值: $6.6M
During Q3 2025, Hohimer Wealth Management, LLC's top holdings by market value included MSFT (6.7%)、GBIL (4.6%)、AAPL (2.5%). The largest single position, MSFT, represented 6.7% of total portfolio value.
In Q3 2025, Hohimer Wealth Management, LLC made 50 total portfolio adjustments, initiating 20 new buys, adding to 15 positions, trimming 5 holdings, and fully liquidating 10 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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