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CIK: 0001802533
Total reported value
$1.0B
$1.0B
312 檔
14.5%
As reported in its official Q4 2025 Form 13F filing, Hohimer Wealth Management, LLC's tracked investment portfolio stood at $1.0B with 312 total positions.
Hohimer Wealth Management, LLC executed strategic sector rebalancing during Q4 2025, establishing 12 new positions while fully exiting 9 holdings and trimming 17 positions.
Showing top 200 holdings (of 312 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 6.38% | -0.10% | +43.16% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.97% | +2.15% | -0.18% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.59% | -0.31% | +0.85% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 2.45% | +0.01% | +4.83% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.12% | -0.49% | +64.02% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.04% | -0.23% | -3.01% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.85% | +0.08% | +0.17% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.62% | -0.03% | +3.57% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.61% | +0.07% | -1.16% | |
| 10 | XLK | Ss Technology Select Sector | ETF-Tech | 1.41% | — | — | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 1.36% | -0.01% | +6.58% | |
| 12 | SILJ | Amplify Junior Silver Miners | ETF-Commodities | 1.11% | -0.77% | +15.56% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.08% | -0.03% | -0.79% | |
| 14 | MU | Micron Technology Inc | Stock-Tech | 1.08% | — | -0.46% | |
| 15 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.08% | -0.14% | +1580.83% | |
| 16 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 1.06% | -0.49% | +23.12% | |
| 17 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.05% | -0.21% | +32.65% | |
| 18 | LRCX | Lam Research CORP | Stock-Tech | 0.99% | +0.10% | -0.32% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 0.96% | -0.20% | +1.04% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.95% | -0.03% | +4.04% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.92% | -0.03% | +0.50% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.86% | -0.11% | +1.07% | |
| 23 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.85% | -0.03% | -30.83% | |
| 24 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.81% | — | — | |
| 25 | AGI | Alamos Gold Inc-class A | Stock-Materials | 0.81% | +0.44% | +42.52% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.79% | -0.31% | -0.93% | |
| 27 | BA 6 10-15-27Bond | Boeing Co/the | Bond | 0.79% | -0.08% | -1.17% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.78% | -0.01% | +0.32% | |
| 29 | ASML | ASML Holding N.V. | Stock-Tech | 0.78% | +0.01% | -0.19% | |
| 30 | SRE | Sempra | Stock-Utilities | 0.78% | -0.34% | -0.59% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.77% | -0.19% | -5.67% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.77% | -0.16% | -0.60% | |
| 33 | UTHR | United Therapeutics CORP | Stock-Healthcare | 0.74% | — | -0.40% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | -0.20% | +0.30% | |
| 35 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.73% | -0.27% | -0.69% | |
| 36 | PCT | Purecycle Technologies Inc | Stock-Other | 0.73% | +0.32% | +142.71% | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.72% | -0.01% | +0.14% | |
| 38 | AG | First Majestic Silver CORP | Stock-Materials | 0.72% | +0.45% | +33.15% | |
| 39 | BLK | Blackrock Inc | Stock-Financials | 0.72% | -0.05% | -0.42% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.71% | +0.04% | -11.34% | |
| 41 | AEP | American Electric Power | Stock-Utilities | 0.68% | -0.01% | -0.32% | |
| 42 | QCOM | Qualcomm Inc | Stock-Tech | 0.68% | +0.08% | +0.06% | |
| 43 | ELV | Elevance Health Inc | Stock-Healthcare | 0.67% | +0.05% | -0.28% | |
| 44 | LYFT | Lyft Inc-a | Stock-Tech | 0.67% | +0.08% | +7.42% | |
| 45 | AMAT | Applied Materials Inc | Stock-Tech | 0.66% | +0.05% | -0.09% | |
| 46 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.65% | -0.04% | -1.99% | |
| 47 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.64% | — | — | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | +0.04% | +13.19% | |
| 49 | USB | US Bancorp | Stock-Financials | 0.62% | — | +0.03% | |
| 50 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.61% | -0.13% | -1.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GBIL | Goldman Sachs Access Treasur | +1.7% | +43.16% | Add |
| 2 | FLOT | Ishares Floating Rate Bond E | +1% | +1580.83% | Add |
| 3 | AMZN | Amazon.com Inc | +0.5% | +64.02% | Add |
| 4 | MU | Micron Technology Inc | +0.4% | -0.46% | Trim |
| 5 | ORLA | Orla Mining LTD | +0.4% | +192.19% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.17% | Add |
| 7 | SILJ | Amplify Junior Silver Miners | +0.3% | +15.56% | Add |
| 8 | AGI | Alamos Gold Inc-class A | +0.3% | +42.52% | Add |
| 9 | AG | First Majestic Silver CORP | +0.3% | +33.15% | Add |
| 10 | PFL | Pimco Income Strategy Fund | +0.3% | +2058.69% | Add |
| 11 | VZ | Verizon Communications Inc | +0.2% | +735.86% | Add |
| 12 | BIV | Vanguard Intermediate-term B | +0.2% | +32.65% | Add |
| 13 | PSLV | Sprott Physical Silver Trust | +0.2% | -0.69% | Trim |
| 14 | NVO | Novo-nordisk A/s-spons Adr | +0.2% | +124.66% | Add |
| 15 | LOW | Lowe's Cos Inc | -0.3% | -78.31% | Trim |
| 16 | UBER | Uber Technologies Inc | -0.3% | -62.91% | Trim |
| 17 | ADBE | Adobe Inc | -0.3% | -72.12% | Trim |
| 18 | HD | Home Depot Inc | -0.3% | -45.70% | Trim |
| 19 | PG | Procter & Gamble Co/the | -0.4% | -51.38% | Trim |
| 20 | CNI | Canadian Natl Railway Co | -0.4% | -79.83% | Trim |
| 21 | CEF | Sprott Physical Gold And Sil | -0.4% | -94.54% | Trim |
| 22 | DIS | Walt Disney Co/the | -0.4% | -83.49% | Trim |
| 23 | PEP | Pepsico Inc | -0.4% | -61.75% | Trim |
| 24 | USHY | Ishares Broad Usd High Yield | -0.4% | -30.83% | Trim |
| 25 | CI | THE Cigna Group | -0.5% | -79.63% | Trim |
| 26 | NGDN | New Gold Inc | -0.5% | -88.97% | Trim |
| 27 | PYPL | Paypal Holdings Inc | -0.5% | -81.37% | Trim |
| 28 | SMR | Nuscale Power CORP | -0.6% | -78.95% | Trim |
| 29 | MSFT | Microsoft CORP | -0.7% | -0.18% | Trim |
| 30 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 31 | XLP | Ss Consumer Staples Sel Sect | — | NEW | New buy |
| 32 | XLY | Ss Consumer Disc Select Sect | — | NEW | New buy |
| 33 | VG | Venture Global Inc-cl A | — | EXIT | Sold out |
| 34 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 35 | USAR | USA Rare Earth Inc | — | NEW | New buy |
| 36 | XLI | Ss Industrial Select Sector | — | NEW | New buy |
| 37 | MARA | Mara Holdings Inc | — | EXIT | Sold out |
| 38 | CCJ | Cameco CORP | — | EXIT | Sold out |
| 39 | XLV | Ss Health Care Select Sector | — | NEW | New buy |
| 40 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 41 | PPLT | Abrdn Physical Platinum Shrs | — | EXIT | Sold out |
| 42 | AJG | Arthur J Gallagher & Co | — | EXIT | Sold out |
| 43 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 44 | XLC | Ss Comm Select Sector Spdr | — | NEW | New buy |
| 45 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
| 46 | UL | Unilever PLC | — | EXIT | Sold out |
| 47 | WPM | Wheaton Precious Metals CORP | — | NEW | New buy |
| 48 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 49 | HYMC | Hycroft Mining Holding Co-a | — | NEW | New buy |
| 50 | IAUX | I-80 Gold 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 312 disclosed positions in Q4 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 GBIL, MSFT, AAPL) accounted for 14.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
XLK
市值: $10.5M
Top Position Liquidated / Trimmed
VG
前期市值: $4.0M
During Q4 2025, Hohimer Wealth Management, LLC's top holdings by market value included GBIL (6.4%)、MSFT (6.0%)、AAPL (2.6%). The largest single position, GBIL, represented 6.4% of total portfolio value.
In Q4 2025, Hohimer Wealth Management, LLC made 50 total portfolio adjustments, initiating 12 new buys, adding to 12 positions, trimming 17 holdings, and fully liquidating 9 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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