Hemington Wealth Management Portfolio Holdings

Hemington Wealth Management

  • $769 Million
  • Q3 2025

Hemington Wealth Management has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $769 Million distributed in 1727 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Core Fxd In with a value of $114M, Dimensional ETF Tr with a value of $100M, Dimensional ETF Tr with a value of $57M, Vanguard Total Stock Market Et with a value of $49M, and Dimensional ETF Trust with a value of $39.4M.

Examining the 13F form we can see an increase of $78.6M in the current position value, from $691M to 769M.

Below you can find more details about Hemington Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $769 Million
ETFs: $553 Million
Technology: $62 Million
Financial Services: $16.1 Million
Consumer Cyclical: $12.9 Million
Healthcare: $12.7 Million
Industrials: $9.66 Million
Communication Services: $9 Million
Consumer Defensive: $4.15 Million
Other: $8.41 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$114 Million 14.81% of portfolio
2,664,224
Q3 2025 Added 8.66%
$0
$100 Million 13.02% of portfolio
2,189,329
Q3 2025 Added 2.63%
$0
$57 Million 7.41% of portfolio
1,569,043
Q3 2025 Added 6.41%
$0
$49 Million 6.38% of portfolio
149,465
Q3 2025 Reduced 1.1%
Dimensional ETF Trust
-
$39.4 Million 5.13% of portfolio
-
Q3 2025 Added 11.09%
$0
$38.5 Million 5.01% of portfolio
912,827
Q3 2025 Added 19.19%
$4.3T
$37.8 Million 4.91% of portfolio
148,441
Q3 2025 Added 0.32%
$0
$30.2 Million 3.92% of portfolio
626,433
Q3 2025 Added 10.12%
$0
$26.3 Million 3.41% of portfolio
818,751
Q3 2025 Added 5.81%
$0
$20.6 Million 2.68% of portfolio
281,057
Q3 2025 Added 0.1%
Dimensional ETF Trust
-
$19.5 Million 2.53% of portfolio
-
Q3 2025 Added 7.71%
$0
$17.6 Million 2.29% of portfolio
94,279
Q3 2025 Reduced 1.83%
$0
$15.8 Million 2.06% of portfolio
410,039
Q3 2025 Reduced 2.08%
$0
$11.1 Million 1.44% of portfolio
465,050
Q3 2025 Added 3.77%
$0
$10.1 Million 1.32% of portfolio
323,147
Q3 2025 Reduced 3.48%
$3.78T
$8.04 Million 1.05% of portfolio
15,523
Q3 2025 Added 3.52%
Dimensional ETF Trust
-
$5.87 Million 0.76% of portfolio
-
Q3 2025 Added 22.94%
$0
$5.33 Million 0.69% of portfolio
98,405
Q3 2025 Reduced 0.99%
$0
$5.17 Million 0.67% of portfolio
115,604
Q3 2025 Reduced 1.98%
$0
$4.88 Million 0.63% of portfolio
60,830
Q3 2025 Reduced 1.16%
$465B
$4.75 Million 0.62% of portfolio
25,465
Q3 2025 Added 8.24%
$0
$4.47 Million 0.58% of portfolio
6,679
Q3 2025 Reduced 0.8%
$522B
$4.09 Million 0.53% of portfolio
22,041
Q3 2025 Reduced 1.13%
$2.39T
$3.88 Million 0.5% of portfolio
17,671
Q3 2025 Added 16.38%
$0
$3.66 Million 0.48% of portfolio
26,578
Q3 2025 Added 1.49%
$0
$3.59 Million 0.47% of portfolio
5,859
Q1 2025 Reduced 0.17%
$0
$3.64 Million 0.47% of portfolio
25,518
Q3 2025 Reduced 1.24%
$881B
$3.24 Million 0.42% of portfolio
10,273
Q3 2025 Added 1.83%
$0
$2.62 Million 0.34% of portfolio
7,883
Q3 2025 Reduced 7.81%
$1.74T
$2.2 Million 0.29% of portfolio
9,022
Q3 2025 Added 5.47%
$0
$2.25 Million 0.29% of portfolio
24,588
Q3 2025 Reduced 1.7%
$662B
$2.08 Million 0.27% of portfolio
4,128
Q3 2025 Added 9.73%
$2.41B
$2.07 Million 0.27% of portfolio
376,320
Q3 2025 Added 0.06%
$0
$2.02 Million 0.26% of portfolio
29,511
Q3 2024 Reduced 8.96%
$1.65T
$1.9 Million 0.25% of portfolio
7,828
Q3 2025 Added 11.37%
$1.37T
$1.73 Million 0.23% of portfolio
2,358
Q3 2025 Added 6.07%
$0
$1.65 Million 0.22% of portfolio
11,359
Q1 2025 Reduced 0.39%
$0
$1.6 Million 0.21% of portfolio
17,170
Q3 2025 Reduced 0.06%
$0
$1.62 Million 0.21% of portfolio
45,681
Q3 2025 Reduced 0.79%
Brookfield Corp
-
$1.46 Million 0.19% of portfolio
-
Q2 2025 Reduced -0.0%
$139B
$1.36 Million 0.18% of portfolio
4,112
Q3 2025 Added 6.89%
Manager Directed Portfolios
-
$1.42 Million 0.18% of portfolio
-
Q3 2025 Added 1.9%
$1.29T
$1.41 Million 0.18% of portfolio
3,160
Q3 2025 Added 2.46%
$0
$1.25 Million 0.16% of portfolio
2,677
Q3 2025 Added 1.36%
$512B
$1.26 Million 0.16% of portfolio
2,206
Q3 2025 Added 2.13%
$0
$1.12 Million 0.15% of portfolio
31,442
Q3 2025 Reduced 3.35%
Dimensional ETF Trust
-
$1.12 Million 0.15% of portfolio
-
Q1 2025 Reduced 3.79%
$46.8B
$1.09 Million 0.14% of portfolio
1,139
Q3 2025 Reduced 0.35%
$367B
$1.11 Million 0.14% of portfolio
2,751
Q3 2025 Added 7.67%

Summary

  • Portfolio
  • No. of Stocks 1,727
  • Current Value $769 Million
  • Prior Value $691 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 79 stocks
  • Additional Purchases 929 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 424 stocks
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