Hemington Wealth Management Portfolio Holdings

Hemington Wealth Management

  • $691 Million
  • Q2 2025

Hemington Wealth Management has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $691 Million distributed in 1691 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 $104M, Dimensional ETF Tr with a value of $90.4M, Dimensional ETF Tr with a value of $51M, Vanguard Total Stock Market Et with a value of $45.9M, and Dimensional ETF Trust with a value of $32.9M.

Examining the 13F form we can see an increase of $46M in the current position value, from $645M to 691M.

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

Portfolio value $691 Million
ETFs: $502 Million
Technology: $51.4 Million
Financial Services: $15 Million
Healthcare: $11.5 Million
Consumer Cyclical: $11.1 Million
Industrials: $8.96 Million
Communication Services: $7.65 Million
Consumer Defensive: $4.14 Million
Other: $7.63 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$104 Million 15.0% of portfolio
2,451,980
Q2 2025 Added 3.35%
$0
$90.4 Million 13.08% of portfolio
2,133,206
Q2 2025 Reduced 4.54%
$0
$51 Million 7.38% of portfolio
1,474,459
Q2 2025 Added 3.72%
$0
$45.9 Million 6.65% of portfolio
151,126
Q2 2025 Reduced 5.36%
Dimensional ETF Trust
-
$32.9 Million 4.77% of portfolio
-
Q2 2025 Added 15.98%
$0
$32 Million 4.64% of portfolio
765,886
Q2 2025 Added 6.47%
$3.69T
$30.4 Million 4.4% of portfolio
147,969
Q2 2025 Reduced 0.86%
$0
$27.3 Million 3.95% of portfolio
568,872
Q2 2025 Added 1.96%
$0
$23 Million 3.33% of portfolio
773,826
Q2 2025 Added 5.35%
$0
$19.4 Million 2.81% of portfolio
280,781
Q2 2025 Reduced 4.1%
Dimensional ETF Trust
-
$17.1 Million 2.47% of portfolio
-
Q2 2025 Added 2.27%
$0
$17 Million 2.46% of portfolio
96,041
Q2 2025 Added 0.02%
$0
$15 Million 2.17% of portfolio
418,748
Q2 2025 Reduced 5.62%
$0
$10.5 Million 1.52% of portfolio
448,161
Q2 2025 Reduced 5.82%
$0
$9.83 Million 1.42% of portfolio
334,815
Q2 2025 Reduced 1.67%
$3.95T
$7.46 Million 1.08% of portfolio
14,995
Q2 2025 Added 5.38%
$0
$4.99 Million 0.72% of portfolio
117,940
Q1 2025 Reduced 2.88%
$0
$4.92 Million 0.71% of portfolio
99,389
Q2 2025 Reduced 4.49%
Dimensional ETF Trust
-
$4.69 Million 0.68% of portfolio
-
Q2 2025 Added 15.0%
$0
$4.68 Million 0.68% of portfolio
61,543
Q2 2025 Reduced 4.11%
$0
$4.18 Million 0.61% of portfolio
6,733
Q2 2025 Added 0.04%
$456B
$3.72 Million 0.54% of portfolio
23,527
Q2 2025 Added 7.18%
$0
$3.47 Million 0.5% of portfolio
25,839
Q2 2025 Reduced 0.93%
$452B
$3.41 Million 0.49% of portfolio
22,294
Q2 2025 Reduced 6.65%
$0
$3.37 Million 0.49% of portfolio
26,188
Q2 2025 Reduced 1.17%
$2.26T
$3.33 Million 0.48% of portfolio
15,184
Q2 2025 Added 0.64%
$0
$3.33 Million 0.48% of portfolio
5,859
Q1 2025 Reduced 0.17%
$859B
$2.92 Million 0.42% of portfolio
10,088
Q2 2025 Added 1.66%
$0
$2.6 Million 0.38% of portfolio
8,551
Q4 2020 New
$0
$2.23 Million 0.32% of portfolio
25,012
Q2 2025 Reduced 11.78%
$1.75B
$1.94 Million 0.28% of portfolio
376,101
Q2 2025 Reduced 0.01%
$0
$1.88 Million 0.27% of portfolio
29,511
Q3 2024 Reduced 8.96%
$621B
$1.83 Million 0.26% of portfolio
3,762
Q2 2025 Added 2.06%
$1.78T
$1.64 Million 0.24% of portfolio
2,223
Q2 2025 Added 0.63%
$1.24T
$1.52 Million 0.22% of portfolio
8,554
Q2 2025 Added 1.37%
$0
$1.53 Million 0.22% of portfolio
11,359
Q1 2025 Reduced 0.39%
$0
$1.54 Million 0.22% of portfolio
17,180
Q2 2025 Added 8.34%
$0
$1.51 Million 0.22% of portfolio
46,045
Q2 2025 Added 0.12%
Manager Directed Portfolios
-
$1.37 Million 0.2% of portfolio
-
Q2 2025 Reduced 0.01%
Brookfield Corp
-
$1.32 Million 0.19% of portfolio
-
Q2 2025 Reduced -0.0%
$1.21T
$1.24 Million 0.18% of portfolio
7,029
Q2 2025 Added 2.61%
$548B
$1.21 Million 0.18% of portfolio
2,160
Q2 2025 Reduced 0.18%
$48.5B
$1.19 Million 0.17% of portfolio
1,143
Q2 2025 Added 0.35%
$439B
$1.11 Million 0.16% of portfolio
1,124
Q2 2025 Added 1.17%
$0
$1.12 Million 0.16% of portfolio
2,641
Q2 2025 Reduced 6.61%
$127B
$1.06 Million 0.15% of portfolio
3,847
Q2 2025 Added 2.81%
$0
$1.07 Million 0.15% of portfolio
32,533
Q2 2025 Reduced 31.09%
Dimensional ETF Trust
-
$1.04 Million 0.15% of portfolio
-
Q1 2025 Reduced 3.79%
$0
$1.02 Million 0.15% of portfolio
13,851
Q2 2025 Reduced 7.71%

Summary

  • Portfolio
  • No. of Stocks 1,691
  • Current Value $691 Million
  • Prior Value $645 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 26 stocks
  • Additional Purchases 851 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 554 stocks
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