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 Market Cap. of $50 Millions to $300 Millions
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