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 Market Cap. of $300 Millions to $2 Billions
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