Hemington Wealth Management Portfolio Holdings

Hemington Wealth Management

  • $645 Million
  • Q1 2025

Hemington Wealth Management has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $645 Million distributed in 1742 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 $99.8M, Dimensional ETF Tr with a value of $85.9M, Dimensional ETF Tr with a value of $44.4M, Vanguard Total Stock Market Et with a value of $43.9M, and Apple Inc. with a value of $33.2M.

Examining the 13F form we can see an increase of $247M in the current position value, from $398M to 645M.

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

Portfolio value $645 Million
ETFs: $473 Million
Technology: $48.6 Million
Healthcare: $14.3 Million
Financial Services: $13.8 Million
Consumer Cyclical: $9.88 Million
Industrials: $7.85 Million
Communication Services: $6.33 Million
Consumer Defensive: $4.05 Million
Other: $7.37 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$99.8 Million 15.48% of portfolio
2,372,465
Q1 2025 Added 195.52%
$0
$85.9 Million 13.33% of portfolio
2,234,748
Q1 2025 Added 289.96%
$0
$44.4 Million 6.89% of portfolio
1,421,511
Q1 2025 Added 275.28%
$0
$43.9 Million 6.81% of portfolio
159,688
Q1 2025 Reduced 6.43%
$3.39T
$33.2 Million 5.14% of portfolio
149,258
Q1 2025 Added 0.01%
$0
$30.3 Million 4.7% of portfolio
719,376
Q1 2025 Added 189.57%
$0
$26.5 Million 4.11% of portfolio
557,941
Q1 2025 Added 131.76%
Dimensional ETF Trust
-
$26.3 Million 4.08% of portfolio
-
Q1 2025 New
$0
$19.4 Million 3.01% of portfolio
734,519
Q1 2025 Added 203.53%
$0
$18.2 Million 2.82% of portfolio
292,783
Q1 2025 Reduced 1.68%
$0
$16.6 Million 2.57% of portfolio
96,026
Q1 2025 Reduced 5.14%
Dimensional ETF Trust
-
$14.9 Million 2.31% of portfolio
-
Q1 2025 New
$0
$14.6 Million 2.27% of portfolio
443,697
Q1 2025 Reduced 2.92%
$0
$11.3 Million 1.75% of portfolio
475,839
Q1 2025 Added 130.46%
$0
$8.92 Million 1.38% of portfolio
340,511
Q1 2025 Reduced 1.09%
$3.75T
$5.34 Million 0.83% of portfolio
14,229
Q1 2025 Added 0.98%
$0
$4.86 Million 0.75% of portfolio
117,940
Q1 2025 Reduced 2.88%
$0
$4.71 Million 0.73% of portfolio
104,064
Q1 2025 Reduced 0.94%
$0
$4.42 Million 0.69% of portfolio
64,183
Q1 2025 Reduced 1.38%
Dimensional ETF Trust
-
$3.99 Million 0.62% of portfolio
-
Q1 2025 Added 832.65%
$409B
$3.96 Million 0.61% of portfolio
23,883
Q1 2025 Added 35.3%
$0
$3.78 Million 0.59% of portfolio
6,730
Q1 2025 Reduced 2.18%
$0
$3.07 Million 0.48% of portfolio
26,497
Q1 2025 Reduced 9.12%
$0
$3.01 Million 0.47% of portfolio
5,859
Q1 2025 Reduced 0.17%
$0
$3.01 Million 0.47% of portfolio
26,081
Q4 2024 Reduced 2.93%
$2.27T
$2.87 Million 0.45% of portfolio
15,087
Q1 2025 Added 4.41%
$0
$2.57 Million 0.4% of portfolio
28,352
Q4 2024 Added 1.04%
$1.79B
$2.51 Million 0.39% of portfolio
376,133
Q1 2025 Added 0.01%
$831B
$2.43 Million 0.38% of portfolio
9,923
Q1 2025 Added 2.42%
$406B
$2.38 Million 0.37% of portfolio
21,950
Q1 2025 Added 0.7%
$0
$2.32 Million 0.36% of portfolio
8,551
Q4 2020 New
$631B
$1.96 Million 0.3% of portfolio
3,686
Q1 2025 Reduced 1.44%
$0
$1.76 Million 0.27% of portfolio
29,511
Q3 2024 Reduced 8.96%
$0
$1.56 Million 0.24% of portfolio
55,284
Q1 2025 Reduced 62.73%
$0
$1.39 Million 0.22% of portfolio
45,988
Q1 2025 Reduced 0.12%
$0
$1.37 Million 0.21% of portfolio
47,214
Q1 2025 Reduced 54.37%
$0
$1.39 Million 0.21% of portfolio
11,359
Q1 2025 Reduced 0.39%
Manager Directed Portfolios
-
$1.33 Million 0.21% of portfolio
-
Q1 2025 Added 4.2%
$1.08T
$1.32 Million 0.2% of portfolio
8,438
Q1 2025 Added 1.19%
$0
$1.3 Million 0.2% of portfolio
15,858
Q1 2025 Reduced 1.2%
$1.62T
$1.27 Million 0.2% of portfolio
2,209
Q1 2025 Added 11.96%
$539B
$1.19 Million 0.18% of portfolio
2,164
Q1 2025 Added 5.51%
Brookfield Corp
-
$1.12 Million 0.17% of portfolio
-
Q3 2024 Added 1.45%
$52.8B
$1.13 Million 0.17% of portfolio
1,139
Q1 2025 Added 0.89%
$0
$1.1 Million 0.17% of portfolio
15,008
Q1 2025 Reduced 8.57%
$1.07T
$1.06 Million 0.16% of portfolio
6,850
Q1 2025 Added 0.81%
$435B
$1.05 Million 0.16% of portfolio
1,111
Q1 2025 Added 1.18%
$187B
$1.05 Million 0.16% of portfolio
2,122
Q1 2025 Added 1.68%
$0
$1.02 Million 0.16% of portfolio
2,828
Q1 2025 Reduced 4.68%

Summary

  • Portfolio
  • No. of Stocks 1,742
  • Current Value $645 Million
  • Prior Value $398 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 31 stocks
  • Additional Purchases 1,083 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 366 stocks
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