Hemington Wealth Management
13F Reported Value
ⓘ$769.3M
Holdings
1,727
Latest Filing
2025-09-30
Filing Quarter
Q3 2025
Portfolio Overview
Hemington Wealth Management disclosed 1,727 positions worth $769.3M in its Form 13F-HR for Q3 2025. During the quarter the fund opened 77 new positions and exited 38. The portfolio is most concentrated in Other (82.3% of disclosed assets). All figures are sourced directly from Hemington Wealth Management’s Form 13F-HR filing with the SEC under CIK 1838234.
AI Fund Analysis
StableSector Allocation
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AUM History
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Top Equity Holdings by Value
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Quarterly Activity — Q3 2025
Click any card to unlockTop Holdings
DIMENSIONAL ETF TRUST
—Quality
$113.9M2,664,224 shDIMENSIONAL ETF TRUST
—Quality
$100.2M2,189,329 shDIMENSIONAL ETF TRUST
—Quality
$57.0M1,569,043 shVANGUARD INDEX FDS
—Quality
$49.0M149,465 shDIMENSIONAL ETF TRUST
—Quality
$39.4M674,841 shDIMENSIONAL ETF TRUST
—Quality
$38.5M912,827 sh- 76.3
Quality
$37.8M148,441 sh DIMENSIONAL ETF TRUST
—Quality
$30.2M626,433 shDIMENSIONAL ETF TRUST
—Quality
$26.3M818,751 shVANGUARD STAR FDS
—Quality
$20.6M281,057 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | — | $113.9M | 2,664,224 |
| DIMENSIONAL ETF TRUST | — | $100.2M | 2,189,329 |
| DIMENSIONAL ETF TRUST | — | $57.0M | 1,569,043 |
| VANGUARD INDEX FDS | — | $49.0M | 149,465 |
| DIMENSIONAL ETF TRUST | — | $39.4M | 674,841 |
| DIMENSIONAL ETF TRUST | — | $38.5M | 912,827 |
| 76.3 | $37.8M | 148,441 | |
| DIMENSIONAL ETF TRUST | — | $30.2M | 626,433 |
| DIMENSIONAL ETF TRUST | — | $26.3M | 818,751 |
| VANGUARD STAR FDS | — | $20.6M | 281,057 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Hemington Wealth Management's 1,727 positions.
Showing top 10 of 1,727 holdings.
Sector Allocation
Other
$633.2M
Technology
$68.6M
Financials
$16.8M
Consumer Discretionary
$13.1M
Healthcare
$12.2M
Industrials
$9.5M
Energy
$2.8M
Communication Services
$2.8M
Top Holdings — Hemington Wealth Management (Q3 2025)
Top 150 of 1,727 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | DIMENSIONAL ETF TRUST | $113.9M | 14.8% | +9% | — |
| 2 | — | DIMENSIONAL ETF TRUST | $100.2M | 13.0% | +3% | — |
| 3 | — | DIMENSIONAL ETF TRUST | $57.0M | 7.4% | +6% | — |
| 4 | — | VANGUARD INDEX FDS | $49.0M | 6.4% | -1% | — |
| 5 | — | DIMENSIONAL ETF TRUST | $39.4M | 5.1% | +11% | — |
| 6 | — | DIMENSIONAL ETF TRUST | $38.5M | 5.0% | +19% | — |
| 7 | Apple Inc. | $37.8M | 4.9% | +0% | 76.3 | |
| 8 | — | DIMENSIONAL ETF TRUST | $30.2M | 3.9% | +10% | — |
| 9 | — | DIMENSIONAL ETF TRUST | $26.3M | 3.4% | +6% | — |
| 10 | — | VANGUARD STAR FDS | $20.6M | 2.7% | +0% | — |
| 11 | — | DIMENSIONAL ETF TRUST | $19.5M | 2.5% | +8% | — |
| 12 | — | VANGUARD INDEX FDS | $17.6M | 2.3% | -2% | — |
| 13 | — | DIMENSIONAL ETF TRUST | $15.8M | 2.1% | -2% | — |
| 14 | — | DIMENSIONAL ETF TRUST | $11.1M | 1.4% | +4% | — |
| 15 | — | DIMENSIONAL ETF TRUST | $10.1M | 1.3% | -3% | — |
| 16 | MICROSOFT CORP | $8.0M | 1.1% | +4% | 79.7 | |
| 17 | — | DIMENSIONAL ETF TRUST | $7.9M | 1.0% | -0% | — |
| 18 | — | DIMENSIONAL ETF TRUST | $5.9M | 0.8% | +23% | — |
| 19 | — | VANGUARD INTL EQUITY INDEX F | $5.3M | 0.7% | -1% | — |
| 20 | — | DIMENSIONAL ETF TRUST | $5.2M | 0.7% | -2% | — |
| 21 | — | ISHARES TR | $4.9M | 0.6% | -1% | — |
| 22 | NVIDIA CORP | $4.8M | 0.6% | +8% | 85.9 | |
| 23 | — | ISHARES TR | $4.5M | 0.6% | -1% | — |
| 24 | JOHNSON & JOHNSON | $4.1M | 0.5% | -1% | 68.8 | |
| 25 | AMAZON COM INC | $3.9M | 0.5% | +16% | 68.4 | |
| 26 | — | VANGUARD INTL EQUITY INDEX F | $3.7M | 0.5% | +1% | — |
| 27 | — | VANGUARD INTL EQUITY INDEX F | $3.6M | 0.5% | -1% | — |
| 28 | — | VANGUARD INDEX FDS | $3.6M | 0.5% | +0% | — |
| 29 | JPMORGAN CHASE & CO | $3.2M | 0.4% | +2% | 70.3 | |
| 30 | — | ISHARES TR | $2.6M | 0.3% | -8% | — |
| 31 | — | VANGUARD INDEX FDS | $2.2M | 0.3% | -2% | — |
| 32 | Alphabet Inc. | $2.2M | 0.3% | +5% | 78.1 | |
| 33 | BERKSHIRE HATHAWAY INC | $2.1M | 0.3% | +10% | 73.6 | |
| 34 | LifeStance Health Group, Inc. | $2.1M | 0.3% | +0% | 63.1 | |
| 35 | — | DIMENSIONAL ETF TRUST | $2.0M | 0.3% | +0% | — |
| 36 | Alphabet Inc. | $1.9M | 0.3% | +11% | 78.1 | |
| 37 | Meta Platforms, Inc. | $1.7M | 0.2% | +6% | 79.6 | |
| 38 | — | ISHARES TR | $1.7M | 0.2% | +0% | — |
| 39 | — | ISHARES TR | $1.6M | 0.2% | -1% | — |
| 40 | — | ISHARES TR | $1.6M | 0.2% | -0% | — |
| 41 | BROOKFIELD Corp /ON/ | $1.5M | 0.2% | +0% | — | |
| 42 | — | MANAGER DIRECTED PORTFOLIOS | $1.4M | 0.2% | +2% | — |
| 43 | Tesla, Inc. | $1.4M | 0.2% | +2% | 53.6 | |
| 44 | Broadcom Inc. | $1.4M | 0.2% | +7% | 84.4 | |
| 45 | Mastercard Inc | $1.3M | 0.2% | +2% | 85 | |
| 46 | — | ISHARES TR | $1.3M | 0.2% | +1% | — |
| 47 | — | DIMENSIONAL ETF TRUST | $1.1M | 0.1% | -3% | — |
| 48 | — | DIMENSIONAL ETF TRUST | $1.1M | 0.1% | +0% | — |
| 49 | HOME DEPOT, INC. | $1.1M | 0.1% | +8% | 60.1 | |
| 50 | W.W. GRAINGER, INC. | $1.1M | 0.1% | -0% | 61.3 | |
| 51 | — | VANGUARD BD INDEX FDS | $1.1M | 0.1% | +4% | — |
| 52 | COSTCO WHOLESALE CORP /NEW | $1.0M | 0.1% | -1% | 65.9 | |
| 53 | — | ISHARES TR | $1.0M | 0.1% | -1% | — |
| 54 | — | DIMENSIONAL ETF TRUST | $973,000 | 0.1% | -3% | — |
| 55 | — | VANGUARD INDEX FDS | $965,000 | 0.1% | +0% | — |
| 56 | NEXTERA ENERGY INC | $926,000 | 0.1% | +0% | 64.4 | |
| 57 | — | ISHARES INC | $923,000 | 0.1% | +0% | — |
| 58 | VISA INC. | $905,000 | 0.1% | +8% | 82.7 | |
| 59 | — | INVESCO EXCHANGE TRADED FD T | $876,000 | 0.1% | +4520% | — |
| 60 | — | VANGUARD INDEX FDS | $843,000 | 0.1% | +0% | — |
| 61 | — | VANGUARD MALVERN FDS | $788,000 | 0.1% | +0% | — |
| 62 | INTERNATIONAL BUSINESS MACHINES CORP | $760,000 | 0.1% | +3% | 69.7 | |
| 63 | NETFLIX INC | $756,000 | 0.1% | +3% | 78.6 | |
| 64 | AMGEN INC | $751,000 | 0.1% | +0% | 79 | |
| 65 | — | VANGUARD SPECIALIZED FUNDS | $724,000 | 0.1% | +0% | — |
| 66 | ELI LILLY & Co | $714,000 | 0.1% | -1% | 87.5 | |
| 67 | NUCOR CORP | $711,000 | 0.1% | +1% | 61.5 | |
| 68 | AbbVie Inc. | $705,000 | 0.1% | +7% | 72.5 | |
| 69 | — | ISHARES TR | $683,000 | 0.1% | +0% | — |
| 70 | — | FIRST TR EXCHANGE-TRADED FD | $673,000 | 0.1% | +4006% | — |
| 71 | SPDR S&P 500 ETF TRUST | $658,000 | 0.1% | +1% | — | |
| 72 | Walt Disney Co | $608,000 | 0.1% | -1% | 59.8 | |
| 73 | ORACLE CORP | $597,000 | 0.1% | +4% | 68.2 | |
| 74 | CARVANA CO. | $596,000 | 0.1% | -0% | 71.3 | |
| 75 | AMERICAN EXPRESS CO | $591,000 | 0.1% | +3% | 69.1 | |
| 76 | Walmart Inc. | $586,000 | 0.1% | +2% | 59.9 | |
| 77 | — | ISHARES TR | $566,000 | 0.1% | +0% | — |
| 78 | BANK OF AMERICA CORP /DE/ | $563,000 | 0.1% | +3% | 67.3 | |
| 79 | AUTOMATIC DATA PROCESSING INC | $544,000 | 0.1% | -0% | 69.6 | |
| 80 | — | DIMENSIONAL ETF TRUST | $534,000 | 0.1% | +0% | — |
| 81 | — | INVESCO QQQ TR | $534,000 | 0.1% | +0% | — |
| 82 | — | DIMENSIONAL ETF TRUST | $506,000 | 0.1% | +0% | — |
| 83 | Philip Morris International Inc. | $496,000 | 0.1% | +22% | 75.7 | |
| 84 | — | ISHARES TR | $475,000 | 0.1% | +0% | — |
| 85 | PROCTER & GAMBLE Co | $462,000 | 0.1% | -7% | 64.4 | |
| 86 | — | GOLDMAN SACHS ETF TR | $448,000 | 0.1% | +0% | — |
| 87 | EXXON MOBIL CORP | $446,000 | 0.1% | +9% | 57.7 | |
| 88 | Affirm Holdings, Inc. | $433,000 | 0.1% | +1% | 81 | |
| 89 | — | VANGUARD INDEX FDS | $425,000 | 0.1% | -9% | — |
| 90 | — | VANGUARD WORLD FD | $415,000 | 0.1% | +0% | — |
| 91 | — | SPDR GOLD TR | $406,000 | 0.1% | +4133% | — |
| 92 | MORGAN STANLEY | $388,000 | 0.1% | +6% | 75.7 | |
| 93 | — | ISHARES TR | $369,000 | 0.1% | +0% | — |
| 94 | — | ISHARES TR | $368,000 | 0.1% | -14% | — |
| 95 | ABBOTT LABORATORIES | $366,000 | 0.1% | +6% | 65.2 | |
| 96 | — | ISHARES TR | $364,000 | 0.1% | +0% | — |
| 97 | CISCO SYSTEMS, INC. | $362,000 | 0.1% | +4% | 70.1 | |
| 98 | O REILLY AUTOMOTIVE INC | $352,000 | 0.1% | +4% | 67 | |
| 99 | QUALCOMM INC/DE | $348,000 | 0.1% | +4% | 70.4 | |
| 100 | MCDONALDS CORP | $342,000 | 0.0% | +4% | 68.6 | |
| 101 | CHEVRON CORP | $330,000 | 0.0% | +30% | 62.6 | |
| 102 | AT&T INC. | $329,000 | 0.0% | +3% | 65.5 | |
| 103 | RTX Corp | $327,000 | 0.0% | +5% | 73.1 | |
| 104 | Booking Holdings Inc. | $318,000 | 0.0% | +5% | 58.3 | |
| 105 | Brookfield Asset Management Ltd. | $317,000 | 0.0% | -0% | — | |
| 106 | UNITEDHEALTH GROUP INC | $316,000 | 0.0% | -5% | 62.5 | |
| 107 | LOWES COMPANIES INC | $313,000 | 0.0% | +4% | 60.4 | |
| 108 | TELOS CORP | $307,000 | 0.0% | +200% | 50.2 | |
| 109 | ADOBE INC. | $302,000 | 0.0% | -4% | 77.8 | |
| 110 | GENERAL ELECTRIC CO | $288,000 | 0.0% | +22% | 73.6 | |
| 111 | GOLDMAN SACHS GROUP INC | $281,000 | 0.0% | +5% | 73.3 | |
| 112 | Merck & Co., Inc. | $281,000 | 0.0% | +8% | 59.7 | |
| 113 | CATERPILLAR INC | $278,000 | 0.0% | +6% | 66.3 | |
| 114 | KLA CORP | $269,000 | 0.0% | +6% | 78.5 | |
| 115 | AMERIPRISE FINANCIAL INC | $264,000 | 0.0% | +0% | 68.3 | |
| 116 | SELECTIVE INSURANCE GROUP INC | $262,000 | 0.0% | -0% | 68.3 | |
| 117 | WELLS FARGO & COMPANY/MN | $261,000 | 0.0% | +6% | 61.5 | |
| 118 | ROSS STORES, INC. | $256,000 | 0.0% | -11% | 70 | |
| 119 | Parker-Hannifin Corp | $249,000 | 0.0% | +3% | 65.6 | |
| 120 | Marathon Petroleum Corp | $249,000 | 0.0% | +2% | 60.8 | |
| 121 | COMCAST CORP | $244,000 | 0.0% | -3% | 59.3 | |
| 122 | Energy Transfer LP | $239,000 | 0.0% | +0% | 64.2 | |
| 123 | — | PULTE GROUP INC | $237,000 | 0.0% | +3% | — |
| 124 | — | ISHARES TR | $237,000 | 0.0% | +0% | — |
| 125 | MARTIN MARIETTA MATERIALS INC | $236,000 | 0.0% | +7% | 62.6 | |
| 126 | THERMO FISHER SCIENTIFIC INC. | $236,000 | 0.0% | +16% | 64.9 | |
| 127 | Uber Technologies, Inc | $232,000 | 0.0% | +3% | 73.3 | |
| 128 | LAM RESEARCH CORP | $231,000 | 0.0% | +4% | 79.3 | |
| 129 | AMPHENOL CORP /DE/ | $230,000 | 0.0% | +13% | 79.1 | |
| 130 | CAPITAL ONE FINANCIAL CORP | $230,000 | 0.0% | +1% | 62.1 | |
| 131 | — | VANGUARD INDEX FDS | $222,000 | 0.0% | +0% | — |
| 132 | TEXAS INSTRUMENTS INC | $220,000 | 0.0% | -9% | 73.2 | |
| 133 | HONEYWELL INTERNATIONAL INC | $220,000 | 0.0% | +1% | 66.5 | |
| 134 | NORTHROP GRUMMAN CORP /DE/ | $219,000 | 0.0% | +4% | 62.7 | |
| 135 | VERIZON COMMUNICATIONS INC | $218,000 | 0.0% | +4% | 65.5 | |
| 136 | COCA COLA CO | $216,000 | 0.0% | +2% | 69.3 | |
| 137 | RLJ Lodging Trust | $215,000 | 0.0% | +0% | 49.2 | |
| 138 | PROGRESSIVE CORP/OH/ | $215,000 | 0.0% | -2% | 80 | |
| 139 | — | ISHARES TR | $213,000 | 0.0% | +0% | — |
| 140 | ADVANCED MICRO DEVICES INC | $213,000 | 0.0% | +28% | 79.7 | |
| 141 | 3M CO | $212,000 | 0.0% | -0% | 64.7 | |
| 142 | INTUIT INC. | $211,000 | 0.0% | -1% | 79.3 | |
| 143 | — | ISHARES TR | $211,000 | 0.0% | +0% | — |
| 144 | DEERE & CO | $210,000 | 0.0% | -1% | 55.3 | |
| 145 | Palantir Technologies Inc. | $207,000 | 0.0% | +11% | 84.5 | |
| 146 | NORFOLK SOUTHERN CORP | $207,000 | 0.0% | +79% | 62.9 | |
| 147 | — | ROYAL CARIBBEAN GROUP | $202,000 | 0.0% | +2% | — |
| 148 | MICRON TECHNOLOGY INC | $201,000 | 0.0% | +10% | 86.1 | |
| 149 | TJX COMPANIES INC /DE/ | $197,000 | 0.0% | +13% | 68.4 | |
| 150 | Bank of New York Mellon Corp | $195,000 | 0.0% | +4% | 73.8 |
New Positions (77)
Exited Positions (38)
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