account_balance
Investment manager · 13F filer · SEC CIK 1802533
Hohimer Wealth Management, LLC
Reported value$431Mas of Sep 30, 2026
Positions214 85 new, 248 sold out
Top 10 weight22.6%MSFT alone is 7%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
7.4%Trimmed −66%
VUGVanguard Index FDS
2.5%Trimmed −88%
AAPLApple Inc
1.9%Trimmed −64%
AVGOBroadcom Inc
1.7%Trimmed −89%
AMZNAmazon Com Inc
1.7%Trimmed −44%
VEAVanguard Tax-managed FDS
1.6%Trimmed −34%
VTVVanguard Index FDS
1.6%Trimmed −33%
GOOGLAlphabet Inc
1.5%Trimmed −7%
NVDANvidia Corporation
1.4%Trimmed −56%
METAMeta Platforms Inc
1.4%Trimmed −8%
COSTCostco WHSL Corp New
1.3%Trimmed −33%
SPYSPDR S&P 500 ETF Tr
1.2%Trimmed −2%
MSFTMicrosoft Corp
7.4%Trimmed −66%
VUG2.5%
AAPL1.9%AVGO1.7%AMZN1.7%VEA1.6%
VTV1.6%
GOOGL1.5%NVDA1.4%META1.4%COST1.3%SPY1.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 7.4% Trimmed −66%
VUG Vanguard Index FDS 2.5% Trimmed −88%
AAPL Apple Inc 1.9% Trimmed −64%AVGO Broadcom Inc 1.7% Trimmed −89%AMZN Amazon Com Inc 1.7% Trimmed −44%VEA Vanguard Tax-managed FDS 1.6% Trimmed −34%
VTV Vanguard Index FDS 1.6% Trimmed −33%
GOOGL Alphabet Inc 1.5% Trimmed −7%NVDA Nvidia Corporation 1.4% Trimmed −56%META Meta Platforms Inc 1.4% Trimmed −8%COST Costco WHSL Corp New 1.3% Trimmed −33%SPY SPDR S&P 500 ETF Tr 1.2% Trimmed −2%What changed