Hemington Wealth Management

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 1,742Value: $644.6MLatest: 2025Q1

Hemington Wealth Management is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 1742 holdings worth $0.6 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "OI",
  "JWN",
  "NWE",
  "ZEUS",
  "MMSI",
  "NCNO",
  "PINS",
  "SE",
  "RGEN",
  "FIBK",
  "SPSC",
  "ALKS",
  "INSM",
  "TREX",
  "PRO",
  "ARES",
  "HLNE",
  "HOOD",
  "APPF",
  "GTES",
  "ITRI",
  "PIPR",
  "AX",
  "INVA",
  "AZEK",
  "ESGR",
  "FLEX",
  "GTX",
  "MPWR",
  "MGY",
  "FN",
  "MTCH",
  "NVR",
  "RNG",
  "GLOB",
  "LTH",
  "IOSP",
  "MQ",
  "STEP",
  "SMTC",
  "ASB",
  "RXO",
  "FA",
  "TRU",
  "JAZZ",
  "RDNT",
  "NOVT",
  "AIR",
  "QRVO",
  "KTOS",
  "FLYW",
  "INFA",
  "PLMR",
  "NEO",
  null,
  null,
  "RRX",
  null,
  null,
  "POOL",
  null,
  "KAI",
  null,
  null,
  "CCCS",
  null,
  null,
  null,
  null,
  "OSK",
  null,
  "MASI",
  "NIC",
  "PLXS",
  "MGEE",
  "MORN",
  "SNDR",
  null,
  "TROW",
  null,
  "RJF",
  "AES",
  "ACHC",
  "GLBE",
  "AR",
  null,
  "AORT",
  "ARW",
  "MOS",
  "AFG",
  "AAL",
  "BROS",
  "STRL",
  "ENTG",
  "AKAM",
  null,
  "FLO",
  "GIL",
  "OLLI",
  "RBC",
  "EXAS",
  "BNT",
  "DNB",
  "LYFT",
  "HUM",
  "PRGS",
  "HP",
  "H",
  "CVBF",
  "MP",
  "MSGS",
  "BEPC",
  "PCG",
  "AWR",
  "AVAV",
  "RF",
  "FTI",
  "ALSN",
  "SPR",
  "PBA",
  "AMR",
  "SOBO.TO",
  "ATR",
  "ATKR",
  "NPO",
  "HUBG",
  "NSIT",
  "GATX",
  "FWONK",
  "SNOW",
  "MU",
  "MCY",
  "KRG",
  "PATK",
  "PLAB",
  "BKE",
  "JXN",
  "STR",
  "LBRT",
  "MHO",
  "PRDO",
  "FNDF",
  "ACN",
  "LEVI",
  "ZS",
  "ARCB",
  "BTU",
  "ITT",
  "KBR",
  "PBH",
  "KBH",
  "OTTR",
  "MMM",
  "ABNB",
  "ABT",
  "PPBI",
  "MBC",
  "ABBV",
  "ADBE",
  "SPTN",
  "FLG",
  "A",
  "APD",
  "BABA",
  "MATX",
  "JBSS",
  "TNC",
  "KSS",
  "MWA",
  "SBCF",
  "TGTX",
  "MTRN",
  "SFNC",
  "JEF",
  "MTRX",
  null,
  "SHOO",
  "NMIH",
  "NGVT",
  "MTSI",
  "JLL",
  "TNET",
  "ATI",
  "KTB",
  "FIZZ",
  "ALL",
  "FRPT",
  "ASGN",
  "MOG-A",
  "GOOGL",
  "BOOT",
  "AVT",
  "PTCT",
  "MAGN",
  "AIN",
  "PRKS",
  "NHI",
  "ALNY",
  "UTL",
  "VCYT",
  "ATGE",
  "ASO",
  "ASIX",
  "RUSHA",
  null,
  "VYX",
  "RIG",
  null,
  "VTS",
  null,
  "AXP",
  "UNIT",
  "ATMU",
  "VC",
  "ALIT",
  "AEG",
  "ALGM",
  "ABG",
  "ADMA",
  "AKR",
  "APPN",
  "AMRC",
  "AFRM",
  "JOE",
  "AMG",
  "APG",
  "APAM",
  "AIG",
  "ACA",
  "ARHS",
  "BATRK",
  "TEAM",
  "MODG",
  "ASML",
  "T",
  "ENOV",
  "GOLF",
  "BLK",
  "ESAB",
  null,
  "AYI",
  "PLUS",
  null,
  null,
  "AROC",
  "AM",
  null,
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "BRO",
  "AIT",
  "KMX",
  "CP.TO",
  "ACLS",
  "AUB",
  "ROCK",
  "FCPT",
  null,
  "THRM",
  "HRI",
  "FELE",
  "HGV",
  "FUL",
  "FORM",
  "WRB",
  "BOH",
  "ITGR",
  "BSX",
  "HTZ",
  "HRB",
  "ICFI",
  "HHH",
  null,
  "CRS",
  "KAR",
  "LXP",
  "LCII",
  "CCI",
  "COF",
  "LEN-B",
  null,
  "KMT",
  "CMI",
  "DVAX",
  "JACK",
  "KFY",
  null,
  "LLYVA",
  "LNC",
  "ZD",
  "LMND",
  null,
  "NSSC",
  "NMRK",
  "DUK",
  "OII",
  "MMI",
  "MGRC",
  "MCRI",
  "OMCL",
  "D",
  "NAVI",
  "PFSI",
  "MYRG",
  "DT",
  "NAD",
  "PRM",
  "NNI",
  "NWBI",
  "M",
  "ROKU",
  "PRIM",
  "ESS",
  "REZI",
  null,
  "RKT",
  "EHC",
  "KWR",
  "RLJ",
  "EBAY",
  "PINC",
  "RL",
  "QS",
  "PII",
  "SJW",
  "REYN",
  "ECG",
  "WTRG",
  "FG",
  "FRT",
  "EQH",
  "SMPL",
  "SKYW",
  "SPB",
  "SFBS",
  "EOG",
  "SXI",
  "SNRE",
  "SIGI",
  "WTTR",
  "UMH",
  "TDS",
  "STRA",
  "UEC",
  "URBN",
  "UVSP",
  "UE",
  "AMBA",
  "EXPE",
  "EXPD",
  "FFIV",
  "UNF",
  "USM",
  "UTZ",
  "U",
  "LIVN",
  "NE",
  "SN",
  "HELE",
  "LPG",
  "PNR",
  "FFBC",
  "MMYT",
  "FFIN",
  "NHC",
  "SDRL.OL",
  "FERG",
  "ADNT",
  "NTB",
  "IPAR",
  "FCX",
  "ALGT",
  "BGC",
  "TR",
  "FITB",
  "IBKR",
  null,
  "SRCE",
  "ADEA",
  "SMMT",
  "KYMR",
  "GD",
  "TALO",
  null,
  "GILD",
  "IRDM",
  "GIS",
  "AMRX",
  "HLT",
  "AIV",
  "AMBP",
  "HON",
  "HD",
  "HPQ",
  "AZN",
  "MCD",
  "INTU",
  null,
  null,
  "RPM",
  "DRVN",
  "FTS",
  "FIVE",
  "FBIN",
  "BEN",
  "FE",
  "UNP",
  "SCL",
  "FULT",
  "GBCI",
  "STC",
  "ARTNA",
  "QCOM",
  "GLPI",
  "XPRO",
  "GNW",
  "SYBT",
  "SCCO",
  "GEO",
  "IPGP",
  "OSCR",
  "FC",
  "LAMR",
  "ISRG",
  "GIII",
  "GH",
  "HLF",
  "ACI",
  null,
  "HURN",
  "HEI-A",
  "HUBB",
  "HUBS",
  "HLIO",
  "HGTY",
  "HLI",
  "HTZWW",
  "HWM",
  "LEN",
  "ITW",
  "IDA",
  "GSIE",
  "INGR",
  "AMAT",
  "RIVN",
  null,
  "EMR",
  "BKNG",
  "NBIX",
  "NWL",
  "ICE",
  "MUB",
  "META",
  null,
  null,
  null,
  "LGF-A",
  "LFST",
  "MXL",
  "MIR",
  "LUNR",
  "MRCY",
  "MDXG",
  "OPI",
  "NFE",
  null,
  "PAYO",
  "IVW",
  "PK",
  "PAY",
  "PRK",
  "OMI",
  null,
  "IJH",
  null,
  null,
  "RUSHB",
  "STNG",
  "RRR",
  "SAH",
  null,
  null,
  "SWK",
  "SSYS",
  "TGLS",
  "TNK",
  null,
  "SR",
  "TLS",
  "TRN",
  "TDW",
  "SGRY",
  "UHAL",
  "UNFI",
  null,
  "IQV",
  "IONS",
  "IONQ",
  "IOVA",
  null,
  null,
  "KNSL",
  "KMI",
  "LHX",
  "LRCX",
  "LAZ",
  "FWONA",
  "LBTYK",
  "LIN",
  "L",
  "ENSG",
  "MPC",
  "MBOT",
  "WDFC",
  "SYM",
  "MMC",
  "PWR",
  "MRVL",
  "RPD",
  "DRS",
  null,
  "MA",
  "RAMP",
  "EXEL",
  "PODD",
  "UI",
  "MDT",
  null,
  "ALE",
  "ABCB",
  "AMN",
  "APA",
  "AMKR",
  "BMI",
  "MSFT",
  "MAA",
  "MDLZ",
  "CNR",
  "MS",
  null,
  "TMUS",
  "DXC",
  "DBX",
  "DOCS",
  "NEOG",
  "NDAQ",
  "ESE",
  "EQIX",
  "ERIE",
  "EQT",
  "EXC",
  "ETSY",
  "EVR",
  "EVRG",
  "FSS",
  "EXPO",
  "FRME",
  "FCNCA",
  "FICO",
  "FHN",
  "FIS",
  "FND",
  "FLS",
  "FYBR",
  "FTV",
  "FL",
  "GE",
  "THG",
  "HE",
  "GPC",
  "HLX",
  "GMS",
  "HXL",
  "HQY",
  "GXO",
  "GWRE",
  "ICUI",
  "NTRS",
  "HUN",
  "NI",
  "HEI",
  "RHI",
  "INCY",
  "HIG",
  "HES",
  "HAS",
  "HOLX",
  "HRL",
  "NVS",
  "NU",
  "IBRX",
  "FMC",
  "OXY",
  null,
  "ILMN",
  null,
  "OMC",
  "ODFL",
  "OMF",
  "ORLY",
  "ICLR",
  "EMN",
  "ADM",
  "PCAR",
  "ZTO",
  "ALK",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "ANSS",
  "DG",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  null,
  "DASH",
  "PAYX",
  "AMH",
  "IRT",
  "DOC",
  "NNN",
  "REG",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  "PGR",
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  null,
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "LDOS",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "PSTG",
  "KEYS",
  null,
  "MAN",
  null,
  "LPLA",
  "MKC",
  "MDB",
  "MPW",
  "AMGN",
  "KVUE",
  "MAS",
  "PKG",
  "ORA",
  "NYT",
  "PARA",
  "DGX",
  "PPG",
  "REGN",
  "IOT",
  "FNDX",
  null,
  "ROK",
  "SLVM",
  "TFSL",
  "IEFA",
  "SPGI",
  "RY",
  "RELX",
  "SCHX",
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "RS",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "ROST",
  "SNA",
  "RIO",
  "SHEL",
  "RTX",
  "GLD",
  "STX",
  "SAP",
  "RITM",
  null,
  "BP",
  null,
  "AMT",
  "RSG",
  "IBM",
  "SSNC",
  "STGW",
  "STLD",
  "SYK",
  "SBUX",
  "SNPS",
  "ERIC",
  "TEL",
  "VIV",
  "CI",
  "TPR",
  "TKO",
  "TXN",
  "TXRH",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TW",
  "TFC",
  "TWLO",
  "TRV",
  "TSN",
  "TYL",
  "UBER",
  "UAL",
  "UL",
  "UTHR",
  "UNM",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "AA",
  "NEM",
  "ADUS",
  "AAP",
  "PNFP",
  "MET",
  "ALG",
  "HL",
  "UHAL-B",
  "SM",
  "WEYS",
  "LILAK",
  "DTM",
  "PSMT",
  "WMS",
  "PCH",
  "LZB",
  "AGIO",
  "AGNC",
  "ASH",
  "UCTT",
  "VV",
  "RCL",
  "FCFS",
  "PCTY",
  "MCW",
  "SNEX",
  "SNV",
  "OGE",
  "NBTB",
  "HOMB",
  "SITE",
  "MRNA",
  "VICR",
  "MBLY",
  "VRTS",
  "SCHW",
  "MNST",
  "PRAX",
  "EWBC",
  "EBC",
  "BANR",
  "PPC",
  "MDU",
  "OSIS",
  "UMBF",
  "PHIN",
  "POR",
  "SHO",
  "ALC",
  "EPC",
  "AEIS",
  "PAG",
  "SEM",
  null,
  null,
  null,
  "PNW",
  "STAG",
  "VWO",
  "LKQ",
  "SUPN",
  "JBL",
  "PGNY",
  "VSS",
  null,
  "AWI",
  null,
  null,
  "SBAC",
  "LGF-B",
  null,
  "NJR",
  "OFG",
  "TFIN",
  "LOB",
  "LPX",
  "USLM",
  "LBRDA",
  "TRIP",
  "KOS",
  "PRMB",
  null,
  "TOWN",
  null,
  "UVV",
  "TRMK",
  "EXP",
  "AEO",
  "EME",
  "VIG",
  "BCML",
  null,
  "RNST",
  "LAD",
  "LSCC",
  "LAUR",
  "LILA",
  "LZ",
  "TTE",
  "TRGP",
  "VVX",
  "AGO",
  "MOD",
  "TOST",
  "TROX",
  "TXT",
  "TSCO",
  "SPNT",
  "NXT",
  "NTNX",
  "OXM",
  "LGIH",
  "ULTA",
  "PTON",
  "GT",
  "SKX",
  "WY",
  "MTD",
  "GMED",
  "GSHD",
  "DFH",
  "GDEN",
  "IWN",
  "PATH",
  "GBTG",
  "GDDY",
  "PRG",
  "WGO",
  "SNY",
  "GL",
  "GGG",
  "VIAV",
  "TSM",
  "IT",
  "SMG",
  "LRN",
  "GSK",
  "OHI",
  "GDRX",
  "GPN",
  null,
  "RDN",
  "RMD",
  "GSAT",
  "THS",
  "GHC",
  "PR",
  "ETR",
  "BN.TO",
  "GEF-B",
  "GO",
  "GPI",
  "VTR",
  "GEF",
  "GFF",
  null,
  "DD",
  "VRTX",
  null,
  "EA",
  "GVA",
  "GRAL",
  "K",
  "EW",
  "TT",
  "VRSK",
  "ANF",
  "AGCO",
  "GPK",
  "GRBK",
  "LOPE",
  "VRT",
  "GBX",
  "HEES",
  "HWC",
  "HAE",
  "SLM",
  "RLI",
  "MEDP",
  "R",
  "MUR",
  "SAIA",
  "RRC",
  "MMS",
  "QLYS",
  "SRPT",
  "MTG",
  "MTDR",
  "PRGO",
  "SLGN",
  "SAIC",
  "SEIC",
  "LFUS",
  "LECO",
  "ST",
  "ONB",
  "PVH",
  "MKSI",
  "RGLD",
  "NFG",
  "RH",
  "PRI",
  "LITE",
  "MUSA",
  "MLI",
  "PSN",
  "PEN",
  "MAT",
  "MSM",
  "MSA",
  "PBF",
  "TCBI",
  "UGI",
  "VOYA",
  "ATO",
  "SYNA",
  "ALGN",
  "MTN",
  "ADSK",
  "AON",
  "THC",
  "SWX",
  "SSB",
  "VNT",
  "WMG",
  "AMCR",
  "SHC",
  "SFM",
  "AEE",
  "GM",
  "HAL",
  "WTS",
  "UAA",
  "SF",
  "APTV",
  "ACGL",
  "TMHC",
  "BLD",
  "TEX",
  "TOL",
  "AVY",
  "USFD",
  "ALB",
  "SNX",
  "AFL",
  "TKR",
  "UBSI",
  "AXON",
  "THO",
  "APH",
  "AMD",
  "SONY",
  "ALLE",
  "VFC",
  "AVB",
  "X",
  "EL",
  "SDY",
  "FI",
  "EPAM",
  "CPAY",
  "DRI",
  "NTRA",
  "DOV",
  "WAB",
  "TAP",
  "WSO",
  "IP",
  "VVV",
  "DLTR",
  "F",
  "GNRC",
  "DECK",
  "WEC",
  "EQR",
  "DEO",
  "AJG",
  "WM",
  "FSLR",
  "FOX",
  "FTNT",
  "IWR",
  "WCN",
  "HSIC",
  "EFX",
  "IR",
  "VLY",
  "WEX",
  "AIZ",
  "MIDD",
  "NCLH",
  "OPCH",
  "FOUR",
  "TTC",
  "ROIV",
  "CXM",
  "GSLC",
  "CAH",
  "AEP",
  "BKR",
  "ESNT",
  "CUBI",
  "EFSC",
  "NVST",
  "DORM",
  "ECPG",
  "ACT",
  "FHI",
  "FBK",
  "ES",
  "CMRE",
  "EE",
  "EXTR",
  "GOOD",
  "HWKN",
  null,
  "IESC",
  "INDB",
  "HOPE",
  "HRMY",
  "GTY",
  "ILPT",
  "IDCC",
  "IAS",
  "IPG",
  "IBP",
  null,
  "IFF",
  "JBLU",
  "INO",
  "EEFT",
  "IBOC",
  "JAMF",
  "HMN",
  "INVH",
  "NSP",
  "INSW",
  "KN",
  "KNF",
  "LKFN",
  "KW",
  "LANC",
  "DNUT",
  "KNTK",
  "IDXX",
  "KMPR",
  "PJT",
  "BIPC",
  "KLIC",
  "LSTR",
  "RHP",
  "IEX",
  "UA",
  "AOS",
  "RACE",
  "PEG",
  "FDS",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "OLN",
  "SCHB",
  "NIO",
  "TTWO",
  "CMS",
  "CLF",
  "IVE",
  "NWS",
  "LCID",
  "HCA",
  "PFG",
  "SIRI",
  "LUV",
  null,
  "PLUG",
  "IVZ",
  "HOG",
  "OVV",
  "SBRA",
  "LMAT",
  "RMBS",
  "ACIW",
  "DKS",
  "HII",
  "ELME",
  "ABM",
  "AL",
  "KD",
  "FNB",
  "REXR",
  "TPL",
  "ARMK",
  "AMTM",
  "UCB",
  "FAF",
  "MTX",
  "AAON",
  "DOX",
  "ELS",
  "EGP",
  "NWSA",
  "OGS",
  "TDC",
  "TPH",
  null,
  "HBAN",
  "NEU",
  "RGA",
  "HNI",
  "DKNG",
  "ACM",
  null,
  "VEU",
  null,
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VEA",
  "VAL",
  "VMI",
  "VXUS",
  "VBK",
  "BNDX",
  "BND",
  "VBR",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VLTO",
  "VERX",
  "VTV",
  "VRNT",
  "VRRM",
  "VEEV",
  "VRSN",
  "VSTS",
  "VCTR",
  "VTRS",
  "V",
  "VIRT",
  "VSH",
  "VSCO",
  "VST",
  "VICI",
  "COCO",
  "HCC",
  "WD",
  "WFRD",
  "W",
  "WBD",
  "WMT",
  "WBA",
  "WAT",
  "WAFD",
  "WSBC",
  "WERN",
  "WCC",
  "WDC",
  "WU",
  "WBS",
  "WFC",
  "WAL",
  "WEN",
  "WST",
  "WLK",
  "WMK",
  "WELL",
  "WLY",
  "WTM",
  "WINA",
  "WSM",
  "WHR",
  "WING",
  "WTFC",
  "WTW",
  "WMB",
  "WSC",
  "WWD",
  "WSFS",
  "WH",
  "WYNN",
  "WOR",
  "XEL",
  "WK",
  "WDAY",
  "WKC",
  null,
  "ZG",
  "YUMC",
  "YUM",
  "XPO",
  "YETI",
  "Z",
  "XYL",
  "ZBRA",
  "YELP",
  "FHB",
  "GTM",
  "ENS",
  "SOLV",
  "LNT",
  null,
  "ESI",
  "ELAN",
  "JJSF",
  "DTE",
  null,
  "DY",
  "ADT",
  "OC",
  "FNLC",
  "GRMN",
  "ONTO",
  "PTC",
  "HI",
  "GNTX",
  "NXST",
  null,
  "FNF",
  "HAYW",
  "POST",
  "NOG",
  "G",
  "FR",
  "FBP",
  "FOXA",
  "FCN",
  "MTB",
  "NABL",
  "JHG",
  "GEN",
  "ORN",
  "FLR",
  "KGS",
  "SCHD",
  "ET",
  "SOFI",
  "BIIB",
  "DVY",
  "IMKTA",
  "SCHF",
  "EXLS",
  "ALRM",
  "SCHA",
  "JBHT",
  "LW",
  "JNPR",
  "KRC",
  "LEA",
  "KEX",
  "KNX",
  "MSCI",
  "MTZ",
  "JKHY",
  "LVS",
  "EIX",
  "NSC",
  "MHK",
  "KIM",
  "KEY",
  "VAC",
  "CACC",
  "LUMN",
  "NDSN",
  "LBRDK",
  "JCI",
  "LBTYA",
  "NXPI",
  "LLYVK",
  "HST",
  null,
  "LH",
  "MOH",
  "MFC",
  "KDP",
  "MKL",
  "MGM",
  "NOV",
  "EMBC",
  "CVI",
  "TRUP",
  "TER",
  "SO",
  null,
  "TTD",
  "ON",
  "SXT",
  "UFPI",
  "SON",
  "TTMI",
  "SJM",
  "SPXC",
  "TRMB",
  "PPL",
  "TRP",
  "PFGC",
  "TDOC",
  "TGNA",
  "BPOP",
  "OKTA",
  "OTIS",
  null,
  "PB",
  "SW",
  "PSX",
  "SSD",
  "PLNT",
  "OPEN",
  "ROL",
  "CRM",
  "RNR",
  "SWKS",
  "SNAP",
  "PENN",
  "RVTY",
  "RBLX",
  null,
  "SCI",
  null,
  "SIG",
  "TDY",
  "RUN",
  "SUI",
  "SLAB",
  null,
  null,
  "RDDT",
  "SANM",
  "SYY",
  "ORI",
  "SHAK",
  "SEE",
  "TFX",
  "SPOT",
  "DINO",
  "LII",
  "MANH",
  "LYV",
  null,
  "FTDR",
  "TNL",
  "CMPR",
  "MTUM",
  "LYB",
  "HBI",
  "ZION",
  "HALO",
  "LNTH",
  null,
  "UHS",
  null,
  "GEV",
  "CHWY",
  "ZWS",
  "MELI",
  "TRI.TO",
  "OLED",
  "ZBH",
  "ZM",
  "DGRO",
  "GAP",
  "MCK",
  "PEGA",
  "MTH",
  "NVT",
  "EXR",
  "GWW",
  null,
  "UPST",
  "NTAP",
  "PSA",
  "UDR",
  "SYF",
  "NUE",
  "NRG",
  "EG",
  "PAYC",
  "FDX",
  "AME",
  "ALLY",
  "STE",
  "MKTX",
  "KMB",
  "LULU",
  "AUR",
  "AVNT",
  "ALV",
  "AN",
  "ADP",
  "AZO",
  "BCPC",
  "AZTA",
  "CAR",
  "AVTR",
  "AXTA",
  "AVA",
  "AXGN",
  "AVDX",
  "AXS",
  "BALL",
  "BAC",
  null,
  "BKU",
  "BANC",
  "OZK",
  "TBBK",
  "BBWI",
  "BANF",
  "BMO",
  "BK",
  null,
  "BRK-B",
  "BAX",
  "BDX",
  "BEAM",
  "BDC",
  "BZH",
  "BSY",
  "BRBR",
  "BKH",
  "BJ",
  "BIO",
  "BILL",
  "BLKB",
  "BBY",
  "BMRN",
  "TECH",
  "BL",
  "BOKF",
  "BCC",
  "BA",
  "BAH",
  null,
  "BHF",
  "BFH",
  "SAM",
  "EAT",
  "BWA",
  "BMY",
  "BFAM",
  "BBIO",
  "BCO",
  "BRC",
  "BOX",
  "BBU",
  "BC",
  "BBUC",
  "BRKL",
  "BF-B",
  "BF-A",
  "BRX",
  "BLDR",
  "BAM.TO",
  "BRKR",
  "BR",
  "BG",
  "CACI",
  "CHRW",
  "WHD",
  "CBT",
  "CADE",
  "BWXT",
  "BURL",
  "CALX",
  "CWH",
  "CWT",
  "CALM",
  "CZR",
  "CAC",
  "CM",
  "CPB",
  "CDNS",
  "CPT",
  "CWST",
  "CG",
  "CVNA",
  "CARG",
  "CARS",
  "CARR",
  "CCL",
  "CSL",
  "CRI",
  "CBOE",
  "CVCO",
  "CE",
  "CBRE",
  "CDW",
  "CATY",
  "CBZ",
  "CAVA",
  "CPRX",
  "CASY",
  "CENT",
  "CENTA",
  "CCS",
  "CNC",
  "CNP",
  "CERT",
  "CELH",
  "CF",
  "CAKE",
  "CHX",
  "CC",
  "SKY",
  "CPK",
  "CRL",
  "CHE",
  "CVX",
  "CIM",
  "GTLS",
  "LNG",
  "CHTR",
  "CIEN",
  "CINF",
  "CB",
  "CRUS",
  "CHDN",
  "CMG",
  "CNK",
  "CHH",
  "CHD",
  "CTAS",
  "CSCO",
  "CFG",
  "CLH",
  "NET",
  "C",
  "CLVT",
  "CLX",
  "YOU",
  "CWEN",
  "CHCO",
  "CWEN-A",
  "CNA",
  "CNX",
  "CME",
  null,
  "COKE",
  "KO",
  "CGNX",
  "CNO",
  "CDE",
  "CMA",
  "CBSH",
  "COHR",
  "COIN",
  "CNS",
  "CLBK",
  "FIX",
  "CMCSA",
  "COLB",
  "CTSH",
  "CL",
  "COLM",
  "CMC",
  "CBU",
  "CAG",
  "COP",
  "CNMD",
  "CVLT",
  "CNOB",
  "CON",
  "CRK",
  "CNXC",
  "ROAD",
  "STZ",
  "COO",
  "CEG",
  null,
  "CPRT",
  "CDP",
  "CORT",
  "ED",
  "CRVL",
  "CXW",
  "CRBG",
  "CTRA",
  "COTY",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CNM",
  "CPNG",
  "CRGY",
  "CXT",
  "CROX",
  "CUZ",
  "CRH",
  "CR",
  "CRWD",
  "CVS",
  "CSX",
  "CCK",
  "CSWI",
  "CTS",
  "CSGS",
  "CFR",
  "CWK",
  "CW",
  "DHR",
  "DDOG",
  "DVA",
  "CYTK",
  "DAN",
  "DELL",
  "DAR",
  "DAY",
  "DE",
  "DNLI",
  "DSGX",
  "DVN",
  "DRH",
  "FANG",
  "XRAY",
  "DAL",
  "DXCM",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DDS",
  "DFS",
  "DLB",
  "DIOD",
  "DLR",
  "DOCU",
  "DOCN",
  "DBRG",
  "DNOW",
  "DCI",
  "DPZ",
  "DV",
  "RSP",
  "IJJ",
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VMC",
  "TRNO",
  "TTEK",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  null,
  null,
  "APO",
  "MO",
  "MLM",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 1,742
Total Value: 644611
Accession Number: 0001842974-25-000012
Form Type: 13F-HR
CIK: hemington-wealth-management
Manager Name: Hemington-Wealth-Management

Data Enrichment

94% identified

1,632 identified110 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,742 positions • $644.6K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 88

Sort by:

25434V872

Shares:2.4M

Value:$99.8M

% of Portfolio:15479.9% ($99.8M/$644.6K)

25434V104

Shares:2.2M

Value:$85.9M

% of Portfolio:13326.3% ($85.9M/$644.6K)

25434V203

Shares:1.4M

Value:$44.4M

% of Portfolio:6886.8% ($44.4M/$644.6K)

922908769

VTI|922908769

Shares:159.7K

Value:$43.9M

% of Portfolio:6808.4% ($43.9M/$644.6K)

Apple Inc.

AAPL|037833100

Shares:149.3K

Value:$33.2M

% of Portfolio:5143.3% ($33.2M/$644.6K)

25434V856

Shares:719.4K

Value:$30.3M

% of Portfolio:4699.4% ($30.3M/$644.6K)

25434V864

Shares:557.9K

Value:$26.5M

% of Portfolio:4113.0% ($26.5M/$644.6K)

25434V559

Shares:523.8K

Value:$26.3M

% of Portfolio:4083.2% ($26.3M/$644.6K)

25434V732

Shares:734.5K

Value:$19.4M

% of Portfolio:3015.0% ($19.4M/$644.6K)

921909768

VXUS|921909768

Shares:292.8K

Value:$18.2M

% of Portfolio:2820.5% ($18.2M/$644.6K)

922908744

VTV|922908744

Shares:96.0K

Value:$16.6M

% of Portfolio:2573.2% ($16.6M/$644.6K)

25434V542

Shares:287.2K

Value:$14.9M

% of Portfolio:2311.8% ($14.9M/$644.6K)

25434V708

DFAC|25434V708

Shares:443.7K

Value:$14.6M

% of Portfolio:2270.7% ($14.6M/$644.6K)

25434V823

Shares:475.8K

Value:$11.3M

% of Portfolio:1754.5% ($11.3M/$644.6K)

25434V880

DFAX|25434V880

Shares:340.5K

Value:$8.9M

% of Portfolio:1383.9% ($8.9M/$644.6K)

MICROSOFT CORP

MSFT|594918104

Shares:14.2K

Value:$5.3M

% of Portfolio:828.6% ($5.3M/$644.6K)

25434V401

Shares:80.6K

Value:$4.9M

% of Portfolio:756.6% ($4.9M/$644.6K)

25434V724

Shares:117.9K

Value:$4.9M

% of Portfolio:753.9% ($4.9M/$644.6K)

922042858

VWO|922042858

Shares:104.1K

Value:$4.7M

% of Portfolio:730.5% ($4.7M/$644.6K)

46435G326

Shares:64.2K

Value:$4.4M

% of Portfolio:685.8% ($4.4M/$644.6K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V872)✕	2.4M	QoQ +195.52% (+1.6M) YoY +437.96% (+1.9M)	All Managers (Combined)	$99.8M	15479.9% ($99.8M/$644.6K)	QoQ +201.18% (+$67) YoY +439.34% (+$81)
(cusip25434V104)✕	2.2M	QoQ +289.96% (+1.7M) YoY +1170.79% (+2.1M)	All Managers (Combined)	$85.9M	13326.3% ($85.9M/$644.6K)	QoQ +270.22% (+$63) YoY +1236.80% (+$79)
(cusip25434V203)✕	1.4M	QoQ +275.27% (+1.0M) YoY +2176.31% (+1.4M)	All Managers (Combined)	$44.4M	6886.8% ($44.4M/$644.6K)	QoQ +301.38% (+$33) YoY +2251.32% (+$43)
(VTIcusip922908769)	159.7K	QoQ -6.42% (-11.0K) YoY -10.68% (-19.1K)	All Managers (Combined)	$43.9M	6808.4% ($43.9M/$644.6K)	QoQ -11.26% (-$6) YoY -5.55% (-$3)
Apple Inc.(AAPLcusip037833100)	149.3K	QoQ 0.00% (-14) YoY -0.41% (-616)	All Managers (Combined)	$33.2M	5143.3% ($33.2M/$644.6K)	QoQ -11.28% (-$4) YoY +28.99% (-$7)
(cusip25434V856)✕	719.4K	QoQ +189.57% (+470.9K) YoY +828.95% (+641.9K)	All Managers (Combined)	$30.3M	4699.4% ($30.3M/$644.6K)	QoQ +201.15% (+$20) YoY +848.13% (+$27)
(cusip25434V864)✕	557.9K	QoQ +131.76% (+317.2K) YoY +869.03% (+500.4K)	All Managers (Combined)	$26.5M	4113.0% ($26.5M/$644.6K)	QoQ +134.94% (+$15) YoY +878.70% (+$24)
(cusip25434V559)✕	523.8K	QoQ NEW(+523.8K) YoY NEW(+523.8K)	All Managers (Combined)	$26.3M	4083.2% ($26.3M/$644.6K)	QoQ NEW(+$26) YoY NEW(+$26)
(cusip25434V732)✕	734.5K	QoQ +203.52% (+492.5K) YoY +1679.78% (+693.2K)	All Managers (Combined)	$19.4M	3015.0% ($19.4M/$644.6K)	QoQ +206.69% (+$13) YoY +1747.43% (+$18)
(VXUScusip921909768)	292.8K	QoQ -1.68% (-5.0K) YoY -9.31% (-30.1K)	All Managers (Combined)	$18.2M	2820.5% ($18.2M/$644.6K)	QoQ +3.60% (-$1) YoY -6.61% (-$1)
(VTVcusip922908744)	96.0K	QoQ -5.14% (-5.2K) YoY -14.35% (-16.1K)	All Managers (Combined)	$16.6M	2573.2% ($16.6M/$644.6K)	QoQ -3.21% (-$1) YoY -9.16% (-$2)
(cusip25434V542)✕	287.2K	QoQ NEW(+287.2K) YoY NEW(+287.2K)	All Managers (Combined)	$14.9M	2311.8% ($14.9M/$644.6K)	QoQ NEW(+$15) YoY NEW(+$15)
(DFACcusip25434V708)	443.7K	QoQ -2.91% (-13.3K) YoY -11.56% (-58.0K)	All Managers (Combined)	$14.6M	2270.7% ($14.6M/$644.6K)	QoQ -7.40% (-$1) YoY -8.69% (-$1)
(cusip25434V823)✕	475.8K	QoQ +130.45% (+269.4K) YoY +399.17% (+380.5K)	All Managers (Combined)	$11.3M	1754.5% ($11.3M/$644.6K)	QoQ +135.42% (+$7) YoY +430.23% (+$9)
(DFAXcusip25434V880)	340.5K	QoQ -1.08% (-3.8K) YoY -2.95% (-10.4K)	All Managers (Combined)	$8.9M	1383.9% ($8.9M/$644.6K)	QoQ +4.24% (-$0) YoY -0.06% (-$0)
MICROSOFT CORP(MSFTcusip594918104)	14.2K	QoQ +0.97% (-138) YoY +5.28% (-714)	All Managers (Combined)	$5.3M	828.6% ($5.3M/$644.6K)	QoQ -10.06% (-$1) YoY -6.06% (-$0)
(cusip25434V401)✕	80.6K	QoQ -12.52% (-11.5K) YoY -31.24% (-36.6K)	All Managers (Combined)	$4.9M	756.6% ($4.9M/$644.6K)	QoQ -17.00% (-$1) YoY -27.02% (-$2)
(cusip25434V724)✕	117.9K	QoQ -2.87% (-3.5K) YoY -5.89% (-7.4K)	All Managers (Combined)	$4.9M	753.9% ($4.9M/$644.6K)	QoQ -2.19% (-$0) YoY -5.18% (-$0)
(VWOcusip922042858)	104.1K	QoQ -0.93% (-983) YoY -6.18% (-6.9K)	All Managers (Combined)	$4.7M	730.5% ($4.7M/$644.6K)	QoQ +1.79% (-$0) YoY +1.61% (-$0)
(cusip46435G326)✕	64.2K	QoQ -1.38% (-901) YoY +5.28% (+3.2K)	All Managers (Combined)	$4.4M	685.8% ($4.4M/$644.6K)	QoQ +5.38% (-$0) YoY +8.01% (+$0)