Institutional Fund
Hohimer Wealth Management, LLC
Seattle, WACIK 18025335 filings on record
Portfolio Value
$818.25M
Q1 2026
Holdings
367
Reported positions
New Buys
106
Opened this quarter
QoQ Change
+10.1%
from $742.87M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Goldman Sachs ETF Tr6.2%
- Microsoft Corp5.9%
- Apple Inc3.5%
- Nvidia Corporation2.4%
- Vanguard Index Fds2.2%
- Amazon Com Inc1.9%
- Other77.9%
Portfolio Holdings
367 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Goldman Sachs ETF Tr | 509.0K | $51.00M | 6.2% | +35.0K | Added |
| 2 | Microsoft Corp | 130.2K | $48.20M | 5.9% | +38.4K | Added |
| 3 | Apple Inc | 114.2K | $28.99M | 3.5% | +43.6K | Added |
| 4 | Nvidia Corporation | 112.7K | $19.65M | 2.4% | +31.4K | Added |
| 5 | Vanguard Index Fds | 40.6K | $17.73M | 2.2% | +3.3K | Added |
| 6 | Amazon Com Inc | 73.9K | $15.39M | 1.9% | +5.9K | Added |
| 7 | Vanguard Tax-Managed Fds | 207.5K | $13.29M | 1.6% | +15.2K | Added |
| 8 | Broadcom Inc | 40.6K | $12.56M | 1.5% | +6.1K | Added |
| 9 | Vanguard Index Fds | 59.5K | $11.67M | 1.4% | +6.7K | Added |
| 10 | Alphabet Inc | 37.4K | $10.76M | 1.3% | −6.4K | Reduced |
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