EdgeMarket › What Hohimer Wealth Management, Llc reported owning
What Hohimer Wealth Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
847.1MPositions
383Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| GBIL Goldman Sachs Access Treasury 0-1 Year ETF | 51.0M | 6.0% | 509.0K | 100.11 | +0.0% |
| MSFT MICROSOFT CORP | 48.2M | 5.7% | 130.2K | 483.24 | -4.4% |
| AAPL Apple Inc. | 29.0M | 3.4% | 114.2K | 309.35 | +36.9% |
| NVDA NVIDIA CORP | 19.6M | 2.3% | 112.7K | 214.72 | +22.4% |
| VUG Vanguard Morningstar Growth ETF | 17.7M | 2.1% | 40.6K | 87.50 | +15.9% |
| AMZN AMAZON COM INC | 15.4M | 1.8% | 73.9K | 258.63 | +15.6% |
| VEA Vanguard FTSE Developed Markets ETF | 13.3M | 1.6% | 207.5K | 73.42 | +24.7% |
| AVGO Broadcom Inc. | 12.6M | 1.5% | 40.6K | 368.45 | +26.5% |
| VTV Vanguard Morningstar Value ETF | 11.7M | 1.4% | 59.5K | 226.40 | +24.6% |
| GOOGL Alphabet Inc. | 10.8M | 1.3% | 37.4K | 344.82 | +73.0% |
| COST COSTCO WHOLESALE CORP /NEW | 9.7M | 1.1% | 9.7K | 947.74 | -4.7% |
| FLOT iShares Floating Rate Bond ETF | 9.3M | 1.1% | 182.3K | 51.01 | -0.1% |
| BIV Vanguard Intermediate-Term Bond ETF | 8.9M | 1.1% | 115.6K | 75.43 | -2.5% |
| AEM AGNICO EAGLE MINES LTD | 8.7M | 1.0% | 43.0K | 216.06 | +60.4% |
| SILJ Amplify Junior Silver Miners ETF | 8.5M | 1.0% | 285.2K | 31.93 | +93.5% |
| AG FIRST MAJESTIC SILVER CORP | 7.7M | 0.9% | 357.2K | 21.09 | +147.2% |
| IVV iShares Core S&P 500 ETF | 7.6M | 0.9% | 11.6K | 769.31 | +20.0% |
| HYMC HYCROFT MINING HOLDING CORP | 7.5M | 0.9% | 212.4K | 27.07 | +633.6% |
| JPM JPMORGAN CHASE & CO | 7.4M | 0.9% | 25.3K | 351.58 | +20.3% |
| META Meta Platforms, Inc. | 7.0M | 0.8% | 12.2K | 549.90 | -26.5% |
| unmapped CUSIP 084670702 | 6.8M | 0.8% | 14.2K | — | — |
| SPY SPDR S&P 500 ETF TRUST | 6.6M | 0.8% | 10.1K | 765.72 | +20.0% |
| PSLV Sprott Physical Silver Trust | 6.4M | 0.8% | 262.6K | 22.84 | +77.9% |
| AGI ALAMOS GOLD INC | 6.4M | 0.8% | 143.1K | 37.86 | +42.8% |
| CF CF Industries Holdings, Inc. | 6.3M | 0.7% | 48.9K | 129.60 | +51.7% |
| USHY iShares Broad USD High Yield Corporate Bond ET | 6.3M | 0.7% | 171.3K | 36.84 | -1.4% |
| DELL Dell Technologies Inc. | 6.3M | 0.7% | 38.1K | 442.08 | +244.1% |
| USAR USA Rare Earth, Inc. | 5.9M | 0.7% | 389.6K | 19.26 | +35.0% |
| MCD MCDONALDS CORP | 5.8M | 0.7% | 18.6K | 270.95 | -13.5% |
| USB US BANCORP \DE\ | 5.7M | 0.7% | 110.0K | 62.05 | +33.7% |
| PG PROCTER & GAMBLE Co | 5.7M | 0.7% | 39.6K | 144.68 | -9.3% |
| unmapped CUSIP 097023204 | 5.5M | 0.6% | 84.8K | — | — |
| BSV Vanguard Short-Term Bond ETF | 5.4M | 0.6% | 69.2K | 77.57 | -1.4% |
| SBSW Sibanye Stillwater Ltd | 5.2M | 0.6% | 422.6K | 12.58 | +57.6% |
| TSLA Tesla, Inc. | 5.2M | 0.6% | 13.9K | 362.86 | +12.0% |
| PPTA PERPETUA RESOURCES CORP. | 5.1M | 0.6% | 181.7K | 25.70 | +50.8% |
| ACHC Acadia Healthcare Company, Inc. | 5.0M | 0.6% | 214.6K | 27.82 | +30.6% |
| V VISA INC. | 5.0M | 0.6% | 16.5K | 371.04 | +7.9% |
| HD HOME DEPOT, INC. | 5.0M | 0.6% | 15.1K | 335.61 | -16.5% |
| TMUS T-Mobile US, Inc. | 4.9M | 0.6% | 23.5K | 183.04 | -29.3% |
| GDX VanEck Gold Miners ETF | 4.9M | 0.6% | 53.3K | 102.83 | +76.3% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill E | 4.7M | 0.6% | 51.7K | 91.60 | -0.1% |
| UNH UNITEDHEALTH GROUP INC | 4.7M | 0.6% | 17.4K | 390.11 | +30.1% |
| EOG EOG RESOURCES INC | 4.6M | 0.5% | 32.0K | 153.05 | +29.3% |
| PCT PureCycle Technologies, Inc. | 4.6M | 0.5% | 886.1K | 6.80 | -46.0% |
| HIMS Hims & Hers Health, Inc. | 4.6M | 0.5% | 221.1K | 33.78 | -22.1% |
| LMT LOCKHEED MARTIN CORP | 4.6M | 0.5% | 7.5K | 563.57 | +26.4% |
| ANET Arista Networks, Inc. | 4.5M | 0.5% | 36.8K | 188.65 | +43.5% |
| SHEL Shell plc | 4.5M | 0.5% | 48.5K | 93.33 | +29.5% |
| SBUX STARBUCKS CORP | 4.4M | 0.5% | 49.6K | 107.08 | +19.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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