StockDriftsStockDriftsTop 50 Hohimer Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 8.08% | 210.5K | $78.5M | +61.68%(+80.31K) | $343.93(+41.33%) | 2026-06-30 | |
| GBIL | GOLDMAN SACHS ETF TR | 6.11% | 592.9K | $59.4M | +16.48%(+83.87K) | $100.12(-0.06%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.25% | 109.0K | $31.5M | -4.63%(-5.29K) | $217.32(+40.52%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.27% | 110.1K | $22.0M | -2.23%(-2.51K) | $113.74(+98.76%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 2.17% | 244.8K | $21.1M | +0.47%(+1.15K) | $52.56(+69.66%) | 2026-06-30 | |
| DELL | DELL TECHNOLOGIES INC | 1.71% | 38.4K | $16.6M | +0.82%(+313) | $80.03(+499.77%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.63% | 66.4K | $15.8M | -10.18%(-7.53K) | $189.44(+38.59%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.61% | 41.5K | $15.7M | +2.31%(+936) | $88.75(+343.64%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.59% | 216.5K | $15.4M | +4.37%(+9.07K) | $49.66(+49.04%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 1.41% | 63.0K | $13.7M | +5.84%(+3.47K) | $155.79(+46.04%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.43% | +57.85% | +9.47% | +57.22% |
| Top 20 Holdings Unweighted | +17.96% | +64.15% | +9.96% | +60.75% |
Hohimer Wealth Management LLC reports $9.40M in US-listed equity holdings across 377 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (8.1%), GBIL (6.1%) and AAPL (3.3%). The top 20 holdings account for 39.6% of reported assets. Its disclosed equity book has returned +57.85% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hohimer Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802533). View Hohimer Wealth Management LLC’s 13F filings on SEC