StockDriftsStockDriftsTop 50 Wimmer Associates 1 LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE | 7.36% | 56.2K | $16.3M | +0.65%(+361) | $53.79(+467.76%) | 2026-06-30 | |
| NVDA | NVIDIA | 5.68% | 62.8K | $12.6M | -0.26%(-163) | $3.08(+7234.96%) | 2026-06-30 | |
| GOOGL | ALPHABET CLASS A | 5.49% | 34.0K | $12.1M | -4.38%(-1.56K) | $41.26(+735.49%) | 2026-06-30 | |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX ETF | 5.46% | 51.1K | $12.1M | +7.97%(+3.77K) | $117.01(+109.43%) | 2026-06-30 | |
| PRF | INVESCO FTSE RAFI U.S. 1000 ETF | 4.64% | 189.8K | $10.3M | +11.27%(+19.22K) | $28.76(+96.41%) | 2026-06-30 | |
| MSFT | MICROSOFT | 4.03% | 23.9K | $8.9M | -3.33%(-823) | $98.79(+392.05%) | 2026-06-30 | |
| GOOG | ALPHABET CLASS C | 3.86% | 24.2K | $8.5M | -3.90%(-982) | $49.59(+590.92%) | 2026-06-30 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX ETF | 3.24% | 19.4K | $7.2M | -0.84%(-165) | $113.45(+237.92%) | 2026-06-30 | |
| AMZN | AMAZON | 2.94% | 27.3K | $6.5M | +1.07%(+288) | $65.07(+303.48%) | 2026-06-30 | |
| V | VISA | 2.91% | 18.7K | $6.4M | -0.46%(-86) | $64.14(+464.33%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.25% | +65.36% | +10.26% | +63.00% |
| Top 20 Holdings Unweighted | +17.19% | +60.93% | +9.34% | +56.31% |
Wimmer Associates 1 LLC reports $221.22M in US-listed equity holdings across 113 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (7.4%), NVDA (5.7%) and GOOGL (5.5%). The top 20 holdings account for 63.53% of reported assets. Its disclosed equity book has returned +65.36% 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.
Sign up free to track Wimmer Associates 1 LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Wimmer Associates 1 LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1667019). View Wimmer Associates 1 LLC’s 13F filings on SEC