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Showing Q3 2025 data
Hemington Wealth Management's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Hemington Wealth Management
•CIK: 1838234•Filing: Q3 2025
**Hemington Wealth Management** manages $769M across a diverse portfolio of 1,509 positions. The fund exhibits significant concentration in specific thematic and sector plays, notably allocating $113.9M to DFCF and $100.2M to DFAU. Key holdings also include substantial allocations to DFAI ($57.0M), VTI ($49.0M), and DXUV ($39.4M), suggesting a focus on targeted growth and specialized market exposure. This structure indicates a conviction-driven approach utilizing deep sector research across its mandate.
Total AUM
$769.3M
QoQ Performance
+11.4%
Positions
1,379
Top 10 Concentration
69.2%
Latest Filing
Q3 2025
Top Holdings Allocation
DFCF
DFAU
DFAI
VTI
DXUV
DFIP
DFCF14.8%
DFAU13.0%
DFAI7.4%
VTI6.4%
DXUV5.1%
DFIP5.0%
AAPL4.9%
DFSD3.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other85.7%
Technology8.3%
Financial1.6%
Consumer1.3%
ETF1.2%
Healthcare1.0%
Communication0.3%
Industrial0.3%
🚪 Exited Positionssold since Q2 2025
+1277 more exited positions
Changes from Q2 2025
↑125 increased
↓48 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023