Hemington Wealth Management

Est. AUM

$769.3M

13F long equity, this entity only

Positions

1,727

Period

Sep 2025 (Q3)

SEC EDGAR

View filings ↗

Sep 2025 (Q3)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$113.9M	2664224	14.81%	SOLE
2	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$100.2M	2189329	13.02%	SOLE
3	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$57.0M	1569043	7.41%	SOLE
4	VANGUARD INDEX FDS	TOTAL STK MKT	$49.0M	149465	6.38%	SOLE
5	DIMENSIONAL ETF TRUST	DIMENSIONAL US	$39.4M	674841	5.13%	SOLE
6	DIMENSIONAL ETF TRUST	INFLATION PROTE	$38.5M	912827	5.01%	SOLE
7	APPLE INC	COM	$37.8M	148441	4.91%	SOLE
8	DIMENSIONAL ETF TRUST	SHORT DURATION F	$30.2M	626433	3.92%	SOLE
9	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$26.3M	818751	3.41%	SOLE
10	VANGUARD STAR FDS	VG TL INTL STK F	$20.6M	281057	2.68%	SOLE
11	DIMENSIONAL ETF TRUST	DIMENSIONAL INTL	$19.5M	316361	2.53%	SOLE
12	VANGUARD INDEX FDS	VALUE ETF	$17.6M	94279	2.29%	SOLE
13	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$15.8M	410039	2.06%	SOLE
14	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$11.1M	465050	1.44%	SOLE
15	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$10.1M	323147	1.32%	SOLE
16	MICROSOFT CORP	COM	$8.0M	15523	1.05%	SOLE
17	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$7.9M	109308	1.03%	SOLE
18	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$5.9M	215061	0.76%	SOLE
19	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$5.3M	98405	0.69%	SOLE
20	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$5.2M	115604	0.67%	SOLE
21	ISHARES TR	CORE MSCI INTL	$4.9M	60830	0.63%	SOLE
22	NVIDIA CORPORATION	COM	$4.8M	25465	0.62%	SOLE
23	ISHARES TR	CORE S&P500 ETF	$4.5M	6679	0.58%	SOLE
24	JOHNSON & JOHNSON	COM	$4.1M	22041	0.53%	SOLE
25	AMAZON COM INC	COM	$3.9M	17671	0.50%	SOLE
26	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$3.7M	26578	0.48%	SOLE
27	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$3.6M	25518	0.47%	SOLE
28	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.6M	5859	0.47%	SOLE
29	JPMORGAN CHASE & CO.	COM	$3.2M	10273	0.42%	SOLE
30	ISHARES TR	S&P 100 ETF	$2.6M	7883	0.34%	SOLE
31	VANGUARD INDEX FDS	REAL ESTATE ETF	$2.2M	24588	0.29%	SOLE
32	ALPHABET INC	CAP STK CL C	$2.2M	9022	0.29%	SOLE
33	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.1M	4128	0.27%	SOLE
34	LIFESTANCE HEALTH GROUP INC	COM	$2.1M	376320	0.27%	SOLE
35	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$2.0M	29511	0.26%	SOLE
36	ALPHABET INC	CAP STK CL A	$1.9M	7828	0.25%	SOLE
37	META PLATFORMS INC	CL A	$1.7M	2358	0.23%	SOLE
38	ISHARES TR	CORE S&P TTL STK	$1.7M	11359	0.22%	SOLE
39	ISHARES TR	MSCI INTL VLU FT	$1.6M	45681	0.21%	SOLE
40	ISHARES TR	MSCI EAFE ETF	$1.6M	17170	0.21%	SOLE
41	BROOKFIELD CORP	CL A LTD VT SH	$1.5M	21289	0.19%	SOLE
42	MANAGER DIRECTED PORTFOLIOS	VERT GLB SUST RE	$1.4M	133426	0.18%	SOLE
43	TESLA INC	COM	$1.4M	3160	0.18%	SOLE
44	BROADCOM INC	COM	$1.4M	4112	0.18%	SOLE
45	MASTERCARD INCORPORATED	CL A	$1.3M	2206	0.16%	SOLE
46	ISHARES TR	RUS 1000 GRW ETF	$1.3M	2677	0.16%	SOLE
47	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$1.1M	31442	0.15%	SOLE
48	DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$1.1M	15526	0.15%	SOLE
49	HOME DEPOT INC	COM	$1.1M	2751	0.14%	SOLE
50	GRAINGER W W INC	COM	$1.1M	1139	0.14%	SOLE

1–50 of 1,727

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.