Hohimer Wealth Management, LLC Top Holdings and 13F Report (2026)

About Hohimer Wealth Management, LLC

Investment Activity

Hohimer Wealth Management, LLC has $847.11 million in total holdings as of March 31, 2026.
Hohimer Wealth Management, LLC owns shares of 367 different stocks, but just 102 companies or ETFs make up 80% of its holdings.
Approximately 33.52% of the portfolio was purchased this quarter.
About 21.56% of the portfolio was sold this quarter.
This quarter, Hohimer Wealth Management, LLC has purchased 312 new stocks and bought additional shares in 134 stocks.
Hohimer Wealth Management, LLC sold shares of 103 stocks and completely divested from 51 stocks this quarter.

Largest Holdings

Goldman Sachs Access Treasury 0-1 Year ETF: $50,995,381
Microsoft: $48,202,521
Apple: $29,424,025
NVIDIA: $20,607,541
Amazon.com: $20,225,725

Largest New Holdings this Quarter

00404A109 - Acadia Healthcare: $5,018,325 Holding
78468R663 - SPDR Bloomberg 1-3 Month T-Bill ETF: $4,741,637 Holding
26875P101 - EOG Resources: $4,625,526 Holding
433000106 - Hims & Hers Health: $4,590,036 Holding
780259305 - Shell: $4,508,591 Holding

Largest Purchases this Quarter

Microsoft: 38,448 shares (about $14.23M)
Apple: 45,281 shares (about $11.49M)
Agnico Eagle Mines: 34,335 shares (about $6.97M)
NVIDIA: 36,907 shares (about $6.44M)
CF Industries: 45,634 shares (about $5.93M)

Largest Sales this Quarter

LAM RESEARCH CORP: 37,029 shares (about $7.91M)
ASML: 5,191 shares (about $6.86M)
Applied Materials: 17,398 shares (about $5.95M)
ExxonMobil: 33,370 shares (about $5.66M)
Chevron: 25,932 shares (about $5.37M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
GBIL Goldman Sachs Access Treasury 0-1 Year ETF	$50,995,381	$3,509,353 â–²	7.4%	508,987	6.0%	ETF
MSFT Microsoft	$48,202,521	$14,232,324 â–²	41.9%	130,217	5.7%	Computer and Technology
AAPL Apple	$29,424,025	$11,491,912 â–²	64.1%	115,938	3.5%	Computer and Technology
NVDA NVIDIA	$20,607,541	$6,436,554 â–²	45.4%	118,163	2.4%	Computer and Technology
AMZN Amazon.com	$20,225,725	$1,658,038 â–²	8.9%	97,113	2.4%	Retail/Wholesale
VUG Vanguard Growth ETF	$17,734,948	$1,424,806 â–²	8.7%	40,603	2.1%	ETF
AEM Agnico Eagle Mines	$16,416,616	$6,969,318 â–²	73.8%	80,878	1.9%	Basic Materials
VEA Vanguard FTSE Developed Markets ETF	$13,294,578	$973,505 â–²	7.9%	207,468	1.6%	ETF
AMPLIFY ETF TR	$12,964,756	$4,093,633 â–²	46.1%	436,230	1.5%	AMPLIFY JUNIOR S
AVGO Broadcom	$12,617,418	$1,947,117 â–²	18.2%	40,766	1.5%	Computer and Technology
VTV Vanguard Value ETF	$11,673,678	$1,309,240 â–²	12.6%	59,499	1.4%	ETF
GOOGL Alphabet	$10,757,730	$1,851,330 â–¼	-14.7%	37,410	1.3%	Computer and Technology
COST Costco Wholesale	$9,713,964	$3,392,763 â–²	53.7%	9,749	1.1%	Retail/Wholesale
FLOT iShares Floating Rate Bond ETF	$9,290,638	$1,286,030 â–²	16.1%	182,348	1.1%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$8,919,054	$1,211,723 â–²	15.7%	115,562	1.1%	ETF
SBUX Starbucks	$8,205,424	$1,350,564 â–²	19.7%	91,589	1.0%	Retail/Wholesale
AG First Majestic Silver	$7,802,460	$515,477 â–²	7.1%	363,243	0.9%	Basic Materials
IVV iShares Core S&P 500 ETF	$7,600,948	$56,178 â–¼	-0.7%	11,636	0.9%	ETF
HYCROFT MINING HOLDING CORP	$7,475,776	$4,532,176 â–²	154.0%	212,380	0.9%	CL A NEW
JPM JPMorgan Chase & Co.	$7,449,212	$1,233,691 â–²	19.8%	25,324	0.9%	Finance
GDX VanEck Gold Miners ETF	$7,240,102	$4,612,727 â–²	175.6%	78,894	0.9%	ETF
TSLA Tesla	$7,012,320	$2,259,496 â–²	47.5%	18,863	0.8%	Auto/Tires/Trucks
META Meta Platforms	$6,994,124	$1,430,291 â–²	25.7%	12,225	0.8%	Computer and Technology
BRK.B Berkshire Hathaway	$6,819,974	$3,784,721 â–²	124.7%	14,232	0.8%	Finance
SPY SPDR S&P 500 ETF Trust	$6,553,512	$159,985 â–¼	-2.4%	10,077	0.8%	Finance
AGI Alamos Gold	$6,447,237	$453,186 â–¼	-6.6%	145,110	0.8%	Basic Materials
SPROTT ASSET MANAGEMENT LP	$6,403,692	$822,065 â–²	14.7%	262,554	0.8%	PHYSICAL SILVER
CF CF Industries	$6,348,218	$5,925,073 â–²	1,400.2%	48,893	0.7%	Basic Materials
USHY iShares Broad USD High Yield Corporate Bond ETF	$6,311,521	$75,154 â–²	1.2%	171,322	0.7%	ETF
DELL Dell Technologies	$6,253,086	$2,110,404 â–²	50.9%	38,098	0.7%	Computer and Technology
USA RARE EARTH INC	$5,896,596	$1,018,586 â–²	20.9%	389,600	0.7%	COM
MCD McDonald's	$5,770,910	$46,617 â–¼	-0.8%	18,569	0.7%	Retail/Wholesale
USB U.S. Bancorp	$5,720,821	$1,251,460 â–²	28.0%	109,995	0.7%	Finance
PG Procter & Gamble	$5,714,689	$3,559,620 â–²	165.2%	39,564	0.7%	Consumer Staples
BOEING CO	$5,501,824		0.0%	84,800	0.6%	DEP CONV PFD A
BSV Vanguard Short-Term Bond ETF	$5,427,786	$1,489,244 â–²	37.8%	69,223	0.6%	ETF
SBSW Sibanye Gold	$5,231,651	$2,069,144 â–²	65.4%	424,647	0.6%	Basic Materials
PPTA Perpetua Resources	$5,108,560	$1,226,032 â–²	31.6%	181,670	0.6%	Basic Materials
ACHC Acadia Healthcare	$5,018,325	$5,018,325 â–²	New Holding	214,550	0.6%	Medical
V Visa	$4,987,201	$17,227 â–¼	-0.3%	16,501	0.6%	Business Services
HD Home Depot	$4,978,335	$3,012,917 â–²	153.3%	15,137	0.6%	Retail/Wholesale
TMUS T-Mobile US	$4,939,030	$4,560,559 â–²	1,205.0%	23,516	0.6%	Computer and Technology
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$4,741,637	$4,741,637 â–²	New Holding	51,742	0.6%	ETF
PURECYCLE TECHNOLOGIES INC	$4,713,299	$1,467,213 â–¼	-23.7%	908,150	0.6%	COM
UNH UnitedHealth Group	$4,709,636	$4,436,069 â–²	1,621.6%	17,405	0.6%	Medical
EOG EOG Resources	$4,625,526	$4,625,526 â–²	New Holding	31,995	0.5%	Energy
HIMS Hims & Hers Health	$4,590,036	$4,590,036 â–²	New Holding	221,100	0.5%	Medical
LMT Lockheed Martin	$4,555,422	$1,130,243 â–¼	-19.9%	7,537	0.5%	Aerospace
ARISTA NETWORKS INC	$4,522,479	$733,488 â–²	19.4%	36,834	0.5%	COM SHS
SHEL Shell	$4,508,591	$4,508,591 â–²	New Holding	48,479	0.5%	Energy
CI Cigna Group	$4,435,692	$3,654,131 â–²	467.5%	16,629	0.5%	Medical
SPROTT ASSET MANAGEMENT LP	$4,423,692	$4,207,473 â–²	1,945.9%	92,701	0.5%	PHYSICAL GOLD AN
CVX Chevron	$4,415,098	$5,365,402 â–¼	-54.9%	21,339	0.5%	Energy
VTI Vanguard Total Stock Market ETF	$4,402,416	$59,991 â–¼	-1.3%	13,723	0.5%	ETF
XOM ExxonMobil	$4,360,442	$5,661,568 â–¼	-56.5%	25,701	0.5%	Energy
BNDX Vanguard Total International Bond ETF	$4,351,047	$2,200,798 â–²	102.4%	90,552	0.5%	ETF
VZ Verizon Communications	$4,279,232	$1,729,735 â–²	67.8%	85,244	0.5%	Computer and Technology
EBAY eBay	$4,194,848	$957,350 â–²	29.6%	46,087	0.5%	Retail/Wholesale
MARSH & MCLENNAN COS INC	$4,012,979	$1,855,413 â–²	86.0%	23,136	0.5%	COM
LINDE PLC	$3,977,428	$3,977,428 â–²	New Holding	8,023	0.5%	SHS
PEP PepsiCo	$3,931,041	$1,942,382 â–²	97.7%	25,314	0.5%	Consumer Staples
INTU Intuit	$3,911,231	$1,396,992 â–²	55.6%	9,046	0.5%	Computer and Technology
EXPE Expedia Group	$3,872,794	$516,511 â–²	15.4%	16,773	0.5%	Retail/Wholesale
VWO Vanguard FTSE Emerging Markets ETF	$3,807,249	$366,623 â–²	10.7%	70,439	0.4%	ETF
EW Edwards Lifesciences	$3,780,256	$3,780,256 â–²	New Holding	47,206	0.4%	Medical
BLACKROCK INC	$3,729,495	$1,045,374 â–¼	-21.9%	3,878	0.4%	COM
MRK Merck & Co., Inc.	$3,635,124	$3,107,177 â–¼	-46.1%	30,220	0.4%	Medical
WMG Warner Music Group	$3,555,375	$3,279,619 â–²	1,189.3%	139,208	0.4%	Consumer Discretionary
JAAA Janus Henderson AAA CLO ETF	$3,522,626	$151,211 â–²	4.5%	69,935	0.4%	ETF
AMP Ameriprise Financial	$3,492,827	$874,984 â–¼	-20.0%	7,860	0.4%	Finance
DHR Danaher	$3,488,881	$1,367,415 â–²	64.5%	18,401	0.4%	Medical
PFL PIMCO Income Strategy Fund	$3,482,136	$1,426,376 â–²	69.4%	435,267	0.4%	Financial Services
KIMBERLY-CLARK CORP	$3,457,485	$3,457,485 â–²	New Holding	35,840	0.4%	COM
C Citigroup	$3,446,492	$3,446,492 â–²	New Holding	30,390	0.4%	Financial Services
ETN Eaton	$3,412,731	$459,943 â–²	15.6%	9,542	0.4%	Industrials
MA Mastercard	$3,386,023	$3,176,676 â–²	1,517.4%	6,777	0.4%	Business Services
CRM Salesforce	$3,385,393	$2,248,404 â–²	197.8%	18,136	0.4%	Computer and Technology
CCK Crown	$3,355,994	$3,355,994 â–²	New Holding	33,476	0.4%	Industrials
GEHC GE HealthCare Technologies	$3,339,417	$1,083,291 â–²	48.0%	46,915	0.4%	Medical
QCOM Qualcomm	$3,308,216	$470,431 â–¼	-12.4%	25,689	0.4%	Computer and Technology
ACN Accenture	$3,293,041	$1,456,061 â–²	79.3%	16,607	0.4%	Computer and Technology
UBER Uber Technologies	$3,289,790	$2,374,697 â–²	259.5%	45,736	0.4%	Computer and Technology
ALL Allstate	$3,233,260	$3,233,260 â–²	New Holding	15,594	0.4%	Finance
CRDO Credo Technology Group	$3,229,128	$3,229,128 â–²	New Holding	34,400	0.4%	Computer and Technology
BND Vanguard Total Bond Market ETF	$3,208,037	$17,011 â–²	0.5%	43,564	0.4%	ETF
WTW Willis Towers Watson Public	$3,168,049	$3,168,049 â–²	New Holding	10,898	0.4%	Finance
SYF Synchrony Financial	$3,112,208	$3,112,208 â–²	New Holding	45,754	0.4%	Finance
CSCO Cisco Systems	$3,093,114	$2,743,340 â–²	784.3%	39,865	0.4%	Computer and Technology
CDW CDW	$3,071,896	$2,452,143 â–²	395.7%	25,383	0.4%	Computer and Technology
SANDISK CORP	$3,062,339	$3,062,339 â–²	New Holding	4,820	0.4%	COM
ELV Elevance Health	$3,062,257	$1,118,046 â–¼	-26.7%	10,460	0.4%	Medical
VICI VICI Properties	$3,051,037	$476,515 â–²	18.5%	111,678	0.4%	Finance
CNQ Canadian Natural Resources	$3,039,674	$2,702,804 â–¼	-47.1%	62,378	0.4%	Energy
SRE Sempra Energy	$3,007,150	$3,336,171 â–¼	-52.6%	30,947	0.4%	Utilities
MELI MercadoLibre	$2,996,392	$2,406,796 â–²	408.2%	1,733	0.4%	Retail/Wholesale
AUR Aurora Innovation	$2,977,936	$1,646,352 â–²	123.6%	722,800	0.4%	Business Services
VIG Vanguard Dividend Appreciation ETF	$2,915,171	$95,488 â–²	3.4%	13,555	0.3%	ETF
LYFT Lyft	$2,872,800	$559,930 â–¼	-16.3%	216,000	0.3%	Computer and Technology
ADP Automatic Data Processing	$2,845,778	$265,357 â–²	10.3%	14,006	0.3%	Computer and Technology
CRGY Crescent Energy	$2,806,650	$2,806,650 â–²	New Holding	207,900	0.3%	Energy

Showing largest 100 holdings. View all holdings.

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Hohimer Wealth Management, LLC Top Holdings and 13F Report (2026)

About Hohimer Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Hohimer Wealth Management, LLC Top Holdings and 13F Report (2026)

About Hohimer Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHohimer Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools