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Equibles

Hemington Wealth Management

Location
FALLS CHURCH, VA
Portfolio Value
Small $767,261,125
Diversification
Highly concentrated
Filing Date
Global Rank
#2,665 / 8,113 ▲ 75 · as of Sep 2025
Top Industry
Consumer Electronics 27.5%
Period ended 1 year ago
Filed Oct 24, 2025 · 1y
20 quarters · since Dec 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type
Unknown

Portfolio style

Measured from the filed 13F common-share book for Sep 30, 2025, never from the firm's own description.

Style
Concentrated
The top 10 positions are 88.2% of the book (60%+)
Turnover
Low turnover
6.0% over the last four quarters (under 30%)
Horizon
Medium horizon
Value-weighted holding period 11.0 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 77.8%; sector active share 69.8% against the combined 13F book's sector weights.

Over time 20 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

1,715 tracked positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025
Top Position
63.5%
+0.2 pts
Top 5
83.8%
−0.1 pts
Top 10
88.2%
+0.0 pts
HHI
4,175
Dec 2022 → Sep 2025 · range 1,362 – 4,175
Highly concentrated+24

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2025
Sector % Portfolio Value
Unclassified 82.1% $629,929,220
Technology 8.1% $62,185,536
Financial Services 2.4% $18,766,504
Consumer Cyclical 1.7% $12,882,367
Healthcare 1.7% $12,852,462
Industrials 1.2% $9,302,992
Communication Services 1.2% $9,035,562
Consumer Defensive 0.5% $4,136,855
Basic Materials 0.3% $2,454,207
Utilities 0.3% $2,413,205
Energy 0.3% $2,407,749
Real Estate 0.1% $894,466

Last Quarter's Activity

Export CSV
Sep 30, 2025 vs Jun 30, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
DFCF +212,244 2,664,224 $113,922,218
DFIP +146,941 912,827 $38,548,684
DFAI +94,584 1,569,043 $57,034,713
DXUV +67,370 674,841 $39,437,708
DFSD +57,561 626,433 $30,187,806
DFAU +56,123 2,189,329 $100,183,695
DFEM +44,925 818,751 $26,257,344
DFGR +40,123 215,061 $5,873,315
TLS +30,016 45,016 $307,909
DXIV +22,636 316,361 $19,466,641
DFAR +16,889 465,050 $11,091,442
FVD +14,221 14,576 $673,994
RSP +4,520 4,620 $876,414
VGSR +2,488 133,426 $1,420,986
AMZN +2,487 17,671 $3,880,021
NVDA +1,938 25,465 $4,751,259
PFE +1,672 4,533 $115,500
RIVN +1,580 2,123 $31,165
GLD +1,116 1,143 $406,302
INTC +994 2,020 $67,771
GOOGL +799 7,828 $1,902,986
F +623 4,639 $55,482
PEP +591 1,373 $192,824
HAL +573 2,720 $66,912
BND +563 14,414 $1,071,969

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
DFAX −11,668 323,147 $10,140,352
DFAC −8,709 410,039 $15,815,204
DFUV −2,336 115,604 $5,166,342
VTV −1,762 94,279 $17,582,090
VTI −1,661 149,465 $49,049,929
BALL −1,576 214 $10,789
HTZWW −1,290 27 $0
AMCR −1,103 2,120 $17,341
DISV −1,091 31,442 $1,122,164
— −1,083 1,628 $123,744
VWO −984 98,405 $5,331,582
DFIC −980 29,675 $973,043
IDEV −713 60,830 $4,876,741
OEF −668 7,883 $2,623,777
CLVT −536 20 $76
KDP −461 197 $5,025
LUMN −447 300 $1
VNQ −424 24,588 $2,247,834
ACI −390 250 $4,377
DFUS −372 109,308 $7,918,271
IVLU −364 45,681 $1,620,761
DFSV −336 5,541 $176,425
HRL −333 397 $9,821
PCG −333 327 $4
CNC −325 46 $1

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open
VTEB 1,000 $50,070
VYM 300 $42,285
GOVT 654 $15,120
SSB 128 $12,655
CRDO 37 $5,387
FIG 100 $5,187
RIOT 214 $4,072
BHP 54 $3,010
SMFG 125 $2,092
MT 28 $1,012
ENLT 32 $997
PENN 50 $963
LEU 3 $930
PHG 34 $926
ULS 13 $921
IX 35 $914
BUD 15 $894
NMR 123 $894
NWG 62 $877
ENVA 7 $805
ARGX 1 $737
NOK 142 $683
PUK 24 $671
LOGI 6 $658
SYM 12 $646

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open
TGLB 30,245 $774,483
LRGF 2,117 $135,763
GUNR 577 $23,143
PRMB 138 $4,087
EPC 42 $983
ACH 80 $728
BRKR 12 $494
SPSC 3 $408
CBZ 4 $286
SRPT 13 $222
CRI 6 $180
CABO 1 $135
BWIN 3 $128
CAVA 1 $84
— 459 $63
NEOG 6 $28
— 75 $26
NFE 8 $26
— 197 $21
— 244 $15
— 965 $11
— 21 $7
— 127 $5
IJJ 47 $5
— 86 $4

Portfolio Positions

Export CSV View 13F filing
1,715 tracked positions · $767,261,125 total · filing declares 1,727 positions · $769,290 · as of Sep 30, 2025
All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities
Showing 1–50 of 1,715 positions by value · page 1 of 35
Ticker Company Shares Value (USD) % of Portfolio History
DFCF
Dimensional Core Fixed Income ETF
2,664,224 $113,922,218 14.85%
DFAU
Dimensional US Core Equity Market ETF
2,189,329 $100,183,695 13.06%
DFAI
Dimensional International Core Equity Market ETF
1,569,043 $57,034,713 7.43%
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
149,465 $49,049,929 6.39%
DXUV
Dimensional US Vector Equity ETF
674,841 $39,437,708 5.14%
DFIP
Dimensional Inflation-Protected Securities Portfolio ETF
912,827 $38,548,684 5.02%
AAPL
Apple Inc.
Technology 		148,441 $37,797,531 4.93%
DFSD
Dimensional Short-Duration Fixed Income ETF
626,433 $30,187,806 3.93%
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
818,751 $26,257,344 3.42%
VXUS
Vanguard Total International Stock ETF
281,057 $20,646,447 2.69%
DXIV
Dimensional International Vector Equity ETF
316,361 $19,466,641 2.54%
VTV
VANGUARD VALUE INDEX FUND
94,279 $17,582,090 2.29%
DFAC
Dimensional U.S. Core Equity 2 ETF
410,039 $15,815,204 2.06%
DFAR
Dimensional US Real Estate ETF
465,050 $11,091,442 1.45%
DFAX
Dimensional World ex. U.S. Core Equity 2 ETF
323,147 $10,140,352 1.32%
MSFT
Microsoft Corp
Technology 		15,523 $8,040,137 1.05%
DFUS
Dimensional U.S. Equity Market ETF
109,308 $7,918,271 1.03%
DFGR
Dimensional Global Real Estate ETF
215,061 $5,873,315 0.77%
VWO
VANGUARD EMERGING MARKETS STOCK INDEX FUND
98,405 $5,331,582 0.69%
DFUV
Dimensional U.S. Marketwide Value ETF
115,604 $5,166,342 0.67%
IDEV
iShares Core MSCI International Developed Markets ETF
60,830 $4,876,741 0.64%
NVDA
Nvidia Corp
Technology 		25,465 $4,751,259 0.62%
IVV
iShares Core S&P 500 ETF
6,679 $4,470,254 0.58%
JNJ
Johnson & Johnson
Healthcare 		22,041 $4,086,842 0.53%
AMZN
Amazon Com Inc
Consumer Cyclical 		17,671 $3,880,021 0.51%
VT
VANGUARD TOTAL WORLD STOCK INDEX FUND
26,578 $3,662,448 0.48%
VSS
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND
25,518 $3,637,590 0.47%
VOO
VANGUARD 500 INDEX FUND
5,859 $3,587,934 0.47%
JPM
Jpmorgan Chase & Co
Financial Services 		10,273 $3,240,412 0.42%
OEF
iShares S&P 100 ETF
7,883 $2,623,777 0.34%
VNQ
VANGUARD REAL ESTATE INDEX FUND
24,588 $2,247,834 0.29%
GOOG
Alphabet Inc.
Communication Services 		9,022 $2,197,308 0.29%
BRK-B
Berkshire Hathaway Inc
Financial Services 		4,128 $2,075,310 0.27%
LFST
LifeStance Health Group, Inc.
Healthcare 		376,320 $2,069,760 0.27%
DFAS
Dimensional U.S. Small Cap ETF
29,511 $2,020,323 0.26%
GOOGL
Alphabet Inc.
Communication Services 		7,828 $1,902,986 0.25%
META
Meta Platforms, Inc.
Communication Services 		2,358 $1,731,668 0.23%
ITOT
iShares Core S&P Total U.S. Stock Market ETF
11,359 $1,654,438 0.22%
IVLU
iShares MSCI Intl Value Factor ETF
45,681 $1,620,761 0.21%
EFA
iShares MSCI EAFE ETF
17,170 $1,603,162 0.21%
BN
BROOKFIELD Corp
Financial Services 		21,289 $1,459,999 0.19%
VGSR
Vert Global Sustainable Real Estate ETF
133,426 $1,420,986 0.19%
TSLA
Tesla, Inc.
Consumer Cyclical 		3,160 $1,405,315 0.18%
AVGO
Broadcom Inc.
Technology 		4,112 $1,356,589 0.18%
MA
Mastercard Inc
Financial Services 		2,206 $1,254,794 0.16%
IWF
iShares Russell 1000 Growth ETF
2,677 $1,253,933 0.16%
DISV
Dimensional International Small Cap Value ETF
31,442 $1,122,164 0.15%
DCOR
Dimensional ETF Trust
15,526 $1,116,940 0.15%
HD
Home Depot, Inc.
Consumer Cyclical 		2,751 $1,114,677 0.15%
GWW
W.W. Grainger, Inc.
Industrials 		1,139 $1,085,421 0.14%

Showing the top 50 of 1,715 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.