Top Institutional Investors

Hemington Wealth Management — 13F Holdings & Portfolio

CIK 1838234 · latest 13F-HR filed 2025-10-24

Backtest portfolio

Hemington Wealth Management manages $769.3M in 13F-reported U.S. long-equity assets across 1,727 reported positions as of its 2025-09-30 13F-HR filing. Its largest disclosed positions are DFCF (14.81%), DFAU (13.02%), DFAI (7.41%). Quarter over quarter (versus its 2025-06-30 filing) the fund opened 79 new positions and exited 43; 856 existing positions rose in reported value and 319 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$769.3M

Long-equity book

Holdings
1,727

Distinct positions

Period
2025-09-30

Filed 2025-10-24

Q/Q Activity
+79 / −43 / ↑856 / ↓319

vs 2025-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 25
DFCF14.8% · +9%DFAU13.0% · +3%DFAI7.4% · +6%VTI6.4% · -1%DXUV5.1% · +11%DFIP5.0% · +19%AAPL4.9% · +0%DFSD3.9% · +10%DFEM3.4% · +6%VXUS2.7% · +0%DXIV2.5% · +8%VTV2.3% · -2%DFAC2.1% · -2%DFAR1.4% · +4%DFAX1.3% · -4%MSFT1.0% · +4%DFUS1.0% · -0%DFGR0.8% · +23%VWO0.7% · -1%DFUV0.7% · -2%IDEV0.6% · -1%NVDA0.6% · +8%IVV0.6% · -1%JNJ0.5% · -1%AMZN0.5% · +16%VT0.5% · +2%VSS0.5% · -1%VOO0.5% · 0%JPM0.4% · +2%OEF0.3% · -8%VNQ0.3% · -2%GOOG0.3% · +6%BRK.B0.3% · +10%LFST0.3% · +0%DFAS0.3% · 0%GOOGL0.2% · +11%META0.2% · +6%ITOT0.2% · +0%IVLU0.2% · -1%EFA0.2% · -0%BN0.2% · 0%VGSR0.2% · +2%TSLA0.2% · +2%AVGO0.2% · +7%MA0.2% · +2%IWF0.2% · +1%DISV0.1% · -3%DCOR0.1% · 0%HD0.1% · +8%GWW0.1% · -0%BND0.1% · +4%COST0.1% · -1%IWD0.1% · -1%DFIC0.1% · -3%VUG0.1% · 0%NEE0.1% · +0%IEMG0.1% · 0%V0.1% · +8%RSP0.1% · +4520%VBR0.1% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 25 → Q3 25

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

2 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 66.7%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People
Assets Under Management
$1.06B
Discretionary
$1.06B
Employees
16
Accounts
1,845
Address
7651 LEESBURG PIKE
FALLS CHURCH, VA 22043
Phone
(703) 828-2479
Website
Name Title / Status Ownership Type
O'CONNOR, EILEEN, MURPHY ControlCHIEF EXECUTIVE OFFICER75% or moreIndividual
O'CONNOR, EILEEN, MURPHY ControlCHIEF COMPLIANCE OFFICER75% or moreIndividual
DAWSON, JENNIFER, LakeMANAGING DIRECTOR10–25%Individual
EILEEN O'CONNOR FAMILY IRREVOCABLE TRUSTOWNER10–25%Domestic Entity
O'Connor, Patrick, JosephTRUSTEE75% or moreIndividual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Hemington Wealth Management Holdings (2025-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 DIMENSIONAL ETF TRUST DFCF 25434V872 $113.9M 14.81% 2,664,224 SH
2 DIMENSIONAL ETF TRUST DFAU 25434V104 $100.2M 13.02% 2,189,329 SH
3 DIMENSIONAL ETF TRUST DFAI 25434V203 $57.0M 7.41% 1,569,043 SH
4 VANGUARD INDEX FDS VTI 922908769 $49.0M 6.38% 149,465 SH
5 DIMENSIONAL ETF TRUST DXUV 25434V559 $39.4M 5.13% 674,841 SH
6 DIMENSIONAL ETF TRUST DFIP 25434V856 $38.5M 5.01% 912,827 SH
7 APPLE INC AAPL 037833100 $37.8M 4.91% 148,441 SH
8 DIMENSIONAL ETF TRUST DFSD 25434V864 $30.2M 3.92% 626,433 SH
9 DIMENSIONAL ETF TRUST DFEM 25434V732 $26.3M 3.41% 818,751 SH
10 VANGUARD STAR FDS VXUS 921909768 $20.6M 2.68% 281,057 SH
11 DIMENSIONAL ETF TRUST DXIV 25434V542 $19.5M 2.53% 316,361 SH
12 VANGUARD INDEX FDS VTV 922908744 $17.6M 2.29% 94,279 SH
13 DIMENSIONAL ETF TRUST DFAC 25434V708 $15.8M 2.06% 410,039 SH
14 DIMENSIONAL ETF TRUST DFAR 25434V823 $11.1M 1.44% 465,050 SH
15 DIMENSIONAL ETF TRUST DFAX 25434V880 $10.1M 1.32% 323,147 SH
16 MICROSOFT CORP MSFT 594918104 $8.0M 1.05% 15,523 SH
17 DIMENSIONAL ETF TRUST DFUS 25434V401 $7.9M 1.03% 109,308 SH
18 DIMENSIONAL ETF TRUST DFGR 25434V658 $5.9M 0.76% 215,061 SH
19 VANGUARD INTL EQUITY INDEX F VWO 922042858 $5.3M 0.69% 98,405 SH
20 DIMENSIONAL ETF TRUST DFUV 25434V724 $5.2M 0.67% 115,604 SH
21 ISHARES TR IDEV 46435G326 $4.9M 0.63% 60,830 SH
22 NVIDIA CORPORATION NVDA 67066G104 $4.8M 0.62% 25,465 SH
23 ISHARES TR IVV 464287200 $4.5M 0.58% 6,679 SH
24 JOHNSON & JOHNSON JNJ 478160104 $4.1M 0.53% 22,041 SH
25 AMAZON COM INC AMZN 023135106 $3.9M 0.50% 17,671 SH
26 VANGUARD INTL EQUITY INDEX F VT 922042742 $3.7M 0.48% 26,578 SH
27 VANGUARD INTL EQUITY INDEX F VSS 922042718 $3.6M 0.47% 25,518 SH
28 VANGUARD INDEX FDS VOO 922908363 $3.6M 0.47% 5,859 SH
29 JPMORGAN CHASE & CO. JPM 46625H100 $3.2M 0.42% 10,273 SH
30 ISHARES TR OEF 464287101 $2.6M 0.34% 7,883 SH
31 VANGUARD INDEX FDS VNQ 922908553 $2.2M 0.29% 24,588 SH
32 ALPHABET INC GOOG 02079K107 $2.2M 0.29% 9,022 SH
33 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.1M 0.27% 4,128 SH
34 LIFESTANCE HEALTH GROUP INC LFST 53228F101 $2.1M 0.27% 376,320 SH
35 DIMENSIONAL ETF TRUST DFAS 25434V500 $2.0M 0.26% 29,511 SH
36 ALPHABET INC GOOGL 02079K305 $1.9M 0.25% 7,828 SH
37 META PLATFORMS INC META 30303M102 $1.7M 0.23% 2,358 SH
38 ISHARES TR ITOT 464287150 $1.7M 0.22% 11,359 SH
39 ISHARES TR IVLU 46435G409 $1.6M 0.21% 45,681 SH
40 ISHARES TR EFA 464287465 $1.6M 0.21% 17,170 SH
41 BROOKFIELD CORP BN 11271J107 $1.5M 0.19% 21,289 SH
42 MANAGER DIRECTED PORTFOLIOS VGSR 56170L695 $1.4M 0.18% 133,426 SH
43 TESLA INC TSLA 88160R101 $1.4M 0.18% 3,160 SH
44 BROADCOM INC AVGO 11135F101 $1.4M 0.18% 4,112 SH
45 MASTERCARD INCORPORATED MA 57636Q104 $1.3M 0.16% 2,206 SH
46 ISHARES TR IWF 464287614 $1.3M 0.16% 2,677 SH
47 DIMENSIONAL ETF TRUST DISV 25434V781 $1.1M 0.15% 31,442 SH
48 DIMENSIONAL ETF TRUST DCOR 25434V625 $1.1M 0.15% 15,526 SH
49 HOME DEPOT INC HD 437076102 $1.1M 0.14% 2,751 SH
50 GRAINGER W W INC GWW 384802104 $1.1M 0.14% 1,139 SH
Filing History
Period Filed AUM Holdings Accession
2025-09-30 2025-10-24 $769.3M 1,727 0001838234-25-000003
2025-06-30 2025-07-25 $690.7M 1,691 0001907157-25-000031