Hohimer Wealth Management, LLC
Annual return '25
+19.7%
SPY '25
+17.7%
Alpha
+2.0ptsvs SPY
Invested
$845.5M
Holdings
367
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GBIL
GOLDMAN SACHS ETF TR
Held since at least Q1 2024
6.0%
02
$MSFT
MICROSOFT CORP
Q1 2026: New position (4.4k shares)
5.7%
03
$AAPL
APPLE INC
Q1 2026: New position (17.3k shares)
3.5%
04
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (6.1k shares)
2.4%
05
$AMZN
AMAZON COM INC
Q1 2026: New position (5.0k shares)
2.4%
06
$VUG
VANGUARD INDEX FDS
Held since at least Q1 2024
2.1%
07
$AEM
AGNICO EAGLE MINES LTD
Held since at least Q1 2024
1.9%
08
$XLE
SELECT SECTOR SPDR TR
Q1 2026: New position (4.2k shares)
1.7%
09
$VEA
VANGUARD TAX-MANAGED FDS
Held since at least Q1 2024
1.6%
10
$SILJ
AMPLIFY ETF TR
Held since at least Q1 2024
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:15 UTC.