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Super Investors Hemington Wealth Management
HW

Hemington Wealth Management

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Portfolio value
$769M
Positions
1727
Quarter ended
September 30, 2025
Filed
October 24, 2025

Reported portfolio value by quarter (20 quarters reported)

$769M $210M
Q4 20 Q4 21 Q4 22 Q4 23 Q4 24 Q3 25

$216M in Q4 2020 → $769M now. Hover for any quarter.

Holdings

As reported for the quarter ended September 30, 2025. Activity is the change in share count since the prior quarter's filing.

Holding % of portfolio Activity Shares Value
DE Dimensional ETF Trust 14.8% Added 8.7% 2,664,224 $114M
DE Dimensional ETF Trust 13.0% Added 2.6% 2,189,329 $100M
DE Dimensional ETF Trust 7.4% Added 6.4% 1,569,043 $57M
VI Vanguard Index Fds 6.4% Trimmed 1.1% 149,465 $49M
DE Dimensional ETF Trust 5.1% Added 11% 674,841 $39.4M
DE Dimensional ETF Trust 5.0% Added 19% 912,827 $38.5M
Apple Inc 4.9% Added 0.3% 148,441 $37.8M
DE Dimensional ETF Trust 3.9% Added 10% 626,433 $30.2M
DE Dimensional ETF Trust 3.4% Added 5.8% 818,751 $26.3M
VS Vanguard Star Fds 2.7% Added 0.1% 281,057 $20.6M
DE Dimensional ETF Trust 2.5% Added 7.7% 316,361 $19.5M
VI Vanguard Index Fds 2.3% Trimmed 1.8% 94,279 $17.6M
DE Dimensional ETF Trust 2.1% Trimmed 2.1% 410,039 $15.8M
DE Dimensional ETF Trust 1.4% Added 3.8% 465,050 $11.1M
DE Dimensional ETF Trust 1.3% Trimmed 3.5% 323,147 $10.1M
Microsoft Corp 1.0% Added 3.5% 15,523 $8.04M
DE Dimensional ETF Trust 1.0% Trimmed 0.3% 109,308 $7.92M
DE Dimensional ETF Trust 0.8% Added 23% 215,061 $5.87M
VI Vanguard Intl Equity Index F 0.7% Trimmed 1.0% 98,405 $5.33M
DE Dimensional ETF Trust 0.7% Trimmed 2.0% 115,604 $5.17M
IT Ishares Tr 0.6% Trimmed 1.2% 60,830 $4.88M
Nvidia Corporation 0.6% Added 8.2% 25,465 $4.75M
IT Ishares Tr 0.6% Trimmed 0.8% 6,679 $4.47M
Johnson & Johnson 0.5% Trimmed 1.1% 22,041 $4.09M
Amazon Com Inc 0.5% Added 16% 17,671 $3.88M
VI Vanguard Intl Equity Index F 0.5% Added 1.5% 26,578 $3.66M
VI Vanguard Intl Equity Index F 0.5% Trimmed 1.2% 25,518 $3.64M
VI Vanguard Index Fds 0.5% Unchanged 5,859 $3.59M
Jpmorgan Chase & Co. 0.4% Added 1.8% 10,273 $3.24M
IT Ishares Tr 0.3% Trimmed 7.8% 7,883 $2.62M
VI Vanguard Index Fds 0.3% Trimmed 1.7% 24,588 $2.25M
Alphabet Inc 0.3% Added 5.5% 9,022 $2.2M
BH Berkshire Hathaway Inc Del 0.3% Added 9.7% 4,128 $2.08M
Lifestance Health Group Inc 0.3% Added 0.1% 376,320 $2.07M
DE Dimensional ETF Trust 0.3% Unchanged 29,511 $2.02M
Alphabet Inc 0.2% Added 11% 7,828 $1.9M
Meta Platforms Inc 0.2% Added 6.1% 2,358 $1.73M
IT Ishares Tr 0.2% Unchanged 11,359 $1.65M
IT Ishares Tr 0.2% Trimmed 0.8% 45,681 $1.62M
IT Ishares Tr 0.2% Trimmed 0.1% 17,170 $1.6M
Brookfield Corp 0.2% Unchanged 21,289 $1.46M
MD Manager Directed Portfolios 0.2% Added 1.9% 133,426 $1.42M
Tesla Inc 0.2% Added 2.5% 3,160 $1.41M
Broadcom Inc 0.2% Added 6.9% 4,112 $1.36M
Mastercard Incorporated 0.2% Added 2.1% 2,206 $1.26M
IT Ishares Tr 0.2% Added 1.4% 2,677 $1.25M
DE Dimensional ETF Trust 0.1% Trimmed 3.4% 31,442 $1.12M
DE Dimensional ETF Trust 0.1% Unchanged 15,526 $1.12M
Home Depot Inc 0.1% Added 7.7% 2,751 $1.11M
GW Grainger W W Inc 0.1% Trimmed 0.3% 1,139 $1.09M
VB Vanguard Bd Index Fds 0.1% Added 4.1% 14,414 $1.07M
CW Costco Whsl Corp New 0.1% Trimmed 1.1% 1,112 $1.03M
IT Ishares Tr 0.1% Trimmed 0.8% 5,010 $1.02M
DE Dimensional ETF Trust 0.1% Trimmed 3.2% 29,675 $973K
VI Vanguard Index Fds 0.1% Unchanged 2,014 $965K
Nextera Energy Inc 0.1% Added 0.2% 12,274 $926K
I Ishares Inc 0.1% Unchanged 14,008 $923K
Visa Inc 0.1% Added 7.8% 2,652 $905K
IE Invesco Exchange Traded Fd T 0.1% Added 4520% 4,620 $876K
VI Vanguard Index Fds 0.1% Unchanged 4,040 $843K

Showing top 60 of 1727 positions.

Timeline of changes

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 8 quarters.

Q3 2025

quarter ended September 30, 2025 · filed October 24, 2025

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +212,244 +$9.08M 14.8%
DE Dimensional ETF Trust Added +146,941 +$6.21M 5.0%
DE Dimensional ETF Trust Added +67,370 +$3.94M 5.1%
DE Dimensional ETF Trust Added +94,584 +$3.44M 7.4%
DE Dimensional ETF Trust Added +57,561 +$2.77M 3.9%
DE Dimensional ETF Trust Added +56,123 +$2.57M 13.0%
DE Dimensional ETF Trust Added +44,925 +$1.44M 3.4%
DE Dimensional ETF Trust Added +22,636 +$1.39M 2.5%
DE Dimensional ETF Trust Added +40,123 +$1.1M 0.8%
IE Invesco Exchange Traded Fd T Added +4,520 +$857K 0.1%

Showing the 10 largest of 1475 changes.

Q2 2025

quarter ended June 30, 2025 · filed July 25, 2025

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +83,703 +$4.54M 4.8%
DE Dimensional ETF Trust Trimmed −101,542 −$4.3M 13.1%
DE Dimensional ETF Trust Added +79,515 +$3.36M 15.0%
VI Vanguard Index Fds Trimmed −8,562 −$2.6M 6.7%
DE Dimensional ETF Trust Added +29,041 +$1.95M 1.1%
DE Dimensional ETF Trust Added +46,510 +$1.94M 4.6%
DE Dimensional ETF Trust Added +52,948 +$1.83M 7.4%
DE Dimensional ETF Trust Trimmed −49,407 −$1.45M —
DE Dimensional ETF Trust Added +39,307 +$1.17M 3.3%
Intuitive Surgical Inc Trimmed −1,890 −$1.03M —

Showing the 10 largest of 1508 changes.

Q1 2025

quarter ended March 31, 2025 · filed May 09, 2025

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +1,569,666 +$66M 15.5%
DE Dimensional ETF Trust Added +1,661,682 +$63.9M 13.3%
DE Dimensional ETF Trust Added +1,042,722 +$32.6M 6.9%
DE Dimensional ETF Trust New +523,768 +$26.3M 4.1%
DE Dimensional ETF Trust Added +470,949 +$19.8M 4.7%
DE Dimensional ETF Trust Added +317,202 +$15.1M 4.1%
DE Dimensional ETF Trust New +287,204 +$14.9M 2.3%
DE Dimensional ETF Trust Added +492,525 +$13M 3.0%
DE Dimensional ETF Trust Added +269,361 +$6.4M 1.8%
DE Dimensional ETF Trust Added +135,806 +$3.57M 0.6%

Showing the 10 largest of 1560 changes.

Q4 2024

quarter ended December 31, 2024 · filed January 29, 2025

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +116,667 +$4.81M 8.3%
DE Dimensional ETF Trust Added +117,913 +$3.44M 2.8%
DE Dimensional ETF Trust Added +63,390 +$2.57M 2.5%
DE Dimensional ETF Trust Added +62,435 +$2.53M 5.8%
DE Dimensional ETF Trust Added +41,190 +$1.93M 2.8%
DE Dimensional ETF Trust Added +46,910 +$1.23M 1.6%
VI Vanguard Index Fds Trimmed −3,153 −$914K 12.4%
DE Dimensional ETF Trust Added +33,506 +$890K 0.7%
VI Vanguard Index Fds Trimmed −4,323 −$732K 4.3%
DE Dimensional ETF Trust Added +30,956 +$720K 1.2%

Showing the 10 largest of 1567 changes.

Q3 2024

quarter ended September 30, 2024 · filed November 13, 2024

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +182,275 +$7.64M 7.8%
DE Dimensional ETF Trust Added +190,727 +$7.51M 5.4%
DE Dimensional ETF Trust Added +89,037 +$4.21M 2.5%
DE Dimensional ETF Trust Added +97,924 +$4.04M 2.1%
DE Dimensional ETF Trust Added +111,970 +$3.38M 2.1%
DE Dimensional ETF Trust Added +79,832 +$2.17M 1.4%
DE Dimensional ETF Trust Added +66,283 +$2.01M 1.2%
DE Dimensional ETF Trust Added +42,637 +$1.17M 0.5%
DE Dimensional ETF Trust Added +42,361 +$1.05M 1.2%
VI Vanguard Index Fds Trimmed −3,491 −$601K 4.9%

Showing the 10 largest of 1796 changes.

Q2 2024

quarter ended June 30, 2024 · filed August 01, 2024

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +144,049 +$5.4M 4.0%
DE Dimensional ETF Trust Added +62,846 +$2.61M 7.1%
DE Dimensional ETF Trust Added +86,458 +$2.57M 1.5%
DE Dimensional ETF Trust Added +52,935 +$2.49M 1.8%
Nvidia Corporation Added +16,163 +$2M 0.7%
DE Dimensional ETF Trust Added +73,982 +$1.98M 1.0%
VS Vanguard Star Fds Trimmed −17,575 −$1.06M 6.2%
DE Dimensional ETF Trust Added +31,357 +$902K 0.7%
DE Dimensional ETF Trust Trimmed −26,246 −$846K 5.2%
VI Vanguard Index Fds Trimmed −3,156 −$844K 15.8%

Showing the 10 largest of 96 changes.

Q1 2024

quarter ended March 31, 2024 · filed May 03, 2024

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust New +175,855 +$6.43M 2.3%
DE Dimensional ETF Trust New +57,577 +$2.71M 1.0%
DE Dimensional ETF Trust Trimmed −69,310 −$2.21M 5.8%
DE Dimensional ETF Trust Added +46,808 +$1.96M 6.7%
DE Dimensional ETF Trust New +62,448 +$1.89M 0.7%
Carlyle Group Inc Trimmed −36,630 −$1.72M 0.3%
VI Vanguard Index Fds Trimmed −8,482 −$1.38M 6.6%
VS Vanguard Star Fds Trimmed −22,262 −$1.34M 7.1%
DE Dimensional ETF Trust New +43,626 +$1.31M 0.5%
DE Dimensional ETF Trust Added +56,743 +$1.27M 0.8%

Showing the 10 largest of 98 changes.

Q4 2023

quarter ended December 31, 2023 · filed January 26, 2024

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust New +394,203 +$16.7M 6.5%
DE Dimensional ETF Trust New +76,103 +$3.14M 1.2%
MD Manager Directed Portfolios New +134,301 +$1.34M 0.5%
DE Dimensional ETF Trust New +38,582 +$877K 0.3%
DE Dimensional ETF Trust New +16,287 +$871K 0.3%
DE Dimensional ETF Trust New +30,690 +$784K 0.3%
DE Dimensional ETF Trust Trimmed −14,628 −$428K 6.4%
NS Nxp Semiconductors N V New +1,703 +$391K 0.2%
VS Vanguard Star Fds Trimmed −6,713 −$389K 7.7%
Nextera Energy Inc Trimmed −6,229 −$378K 0.3%

Showing the 10 largest of 91 changes.

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