Filed: 5/15/2025ACC: 0001104659-25-049141
📋 What this filing means
WIMMER ASSOCIATES 1, LLC filed this quarterly 13F‑HR report disclosing 106 equity positions with a total reported market value of $189.59M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
106
Positions
$189.59M
Total AUM (reported)
1.17M
Total Shares
Allocation by class
COM$128.22M67.6%
DIV APP ETF$9.32M4.9%
FTSE RAFI 1000$6.94M3.7%
CAP STK CL A$6.00M3.2%
TOTAL STK MKT$5.91M3.1%
MORNINGSTAR WIDE$5.85M3.1%
TR UNIT$5.19M2.7%
Portfolio Concentration
Top 3$33.06M17.4%
4–10$47.24M24.9%
11–25$48.96M25.8%
Rest$60.33M31.8%
Top 3 weight
17.4%
Top 10 weight
42.4%
Voting Authority Distribution
Total shares with voting rights: 1.17M
Sole
Full voting authority
1.15M
shares
% of voting shares97.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
26.30K
shares
% of voting shares2.2%
Investment Discretion (by position count)
Sole106
Shared0
Other0
Dominant voting typeSole · 97.8% of voting shares
Institutional Holdings106
Rows:
APPLE
SOLEShares57.02K
TypeSH
Market value$12.14M
6.40%
Sole
57.02K
Shared
0.00
None
0.00
MICROSOFT
SOLEShares25.82K
TypeSH
Market value$11.60M
6.12%
Sole
25.82K
Shared
0.00
None
0.00
VANGUARD DIVIDEND APPRECIATION INDEX ETF
SOLEShares47.45K
TypeSH
Market value$9.32M
4.92%
Sole
47.45K
Shared
0.00
None
0.00
NVIDIA
SOLEShares66.50K
TypeSH
Market value$8.64M
4.56%
Sole
66.50K
Shared
0.00
None
0.00
VISA
SOLEShares19.76K
TypeSH
Market value$7.04M
3.71%
Sole
19.76K
Shared
0.00
None
0.00
INVESCO FTSE RAFI U.S. 1000 ETF
SOLEShares170.39K
TypeSH
Market value$6.94M
3.66%
Sole
170.39K
Shared
0.00
None
0.00
COSTCO WHOLESALE
SOLEShares6.86K
TypeSH
Market value$6.85M
3.61%
Sole
6.86K
Shared
0.00
None
0.00
ALPHABET CLASS A
SOLEShares37.59K
TypeSH
Market value$6.00M
3.16%
Sole
37.59K
Shared
0.00
None
0.00
VANGUARD TOTAL STOCK MARKET INDEX ETF
SOLEShares20.45K
TypeSH
Market value$5.91M
3.12%
Sole
20.45K
Shared
0.00
None
0.00
VANECK MORNINGSTAR WIDE MOAT ETF
SOLEShares64.41K
TypeSH
Market value$5.85M
3.09%
Sole
64.41K
Shared
0.00
None
0.00
AMAZON
SOLEShares27.30K
TypeSH
Market value$5.77M
3.04%
Sole
27.30K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TRUST
SOLEShares8.84K
TypeSH
Market value$5.19M
2.74%
Sole
8.84K
Shared
0.00
None
0.00
ADOBE
SOLEShares11.13K
TypeSH
Market value$4.42M
2.33%
Sole
11.13K
Shared
0.00
None
0.00
ALPHABET CLASS C
SOLEShares26.30K
TypeSH
Market value$4.23M
2.23%
Sole
0.00
Shared
0.00
None
26.30K
BERKSHIRE HATHAWAY CLASS B
SOLEShares7.79K
TypeSH
Market value$3.99M
2.10%
Sole
7.79K
Shared
0.00
None
0.00
ABBOTT LABORATORIES
SOLEShares23.33K
TypeSH
Market value$3.01M
1.59%
Sole
23.33K
Shared
0.00
None
0.00
CISCO SYSTEMS
SOLEShares46.51K
TypeSH
Market value$2.87M
1.52%
Sole
46.51K
Shared
0.00
None
0.00
3M
SOLEShares18.24K
TypeSH
Market value$2.75M
1.45%
Sole
18.24K
Shared
0.00
None
0.00
ABBVIE
SOLEShares13.97K
TypeSH
Market value$2.63M
1.39%
Sole
13.97K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS
SOLEShares5.59K
TypeSH
Market value$2.42M
1.27%
Sole
5.59K
Shared
0.00
None
0.00
BROADRIDGE FINANCIAL SOLUTIONS
SOLEShares10.13K
TypeSH
Market value$2.40M
1.27%
Sole
10.13K
Shared
0.00
None
0.00
CHEVRON
SOLEShares16.87K
TypeSH
Market value$2.40M
1.27%
Sole
16.87K
Shared
0.00
None
0.00
LOCKHEED MARTIN
SOLEShares5.08K
TypeSH
Market value$2.34M
1.23%
Sole
5.08K
Shared
0.00
None
0.00
AMGEN
SOLEShares8.49K
TypeSH
Market value$2.30M
1.21%
Sole
8.49K
Shared
0.00
None
0.00
MCDONALDS
SOLEShares7.26K
TypeSH
Market value$2.24M
1.18%
Sole
7.26K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLESOLE | COM | 57.02K | SH | $12.14M 6.40% | 57.02K | 0.00 | 0.00 |
MICROSOFTSOLE | COM | 25.82K | SH | $11.60M 6.12% | 25.82K | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION INDEX ETFSOLE | DIV APP ETF | 47.45K | SH | $9.32M 4.92% | 47.45K | 0.00 | 0.00 |
NVIDIASOLE | COM | 66.50K | SH | $8.64M 4.56% | 66.50K | 0.00 | 0.00 |
VISASOLE | COM | 19.76K | SH | $7.04M 3.71% | 19.76K | 0.00 | 0.00 |
INVESCO FTSE RAFI U.S. 1000 ETFSOLE | FTSE RAFI 1000 | 170.39K | SH | $6.94M 3.66% | 170.39K | 0.00 | 0.00 |
COSTCO WHOLESALESOLE | COM | 6.86K | SH | $6.85M 3.61% | 6.86K | 0.00 | 0.00 |
ALPHABET CLASS ASOLE | CAP STK CL A | 37.59K | SH | $6.00M 3.16% | 37.59K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET INDEX ETFSOLE | TOTAL STK MKT | 20.45K | SH | $5.91M 3.12% | 20.45K | 0.00 | 0.00 |
VANECK MORNINGSTAR WIDE MOAT ETFSOLE | MORNINGSTAR WIDE | 64.41K | SH | $5.85M 3.09% | 64.41K | 0.00 | 0.00 |
AMAZONSOLE | COM | 27.30K | SH | $5.77M 3.04% | 27.30K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | TR UNIT | 8.84K | SH | $5.19M 2.74% | 8.84K | 0.00 | 0.00 |
ADOBESOLE | COM | 11.13K | SH | $4.42M 2.33% | 11.13K | 0.00 | 0.00 |
ALPHABET CLASS CSOLE | CAP STK CL C | 26.30K | SH | $4.23M 2.23% | 0.00 | 0.00 | 26.30K |
BERKSHIRE HATHAWAY CLASS BSOLE | CL B NEW | 7.79K | SH | $3.99M 2.10% | 7.79K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 23.33K | SH | $3.01M 1.59% | 23.33K | 0.00 | 0.00 |
CISCO SYSTEMSSOLE | COM | 46.51K | SH | $2.87M 1.52% | 46.51K | 0.00 | 0.00 |
3MSOLE | COM | 18.24K | SH | $2.75M 1.45% | 18.24K | 0.00 | 0.00 |
ABBVIESOLE | COM | 13.97K | SH | $2.63M 1.39% | 13.97K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALSSOLE | COM | 5.59K | SH | $2.42M 1.27% | 5.59K | 0.00 | 0.00 |
BROADRIDGE FINANCIAL SOLUTIONSSOLE | COM | 10.13K | SH | $2.40M 1.27% | 10.13K | 0.00 | 0.00 |
CHEVRONSOLE | COM | 16.87K | SH | $2.40M 1.27% | 16.87K | 0.00 | 0.00 |
LOCKHEED MARTINSOLE | COM | 5.08K | SH | $2.34M 1.23% | 5.08K | 0.00 | 0.00 |
AMGENSOLE | COM | 8.49K | SH | $2.30M 1.21% | 8.49K | 0.00 | 0.00 |
MCDONALDSSOLE | COM | 7.26K | SH | $2.24M 1.18% | 7.26K | 0.00 | 0.00 |
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