Filed: 8/14/2025ACC: 0001104659-25-078279
📋 What this filing means
WIMMER ASSOCIATES 1, LLC filed this quarterly 13F‑HR report disclosing 109 equity positions with a total reported market value of $195.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
109
Positions
$195.61M
Total AUM (reported)
1.17M
Total Shares
Allocation by class
COM$131.78M67.4%
DIV APP ETF$9.63M4.9%
FTSE RAFI 1000$7.14M3.7%
CAP STK CL A$6.58M3.4%
TOTAL STK MKT$6.08M3.1%
MORNINGSTAR WIDE$5.94M3.0%
TR UNIT$5.47M2.8%
Portfolio Concentration
Top 3$34.94M17.9%
4–10$49.03M25.1%
11–25$49.19M25.1%
Rest$62.45M31.9%
Top 3 weight
17.9%
Top 10 weight
42.9%
Voting Authority Distribution
Total shares with voting rights: 1.17M
Sole
Full voting authority
1.14M
shares
% of voting shares97.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
26.17K
shares
% of voting shares2.2%
Investment Discretion (by position count)
Sole109
Shared0
Other0
Dominant voting typeSole · 97.8% of voting shares
Institutional Holdings109
Rows:
MICROSOFT
SOLEShares25.68K
TypeSH
Market value$12.78M
6.53%
Sole
25.68K
Shared
0.00
None
0.00
APPLE
SOLEShares56.92K
TypeSH
Market value$11.68M
5.97%
Sole
56.92K
Shared
0.00
None
0.00
NVIDIA
SOLEShares66.35K
TypeSH
Market value$10.48M
5.36%
Sole
66.35K
Shared
0.00
None
0.00
VANGUARD DIVIDEND APPRECIATION INDEX ETF
SOLEShares47.07K
TypeSH
Market value$9.63M
4.93%
Sole
47.07K
Shared
0.00
None
0.00
INVESCO FTSE RAFI U.S. 1000 ETF
SOLEShares168.94K
TypeSH
Market value$7.14M
3.65%
Sole
168.94K
Shared
0.00
None
0.00
VISA
SOLEShares19.52K
TypeSH
Market value$6.93M
3.54%
Sole
19.52K
Shared
0.00
None
0.00
COSTCO WHOLESALE
SOLEShares6.75K
TypeSH
Market value$6.69M
3.42%
Sole
6.75K
Shared
0.00
None
0.00
ALPHABET CLASS A
SOLEShares37.36K
TypeSH
Market value$6.58M
3.37%
Sole
37.36K
Shared
0.00
None
0.00
VANGUARD TOTAL STOCK MARKET INDEX ETF
SOLEShares20.02K
TypeSH
Market value$6.08M
3.11%
Sole
20.02K
Shared
0.00
None
0.00
AMAZON
SOLEShares27.21K
TypeSH
Market value$5.97M
3.05%
Sole
27.21K
Shared
0.00
None
0.00
VANECK MORNINGSTAR WIDE MOAT ETF
SOLEShares63.33K
TypeSH
Market value$5.94M
3.04%
Sole
63.33K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TRUST
SOLEShares8.86K
TypeSH
Market value$5.47M
2.80%
Sole
8.86K
Shared
0.00
None
0.00
ALPHABET CLASS C
SOLEShares26.17K
TypeSH
Market value$4.64M
2.37%
Sole
0.00
Shared
0.00
None
26.17K
BERKSHIRE HATHAWAY CLASS B
SOLEShares7.81K
TypeSH
Market value$3.80M
1.94%
Sole
7.81K
Shared
0.00
None
0.00
ADOBE
SOLEShares8.88K
TypeSH
Market value$3.44M
1.76%
Sole
8.88K
Shared
0.00
None
0.00
CISCO SYSTEMS
SOLEShares46.62K
TypeSH
Market value$3.23M
1.65%
Sole
46.62K
Shared
0.00
None
0.00
ABBOTT LABORATORIES
SOLEShares22.59K
TypeSH
Market value$3.07M
1.57%
Sole
22.59K
Shared
0.00
None
0.00
3M
SOLEShares18.22K
TypeSH
Market value$2.77M
1.42%
Sole
18.22K
Shared
0.00
None
0.00
ABBVIE
SOLEShares13.51K
TypeSH
Market value$2.51M
1.28%
Sole
13.51K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS
SOLEShares5.59K
TypeSH
Market value$2.49M
1.27%
Sole
5.59K
Shared
0.00
None
0.00
BROADRIDGE FINANCIAL SOLUTIONS
SOLEShares10.13K
TypeSH
Market value$2.46M
1.26%
Sole
10.13K
Shared
0.00
None
0.00
AMGEN
SOLEShares8.54K
TypeSH
Market value$2.38M
1.22%
Sole
8.54K
Shared
0.00
None
0.00
CHEVRON
SOLEShares16.60K
TypeSH
Market value$2.38M
1.22%
Sole
16.60K
Shared
0.00
None
0.00
LOCKHEED MARTIN
SOLEShares5.07K
TypeSH
Market value$2.35M
1.20%
Sole
5.07K
Shared
0.00
None
0.00
STARBUCKS
SOLEShares24.64K
TypeSH
Market value$2.26M
1.15%
Sole
24.64K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFTSOLE | COM | 25.68K | SH | $12.78M 6.53% | 25.68K | 0.00 | 0.00 |
APPLESOLE | COM | 56.92K | SH | $11.68M 5.97% | 56.92K | 0.00 | 0.00 |
NVIDIASOLE | COM | 66.35K | SH | $10.48M 5.36% | 66.35K | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION INDEX ETFSOLE | DIV APP ETF | 47.07K | SH | $9.63M 4.93% | 47.07K | 0.00 | 0.00 |
INVESCO FTSE RAFI U.S. 1000 ETFSOLE | FTSE RAFI 1000 | 168.94K | SH | $7.14M 3.65% | 168.94K | 0.00 | 0.00 |
VISASOLE | COM | 19.52K | SH | $6.93M 3.54% | 19.52K | 0.00 | 0.00 |
COSTCO WHOLESALESOLE | COM | 6.75K | SH | $6.69M 3.42% | 6.75K | 0.00 | 0.00 |
ALPHABET CLASS ASOLE | CAP STK CL A | 37.36K | SH | $6.58M 3.37% | 37.36K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET INDEX ETFSOLE | TOTAL STK MKT | 20.02K | SH | $6.08M 3.11% | 20.02K | 0.00 | 0.00 |
AMAZONSOLE | COM | 27.21K | SH | $5.97M 3.05% | 27.21K | 0.00 | 0.00 |
VANECK MORNINGSTAR WIDE MOAT ETFSOLE | MORNINGSTAR WIDE | 63.33K | SH | $5.94M 3.04% | 63.33K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | TR UNIT | 8.86K | SH | $5.47M 2.80% | 8.86K | 0.00 | 0.00 |
ALPHABET CLASS CSOLE | CAP STK CL C | 26.17K | SH | $4.64M 2.37% | 0.00 | 0.00 | 26.17K |
BERKSHIRE HATHAWAY CLASS BSOLE | CL B NEW | 7.81K | SH | $3.80M 1.94% | 7.81K | 0.00 | 0.00 |
ADOBESOLE | COM | 8.88K | SH | $3.44M 1.76% | 8.88K | 0.00 | 0.00 |
CISCO SYSTEMSSOLE | COM | 46.62K | SH | $3.23M 1.65% | 46.62K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 22.59K | SH | $3.07M 1.57% | 22.59K | 0.00 | 0.00 |
3MSOLE | COM | 18.22K | SH | $2.77M 1.42% | 18.22K | 0.00 | 0.00 |
ABBVIESOLE | COM | 13.51K | SH | $2.51M 1.28% | 13.51K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALSSOLE | COM | 5.59K | SH | $2.49M 1.27% | 5.59K | 0.00 | 0.00 |
BROADRIDGE FINANCIAL SOLUTIONSSOLE | COM | 10.13K | SH | $2.46M 1.26% | 10.13K | 0.00 | 0.00 |
AMGENSOLE | COM | 8.54K | SH | $2.38M 1.22% | 8.54K | 0.00 | 0.00 |
CHEVRONSOLE | COM | 16.60K | SH | $2.38M 1.22% | 16.60K | 0.00 | 0.00 |
LOCKHEED MARTINSOLE | COM | 5.07K | SH | $2.35M 1.20% | 5.07K | 0.00 | 0.00 |
STARBUCKSSOLE | COM | 24.64K | SH | $2.26M 1.15% | 24.64K | 0.00 | 0.00 |
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