Filed: 11/14/2025ACC: 0001104659-25-112169
📋 What this filing means
WIMMER ASSOCIATES 1, LLC filed this quarterly 13F‑HR report disclosing 110 equity positions with a total reported market value of $208.04M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
110
Positions
$208.04M
Total AUM (reported)
1.16M
Total Shares
Allocation by class
COM$136.46M65.6%
DIV APP ETF$10.21M4.9%
CAP STK CL A$9.07M4.4%
FTSE RAFI 1000$7.65M3.7%
TOTAL STK MKT$6.57M3.2%
CAP STK CL C$6.37M3.1%
MORNINGSTAR WIDE$6.31M3.0%
Portfolio Concentration
Top 3$40.39M19.4%
4–10$52.81M25.4%
11–25$50.17M24.1%
Rest$64.67M31.1%
Top 3 weight
19.4%
Top 10 weight
44.8%
Voting Authority Distribution
Total shares with voting rights: 1.16M
Sole
Full voting authority
1.13M
shares
% of voting shares97.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
26.17K
shares
% of voting shares2.3%
Investment Discretion (by position count)
Sole110
Shared0
Other0
Dominant voting typeSole · 97.7% of voting shares
Institutional Holdings110
Rows:
APPLE
SOLEShares59.05K
TypeSH
Market value$15.04M
7.23%
Sole
59.05K
Shared
0.00
None
0.00
MICROSOFT
SOLEShares25.31K
TypeSH
Market value$13.11M
6.30%
Sole
25.31K
Shared
0.00
None
0.00
NVIDIA
SOLEShares65.63K
TypeSH
Market value$12.24M
5.89%
Sole
65.63K
Shared
0.00
None
0.00
VANGUARD DIVIDEND APPRECIATION INDEX ETF
SOLEShares47.31K
TypeSH
Market value$10.21M
4.91%
Sole
47.31K
Shared
0.00
None
0.00
ALPHABET CLASS A
SOLEShares37.30K
TypeSH
Market value$9.07M
4.36%
Sole
37.30K
Shared
0.00
None
0.00
INVESCO FTSE RAFI U.S. 1000 ETF
SOLEShares169.16K
TypeSH
Market value$7.65M
3.68%
Sole
169.16K
Shared
0.00
None
0.00
VISA
SOLEShares19.42K
TypeSH
Market value$6.63M
3.19%
Sole
19.42K
Shared
0.00
None
0.00
VANGUARD TOTAL STOCK MARKET INDEX ETF
SOLEShares20.02K
TypeSH
Market value$6.57M
3.16%
Sole
20.02K
Shared
0.00
None
0.00
ALPHABET CLASS C
SOLEShares26.17K
TypeSH
Market value$6.37M
3.06%
Sole
0.00
Shared
0.00
None
26.17K
VANECK MORNINGSTAR WIDE MOAT ETF
SOLEShares63.69K
TypeSH
Market value$6.31M
3.03%
Sole
63.69K
Shared
0.00
None
0.00
COSTCO WHOLESALE
SOLEShares6.57K
TypeSH
Market value$6.08M
2.92%
Sole
6.57K
Shared
0.00
None
0.00
AMAZON
SOLEShares27K
TypeSH
Market value$5.93M
2.85%
Sole
27K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TRUST
SOLEShares8.21K
TypeSH
Market value$5.47M
2.63%
Sole
8.21K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY CLASS B
SOLEShares7.88K
TypeSH
Market value$3.96M
1.90%
Sole
7.88K
Shared
0.00
None
0.00
CISCO SYSTEMS
SOLEShares45.86K
TypeSH
Market value$3.14M
1.51%
Sole
45.86K
Shared
0.00
None
0.00
ABBVIE
SOLEShares13.26K
TypeSH
Market value$3.07M
1.48%
Sole
13.26K
Shared
0.00
None
0.00
ABBOTT LABORATORIES
SOLEShares22.31K
TypeSH
Market value$2.99M
1.44%
Sole
22.31K
Shared
0.00
None
0.00
3M
SOLEShares18.09K
TypeSH
Market value$2.81M
1.35%
Sole
18.09K
Shared
0.00
None
0.00
CHEVRON
SOLEShares16.79K
TypeSH
Market value$2.61M
1.25%
Sole
16.79K
Shared
0.00
None
0.00
LOCKHEED MARTIN
SOLEShares4.97K
TypeSH
Market value$2.48M
1.19%
Sole
4.97K
Shared
0.00
None
0.00
BROADRIDGE FINANCIAL SOLUTIONS
SOLEShares10.13K
TypeSH
Market value$2.41M
1.16%
Sole
10.13K
Shared
0.00
None
0.00
AMGEN
SOLEShares8.47K
TypeSH
Market value$2.39M
1.15%
Sole
8.47K
Shared
0.00
None
0.00
IDEXX LABS
SOLEShares3.67K
TypeSH
Market value$2.35M
1.13%
Sole
3.67K
Shared
0.00
None
0.00
ADOBE
SOLEShares6.55K
TypeSH
Market value$2.31M
1.11%
Sole
6.55K
Shared
0.00
None
0.00
MCDONALDS
SOLEShares7.15K
TypeSH
Market value$2.17M
1.04%
Sole
7.15K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLESOLE | COM | 59.05K | SH | $15.04M 7.23% | 59.05K | 0.00 | 0.00 |
MICROSOFTSOLE | COM | 25.31K | SH | $13.11M 6.30% | 25.31K | 0.00 | 0.00 |
NVIDIASOLE | COM | 65.63K | SH | $12.24M 5.89% | 65.63K | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION INDEX ETFSOLE | DIV APP ETF | 47.31K | SH | $10.21M 4.91% | 47.31K | 0.00 | 0.00 |
ALPHABET CLASS ASOLE | CAP STK CL A | 37.30K | SH | $9.07M 4.36% | 37.30K | 0.00 | 0.00 |
INVESCO FTSE RAFI U.S. 1000 ETFSOLE | FTSE RAFI 1000 | 169.16K | SH | $7.65M 3.68% | 169.16K | 0.00 | 0.00 |
VISASOLE | COM | 19.42K | SH | $6.63M 3.19% | 19.42K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET INDEX ETFSOLE | TOTAL STK MKT | 20.02K | SH | $6.57M 3.16% | 20.02K | 0.00 | 0.00 |
ALPHABET CLASS CSOLE | CAP STK CL C | 26.17K | SH | $6.37M 3.06% | 0.00 | 0.00 | 26.17K |
VANECK MORNINGSTAR WIDE MOAT ETFSOLE | MORNINGSTAR WIDE | 63.69K | SH | $6.31M 3.03% | 63.69K | 0.00 | 0.00 |
COSTCO WHOLESALESOLE | COM | 6.57K | SH | $6.08M 2.92% | 6.57K | 0.00 | 0.00 |
AMAZONSOLE | COM | 27K | SH | $5.93M 2.85% | 27K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | TR UNIT | 8.21K | SH | $5.47M 2.63% | 8.21K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY CLASS BSOLE | CL B NEW | 7.88K | SH | $3.96M 1.90% | 7.88K | 0.00 | 0.00 |
CISCO SYSTEMSSOLE | COM | 45.86K | SH | $3.14M 1.51% | 45.86K | 0.00 | 0.00 |
ABBVIESOLE | COM | 13.26K | SH | $3.07M 1.48% | 13.26K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 22.31K | SH | $2.99M 1.44% | 22.31K | 0.00 | 0.00 |
3MSOLE | COM | 18.09K | SH | $2.81M 1.35% | 18.09K | 0.00 | 0.00 |
CHEVRONSOLE | COM | 16.79K | SH | $2.61M 1.25% | 16.79K | 0.00 | 0.00 |
LOCKHEED MARTINSOLE | COM | 4.97K | SH | $2.48M 1.19% | 4.97K | 0.00 | 0.00 |
BROADRIDGE FINANCIAL SOLUTIONSSOLE | COM | 10.13K | SH | $2.41M 1.16% | 10.13K | 0.00 | 0.00 |
AMGENSOLE | COM | 8.47K | SH | $2.39M 1.15% | 8.47K | 0.00 | 0.00 |
IDEXX LABSSOLE | COM | 3.67K | SH | $2.35M 1.13% | 3.67K | 0.00 | 0.00 |
ADOBESOLE | COM | 6.55K | SH | $2.31M 1.11% | 6.55K | 0.00 | 0.00 |
MCDONALDSSOLE | COM | 7.15K | SH | $2.17M 1.04% | 7.15K | 0.00 | 0.00 |
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