Filed: 5/15/2026ACC: 0001104659-26-062426
📋 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 $204.66M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
110
Positions
$204.66M
Total AUM (reported)
1.13M
Total Shares
Allocation by class
COM$131.11M64.1%
CAP STK CL A$10.22M5.0%
DIV APP ETF$10.17M5.0%
FTSE RAFI 1000$8.11M4.0%
CAP STK CL C$7.22M3.5%
TOTAL STK MKT$6.27M3.1%
MORNINGSTAR WIDE$6.17M3.0%
Portfolio Concentration
Top 3$35.38M17.3%
4–10$53.34M26.1%
11–25$50.53M24.7%
Rest$65.41M32.0%
Top 3 weight
17.3%
Top 10 weight
43.4%
Voting Authority Distribution
Total shares with voting rights: 1.13M
Sole
Full voting authority
1.10M
shares
% of voting shares97.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
25.16K
shares
% of voting shares2.2%
Investment Discretion (by position count)
Sole110
Shared0
Other0
Dominant voting typeSole · 97.8% of voting shares
Institutional Holdings110
Rows:
APPLE
SOLEShares55.88K
TypeSH
Market value$14.18M
6.93%
Sole
55.88K
Shared
0.00
None
0.00
NVIDIA
SOLEShares62.93K
TypeSH
Market value$10.98M
5.36%
Sole
62.93K
Shared
0.00
None
0.00
ALPHABET CLASS A
SOLEShares35.55K
TypeSH
Market value$10.22M
4.99%
Sole
35.55K
Shared
0.00
None
0.00
VANGUARD DIVIDEND APPRECIATION INDEX ETF
SOLEShares47.31K
TypeSH
Market value$10.17M
4.97%
Sole
47.31K
Shared
0.00
None
0.00
MICROSOFT
SOLEShares24.72K
TypeSH
Market value$9.15M
4.47%
Sole
24.72K
Shared
0.00
None
0.00
INVESCO FTSE RAFI U.S. 1000 ETF
SOLEShares170.56K
TypeSH
Market value$8.11M
3.96%
Sole
170.56K
Shared
0.00
None
0.00
ALPHABET CLASS C
SOLEShares25.16K
TypeSH
Market value$7.22M
3.53%
Sole
0.00
Shared
0.00
None
25.16K
VANGUARD TOTAL STOCK MARKET INDEX ETF
SOLEShares19.53K
TypeSH
Market value$6.27M
3.06%
Sole
19.53K
Shared
0.00
None
0.00
COSTCO WHOLESALE
SOLEShares6.28K
TypeSH
Market value$6.26M
3.06%
Sole
6.28K
Shared
0.00
None
0.00
VANECK MORNINGSTAR WIDE MOAT ETF
SOLEShares63.77K
TypeSH
Market value$6.17M
3.01%
Sole
63.77K
Shared
0.00
None
0.00
VISA
SOLEShares18.83K
TypeSH
Market value$5.69M
2.78%
Sole
18.83K
Shared
0.00
None
0.00
AMAZON
SOLEShares27.02K
TypeSH
Market value$5.63M
2.75%
Sole
27.02K
Shared
0.00
None
0.00
STATE STREET SPDR S&P 500 ETF
SOLEShares8.19K
TypeSH
Market value$5.33M
2.60%
Sole
8.19K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY CLASS B
SOLEShares7.90K
TypeSH
Market value$3.78M
1.85%
Sole
7.90K
Shared
0.00
None
0.00
CISCO SYSTEMS
SOLEShares47.55K
TypeSH
Market value$3.69M
1.80%
Sole
47.55K
Shared
0.00
None
0.00
CHEVRON
SOLEShares17.14K
TypeSH
Market value$3.55M
1.73%
Sole
17.14K
Shared
0.00
None
0.00
AMGEN
SOLEShares8.57K
TypeSH
Market value$3.02M
1.47%
Sole
8.57K
Shared
0.00
None
0.00
LOCKHEED MARTIN
SOLEShares4.80K
TypeSH
Market value$2.90M
1.42%
Sole
4.80K
Shared
0.00
None
0.00
ABBVIE
SOLEShares12.78K
TypeSH
Market value$2.78M
1.36%
Sole
12.78K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS
SOLEShares5.73K
TypeSH
Market value$2.56M
1.25%
Sole
5.73K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares10.18K
TypeSH
Market value$2.49M
1.22%
Sole
10.18K
Shared
0.00
None
0.00
PEPSICO
SOLEShares15.05K
TypeSH
Market value$2.34M
1.14%
Sole
15.05K
Shared
0.00
None
0.00
3M
SOLEShares15.77K
TypeSH
Market value$2.29M
1.12%
Sole
15.77K
Shared
0.00
None
0.00
MCDONALDS
SOLEShares7.36K
TypeSH
Market value$2.29M
1.12%
Sole
7.36K
Shared
0.00
None
0.00
ELI LILLY & CO.
SOLEShares2.40K
TypeSH
Market value$2.20M
1.08%
Sole
2.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLESOLE | COM | 55.88K | SH | $14.18M 6.93% | 55.88K | 0.00 | 0.00 |
NVIDIASOLE | COM | 62.93K | SH | $10.98M 5.36% | 62.93K | 0.00 | 0.00 |
ALPHABET CLASS ASOLE | CAP STK CL A | 35.55K | SH | $10.22M 4.99% | 35.55K | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION INDEX ETFSOLE | DIV APP ETF | 47.31K | SH | $10.17M 4.97% | 47.31K | 0.00 | 0.00 |
MICROSOFTSOLE | COM | 24.72K | SH | $9.15M 4.47% | 24.72K | 0.00 | 0.00 |
INVESCO FTSE RAFI U.S. 1000 ETFSOLE | FTSE RAFI 1000 | 170.56K | SH | $8.11M 3.96% | 170.56K | 0.00 | 0.00 |
ALPHABET CLASS CSOLE | CAP STK CL C | 25.16K | SH | $7.22M 3.53% | 0.00 | 0.00 | 25.16K |
VANGUARD TOTAL STOCK MARKET INDEX ETFSOLE | TOTAL STK MKT | 19.53K | SH | $6.27M 3.06% | 19.53K | 0.00 | 0.00 |
COSTCO WHOLESALESOLE | COM | 6.28K | SH | $6.26M 3.06% | 6.28K | 0.00 | 0.00 |
VANECK MORNINGSTAR WIDE MOAT ETFSOLE | MORNINGSTAR WIDE | 63.77K | SH | $6.17M 3.01% | 63.77K | 0.00 | 0.00 |
VISASOLE | COM | 18.83K | SH | $5.69M 2.78% | 18.83K | 0.00 | 0.00 |
AMAZONSOLE | COM | 27.02K | SH | $5.63M 2.75% | 27.02K | 0.00 | 0.00 |
STATE STREET SPDR S&P 500 ETFSOLE | TR UNIT | 8.19K | SH | $5.33M 2.60% | 8.19K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY CLASS BSOLE | CL B NEW | 7.90K | SH | $3.78M 1.85% | 7.90K | 0.00 | 0.00 |
CISCO SYSTEMSSOLE | COM | 47.55K | SH | $3.69M 1.80% | 47.55K | 0.00 | 0.00 |
CHEVRONSOLE | COM | 17.14K | SH | $3.55M 1.73% | 17.14K | 0.00 | 0.00 |
AMGENSOLE | COM | 8.57K | SH | $3.02M 1.47% | 8.57K | 0.00 | 0.00 |
LOCKHEED MARTINSOLE | COM | 4.80K | SH | $2.90M 1.42% | 4.80K | 0.00 | 0.00 |
ABBVIESOLE | COM | 12.78K | SH | $2.78M 1.36% | 12.78K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALSSOLE | COM | 5.73K | SH | $2.56M 1.25% | 5.73K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 10.18K | SH | $2.49M 1.22% | 10.18K | 0.00 | 0.00 |
PEPSICOSOLE | COM | 15.05K | SH | $2.34M 1.14% | 15.05K | 0.00 | 0.00 |
3MSOLE | COM | 15.77K | SH | $2.29M 1.12% | 15.77K | 0.00 | 0.00 |
MCDONALDSSOLE | COM | 7.36K | SH | $2.29M 1.12% | 7.36K | 0.00 | 0.00 |
ELI LILLY & CO.SOLE | COM | 2.40K | SH | $2.20M 1.08% | 2.40K | 0.00 | 0.00 |
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