DOSSIER · 13F-HR · Q2 2026

WIMMER ASSOCIATES 1, LLC

$221M in tracked AUM across 113 positions as of Q2 2026.

WA
CIK 0001667019 · last filed Jun 30, 2026
Total AUM
$221M
as of Q2 2026
Holdings
113
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

WIMMER ASSOCIATES 1, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE
$16M56K7.4%
02
NVDA
NVIDIA
$13M63K5.7%
03
GOOGL
ALPHABET CLASS A
$12M34K5.5%
04
VIG
VANGUARD DIVIDEND APPRECIATION INDEX ETF
$12M51K5.5%
05
PRF
INVESCO FTSE RAFI U.S. 1000 ETF
$10M190K4.6%
06
MSFT
MICROSOFT
$9M24K4.0%
07
GOOG
ALPHABET CLASS C
$9M24K3.9%
08
VTI
VANGUARD TOTAL STOCK MARKET INDEX ETF
$7M19K3.2%
09
AMZN
AMAZON
$7M27K2.9%
10
V
VISA
$6M19K2.9%

Filing history

2026Q2Jun 30
$221M 8.1%
113 positionsView →
2026Q1Mar 31
$205M 4.8%
110 positionsView →
2025Q4Dec 31
$215M 3.4%
107 positionsView →
2025Q3Sep 30
$208M 6.4%
110 positionsView →
2025Q2Jun 30
$196M 3.2%
109 positionsLocked
2025Q1Mar 31
$190M 6.3%
106 positionsLocked
2024Q4Dec 31
$202M 1.0%
110 positionsLocked
2024Q3Sep 30
$204M 4.7%
111 positionsLocked
2024Q2Jun 30
$195M 2.6%
108 positionsLocked
2024Q1Mar 31
$190M 7.3%
111 positionsLocked
2023Q4Dec 31
$177M 10.6%
109 positionsLocked
2023Q3Sep 30
$160M 3.6%
105 positionsLocked
Showing 12 of 40