Wimmer Associates 1 13F Portfolio Q4 2025

Wimmer Associates 1, LLC (CIK: 0001667019) is a financial institution headquartered at 155 North Lake Avenue, Suite 440, Pasadena, California 91101. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $215,071,026, comprising 107 distinct securities. Over its filing history, it has submitted 41 Form 13F reports.

To view the institution’s full SEC filing history:
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Top Buys

Q4 2025

1. AAPL Apple Inc.

+$720,700.8

2. BMY Bristol-Myers Squibb Company

+$220,615

3. SOLV Solventum Corporation

+$203,171

4. SPY SPDR S&P 500 ETF Trust

+$145,935.43

5. MOAT VanEck Morningstar Wide Moat ETF

+$111,223.31

Top Sells

Q4 2025

1. NVDA NVIDIA Corporation

−$324,137.2

2. GOOGL Alphabet Inc.

−$314,252

3. NTNX Nutanix, Inc.

−$264,085

4. NVO Novo Nordisk A/S

−$245,543

5. TGT Target Corporation

−$239,520

Stocks/ETFs

+3.38%

$215.07 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Apple Inc. AAPL	61,705	$16.78 M	7.80%	▲ 2,651	Add 4.5%
Microsoft Corporation MSFT	24,940	$12.06 M	5.61%	▼ 369	Reduce -1.5%
NVIDIA Corporation NVDA	63,887	$11.91 M	5.54%	▼ 1,738	Reduce -2.7%
Alphabet Inc. GOOGL	36,293	$11.36 M	5.28%	▼ 1,004	Reduce -2.7%
Vanguard Dividend Appreciation ETF ETF-VIG	47,537	$10.45 M	4.86%	▲ 229	Add 0.5%
Alphabet Inc. GOOG	25,618	$8.04 M	3.74%	▼ 554	Reduce -2.1%
Invesco RAFI US 1000 ETF ETF-PRF	170,574	$8 M	3.72%	▲ 1,416	Add 0.8%
Visa Inc. V	19,134	$6.71 M	3.12%	▼ 289	Reduce -1.5%
VanEck Morningstar Wide Moat ETF ETF-MOAT	64,768	$6.71 M	3.12%	▲ 1,074	Add 1.7%
Vanguard Total Stock Market ETF ETF-VTI	19,595	$6.57 M	3.05%	▼ 425	Reduce -2.1%

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Wimmer Associates 1, LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Wimmer Associates 1, LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 41 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Stocks ETFs

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CALL PUT

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Wimmer Associates 1, LLC Quarterly 13F Statistics

Discover detailed insights into Wimmer Associates 1, LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Wimmer Associates 1, LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Wimmer Associates 1, LLC. Since 2013, we have tracked a total of 0 filings submitted by this firm.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Wimmer Associates 1, LLC 13F Filings, Portfolio & Analysis

Wimmer Associates 1, LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q4 2025)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Historical Portfolio Charts

Wimmer Associates 1, LLC's Portfolio

Wimmer Associates 1, LLC Quarterly 13F Statistics

Wimmer Associates 1, LLC's All 13F Filings

Insider Trading Activity (SEC Form 4)