HOHIMER WEALTH MANAGEMENT, LLC

CIK: 0001802533Latest portfolio: $742.9M · Q4 2025

Holdings

312

Total Value

$742.9M

New Positions

36

Closed Positions

65

#StockSharesValue% PortfolioChangeType
1
GBILGOLDMAN SACHS ETF TR
473,960$47.4M6.38%+143K
2
MSFTMICROSOFT CORP
91,769$44.4M5.97%-168
3
AAPLAPPLE INC
70,657$19.2M2.59%+596
4
VUGVANGUARD INDEX FDS
37,341$18.2M2.45%+2K
5
AMZNAMAZON COM INC
89,152$15.7M2.12%NEWPut
6
NVDANVIDIA CORPORATION
81,256$15.2M2.04%-2,519
7
GOOGLALPHABET INC
43,848$13.7M1.85%+75
8
VEAVANGUARD TAX-MANAGED FDS
192,276$12.0M1.62%+7K
9
AVGOBROADCOM INC
34,475$11.9M1.61%-404
10
XLKSELECT SECTOR SPDR TR
72,628$10.5M1.41%NEW
11
VTVVANGUARD INDEX FDS
52,826$10.1M1.36%+3K
12
SILJAMPLIFY ETF TR
298,490$8.3M1.11%+40K
13
IVVISHARES TR
11,722$8.0M1.08%-93
14
MUMICRON TECHNOLOGY INC
28,095$8.0M1.08%-131
15
FLOTISHARES TR
157,107$8.0M1.08%+148K
16
AEMAGNICO EAGLE MINES LTD
46,543$7.9M1.06%+9K
17
BIVVANGUARD BD INDEX FDS
99,862$7.8M1.05%+25K
18
LRCXLAM RESEARCH CORP
42,961$7.4M0.99%-137
19
XOMEXXON MOBIL CORP
59,071$7.1M0.96%+607
20
SPYSPDR S&P 500 ETF TR
10,323$7.0M0.95%+401
21
JPMJPMORGAN CHASE & CO.
21,130$6.8M0.92%+106
22
METAMETA PLATFORMS INC
9,725$6.4M0.86%+103
23
USHYISHARES TR
169,282$6.3M0.85%-75,443
24
XLFISELECT SECTOR SPDR TR
77,748$6.0M0.81%NEW
25
AGIALAMOS GOLD INC NEW
155,310$6.0M0.81%+46K

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
PFL257K+245K
GBIL474K+143K
AGI155K+46K
SILJ298K+40K
NVO64K+35K
BIV100K+25K
LYFT258K+18K
SBUX77K+18K
BND43K+16K
AEM47K+9K

Decreased Positions

NameSharesChange
CEF/U5K-78416
USHY169K-75443
PYPL12K-54319
NVCR23K-53350
QXO109K-29574
SBSW257K-23620
GDX29K-23587
UBER13K-21578
PEP13K-20676
VENU55K-20000

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($4.438119208151541e+167T)
Industrials0.0% ($5.3854549362735824e+101T)
Healthcare0.0% ($5.899533150054532e+85T)
Unknown0.0% ($6.039585655185413e+77T)
Consumer Cyclical0.0% ($1.5732574957204215e+68T)
Basic Materials0.0% ($7.890599153153835e+50T)
Communication Services0.0% ($1.3724641914005493e+24T)
Energy0.0% ($71085285398874578944.0T)
Consumer Defensive0.0% ($54702138210518368.0T)
Utilities0.0% ($57635039891.7T)
Real Estate0.0% ($44422649437.2T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 12, 2026$742.9M321
Q3 2025Nov 12, 2025$715.3B348
Q2 2025Aug 19, 2025$563.6B267
Q1 2025May 2, 2025$513.5B258
Q4 2024Feb 14, 2025$531.3B241

Fund Information

CIK0001802533
Most Recent FilingFeb 12, 2026
Number of Filings5

HOHIMER WEALTH MANAGEMENT, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $742.9M across 312 holdings. The largest position is GOLDMAN SACHS ETF TR (GBIL), representing 6.4% of the portfolio. Compared to the previous quarter, the fund opened 41 new positions and closed 72 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.