Hemington Wealth Management
RIA/Wealth
Hemington Wealth Management is a RIA/Wealth based in Falls Church, VA led by Jennifer Lake Dawson, reporting $1.1B in AUM as of Q3 2025 with 80% ETF concentration, 70% concentrated in top 10 holdings, and 16% allocation to DFCF.
Managing PartnerJennifer Lake Dawson
- Portfolio Value
- $700.6M
- Positions
- 1,471
- Top Holding
- DFCF at 16.26%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Hemington Wealth Management's portfolio (70.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $113.9M | 16.26% | +$9.1M Bought | — 2.7M shares | |
ETF ETF | $100.2M | 14.30% | +$2.6M Bought | — 2.2M shares | |
ETF ETF | $57.0M | 8.14% | +$3.4M Bought | — 1.6M shares | |
ETF ETF | $49.0M | 7.00% | -$545.1K Sold | — 149.5K shares | |
ETF ETF | $38.5M | 5.50% | +$6.2M Bought | — 912.8K shares | |
Consumer Electronics Technology | $37.8M | 5.40% | +$120.2K Bought | 0.00% 148.4K shares | |
ETF ETF | $30.2M | 4.31% | +$2.8M Bought | — 626.4K shares | |
ETF ETF | $26.3M | 3.75% | +$1.4M Bought | — 818.8K shares | |
ETF ETF | $20.6M | 2.95% | +$20.3K Bought | — 281.1K shares | |
ETF ETF | $17.6M | 2.51% | -$328.6K Sold | — 94.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Hemington Wealth Management's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Hemington Wealth Management
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