HOHIMER WEALTH MANAGEMENT, LLC
RIA/Wealth
HOHIMER WEALTH MANAGEMENT, LLC is a RIA/Wealth based in Seattle, WA led by David Henry Hohimer, reporting $993.7M in AUM as of Q3 2025 with MSFT as the largest holding (7% allocation).
Managing PartnerDavid Henry Hohimer
- Portfolio Value
- $709.2M
- Positions
- 342
- Top Holding
- MSFT at 6.71%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in HOHIMER WEALTH MANAGEMENT, LLC's portfolio (26.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $47.6M | 6.71% | +$1.8M Bought | 0.00% 91.9K shares | |
ETF ETF | $33.2M | 4.68% | -$1.3M Sold | — 331.1K shares | |
Consumer Electronics Technology | $17.8M | 2.52% | +$10.0M Bought | 0.00% 70.1K shares | |
ETF ETF | $17.1M | 2.41% | +$444.6K Bought | — 35.6K shares | |
Semiconductors Technology | $15.6M | 2.20% | -$2.9M Sold | 0.00% 83.8K shares | |
Specialty Retail Consumer Cyclical | $11.9M | 1.68% | +$1.7M Bought | 0.00% 54.4K shares | |
Semiconductors Technology | $11.5M | 1.62% | -$3.2M Sold | 0.00% 34.9K shares | |
ETF ETF | $11.1M | 1.57% | +$123.9K Bought | — 185.6K shares | |
Internet Content & Information Communication Services | $10.6M | 1.50% | -$424.7K Sold | 0.00% 43.8K shares | |
ETF ETF | $9.2M | 1.30% | +$5.1M Bought | — 244.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in HOHIMER WEALTH MANAGEMENT, LLC's latest filing
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Analytics
Portfolio insights and performance metrics for HOHIMER WEALTH MANAGEMENT, LLC
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