WIMMER ASSOCIATES 1, LLC

CIK 0001667019 · PASADENA, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

WIMMER ASSOCIATES 1, LLC reported 113 positions worth $221.2M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: AAPL (7.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$221.2M
2026 Q2
Positions
113
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
45.6%
Est. Net Flow (Q)
2026 Q2
10 / 113 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLESH$16.3M7.36%56,240
2NVDANVIDIASH$12.6M5.68%62,769
3GOOGLALPHABET CLASS ASH$12.1M5.49%33,991
4VIGVANGUARD DIVIDEND APPRECIATION INDEX ETFSH$12.1M5.46%51,078
5PRFINVESCO FTSE RAFI U.S. 1000 ETFSH$10.3M4.64%189,779
6MSFTMICROSOFTSH$8.9M4.03%23,896
7GOOGALPHABET CLASS CSH$8.5M3.86%24,183
8VTIVANGUARD TOTAL STOCK MARKET INDEX ETFSH$7.2M3.24%19,365
9AMZNAMAZONSH$6.5M2.94%27,305
10VVISASH$6.4M2.91%18,747

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does WIMMER ASSOCIATES 1, LLC hold as of Q2 2026?

WIMMER ASSOCIATES 1, LLC reported 113 positions worth $221.2M in its Q2 2026 13F filing. Largest positions: AAPL (7.4%), NVDA (5.7%), GOOGL (5.5%), VIG (5.5%) and PRF (4.6%).

What did WIMMER ASSOCIATES 1, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did WIMMER ASSOCIATES 1, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.