Wimmer Associates 1, LLC ETF holdings
Pasadena, CA
Reported $51.5M in 22 ETFs in its Form 13F for June 30, 2026.
ETF value
$51.5M
ETFs held
22
Change from prior quarter
+7.0%
With price moves
ETFs as a share of its 13F
23.3%
of $221.2M
Top 10 of 22 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VIG | Vanguard Dividend Appreciation ETF | $12.1M | 51,078 | +3,770 shares |
| PRF | Invesco RAFI US 1000 ETF | $10.3M | 189,779 | +19,220 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $7.2M | 19,365 | −165 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $6.1M | 8,204 | +15 shares |
| VOO | Vanguard S&P 500 ETF | $2.6M | 3,770 | +1,255 shares |
| QQQ | Invesco QQQ Trust | $2.1M | 2,835 | No change |
| GLD | SPDR Gold Shares | $1.6M | 4,245 | +45 shares |
| VYM | Vanguard High Dividend Yield ETF | $1.5M | 9,520 | +815 shares |
| VTV | Vanguard Morningstar Value ETF | $1.4M | 6,616 | +235 shares |
| MOAT | VanEck Morningstar Wide Moat ETF | $993K | 9,556 | −54,211 shares |
12 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001667019. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Wimmer Associates 1, LLC own?
Wimmer Associates 1, LLC reported 22 ETF positions worth $51.5M in its Form 13F for June 30, 2026. The largest was VIG, at $12.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.