§ 13F · FUND PROFILE
WIMMER ASSOCIATES 1, LLC.
AUM · $208M (13F)Positions · 110Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE | 56K | $16M | 7.4% | +1% |
| 2 | NVDA | NVIDIA | 63K | $13M | 5.7% | ±0% |
| 3 | GOOGL | ALPHABET CLASS A | 34K | $12M | 5.5% | −4% |
| 4 | VIG | VANGUARD DIVIDEND APPRECIATION INDEX ETF | 51K | $12M | 5.5% | +8% |
| 5 | PRF | INVESCO FTSE RAFI U.S. 1000 ETF | 190K | $10M | 4.6% | +11% |
| 6 | MSFT | MICROSOFT | 24K | $9M | 4.0% | −3% |
| 7 | GOOG | ALPHABET CLASS C | 24K | $9M | 3.9% | −4% |
| 8 | VTI | VANGUARD TOTAL STOCK MARKET INDEX ETF | 19K | $7M | 3.2% | −1% |
| 9 | AMZN | AMAZON | 27K | $7M | 2.9% | +1% |
| 10 | V | VISA | 19K | $6M | 2.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WIMMER SIGNAL
AC read
WIMMER ASSOCIATES 1, LLC is a Other fund managing $208 million in assets. The fund runs a portfolio of 110 positions.
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