Universe · entity
WIMMER ASSOCIATES 1, LLC
Institutional manager (13F) · CIK 1667019
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $176M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE | $14M | 55,879 |
| 2 | NVIDIA | $11M | 62,932 |
| 3 | ALPHABET CLASS A | $10M | 35,549 |
| 4 | VANGUARD DIVIDEND APPRECIATION INDEX ETF | $10M | 47,308 |
| 5 | MICROSOFT | $9M | 24,719 |
| 6 | INVESCO FTSE RAFI U.S. 1000 ETF | $8M | 170,559 |
| 7 | ALPHABET CLASS C | $7M | 25,165 |
| 8 | VANGUARD TOTAL STOCK MARKET INDEX ETF | $6M | 19,530 |
| 9 | COSTCO WHOLESALE | $6M | 6,284 |
| 10 | VANECK MORNINGSTAR WIDE MOAT ETF | $6M | 63,767 |
| 11 | VISA | $6M | 18,833 |
| 12 | AMAZON | $6M | 27,017 |
| 13 | STATE STREET SPDR S&P 500 ETF | $5M | 8,189 |
| 14 | BERKSHIRE HATHAWAY CLASS B | $4M | 7,897 |
| 15 | CISCO SYSTEMS | $4M | 47,552 |
| 16 | CHEVRON | $4M | 17,137 |
| 17 | AMGEN | $3M | 8,575 |
| 18 | LOCKHEED MARTIN | $3M | 4,797 |
| 19 | ABBVIE | $3M | 12,784 |
| 20 | VERTEX PHARMACEUTICALS | $3M | 5,733 |
| 21 | JOHNSON & JOHNSON | $2M | 10,175 |
| 22 | PEPSICO | $2M | 15,053 |
| 23 | 3M | $2M | 15,774 |
| 24 | MCDONALDS | $2M | 7,363 |
| 25 | ELI LILLY & CO. | $2M | 2,395 |
| 26 | ABBOTT LABORATORIES | $2M | 21,074 |
| 27 | IDEXX LABS | $2M | 3,667 |
| 28 | STARBUCKS | $2M | 22,380 |
| 29 | WALMART | $2M | 14,771 |
| 30 | SPDR GOLD SHARES ETF | $2M | 4,200 |
| 31 | EXXON MOBIL | $2M | 9,927 |
| 32 | PHILLIPS 66 | $2M | 9,073 |
| 33 | INVESCO QQQ TRUST ETF | $2M | 2,835 |
| 34 | CATERPILLAR | $2M | 2,263 |
| 35 | ADOBE | $2M | 6,305 |
| 36 | VANGUARD S&P 500 INDEX ETF | $2M | 2,515 |
| 37 | BROADRIDGE FINANCIAL SOLUTIONS | $1M | 8,895 |
| 38 | BERKSHIRE HATHAWAY CLASS A | $1M | 2 |
| 39 | MERCK | $1M | 11,064 |
| 40 | PROCTER AND GAMBLE | $1M | 9,085 |
| 41 | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $1M | 8,705 |
| 42 | EMERSON ELECTRIC | $1M | 9,783 |
| 43 | VANGUARD VALUE INDEX ETF | $1M | 6,381 |
| 44 | FEDEX | $1M | 3,453 |
| 45 | TJX COMPANIES | $1M | 7,375 |
| 46 | LOWES | $1M | 4,935 |
| 47 | ADVANCED MICRO DEVICES | $1M | 5,604 |
| 48 | JP MORGAN CHASE | $1M | 3,861 |
| 49 | STRYKER | $1M | 3,339 |
| 50 | NEXTERA ENERGY INC COM | $1M | 11,687 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.