Universe · entity

WIMMER ASSOCIATES 1, LLC

Institutional manager (13F) · CIK 1667019
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $176M
#IssuerValueShares
1APPLE$14M55,879
2NVIDIA$11M62,932
3ALPHABET CLASS A$10M35,549
4VANGUARD DIVIDEND APPRECIATION INDEX ETF$10M47,308
5MICROSOFT$9M24,719
6INVESCO FTSE RAFI U.S. 1000 ETF$8M170,559
7ALPHABET CLASS C$7M25,165
8VANGUARD TOTAL STOCK MARKET INDEX ETF$6M19,530
9COSTCO WHOLESALE$6M6,284
10VANECK MORNINGSTAR WIDE MOAT ETF$6M63,767
11VISA$6M18,833
12AMAZON$6M27,017
13STATE STREET SPDR S&P 500 ETF$5M8,189
14BERKSHIRE HATHAWAY CLASS B$4M7,897
15CISCO SYSTEMS$4M47,552
16CHEVRON$4M17,137
17AMGEN$3M8,575
18LOCKHEED MARTIN$3M4,797
19ABBVIE$3M12,784
20VERTEX PHARMACEUTICALS$3M5,733
21JOHNSON & JOHNSON$2M10,175
22PEPSICO$2M15,053
233M$2M15,774
24MCDONALDS$2M7,363
25ELI LILLY & CO.$2M2,395
26ABBOTT LABORATORIES$2M21,074
27IDEXX LABS$2M3,667
28STARBUCKS$2M22,380
29WALMART$2M14,771
30SPDR GOLD SHARES ETF$2M4,200
31EXXON MOBIL$2M9,927
32PHILLIPS 66$2M9,073
33INVESCO QQQ TRUST ETF$2M2,835
34CATERPILLAR$2M2,263
35ADOBE$2M6,305
36VANGUARD S&P 500 INDEX ETF$2M2,515
37BROADRIDGE FINANCIAL SOLUTIONS$1M8,895
38BERKSHIRE HATHAWAY CLASS A$1M2
39MERCK$1M11,064
40PROCTER AND GAMBLE$1M9,085
41VANGUARD HIGH DIVIDEND YIELD INDEX ETF$1M8,705
42EMERSON ELECTRIC$1M9,783
43VANGUARD VALUE INDEX ETF$1M6,381
44FEDEX$1M3,453
45TJX COMPANIES$1M7,375
46LOWES$1M4,935
47ADVANCED MICRO DEVICES$1M5,604
48JP MORGAN CHASE$1M3,861
49STRYKER$1M3,339
50NEXTERA ENERGY INC COM$1M11,687
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.