HOHIMER WEALTH MANAGEMENT, LLC — 13F holdings

HOHIMER WEALTH MANAGEMENT, LLC reported 402 holdings worth $1.00B in its 13F filing for Q2 2026, filed August 3, 2026.

Largest positions

  1. MSFT MICROSOFT CORP — $78.6M (7.8%)
  2. GBIL GOLDMAN SACHS ETF TR — $59.4M (5.9%)
  3. AAPL APPLE INC — $31.7M (3.2%)
  4. NVDA NVIDIA CORPORATION — $22.0M (2.2%)
  5. VUG VANGUARD INDEX FDS — $21.1M (2.1%)
  6. AMZN AMAZON COM INC — $19.0M (1.9%)
  7. DELL Dell Technologies Inc — $16.6M (1.7%)
  8. AVGO BROADCOM INC — $15.7M (1.6%)
  9. VEA VANGUARD TAX-MANAGED FDS — $15.4M (1.5%)
  10. IINC TIDAL TRUST III — $15.1M (1.5%)