HOHIMER WEALTH MANAGEMENT, LLC

All 13F Filings

Location
Seattle, WA
Most recent 13F
Q2 2026
Holdings value ($000)
1,002,400
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/31/2026 394 1,002,400 13F-HR HOHIMER WEALTH MANAGEMENT, LLC
Q1 2026 4/30/2026 383 847,106 13F-HR HOHIMER WEALTH MANAGEMENT, LLC
Q4 2025 2/12/2026 317 742,941 13F-HR HOHIMER WEALTH MANAGEMENT, LLC
Q3 2025 11/12/2025 348 715,287 13F-HR HOHIMER WEALTH MANAGEMENT, LLC
Q2 2025 8/19/2025 267 563,576 13F-HR HOHIMER WEALTH MANAGEMENT, LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 31.05 K (3.1% of total reported value) · QoQ Δ: +2.185 K
Type Value ($000) Share % Inflow Outflow Net
Stocks 738.4 K 76.0% 124.7 K 0 124.7 K
ETFs 212.9 K 21.9% 24.9 K 0 24.9 K
Debt 20.05 K 2.1% 3.553 K 0 3.553 K
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Fund Snapshot

Q2 2026
Latest filed
7/31/2026
Total value ($000)
1,002,400
Holdings
394
QoQ value change ($000)
155,294 (18.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.