Hemington Wealth Management
Hemington Wealth Management is an SEC-registered investment adviser headquartered in Falls Church, Virginia, with an additional office in Chicago, Illinois. Founded in 2013 by Eileen O’Connor, the firm specializes in providing comprehensive wealth management and financial advisory services to high net worth individuals, families, and breadwinner women. With a team of 16 employees, Hemington is recognized for its client-first ethos and fiduciary commitment, catering primarily to individual clients and select pension and charitable organizations. The firm’s mission is to change clients’ lives through compassion, collaboration, and expertise, and it is widely respected in the industry for its work with women who are primary earners.
Investment Strategy
Hemington Wealth Management adheres to a fee-only fiduciary model, ensuring that all advice is aligned with client interests and free of commission-based conflicts. The firm's investment philosophy utilizes Nobel Prize-winning financial science as the foundation of its portfolio management approach, basing asset allocation and investment decisions on the principles that underpin the Prudent Investor Act. They provide tailored portfolios and ongoing financial consulting that account for individual client objectives and changing financial situations. The firm’s strategies emphasize long-term growth, diversification, risk management, and a comprehensive review process in line with high standards of care and legal requirements.
Top Holdings
Equity Positions (1,458)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFCF | DIMENSIONAL ETF TRUST | 15.00% | $103.6M | 2,451,980 | $42.14 | $42.26 | +$3.8M |
D DFAU | DIMENSIONAL ETF TRUST | 13.08% | $90.4M | 2,133,206 | $38.39 | $42.36 | +$4.5M |
D DFAI | DIMENSIONAL ETF TRUST | 7.38% | $51.0M | 1,474,459 | $31.09 | $34.57 | +$6.6M |
V VTI | VANGUARD INDEX FDS | 6.65% | $45.9M | 151,126 | $198.73 | $303.93 | +$2.0M |
D DXUV | DIMENSIONAL ETF TRUST | 4.77% | $32.9M | 607,471 | $50.81 | $54.23 | +$6.6M |