Wellington Capital Management, Inc.

Q2 2025 13F Holdings

  • Location
    bethesda, MD
  • Num holdings

    81

  • Value ($000)

    $67

  • Date Filed
    08/18/2025
  • Form type
    13F-HR
  • CIK
    0002057019
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
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Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
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MICROSOFT CORP

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15 %

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4 %

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LOW
LOW

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$2.90K
4 %

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---

TEXAS INSTRS INC

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$2.45K
4 %

11,800

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$2.23K
3 %

7,346

NVSN
NVSN

NOVARTIS AG

SPONSORED ADR
$1.71K
3 %

14,141

MDLZ
MDLZ

MONDELEZ INTL INC

CL A
$1.42K
2 %

21,021

JNJ
JNJ

JOHNSON & JOHNSON

COM
$1.21K
2 %

7,928

VWO
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
$1.06K
2 %

21,542

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