Wellington Capital Management, Inc. - Portfolio overview

Wellington Capital Management, Inc. has 81 reported holdings in this dataset, with the latest filing dated 2025-08-18.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 14.85%
2. SEIC - SEI INVTS CO, 6.74%
3. WMT - WALMART INC, 4.41%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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