hemming& Wealth Management
Latest statistics and disclosures from hemming& Wealth Management's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0001782624
Tip: Access up to 7 years of quarterly data
Positions held by hemming& Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for hemming& Wealth Management
hemming& Wealth Management holds 15 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 20.4 | $30M | 471k | 63.18 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 15.5 | $23M | 184k | 123.26 |
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| Ishares Tr Core S&p500 Etf (IVV) | 12.8 | $19M | 27k | 684.94 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 12.4 | $18M | 86k | 212.07 |
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| Ishares Tr Eafe Value Etf (EFV) | 11.3 | $17M | 232k | 71.41 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 9.6 | $14M | 231k | 60.81 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 7.4 | $11M | 90k | 120.18 |
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| Ishares Tr U.s. Tech Etf (IYW) | 5.9 | $8.6M | 43k | 199.68 |
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| Blackrock Etf Trust Ishares Intl Div (BIDD) | 2.2 | $3.2M | 111k | 28.82 |
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| Microsoft Corporation (MSFT) | 0.7 | $1.1M | 2.2k | 483.67 |
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| Stryker Corporation (SYK) | 0.5 | $777k | 2.2k | 352.27 |
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| Coca-Cola Company (KO) | 0.5 | $717k | 10k | 69.91 |
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| Apple (AAPL) | 0.3 | $477k | 1.8k | 271.86 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $476k | 1.5k | 313.00 |
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| Costco Wholesale Corporation (COST) | 0.2 | $264k | 306.00 | 861.68 |
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Past Filings by hemming& Wealth Management
SEC 13F filings are viewable for hemming& Wealth Management going back to 2025
- hemming& Wealth Management 2025 Q4 filed March 3, 2026