hemming& Wealth Management
Latest statistics and disclosures from hemming& Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JQUA, IVW, IVV, DYNF, EFV, and represent 75.42% of hemming& Wealth Management's stock portfolio.
- Added to shares of these 5 stocks: IVW, IYW, DYNF, IVV, WMT.
- Started 1 new stock position in WMT.
- Reduced shares in these 6 stocks: IVE (-$6.9M), IJR, BIDD, JQUA, EFV, AAPL.
- Sold out of its position in BIDD.
- hemming& Wealth Management was a net buyer of stock by $1.4M.
- hemming& Wealth Management has $143M in assets under management (AUM), dropping by -1.97%.
- Central Index Key (CIK): 0001782624
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Portfolio Holdings for hemming& Wealth Management
hemming& Wealth Management holds 15 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 19.0 | $27M | -5% | 443k | 61.32 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 17.9 | $26M | +23% | 227k | 113.11 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 14.5 | $21M | +16% | 32k | 653.21 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 12.2 | $18M | +30% | 301k | 58.18 |
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| Ishares Tr Eafe Value Etf (EFV) | 11.9 | $17M | 229k | 74.35 |
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| Ishares Tr U.s. Tech Etf (IYW) | 8.7 | $13M | +59% | 69k | 181.42 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 7.8 | $11M | -37% | 53k | 211.15 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 5.5 | $7.8M | -29% | 63k | 124.31 |
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| Microsoft Corporation (MSFT) | 0.6 | $814k | 2.2k | 370.21 |
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| Coca-Cola Company (KO) | 0.5 | $785k | 10k | 76.58 |
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| Stryker Corporation (SYK) | 0.5 | $727k | 2.2k | 329.40 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $437k | 1.5k | 287.56 |
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| Apple (AAPL) | 0.3 | $369k | -17% | 1.5k | 253.79 |
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| Costco Wholesale Corporation (COST) | 0.2 | $305k | 306.00 | 995.66 |
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| Wal-Mart Stores (WMT) | 0.2 | $217k | NEW | 1.7k | 124.53 |
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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 2026 Q1 filed April 24, 2026
- hemming& Wealth Management 2025 Q4 filed March 3, 2026