hemming& Wealth Management
Latest statistics and disclosures from Hemming& Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVW, JQUA, IVV, DYNF, EFV, and represent 74.62% of Hemming& Wealth Management's stock portfolio.
- Added to shares of these 8 stocks: IJR, EFV, DYNF, IVW, BAI, IVE, IVV, MSFT.
- Reduced shares in these 6 stocks: JQUA, IYW, AAPL, COST, SYK, GOOGL.
- Hemming& Wealth Management was a net buyer of stock by $3.8M.
- Hemming& Wealth Management has $170M in assets under management (AUM), dropping by 3.38%.
- Central Index Key (CIK): 0001782624
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Portfolio Holdings for Hemming& Wealth Management
Hemming& Wealth Management holds 16 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 19.0 | $32M | +3% | 227k | 142.26 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 17.2 | $29M | -9% | 395k | 73.80 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 14.2 | $24M | 31k | 765.84 |
|
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 12.4 | $21M | +5% | 303k | 69.26 |
|
| Ishares Tr Eafe Value Etf (EFV) | 11.9 | $20M | +9% | 255k | 79.14 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 7.4 | $13M | +3% | 55k | 228.28 |
|
| Blackrock Etf Trust Isha I In Te Etf (BAI) | 6.4 | $11M | +8% | 231k | 47.19 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 6.2 | $11M | +21% | 77k | 136.04 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 3.0 | $5.2M | -2% | 19k | 264.90 |
|
| Microsoft Corporation (MSFT) | 0.6 | $961k | 1.9k | 512.80 |
|
|
| Coca-Cola Company (KO) | 0.5 | $834k | 9.6k | 86.61 |
|
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| Stryker Corporation (SYK) | 0.3 | $568k | -6% | 2.1k | 276.21 |
|
| Micron Technology (MU) | 0.3 | $495k | 465.00 | 1065.11 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $489k | -6% | 1.4k | 344.08 |
|
| Apple (AAPL) | 0.2 | $417k | -13% | 1.3k | 333.02 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $220k | -20% | 242.00 | 910.77 |
|
Past Filings by Hemming& Wealth Management
SEC 13F filings are viewable for Hemming& Wealth Management going back to 2025
- Hemming& Wealth Management 2026 Q3 filed Oct. 20, 2026
- Hemming& Wealth Management 2026 Q2 filed Aug. 6, 2026
- hemming& Wealth Management 2026 Q1 filed April 24, 2026
- hemming& Wealth Management 2025 Q4 filed March 3, 2026