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 74.57% of Hemming& Wealth Management's stock portfolio.
- Added to shares of these 5 stocks: BAI (+$11M), MU, EFV, IVE, IJR.
- Started 2 new stock positions in MU, BAI.
- Reduced shares in these 8 stocks: IYW (-$12M), DYNF, IVW, JQUA, IVV, WMT, MSFT, KO.
- Sold out of its position in WMT.
- Hemming& Wealth Management was a net seller of stock by $-3.3M.
- Hemming& Wealth Management has $164M in assets under management (AUM), dropping by 14.69%.
- 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 June 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) | 19.2 | $32M | 436k | 72.28 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 18.4 | $30M | -2% | 220k | 137.53 |
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| Ishares Tr Core S&p500 Etf (IVV) | 14.3 | $23M | 31k | 748.90 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 11.9 | $20M | -4% | 288k | 68.01 |
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| Ishares Tr Eafe Value Etf (EFV) | 10.8 | $18M | 232k | 76.55 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 7.4 | $12M | 54k | 227.06 |
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| Blackrock Etf Trust Isha I In Te Etf (BAI) | 6.8 | $11M | NEW | 213k | 52.72 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 5.7 | $9.4M | 63k | 148.31 |
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| Ishares Tr U.s. Tech Etf (IYW) | 3.1 | $5.0M | -71% | 20k | 252.23 |
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| Coca-Cola Company (KO) | 0.5 | $788k | -6% | 9.6k | 81.80 |
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| Microsoft Corporation (MSFT) | 0.4 | $699k | -14% | 1.9k | 373.10 |
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| Stryker Corporation (SYK) | 0.4 | $696k | 2.2k | 315.65 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $543k | 1.5k | 357.37 |
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| Micron Technology (MU) | 0.3 | $537k | NEW | 465.00 | 1154.29 |
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| Apple (AAPL) | 0.3 | $420k | 1.5k | 289.36 |
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| Costco Wholesale Corporation (COST) | 0.2 | $286k | 306.00 | 934.75 |
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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 Q2 filed Aug. 6, 2026
- hemming& Wealth Management 2026 Q1 filed April 24, 2026
- hemming& Wealth Management 2025 Q4 filed March 3, 2026