Hengehold Capital Management
Latest statistics and disclosures from Hengehold Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHB, PG, SPY, MGK, CWI, and represent 34.28% of Hengehold Capital Management's stock portfolio.
- Added to shares of these 10 stocks: IEMG (+$8.1M), IVV (+$7.9M), BSCT, CIBR, SPY, PG, IGIB, BSV, MSFT, VIG.
- Started 13 new stock positions in BSV, BYLD, OEF, EXC, XAGG, VEA, VLO, XME, EPD, PSX. IJR, AMD, VRT.
- Reduced shares in these 10 stocks: QUAL (-$38M), VGK (-$19M), WMT, SCHZ, HYLB, VNQ, GDX, PHYS, SCHP, SCHX.
- Sold out of its positions in ADSK, BAH, CDW, FBTC, IT, GDDY, IDXX, INTU, AGG, JPRE. MEDP, RBA, RMD, ROL, CRM, SCHM, TRU, GDX, VEEV, VRSK.
- Hengehold Capital Management was a net seller of stock by $-25M.
- Hengehold Capital Management has $1.1B in assets under management (AUM), dropping by -3.57%.
- Central Index Key (CIK): 0001536430
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Portfolio Holdings for Hengehold Capital Management
Hengehold Capital Management holds 212 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 | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 16.9 | $194M | 7.7M | 25.10 |
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| Procter & Gamble Company (PG) | 5.5 | $63M | +2% | 436k | 144.44 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 4.2 | $48M | +3% | 74k | 650.34 |
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| Vanguard World Mega Grwth Ind (MGK) | 3.8 | $44M | 119k | 367.44 |
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| Spdr Index Shs Fds State Street Spd (CWI) | 3.8 | $44M | 1.2M | 36.59 |
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| Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) | 3.4 | $39M | +2% | 1.9M | 20.59 |
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| Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) | 3.2 | $37M | +2% | 2.2M | 16.46 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 3.2 | $36M | +2% | 1.4M | 25.33 |
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| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 3.1 | $36M | +2% | 2.2M | 16.72 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.9 | $33M | +31% | 50k | 653.22 |
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| Ishares Core Msci Emkt (IEMG) | 2.3 | $26M | +44% | 377k | 69.75 |
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| Ishares Tr Russell 2000 Etf (IWM) | 2.1 | $24M | 98k | 248.00 |
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| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 2.0 | $23M | +3% | 1.0M | 21.84 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.7 | $20M | -2% | 778k | 25.64 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.6 | $19M | 607k | 30.68 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.5 | $17M | 194k | 87.84 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 1.4 | $16M | -4% | 443k | 35.44 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.1 | $13M | +9% | 58k | 215.06 |
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| Abrdn Etfs Bbrg All Commdy (BCD) | 1.0 | $12M | +4% | 334k | 35.78 |
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| Etf Ser Solutions Defiance Quantum (QTUM) | 1.0 | $12M | +4% | 108k | 107.30 |
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| Invesco Currencyshares Swiss Swiss Franc (FXF) | 1.0 | $11M | 102k | 110.41 |
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| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.9 | $10M | 403k | 25.53 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.9 | $9.8M | +3% | 194k | 50.62 |
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| Microsoft Corporation (MSFT) | 0.8 | $9.7M | +12% | 26k | 370.17 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.8 | $9.5M | +3% | 467k | 20.42 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.8 | $9.4M | +3% | 479k | 19.62 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.8 | $9.2M | +3% | 469k | 19.53 |
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| United Parcel Svcs CL B (UPS) | 0.8 | $8.8M | 90k | 98.38 |
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| Apple (AAPL) | 0.7 | $8.1M | +9% | 32k | 253.79 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $7.9M | 27k | 294.16 |
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| Broadcom (AVGO) | 0.7 | $7.5M | 24k | 309.51 |
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| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.6 | $7.4M | +28% | 118k | 62.68 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.6 | $7.3M | 148k | 48.93 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.6 | $7.2M | +2% | 290k | 24.75 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.6 | $7.2M | -14% | 309k | 23.22 |
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| NVIDIA Corporation (NVDA) | 0.6 | $7.0M | +9% | 40k | 174.40 |
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| Chevron Corporation (CVX) | 0.6 | $6.8M | 33k | 206.90 |
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| Tema Etf Trust Electrification (VOLT) | 0.6 | $6.8M | +3% | 199k | 34.24 |
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| Johnson & Johnson (JNJ) | 0.6 | $6.8M | 28k | 244.44 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $6.5M | 38k | 169.66 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $6.4M | -3% | 95k | 67.53 |
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| Abbvie (ABBV) | 0.5 | $6.0M | 28k | 217.49 |
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| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.5 | $5.8M | 62k | 93.66 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $5.7M | 13k | 436.79 |
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| Merck & Co (MRK) | 0.5 | $5.5M | 46k | 120.29 |
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| Verizon Communications (VZ) | 0.5 | $5.2M | 103k | 50.20 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.4 | $5.1M | +24% | 66k | 76.54 |
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| Blackrock (BLK) | 0.4 | $5.0M | 5.2k | 961.74 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $4.9M | -2% | 169k | 29.13 |
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| Wal-Mart Stores (WMT) | 0.4 | $4.9M | -32% | 39k | 124.28 |
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| Southern Company (SO) | 0.4 | $4.8M | 50k | 96.52 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $4.8M | 7.9k | 604.36 |
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| Pepsi (PEP) | 0.4 | $4.5M | +23% | 29k | 155.29 |
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| McDonald's Corporation (MCD) | 0.4 | $4.5M | 14k | 310.78 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.4 | $4.3M | +503% | 231k | 18.66 |
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| Us Bancorp Com New (USB) | 0.4 | $4.3M | 82k | 52.01 |
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| Prudential Financial (PRU) | 0.4 | $4.2M | 43k | 97.69 |
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| Truist Financial Corp equities (TFC) | 0.4 | $4.0M | 88k | 45.97 |
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| American Financial (AFG) | 0.3 | $3.9M | -4% | 31k | 127.71 |
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| Amazon (AMZN) | 0.3 | $3.8M | +7% | 18k | 208.27 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $3.7M | -3% | 38k | 97.13 |
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| Medtronic SHS (MDT) | 0.3 | $3.6M | 41k | 86.65 |
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| Pfizer (PFE) | 0.3 | $3.5M | -4% | 124k | 28.08 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.3 | $3.3M | 14k | 233.27 |
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| Home Depot (HD) | 0.3 | $3.2M | -8% | 9.9k | 328.88 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $2.8M | 85k | 32.95 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $2.8M | 9.7k | 286.87 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $2.8M | +11% | 26k | 106.15 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $2.8M | +2% | 9.6k | 287.55 |
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| Cincinnati Financial Corporation (CINF) | 0.2 | $2.8M | 18k | 157.35 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $2.7M | +21% | 4.5k | 597.61 |
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| Emerson Electric (EMR) | 0.2 | $2.6M | -5% | 20k | 131.02 |
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| Crown Castle Intl (CCI) | 0.2 | $2.6M | -4% | 32k | 81.31 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $2.5M | +126% | 46k | 53.22 |
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.2 | $2.4M | +33% | 110k | 22.33 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $2.3M | -3% | 79k | 28.71 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $2.2M | -94% | 11k | 191.80 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $2.0M | -23% | 75k | 26.61 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.8M | 4.2k | 430.29 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.2 | $1.8M | +10% | 16k | 112.11 |
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| Spdr Series Trust State Street Spd (BIL) | 0.2 | $1.8M | 19k | 91.64 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $1.6M | +2% | 16k | 106.01 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.1 | $1.5M | 41k | 38.26 |
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| Cintas Corporation (CTAS) | 0.1 | $1.5M | 8.7k | 169.15 |
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| Fifth Third Ban (FITB) | 0.1 | $1.4M | 31k | 46.46 |
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| Kroger (KR) | 0.1 | $1.4M | 20k | 72.36 |
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| Visa Com Cl A (V) | 0.1 | $1.4M | +8% | 4.6k | 302.26 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.4M | +9% | 4.9k | 283.77 |
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| Meta Platforms Cl A (META) | 0.1 | $1.3M | +49% | 2.4k | 572.08 |
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| AmerisourceBergen (COR) | 0.1 | $1.3M | 4.1k | 312.62 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $1.3M | -40% | 14k | 88.70 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.2M | +36% | 1.3k | 919.42 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.2M | -4% | 3.7k | 320.84 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $1.1M | NEW | 14k | 78.41 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.1M | 2.0k | 577.25 |
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| Ross Stores (ROST) | 0.1 | $1.1M | -2% | 5.2k | 216.64 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.1M | +3% | 2.3k | 479.28 |
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| Ge Vernova (GEV) | 0.1 | $1.1M | 1.2k | 873.12 |
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| Spdr Series Trust State Street Spd (QUS) | 0.1 | $1.1M | 6.3k | 171.64 |
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| Abrdn Etfs Bbrg All Comd K1 (BCI) | 0.1 | $1.1M | +273% | 44k | 24.29 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $1.0M | -94% | 12k | 82.43 |
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| Ishares Tr Yld Optim Bd (BYLD) | 0.1 | $993k | NEW | 44k | 22.53 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $974k | 7.4k | 130.94 |
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| Bristol Myers Squibb (BMY) | 0.1 | $965k | 16k | 60.65 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $924k | +7% | 26k | 35.94 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $900k | 31k | 29.08 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $882k | 10k | 88.16 |
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| Caterpillar (CAT) | 0.1 | $828k | +5% | 1.2k | 708.57 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.1 | $801k | -4% | 9.8k | 81.98 |
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| Regal-beloit Corporation (RRX) | 0.1 | $796k | 4.3k | 187.26 |
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| Morgan Stanley Etf Trust Eaton Vance Inco (XAGG) | 0.1 | $783k | NEW | 16k | 49.66 |
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| Ishares Tr Esg Optimized (SUSA) | 0.1 | $767k | -4% | 5.8k | 132.10 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $718k | 1.00 | 718140.00 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $705k | +10% | 17k | 42.56 |
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.1 | $704k | -12% | 6.8k | 103.37 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $703k | -23% | 14k | 49.89 |
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| International Business Machines (IBM) | 0.1 | $678k | 2.8k | 242.39 |
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| Tesla Motors (TSLA) | 0.1 | $677k | +48% | 1.8k | 371.73 |
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| TJX Companies (TJX) | 0.1 | $673k | -16% | 4.2k | 159.70 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $660k | NEW | 2.1k | 318.00 |
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| HEICO Corporation (HEI) | 0.1 | $640k | -18% | 2.3k | 274.20 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $623k | 4.2k | 148.10 |
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| Spdr Series Trust State Street Spd (SDY) | 0.1 | $619k | -2% | 4.2k | 145.93 |
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| Bath & Body Works In (BBWI) | 0.1 | $603k | 32k | 18.67 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $591k | -8% | 3.1k | 191.90 |
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| Qualcomm (QCOM) | 0.1 | $579k | 4.5k | 128.78 |
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| Union Pacific Corporation (UNP) | 0.0 | $562k | 2.3k | 242.62 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $529k | 2.7k | 192.93 |
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| LCNB (LCNB) | 0.0 | $525k | 34k | 15.59 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $525k | -2% | 8.6k | 61.26 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $523k | 767.00 | 682.27 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $520k | 3.8k | 135.72 |
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| Markel Corporation (MKL) | 0.0 | $517k | -12% | 270.00 | 1914.07 |
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| O'reilly Automotive (ORLY) | 0.0 | $515k | -6% | 5.6k | 92.31 |
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| Netflix (NFLX) | 0.0 | $515k | +34% | 5.4k | 96.16 |
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| Cisco Systems (CSCO) | 0.0 | $504k | +6% | 6.5k | 77.59 |
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| Victorias Secret And Common Stock (VSCO) | 0.0 | $499k | 11k | 46.36 |
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| Johnson Controls Internation SHS (JCI) | 0.0 | $485k | -2% | 3.7k | 130.95 |
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| Cigna Corp (CI) | 0.0 | $483k | -12% | 1.8k | 266.69 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.0 | $472k | 3.9k | 121.19 |
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| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $467k | +15% | 7.8k | 60.10 |
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| Intel Corporation (INTC) | 0.0 | $466k | 11k | 44.13 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $457k | 1.9k | 244.16 |
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| Amgen (AMGN) | 0.0 | $452k | +19% | 1.3k | 351.85 |
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| Bank of America Corporation (BAC) | 0.0 | $424k | 8.7k | 48.75 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $402k | -12% | 818.00 | 491.67 |
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| Constellation Energy (CEG) | 0.0 | $398k | 1.4k | 279.27 |
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| Martin Marietta Materials (MLM) | 0.0 | $394k | -28% | 669.00 | 588.26 |
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| Ameriprise Financial (AMP) | 0.0 | $384k | 864.00 | 444.40 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $375k | +57% | 2.6k | 146.28 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $367k | 2.8k | 132.90 |
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| At&t (T) | 0.0 | $366k | 13k | 28.99 |
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| Ishares Tr Ibonds Dec 27 (IBMP) | 0.0 | $365k | -10% | 14k | 25.44 |
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| UnitedHealth (UNH) | 0.0 | $365k | 1.3k | 270.68 |
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| Servicenow (NOW) | 0.0 | $362k | +28% | 3.5k | 104.55 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $358k | 4.0k | 90.53 |
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| PNC Financial Services (PNC) | 0.0 | $354k | +20% | 1.7k | 208.09 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.0 | $352k | 6.2k | 56.58 |
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| Rockwell Automation (ROK) | 0.0 | $351k | -15% | 978.00 | 359.02 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) | 0.0 | $348k | 8.7k | 39.94 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $347k | 2.9k | 118.63 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $346k | -12% | 14k | 24.24 |
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| Analog Devices (ADI) | 0.0 | $341k | 1.1k | 318.14 |
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| Fastenal Company (FAST) | 0.0 | $332k | -52% | 7.1k | 46.40 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $331k | +2% | 2.3k | 142.18 |
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| Colgate-Palmolive Company (CL) | 0.0 | $328k | 3.9k | 85.23 |
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| ConocoPhillips (COP) | 0.0 | $328k | 2.5k | 131.99 |
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| Oneok (OKE) | 0.0 | $326k | +6% | 3.6k | 90.39 |
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| Philip Morris International (PM) | 0.0 | $325k | 2.0k | 165.31 |
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| Parsons Corporation (PSN) | 0.0 | $323k | 6.0k | 54.17 |
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| Eaton Corp SHS (ETN) | 0.0 | $313k | 874.00 | 357.67 |
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| Dover Corporation (DOV) | 0.0 | $311k | 1.5k | 208.45 |
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| Starbucks Corporation (SBUX) | 0.0 | $302k | -34% | 3.4k | 89.59 |
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| Steris Shs Usd (STE) | 0.0 | $290k | -45% | 1.3k | 221.13 |
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| Danaher Corporation (DHR) | 0.0 | $283k | -54% | 1.5k | 189.60 |
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| Anthem (ELV) | 0.0 | $283k | 967.00 | 292.69 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $282k | 3.3k | 84.90 |
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| Proshares Tr Sp500 Ex Tech (SPXT) | 0.0 | $276k | 2.7k | 101.32 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $275k | NEW | 1.1k | 250.59 |
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| White Mountains Insurance Gp (WTM) | 0.0 | $273k | -45% | 124.00 | 2197.37 |
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| SYSCO Corporation (SYY) | 0.0 | $266k | 3.7k | 71.33 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $263k | -18% | 8.6k | 30.50 |
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| Abbott Laboratories (ABT) | 0.0 | $262k | 2.6k | 102.67 |
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| Enbridge (ENB) | 0.0 | $259k | +2% | 4.8k | 54.14 |
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| Coca-Cola Company (KO) | 0.0 | $259k | +16% | 3.4k | 76.04 |
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| Advanced Micro Devices (AMD) | 0.0 | $256k | NEW | 1.3k | 203.43 |
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| American Express Company (AXP) | 0.0 | $255k | 843.00 | 302.56 |
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| Boeing Company (BA) | 0.0 | $249k | 1.3k | 199.03 |
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| Spdr Series Trust State Street Spd (XME) | 0.0 | $248k | NEW | 2.3k | 108.03 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $245k | 397.00 | 616.76 |
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| Tyler Technologies (TYL) | 0.0 | $244k | +40% | 712.00 | 342.38 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $243k | -23% | 4.3k | 56.68 |
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| CoStar (CSGP) | 0.0 | $239k | -12% | 5.9k | 40.34 |
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| Valero Energy Corporation (VLO) | 0.0 | $239k | NEW | 967.00 | 247.08 |
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| Wells Fargo & Company (WFC) | 0.0 | $233k | 2.9k | 79.60 |
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| Phillips 66 (PSX) | 0.0 | $230k | NEW | 1.3k | 182.13 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $229k | +10% | 4.2k | 54.05 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $229k | NEW | 1.8k | 124.30 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $229k | 2.3k | 100.72 |
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| Uber Technologies (UBER) | 0.0 | $223k | +12% | 3.1k | 71.93 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $223k | 775.00 | 287.13 |
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| Oracle Corporation (ORCL) | 0.0 | $222k | 1.5k | 147.11 |
|
|
| Absci Corp (ABSI) | 0.0 | $221k | 74k | 3.00 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.0 | $219k | 5.1k | 43.06 |
|
|
| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.0 | $215k | -80% | 5.9k | 36.16 |
|
| S&p Global (SPGI) | 0.0 | $214k | 502.00 | 425.41 |
|
|
| Smucker J M Com New (SJM) | 0.0 | $213k | 2.2k | 96.46 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $205k | NEW | 5.4k | 37.84 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $202k | NEW | 3.1k | 64.08 |
|
| 3M Company (MMM) | 0.0 | $201k | 1.4k | 145.25 |
|
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $201k | 1.5k | 138.37 |
|
|
| Exelon Corporation (EXC) | 0.0 | $200k | NEW | 4.1k | 49.02 |
|
Past Filings by Hengehold Capital Management
SEC 13F filings are viewable for Hengehold Capital Management going back to 2011
- Hengehold Capital Management 2026 Q1 filed April 15, 2026
- Hengehold Capital Management 2025 Q4 filed Jan. 15, 2026
- Hengehold Capital Management 2025 Q3 filed Oct. 16, 2025
- Hengehold Capital Management 2025 Q2 filed July 17, 2025
- Hengehold Capital Management 2025 Q1 filed April 17, 2025
- Hengehold Capital Management 2024 Q4 filed Jan. 21, 2025
- Hengehold Capital Management 2024 Q3 filed Oct. 16, 2024
- Hengehold Capital Management 2024 Q2 filed July 17, 2024
- Hengehold Capital Management 2024 Q1 filed April 16, 2024
- Hengehold Capital Management 2023 Q4 filed Jan. 19, 2024
- Hengehold Capital Management 2023 Q3 filed Oct. 16, 2023
- Hengehold Capital Management 2023 Q2 filed July 18, 2023
- Hengehold Capital Management 2023 Q1 filed April 20, 2023
- Hengehold Capital Management 2022 Q4 filed Jan. 20, 2023
- Hengehold Capital Management 2022 Q3 filed Oct. 21, 2022
- Hengehold Capital Management 2022 Q2 filed July 22, 2022