DOSSIER · 13F-HR · Q2 2026

hemming& Wealth Management, Inc.

$164M in tracked AUM across 16 positions as of Q2 2026.

HW
CIK 0001782624 · last filed Jun 30, 2026
Total AUM
$164M
as of Q2 2026
Holdings
16
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

hemming& Wealth Management, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
JQUA
J P MORGAN EXCHANGE TRADED F
$31M436K19.2%
02
IVW
ISHARES TR
$30M220K18.4%
03
IVV
ISHARES TR
$23M31K14.3%
04
DYNF
BLACKROCK ETF TRUST
$20M288K11.9%
05
EFV
ISHARES TR
$18M232K10.8%
06
IVE
ISHARES TR
$12M53K7.4%
07
BAI
BLACKROCK ETF TRUST
$11M213K6.8%
08
IJR
ISHARES TR
$9M63K5.7%
09
IYW
ISHARES TR
$5M20K3.1%
10
KO
COCA COLA CO
$788K10K0.5%

Filing history

2026Q2Jun 30
$164M 14.7%
16 positionsView →
2026Q1Mar 31
$143M 2.0%
15 positionsView →
2025Q4Dec 31
$146M
15 positionsView →