13F Insight
DOSSIER · 13F-HR · Q1 2026

Hennion & Walsh Asset Management, Inc.

Hennion & Walsh Asset's asset manager based in Greenwich, CT — $3.0B in tracked AUM across 934 positions as of Q1 2026.

H&
Hennion & Walsh Asset·Greenwich, CT·Asset Manager
CIK 0001861642 · last filed Mar 31, 2026
Total AUM
$3.0B
▼ 7.1%
vs prior
Holdings
934
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
Top sector
Financials
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Hennion & Walsh Asset Management, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$116M177K3.9%
02
GSLC
GOLDMAN SACHS ETF TR
$70M563K2.4%
03
DDWM
WISDOMTREE TR
$59M1.3M2.0%
04
MQY
BLACKROCK MUNIYILD QULT FD I
$51M4.7M1.7%
05
VTV
VANGUARD INDEX FDS
$46M236K1.6%
06
GSIE
GOLDMAN SACHS ETF TR
$45M1.0M1.5%
07
ISPY
PROSHARES TR
$44M1.0M1.5%
08
XCEM
COLUMBIA ETF TR II
$39M960K1.3%
09
IGEB
ISHARES TR
$35M783K1.2%
10
JSML
JANUS DETROIT STR TR
$33M470K1.1%

Filing history

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