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CIK: 0001782624
Total reported value
$164.3M
$164.3M
15 檔
65.8%
According to the latest 13F quarterly dataset, Hemming& Wealth Management, Inc. managed an equity portfolio of $164.3M at the end of Q1 2026, spanning 15 distinct U.S. exchange-listed positions.
Hemming& Wealth Management, Inc. executed strategic sector rebalancing during Q1 2026, establishing 1 new positions while fully exiting 1 holdings and trimming 5 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 18.96% | +0.21% | -5.90% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 17.89% | +0.55% | +23.43% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 14.49% | -0.24% | +16.67% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 12.22% | -0.31% | +30.18% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 11.86% | -1.07% | -1.43% | |
| 6 | IYW | Ishares Ustechnology ETF | ETF-Tech | 8.73% | -5.67% | +59.45% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 7.81% | -0.42% | -37.98% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.48% | +0.25% | -29.55% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 0.57% | -0.14% | — | |
| 10 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.55% | -0.07% | — | |
| 11 | SYK | Stryker CORP | Stock-Healthcare | 0.51% | -0.09% | — | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.31% | +0.02% | — | |
| 13 | AAPL | Apple Inc | Stock-Tech | 0.26% | — | -17.11% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.21% | -0.04% | — | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 0.15% | -0.15% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IYW | Ishares Ustechnology ETF | +2.8% | +59.45% | Add |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | +2.6% | +30.18% | Add |
| 3 | IVW | Ishares S&p 500 Growth ETF | +2.4% | +23.43% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +1.7% | +16.67% | Add |
| 5 | EFV | Ishares Msci Eafe Value ETF | +0.5% | -1.43% | Trim |
| 6 | KO | Coca-cola Co/the | +0.1% | — | Unchanged |
| 7 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 8 | SYK | Stryker CORP | 0% | — | Unchanged |
| 9 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 10 | AAPL | Apple Inc | -0.1% | -17.11% | Trim |
| 11 | MSFT | Microsoft CORP | -0.2% | — | Unchanged |
| 12 | JQUA | Jpmorgan US Quality Factor | -1.4% | -5.90% | Trim |
| 13 | IJR | Ishares Core S&p Small-cap E | -1.9% | -29.55% | Trim |
| 14 | IVE | Ishares S&p 500 Value ETF | -4.6% | -37.98% | Trim |
| 15 | BIDD | Ishares International Divide | — | EXIT | Sold out |
| 16 | WMT | Walmart Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Hemming& Wealth Management, Inc. reported a total U.S. public equity portfolio value of $164.3M across 15 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including JQUA, IVW, IVV) accounted for 65.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
WMT
市值: $216.6K
Top Position Liquidated / Trimmed
BIDD
前期市值: $3.2M
During Q1 2026, Hemming& Wealth Management, Inc.'s top holdings by market value included JQUA (19.0%)、IVW (17.9%)、IVV (14.5%). The largest single position, JQUA, represented 19.0% of total portfolio value.
In Q1 2026, Hemming& Wealth Management, Inc. made 11 total portfolio adjustments, initiating 1 new buys, adding to 4 positions, trimming 5 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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