HEMMING& WEALTH MANAGEMENT, INC.: 13F holdings

CIK 17826242026Q2

Positions16
Reported value$164.3m
Filed2026-08-06

Change since last quarter

Positions16 (+1 vs prior quarter)
Reported value$164.3m (+14.7%)

Top 10 holdings

SecuritySharesValueWeight
JQUA J P MORGAN EXCHANGE TRADED F435,713$31.5m19.2%
IWF ISHARES TR220,223$30.3m18.4%
IVV ISHARES TR31,260$23.4m14.3%
DYNF BLACKROCK ETF TRUST287,787$19.6m11.9%
EFV ISHARES TR231,646$17.7m10.8%
IVE ISHARES TR53,496$12.1m7.4%
BAI BLACKROCK ETF TRUST212,817$11.2m6.8%
IJR ISHARES TR63,435$9.4m5.7%
IYW ISHARES TR19,938$5.0m3.1%
KO COCA COLA CO9,630$787,7340.5%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1782624")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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