HEMMING& WEALTH MANAGEMENT, INC.

CIK 1782624 · View on SEC EDGAR ↗

Portfolio value
$164.3M
#7,103 of 9,443 by 13F value · top 75.2%
Positions
16
As of
June 30, 2026

Portfolio value QoQ: +14.7% 13F does not disclose cash

Top 10 holdings weight
98.06%
Top 25 holdings weight
100.00%
Positions above 1%
9
Effective number of positions
7.6

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 7.9% Est. buys $12,148,405 · sells $15,402,335

New positions
2
Increased
3
Decreased
7
Closed
1
On this page

Sector breakdown

Technology
1.0%
Consumer Staples
0.5%
Health Care
0.4%
Communication Services
0.3%
Retail
0.2%
Other/Unmapped
97.6%

Full portfolio 16 positions

Type Streak 8Q trend
JQUA $31,493,341 19.17% 435,713 $4,338,616 Down ×2
IVW $30,287,283 18.44% 220,223 $4,658,304 Down ×1
IVV $23,410,671 14.25% 31,260 $2,659,462 Down ×1
DYNF $19,572,425 11.91% 287,787 $2,075,130 Down ×1
EFV $17,732,484 10.79% 231,646 $738,962 Up ×1
IVE $12,146,710 7.39% 53,496 $955,835 Up ×1
BAI $11,219,724 6.83% 212,817 Up ×1
IJR $9,408,055 5.73% 63,435 $1,558,660 Up ×1
IYW $5,028,970 3.06% 19,938 $-7,479,363 Down ×1
KO Coca-Cola Company (The) Common Stock $787,734 0.48% 9,630 $2,406 Down ×1
MSFT Microsoft Corporation - Common Stock $698,817 0.43% 1,873 $-115,269 Down ×1
SYK Stryker Corporation Common Stock $696,330 0.42% 2,206 $-30,326
GOOGL Alphabet Inc. - Class A Common Stock $543,202 0.33% 1,520 $106,111
MU Micron Technology, Inc. - Common Stock $536,745 0.33% 465 Up ×1
AAPL Apple Inc. - Common Stock $420,440 0.26% 1,453 $51,683
COST Costco Wholesale Corporation - Common Stock $286,033 0.17% 306 $-18,639

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
BAI $11,219,724 212,817 6.83%
MU $536,745 465 0.33%

Top movers (QoQ)

Security Action Shares Δ Value Δ
IYW Trimmed -49K -$7.5M
IVW Trimmed -6K +$4.7M
JQUA Trimmed -7K +$4.3M
IVV Trimmed -508 +$2.7M
DYNF Trimmed -13K +$2.1M
IJR Bought more +291 +$1.6M
IVE Bought more +496 +$956K
EFV Bought more +3K +$739K
MSFT Trimmed -326 -$115K
GOOGL Price move only +0 +$106K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
BIDD March 31, 2026 110,769 $3,192,360 No longer tracked
WMT June 30, 2026 1,739 $216,553 -7.9%