account_balance

Investment manager · 13F filer · SEC CIK 1782624

Hemming& Wealth Management, Inc.

Reported value$170Mas of Sep 30, 2026
Positions16 0 new, 0 sold out
Top 10 weight98.2%IVW alone is 19%
FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVW iShares Tr 19.0% Added +3%
JQUA J P Morgan Exchange Traded F 17.2% Trimmed −9%
IVV iShares Tr 14.2% Held
DYNF BlackRock ETF Trust 12.4% Added +5%
EFV iShares Tr 11.9% Added +10%
IVE iShares Tr 7.4% Added +3%
BAI BlackRock ETF Trust 6.4% Added +8%
IJR iShares Tr 6.2% Added +22%
IYW iShares Tr 3.0% Trimmed −2%
MSFT Microsoft Corp 0.6% HeldKO Coca-Cola Co 0.5% HeldSYK Stryker Corp 0.3% Trimmed −7%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Aug 6, 2026 filing
add_circleNew

None

arrow_upwardAdded
  • IJR +22%
  • EFV +10%
  • BAI +8%
  • DYNF +5%
arrow_downwardTrimmed
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist