Hemming& Wealth Management, Inc. holds a concentrated book of 16 reported positions worth $164.3M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Ishrs AI In And Tech Act ETF and trimmed JPMorgan US Quality Factor. Their largest long position is JPMorgan US Quality Factor at 19% of the reported non-option book.
Hemming& Wealth Management, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
2% mapped to company sectors
+3 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Hemming& Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 8 / 16 | $1.0B |
| Emerald Advisors, LLC | 7 / 16 | $615.4M |
| Hoffman, Alan N Investment Management | 4 / 16 | $127.7M |
| Potomac Fund Management Inc | 3 / 16 | $2.7B |
| Outlook Capital Management, LLC | 4 / 16 | $204.7M |
| Greenleaf Trust | 13 / 16 | $6.7B |
| Alternative Investment Advisors, LLC. | 7 / 16 | $170.9M |
| Vestwell Advisors, LLC | 2 / 16 | $265.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Hemming& Wealth Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F US QUALTY FCTR | $31.5M | 435.7K | 19.2% | ▼−1.6% Reduced · −7K sh | |
| 2 | Ishares TR S&P 500 GRWT ETF | $30.3M | 220.2K | 18.4% | ▼−2.8% Reduced · −6K sh | |
| 3 | Ishares TR CORE S&P500 ETF | $23.4M | 31.3K | 14.3% | ▼−1.6% Reduced · −508 sh | |
| 4 | BlackRock ETF Trust ISHARES US EQUIT | $19.6M | 287.8K | 11.9% | ▼−4.3% Reduced · −13K sh | |
| 5 | Ishares TR EAFE VALUE ETF | $17.7M | 231.6K | 10.8% | ▲+1.3% Added · +3K sh | |
| 6 | Ishares TR S&P 500 VAL ETF | $12.1M | 53.5K | 7.4% | ▲+0.9% Added · +496 sh | |
| 7 | BlackRock ETF Trust ISHA I IN TE ETF | $11.2M | 212.8K | 6.8% | ▲New New position | |
| 8 | Ishares TR CORE S&P SCP ETF | $9.4M | 63.4K | 5.7% | ▲+0.5% Added · +291 sh | |
| 9 | Ishares TR U.S. TECH ETF | $5.0M | 19.9K | 3.1% | ▼−71% Reduced · −49K sh | |
| 10 | Coca Cola Co COM | $788K | 9.6K | 0.5% | ▼−6.1% Reduced · −625 sh | |
| 11 | Microsoft Corp COM | $699K | 1.9K | 0.4% | ▼−15% Reduced · −326 sh | |
| 12 | Stryker Corporation COM | $696K | 2.2K | 0.4% | —Held | |
| 13 | Alphabet Inc CAP STK CL A | $543K | 1.5K | 0.3% | —Held | |
| 14 | Micron Technology Inc COM | $537K | 465 | 0.3% | ▲New New position | |
| 15 | Apple Inc COM | $420K | 1.5K | 0.3% | —Held | |
| 16 | Costco Wholesale Corporation COM | $286K | 306 | 0.2% | —Held |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1782624/holdings"
Use Arkolith to show HEMMING& WEALTH MANAGEMENT, INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.