StockDriftsStockDriftsTop 16 Hemming& Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JQUA | J P MORGAN EXCHANGE TRADED F | 19.17% | 435.7K | $31.5M | -1.61%(-7.12K) | $63.05(+18.39%) | 2026-06-30 | |
| IVW | ISHARES TR | 18.44% | 220.2K | $30.3M | -2.81%(-6.36K) | $121.27(+16.90%) | 2026-06-30 | |
| IVV | ISHARES TR | 14.25% | 31.3K | $23.4M | -1.60%(-508) | $675.97(+15.00%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 11.91% | 287.8K | $19.6M | -4.31%(-12.96K) | $59.89(+16.92%) | 2026-06-30 | |
| EFV | ISHARES TR | 10.79% | 231.6K | $17.7M | +1.35%(+3.08K) | $69.68(+17.44%) | 2026-06-30 | |
| IVE | ISHARES TR | 7.39% | 53.5K | $12.1M | +0.94%(+496) | $209.36(+13.07%) | 2026-06-30 | |
| BAI | BLACKROCK ETF TRUST | 6.83% | 212.8K | $11.2M | new | $41.95(+5.95%) | 2026-06-30 | |
| IJR | ISHARES TR | 5.73% | 63.4K | $9.4M | +0.46%(+291) | $119.57(+24.40%) | 2026-06-30 | |
| IYW | ISHARES TR | 3.06% | 19.9K | $5.0M | -71.08%(-49.01K) | $195.08(+29.33%) | 2026-06-30 | |
| KO | COCA COLA CO | 0.48% | 9.6K | $788K | -6.09%(-625) | $68.12(+27.44%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +13.48% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.85% |
Hemming& Wealth Management INC reports $164.27M in US-listed equity holdings across 16 positions in its most recent 13F filing. Its largest disclosed positions are JQUA (19.2%), IVW (18.4%) and IVV (14.3%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +13.48% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hemming& Wealth Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1782624). View Hemming& Wealth Management INC’s 13F filings on SEC