StockDriftsStockDriftsTop 16 Hemming& Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 19.04% | 227.3K | $32.3M | +3.21%(+7.07K) | $121.85(+15.07%) | 2026-09-30 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 17.19% | 395.4K | $29.2M | -9.24%(-40.27K) | $63.05(+19.28%) | 2026-09-30 | |
| IVV | ISHARES TR | 14.16% | 31.4K | $24.0M | +0.44%(+138) | $676.33(+13.85%) | 2026-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 12.38% | 303.4K | $21.0M | +5.44%(+15.66K) | $60.34(+14.29%) | 2026-09-30 | |
| EFV | ISHARES TR | 11.86% | 254.5K | $20.1M | +9.85%(+22.81K) | $70.42(+11.68%) | 2026-09-30 | |
| IVE | ISHARES TR | 7.42% | 55.2K | $12.6M | +3.12%(+1.67K) | $209.92(+12.02%) | 2026-09-30 | |
| BAI | BLACKROCK ETF TRUST | 6.41% | 230.7K | $10.9M | +8.38%(+17.84K) | $42.56(-0.74%) | 2026-09-30 | |
| IJR | ISHARES TR | 6.17% | 77.1K | $10.5M | +21.50%(+13.64K) | $123.57(+9.91%) | 2026-09-30 | |
| IYW | ISHARES TR | 3.03% | 19.4K | $5.2M | -2.45%(-489) | $195.08(+30.34%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 0.57% | 1.9K | $961K | +0.05%(+1) | $500.75(+6.54%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +14.70% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.99% |
Hemming& Wealth Management INC reports $169.82M in US-listed equity holdings across 16 positions in its most recent 13F filing. Its largest disclosed positions are IVW (19.0%), JQUA (17.2%) and IVV (14.2%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +14.70% cumulatively over 3 quarters. Figures reflect the Q3 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