StockDriftsStockDriftsTop 50 Hollow Brook Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 21.57% | 1.08M | $108.4M | +2918.07%(+1.04M) | $100.67(-0.10%) | 2026-06-30 | |
| GLDM | WORLD GOLD TR | 19.75% | 1.25M | $99.3M | +2.44%(+29.77K) | $37.11(+134.84%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.04% | 40.6K | $20.3M | -0.24%(-98) | $295.70(+69.54%) | 2026-06-30 | |
| DMLP | DORCHESTER MINERALS L P | 4.03% | 803.0K | $20.3M | +0.00%(+0) | $26.88(+2.56%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.65% | 63.5K | $18.4M | +77.91%(+27.81K) | $179.11(+70.50%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.26% | 30.4K | $11.3M | +0.27%(+82) | $139.82(+247.65%) | 2026-06-30 | |
| PPA | INVESCO EXCHANGE TRADED FD T | 2.24% | 63.6K | $11.2M | +0.10%(+64) | $63.75(+190.33%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 2.08% | 41.2K | $10.5M | +8.67%(+3.28K) | $131.73(+97.73%) | 2026-06-30 | |
| PG | PROCTER & GAMBLE CO | 1.94% | 66.6K | $9.8M | +0.00%(+0) | $160.07(-10.52%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.92% | 27.1K | $9.7M | -21.07%(-7.23K) | $63.81(+440.23%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.14% | +56.66% | +11.10% | +69.24% |
| Top 20 Holdings Unweighted | +15.00% | +52.08% | +11.66% | +73.60% |
Hollow Brook Wealth Management LLC reports $503.53M in US-listed equity holdings across 77 positions in its most recent 13F filing. Its largest disclosed positions are SGOV (21.6%), GLDM (19.8%) and BRK.B (4.0%). The top 20 holdings account for 78.07% of reported assets. Its disclosed equity book has returned +56.66% on a three-year cumulative basis. 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 Hollow Brook Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1455251). View Hollow Brook Wealth Management LLC’s 13F filings on SEC