§ 13F · FUND PROFILE
HEMMING& WEALTH MANAGEMENT, INC..
AUM · $164M (13F)Positions · 16Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | JQUA | J P MORGAN EXCHANGE TRADED F | 436K | $31M | 19.2% | −2% |
| 2 | IVW | ISHARES TR | 220K | $30M | 18.4% | −3% |
| 3 | IVV | ISHARES TR | 31K | $23M | 14.3% | −2% |
| 4 | DYNF | BLACKROCK ETF TRUST | 288K | $20M | 11.9% | −4% |
| 5 | EFV | ISHARES TR | 232K | $18M | 10.8% | +1% |
| 6 | IVE | ISHARES TR | 53K | $12M | 7.4% | +1% |
| 7 | BAI | BLACKROCK ETF TRUST | 213K | $11M | 6.8% | NEW |
| 8 | IJR | ISHARES TR | 63K | $9M | 5.7% | ±0% |
| 9 | IYW | ISHARES TR | 20K | $5M | 3.1% | −71% |
| 10 | KO | COCA COLA CO | 10K | $788K | 0.5% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HEMMING& SIGNAL
AC read
HEMMING& WEALTH MANAGEMENT, INC. is a institutional fund managing $164 million in assets. The fund runs a focused portfolio of just 16 positions.
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