Hemming& Wealth Management, Inc. Top Holdings and 13F Report (2026) About Hemming& Wealth Management, Inc.Investment ActivityHemming& Wealth Management, Inc. has $143.23 million in total holdings as of March 31, 2026.Hemming& Wealth Management, Inc. owns shares of 15 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 11.71% of the portfolio was purchased this quarter.About 10.73% of the portfolio was sold this quarter.This quarter, Hemming& Wealth Management, Inc. has purchased 15 new stocks and bought additional shares in 4 stocks.Hemming& Wealth Management, Inc. sold shares of 5 stocks and completely divested from 1 stock this quarter.Largest Holdings JPMorgan U.S. Quality Factor ETF $27,154,725iShares S&P 500 Growth ETF $25,628,979iShares Core S&P 500 ETF $20,751,209iShares U.S. Equity Factor Rotation Active ETF $17,497,295iShares MSCI EAFE Value ETF $16,993,522 Largest New Holdings this Quarter 931142103 - WALMART INC $216,553 Holding Largest Purchases this Quarter iShares S&P 500 Growth ETF 43,008 shares (about $4.86M)iShares U.S. Technology ETF 25,706 shares (about $4.66M)iShares U.S. Equity Factor Rotation Active ETF 69,730 shares (about $4.06M)iShares Core S&P 500 ETF 4,540 shares (about $2.97M)WALMART INC 1,739 shares (about $216.55K) Largest Sales this Quarter iShares S&P 500 Value ETF 32,458 shares (about $6.85M)iShares Core S&P Small-Cap ETF 26,487 shares (about $3.29M)JPMorgan U.S. Quality Factor ETF 27,784 shares (about $1.70M)iShares MSCI EAFE Value ETF 3,306 shares (about $245.80K)Apple 300 shares (about $76.14K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHemming& Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJQUAJPMorgan U.S. Quality Factor ETF$27,154,725$1,703,716 ▼-5.9%442,83619.0%ETFIVWiShares S&P 500 Growth ETF$25,628,979$4,864,625 ▲23.4%226,58517.9%ETFIVViShares Core S&P 500 ETF$20,751,209$2,965,578 ▲16.7%31,76814.5%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$17,497,295$4,056,894 ▲30.2%300,74412.2%ETFEFViShares MSCI EAFE Value ETF$16,993,522$245,801 ▼-1.4%228,56111.9%ETFIYWiShares U.S. Technology ETF$12,508,333$4,663,571 ▲59.4%68,9478.7%ManufacturingIVEiShares S&P 500 Value ETF$11,190,875$6,853,461 ▼-38.0%53,0007.8%ETFIJRiShares Core S&P Small-Cap ETF$7,849,395$3,292,584 ▼-29.6%63,1445.5%ETFMSFTMicrosoft$814,0860.0%2,1990.6%Computer and TechnologyKOCocaCola$785,3280.0%10,2550.5%Consumer StaplesSYKStryker$726,6560.0%2,2060.5%MedicalGOOGLAlphabet$437,0910.0%1,5200.3%Computer and TechnologyAAPLApple$368,757$76,137 ▼-17.1%1,4530.3%Computer and TechnologyCOSTCostco Wholesale$304,6720.0%3060.2%Retail/WholesaleWALMART INC$216,553$216,553 ▲New Holding1,7390.2%COMBLACKROCK ETF TRUST$0$3,192,360 ▼-100.0%00.0%ISHARES INTL DIVShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
