Hollow Brook Wealth Management LLC
All 13F Filings
- Location
- Katonah, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 391,951
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/13/2026 | 70 | 391,951 | 13F-HR | Hollow Brook Wealth Management LLC |
| Q4 2025 | 2/17/2026 | 79 | 386,616 | 13F-HR | Hollow Brook Wealth Management LLC |
| Q3 2025 | 11/14/2025 | 104 | 422,669 | 13F-HR | Hollow Brook Wealth Management LLC |
| Q2 2025 | 8/13/2025 | 89 | 344,102 | 13F-HR | Hollow Brook Wealth Management LLC |
| Q1 2014 | 5/7/2014 | 60 | 305,949 | 13F-HR | Hollow Brook Wealth Management LLC |
| Q4 2013 | 2/7/2014 | 61 | 304,931 | 13F-HR | Hollow Brook Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 214.7 K | 54.8% | 0 | 52.25 K | -52.25 K |
| ETFs | 177.3 K | 45.2% | 57.59 K | 0 | 57.59 K |
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Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
391,951
Holdings
70
QoQ value change ($000)
5,335
(1.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.