Hollow Brook Wealth Management LLC

All 13F Filings

Location
Katonah, NY
Most recent 13F
Q2 2026
Holdings value ($000)
503,527
Description
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Website
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Founded
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Chairman
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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
Q2 2026 8/14/2026 78 503,527 13F-HR Hollow Brook Wealth Management LLC
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)
Derivatives reported exposure ($000): 810 (0.2% of total reported value) · QoQ Δ: +810
Type Value ($000) Share % Inflow Outflow Net
Stocks 235.8 K 46.9% 21.07 K 0 21.07 K
ETFs 267 K 53.1% 89.69 K 0 89.69 K
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Fund Snapshot

Q2 2026
Latest filed
8/14/2026
Total value ($000)
503,527
Holdings
78
QoQ value change ($000)
111,576 (28.5%)
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.