HEMMING& WEALTH MANAGEMENT, INC.
All 13F Filings
- Location
- Traverse City, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 164,269
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- 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 | 8/6/2026 | 16 | 164,269 | 13F-HR | HEMMING& WEALTH MANAGEMENT, INC. |
| Q1 2026 | 4/24/2026 | 15 | 143,227 | 13F-HR | hemming& Wealth Management, Inc. |
| Q4 2025 | 3/3/2026 | 15 | 146,112 | 13F-HR | hemming& Wealth Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.969 K | 2.4% | 315 | 0 | 315 |
| ETFs | 160.3 K | 97.6% | 20.73 K | 0 | 20.73 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
164,269
Holdings
16
QoQ value change ($000)
21,042
(14.7%)
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.