hemming& Wealth Management, Inc. - Portfolio overview

hemming& Wealth Management, Inc. has 15 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Technology.

Largest reported holdings by portfolio allocation

1. JQUA - J P MORGAN EXCHANGE TRADED F, 18.96%
2. IVW - ISHARES TR, 17.89%
3. IVV - ISHARES TR, 14.49%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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