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HOLLOW BROOK WEALTH MANAGEMENT LLC
HOLLOW BROOK WEALTH MANAGEMENT LLC
Latest filing: 2026-06-30
HOLLOW BROOK WEALTH MANAGEMENT LLC runs HOLLOW BROOK WEALTH MANAGEMENT LLC and currently holds 78 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $503.53M. Their top holdings are SGOV, GLDM, BRK-B, DMLP, AAPL. The top five represent 53.0% of reported portfolio weight. HOLLOW BROOK WEALTH MANAGEMENT LLC ranks #644 out of 1000 investors tracked by Alpha Score. In the most recent quarter, HOLLOW BROOK WEALTH MANAGEMENT LLC initiated 6 new positions. They added to 28 existing positions. They trimmed 17 positions. Their current best-performing preview position is PANW with returns of +112.71%.
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78 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SGOV ISHARES TR | 21.54% | $100.67 | $100.63 | -0.04% | Added +2918.07% |
 GLDM WORLD GOLD TR | 19.72% | $41.67 | $91.32 | +119.15% | Added +2.44% |
 BRK-B BERKSHIRE HATHAWAY INC DEL | 4.03% | $300.74 | $495.77 | +64.85% | Trimmed -0.24% |
 DMLP DORCHESTER MINERALS L P | 4.03% | $25.89 | $29.02 | +12.09% | Held |
 AAPL APPLE INC | 3.65% | $183.00 | $309.35 | +69.04% | Added +77.91% |
 MSFT MICROSOFT CORP | 2.25% | $148.01 | $483.24 | +226.49% | Added +0.27% |
 PPA INVESCO EXCHANGE TRADED FD T | 2.23% | $68.38 | $173.67 | +153.98% | Added +0.10% |
 JNJ JOHNSON & JOHNSON | 2.08% | $131.74 | $270.30 | +105.17% | Added +8.67% |
 PG PROCTER & GAMBLE CO | 1.94% | $159.77 | $144.69 | -9.44% | Held |
 GOOGL ALPHABET INC | 1.92% | $65.39 | $344.82 | +427.33% | Trimmed -21.07% |
Showing 1-10 of 78