Hemming & Wealth Management, Inc. has disclosed its latest investment holdings in a recent SEC filing, revealing a total value of approximately $169.8 million. This update is significant as it provides insight into the firm’s investment strategies and positions in leading companies such as Apple and Microsoft.
The filing, dated October 20, 2026, indicates that Hemming & Wealth Management is actively managing a diverse portfolio, which may impact investor perceptions within the asset management industry. The firm’s reported holdings include substantial investments in technology and consumer goods, reflecting current market trends.
Background
Hemming & Wealth Management, Inc., incorporated in Michigan, operates in the financial services sector. The company is categorized as an asset management firm, although it does not have a publicly traded ticker or exchange listing. The firm’s recent filings include a 13F-HR report, which details its holdings as of September 30, 2026.
What the Filing Says
The SEC filing reveals that Hemming & Wealth Management's total reported holdings amount to $169,817,718. The report includes investments in various high-profile companies, such as:
“ALPHABET INC, APPLE INC, BLACKROCK ETF TRUST, COCA COLA CO, and MICROSOFT CORP.”
These investments showcase the firm’s strategy of focusing on established companies with strong market positions.
Impact
This filing may affect various stakeholders, including investors, analysts, and competitors within the asset management industry. The disclosed holdings can provide insights into Hemming & Wealth Management’s investment philosophy and market outlook, which may influence investor confidence in similar firms.
What's Next
The filing does not say what happens next. However, it sets the stage for future updates on the firm’s investment strategies and performance.