Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Hollow Brook Wealth Management LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Hollow Brook Wealth Management LLC (CIK 1455251) reported $392.0M across 70 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GLDM ($113.1M, 28.86%), DMLP ($21.8M, 5.55%), BRK/B ($19.5M, 4.97%), MSFT ($11.2M, 2.86%), PPA ($10.5M, 2.69%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1GLDMWORLD GOLD TR$113.1M28.86%1.2MAdded
2DMLPDORCHESTER MINERALS L P$21.8M5.55%803,023Hold
3BRK/BBERKSHIRE HATHAWAY INC DEL$19.5M4.97%40,684Trimmed
4MSFTMICROSOFT CORP$11.2M2.86%30,317Trimmed
5PPAINVESCO EXCHANGE TRADED FD T$10.5M2.69%63,571Trimmed
6GOOGLALPHABET INC$9.9M2.52%34,299Trimmed
7PGPROCTER & GAMBLE CO$9.6M2.45%66,592Trimmed
8XLESELECT SECTOR SPDR TR$9.4M2.41%153,896Hold
9JNJJOHNSON & JOHNSON$9.3M2.36%37,874Trimmed
10AAPLAPPLE INC$9.1M2.31%35,692Trimmed
11XLUSELECT SECTOR SPDR TR$8.8M2.26%192,708Hold
12OIHVANECK ETF TRUST$8.4M2.15%20,849Trimmed
13XOMEXXON MOBIL CORP$8.1M2.08%47,983Added
14CEGCONSTELLATION ENERGY CORP$7.8M2.00%28,003Added
15CVXCHEVRON CORPORATION$7.8M1.99%37,707Added
16AEPAMERICAN ELEC PWR CO INC$7.3M1.86%55,585Trimmed
17PWRQUANTA SVCS INC$7.2M1.83%13,071Trimmed
18ASMLASML HLDG NV$6.0M1.53%4,553Trimmed
19EPDENTERPRISE PRODS PARTNERS L$5.9M1.51%156,316Trimmed
20GLDSPDR GOLD TR$5.8M1.48%13,481Trimmed
21LABSTANDARD BIOTOOLS INC$5.2M1.33%5.7MAdded
22PFEPFIZER INC$4.8M1.22%170,371Trimmed
23WMTWALMART INC$4.8M1.22%38,379Trimmed
24NANRSPDR INDEX SHS FDS$4.5M1.15%53,642Hold
25SAPSAP SE$4.2M1.06%24,360Added

Source: SEC Form 13F filings · as of 2026-03-31