Hollow Brook Wealth Management LLC — 13F Holdings & Portfolio

CIK 1455251 · latest 13F-HR filed 2026-05-13

Hollow Brook Wealth Management LLC manages $392.0M in 13F-reported U.S. long-equity assets across 70 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are GLDM (28.86%), DMLP (5.55%), BRK.B (4.97%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 11, added to 29, and trimmed 26.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$392.0M

Long-equity book

Holdings

70

Distinct positions

Period

2026-03-31

Filed 2026-05-13

Q/Q Activity

+2 / −11 / ↑29 / ↓26

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • WORLD GOLD TR$9.1M +8.7%
  • DORCHESTER MINERALS L P$3.8M +21.2%
  • SELECT SECTOR SPDR TR$2.5M +37.0%
  • EXXON MOBIL CORP$2.5M +44.3%
  • VANECK ETF TRUST$2.5M +41.2%
Show all 29

Top Trims

  • MICROSOFT CORP-$3.7M -24.7%
  • ISHARES TR-$2.7M -52.7%
  • CONSTELLATION ENERGY CORP-$2.0M -20.7%
  • STANDARD BIOTOOLS INC-$1.9M -26.9%
  • BERKSHIRE HATHAWAY INC DEL-$1.1M -5.3%
Show all 26

New Positions

  • MP MATERIALS CORP$482.6K
  • EATON CORP PLC$202.1K
Show all 2

Exited Positions

  • NATIONAL VISION HLDGS INC$2.9M
  • ACCENTURE PLC IRELAND$2.6M
  • ICON PLC$2.0M
  • META PLATFORMS INC$485.2K
  • NEXTERA ENERGY INC$265.9K
Show all 11
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 WORLD GOLD TR GLDM 98149E303 $113.1M 28.86% 1,220,485 SH
2 DORCHESTER MINERALS L P DMLP 25820R105 $21.8M 5.55% 803,023 SH
3 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $19.5M 4.97% 40,684 SH
4 MICROSOFT CORP MSFT 594918104 $11.2M 2.86% 30,317 SH
5 INVESCO EXCHANGE TRADED FD T PPA 46137V100 $10.5M 2.69% 63,571 SH
6 ALPHABET INC GOOGL 02079K305 $9.9M 2.52% 34,299 SH
7 PROCTER & GAMBLE CO PG 742718109 $9.6M 2.45% 66,592 SH
8 SELECT SECTOR SPDR TR XLE 81369Y506 $9.4M 2.41% 153,896 SH
9 JOHNSON & JOHNSON JNJ 478160104 $9.3M 2.36% 37,874 SH
10 APPLE INC AAPL 037833100 $9.1M 2.31% 35,692 SH
11 SELECT SECTOR SPDR TR XLU 81369Y886 $8.8M 2.26% 192,708 SH
12 VANECK ETF TRUST OIH 92189H607 $8.4M 2.15% 20,849 SH
13 EXXON MOBIL CORP XOM 30231G102 $8.1M 2.08% 47,983 SH
14 CONSTELLATION ENERGY CORP CEG 21037T109 $7.8M 2.00% 28,003 SH
15 CHEVRON CORPORATION CVX 166764100 $7.8M 1.99% 37,707 SH
16 AMERICAN ELEC PWR CO INC AEP 025537101 $7.3M 1.86% 55,585 SH
17 QUANTA SVCS INC PWR 74762E102 $7.2M 1.83% 13,071 SH
18 ASML HLDG NV ASML N07059210 $6.0M 1.53% 4,553 SH
19 ENTERPRISE PRODS PARTNERS L EPD 293792107 $5.9M 1.51% 156,316 SH
20 SPDR GOLD TR GLD 78463V107 $5.8M 1.48% 13,481 SH
21 STANDARD BIOTOOLS INC LAB 34385P108 $5.2M 1.33% 5,653,381 SH
22 PFIZER INC PFE 717081103 $4.8M 1.22% 170,371 SH
23 WALMART INC WMT 931142103 $4.8M 1.22% 38,379 SH
24 SPDR INDEX SHS FDS NANR 78463X152 $4.5M 1.15% 53,642 SH
25 SAP SE SAP 803054204 $4.2M 1.06% 24,360 SH
26 AFLAC INC AFL 001055102 $4.1M 1.04% 37,147 SH
27 TOTALENERGIES SE TTE F92124100 $4.0M 1.01% 42,400 SH
28 VERTIV HOLDINGS CO VRT 92537N108 $3.7M 0.94% 14,694 SH
29 ISHARES TR SGOV 46436E718 $3.6M 0.92% 35,694 SH
30 EQUINOR ASA EQNR 29446M102 $3.5M 0.90% 83,824 SH
31 ALPHABET INC GOOG 02079K107 $3.3M 0.84% 11,494 SH
32 MIRION TECHNOLOGIES INC MIR 60471A101 $3.2M 0.82% 172,004 SH
33 RALLIANT CORP RAL 750940108 $2.8M 0.72% 67,387 SH
34 VANECK ETF TRUST GDX 92189F106 $2.8M 0.71% 30,531 SH
35 IHS HOLDING LIMITED IHS G4701H109 $2.7M 0.69% 327,436 SH
36 CRH PLC CRH G25508105 $2.6M 0.67% 24,938 SH
37 GMO ETF TRUST QLTY 90139K100 $2.5M 0.63% 68,458 SH
38 ISHARES TR IVV 464287200 $2.4M 0.62% 3,701 SH
39 SPDR SERIES TRUST XBI 78464A870 $2.4M 0.61% 18,688 SH
40 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $2.3M 0.58% 6,738 SH
41 ABBOTT LABORATORIES ABT 002824100 $2.2M 0.57% 21,730 SH
42 VERISK ANALYTICS INC VRSK 92345Y106 $2.1M 0.53% 11,015 SH
43 CHARLES RIV LABS INTL INC CRL 159864107 $2.1M 0.53% 11,984 SH
44 AMAZON COM INC AMZN 023135106 $1.8M 0.46% 8,585 SH
45 PLANET FITNESS MASTER ISSUER PLNT 72703H101 $1.7M 0.43% 22,459 SH
46 FLOTEK INDUSTRIES INC FTK 343389409 $1.6M 0.40% 92,121 SH
47 ENCOMPASS HEALTH CORP EHC 29261A100 $1.5M 0.39% 16,000 SH
48 APPLIED MATLS INC AMAT 038222105 $1.4M 0.35% 4,043 SH
49 DONALDSON INC DCI 257651109 $1.4M 0.35% 16,085 SH
50 ALPS ETF TR AMLP 00162Q452 $866.5K 0.22% 16,461 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-13 $392.0M 70 0001172661-26-001778
2025-12-31 2026-02-17 $386.6M 79 0001172661-26-000816
2025-09-30 2025-11-14 $422.7M 104 0001172661-25-004924