Hollow Brook Wealth Management LLC
All 13F Filings
- Location
- Katonah, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 386,616
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 79 | 386,616 | 13F-HR | Hollow Brook Wealth Management LLC |
| Q3 2025 | 11/14/2025 | 104 | 422,669 | 13F-HR | Hollow Brook Wealth Management LLC |
| Q2 2025 | 8/13/2025 | 89 | 344,102 | 13F-HR | Hollow Brook Wealth Management LLC |
| Q1 2014 | 5/7/2014 | 60 | 305,949 | 13F-HR | Hollow Brook Wealth Management LLC |
| Q4 2013 | 2/7/2014 | 61 | 304,931 | 13F-HR | Hollow Brook Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 266.9 K | 69.0% | 0 | 41.89 K | -41.89 K |
| ETFs | 119.7 K | 31.0% | 5.836 K | 0 | 5.836 K |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
386,616
Holdings
79
QoQ value change ($000)
-36,053
(-8.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.