Hollow Brook Wealth Management LLC

All 13F Filings

Location
Katonah, NY
Most recent 13F
Q4 2025
Holdings value ($000)
386,616
Description
Website
Founded
Chairman
CEO
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.