Hollow Brook Wealth Management LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $339 Million distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: World Gold Trust with a value of $79.3M, Berkshire Hathaway Inc Class B with a value of $20.3M, Microsoft Corp with a value of $16.6M, Procter & Gamble CO with a value of $10.6M, and Constellation Energy Corp with a value of $9.66M.

Examining the 13F form we can see an increase of $849K in the current position value, from $338M to 339M.

Below you can find more details about Hollow Brook Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $339 Million
ETFs: $134 Million
Technology: $39.8 Million
Healthcare: $35.5 Million
Industrials: $26.3 Million
Financial Services: $25.4 Million
Energy: $23.1 Million
Consumer Defensive: $17.7 Million
Utilities: $16.4 Million
Other: $20.6 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $339 Million
  • Prior Value $338 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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