Hollow Brook Wealth Management Llc Portfolio Stock Holdings

Hollow Brook Wealth Management Llc disclosed 70 stock positions valued at approximately $392.0 million in its latest SEC 13F filing. The largest holdings include WORLD GOLD TR, DORCHESTER MINERALS L P, and BERKSHIRE HATHAWAY INC DEL. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.

Report Period
March 31, 2026
No. of Stocks
70
Portfolio Value
$392.0M
Holdings by Sector
Hollow Brook Wealth Management Llc Portfolio Holdings in Q1 2026

68 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
WORLD GOLD TRGLDMOther28.86%1,220,485+1,808+0.15%$113,126,755
DORCHESTER MINERALS L PDMLPEnergy5.55%803,023--$21,761,923
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services4.97%40,684-287-0.70%$19,495,773
MICROSOFT CORPMSFTTechnology2.86%30,317-481-1.56%$11,222,444
INVESCO EXCHANGE TRADED FD TPPAOther2.69%63,571-246-0.39%$10,533,715
ALPHABET INCGOOGLCommunication Services2.52%34,299-220-0.64%$9,863,020
PROCTER & GAMBLE COPGConsumer Defensive2.45%66,592-147-0.22%$9,618,548
SELECT SECTOR SPDR TRXLEOther2.41%153,896--$9,427,669
JOHNSON & JOHNSONJNJHealthcare2.36%37,874-2,923-7.16%$9,257,921
APPLE INCAAPLTechnology2.31%35,692-1,220-3.31%$9,058,273
SELECT SECTOR SPDR TRXLUOther2.26%192,708--$8,843,370
VANECK ETF TRUSTOIHOther2.15%20,849-111-0.53%$8,427,374
EXXON MOBIL CORPXOMEnergy2.08%47,983+1,096+2.34%$8,140,796
CONSTELLATION ENERGY CORPCEGUtilities2.00%28,003+88+0.32%$7,820,117
CHEVRON CORPORATIONCVXEnergy1.99%37,707+964+2.62%$7,801,578
AMERICAN ELEC PWR CO INCAEPUtilities1.86%55,585-404-0.72%$7,286,082
QUANTA SVCS INCPWRIndustrials1.83%13,071-4,182-24.24%$7,176,240
ASML HLDG NVASMLOther1.53%4,553-21-0.46%$6,013,739
ENTERPRISE PRODS PARTNERS LEPDEnergy1.51%156,316-3,410-2.13%$5,914,997
SPDR GOLD TRGLDOther1.48%13,481-442-3.17%$5,800,739
STANDARD BIOTOOLS INCLABHealthcare1.33%5,653,381+100,000+1.80%$5,197,153
PFIZER INCPFEHealthcare1.22%170,371-3,781-2.17%$4,784,018
WALMART INCWMTConsumer Defensive1.22%38,379-13,543-26.08%$4,782,332
SPDR INDEX SHS FDSNANROther1.15%53,642--$4,505,928
SAP SESAPTechnology1.06%24,360+5,310+27.87%$4,170,676
AFLAC INCAFLFinancial Services1.04%37,147--$4,075,397
VERTIV HOLDINGS COVRTIndustrials0.94%14,694-78-0.53%$3,682,023
ISHARES TRSGOVOther0.92%35,694-788-2.16%$3,592,958
EQUINOR ASAEQNREnergy0.90%83,824+160+0.19%$3,537,373
ALPHABET INCGOOGCommunication Services0.84%11,494-20-0.17%$3,297,169
MIRION TECHNOLOGIES INCMIRIndustrials0.82%172,004+425+0.25%$3,197,554
RALLIANT CORPRALOther0.72%67,387+16,450+32.29%$2,802,625
VANECK ETF TRUSTGDXOther0.71%30,531-267-0.87%$2,801,830
CRH PLCCRHOther0.67%24,938-169-0.67%$2,631,264
GMO ETF TRUSTQLTYOther0.63%68,458+5,483+8.71%$2,480,952
ISHARES TRIVVOther0.62%3,701-3,761-50.40%$2,417,530
SPDR SERIES TRUSTXBIOther0.61%18,688-158-0.84%$2,387,018
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.58%6,738--$2,283,434
ABBOTT LABORATORIESABTHealthcare0.57%21,730-320-1.45%$2,231,019
VERISK ANALYTICS INCVRSKIndustrials0.53%11,015-29-0.26%$2,090,096
CHARLES RIV LABS INTL INCCRLHealthcare0.53%11,984-59-0.49%$2,067,240
AMAZON COM INCAMZNConsumer Cyclical0.46%8,585-2,000-18.89%$1,787,998
PLANET FITNESS MASTER ISSUERPLNTConsumer Cyclical0.43%22,459--$1,670,500
FLOTEK INDUSTRIES INCFTKEnergy0.40%92,121+432+0.47%$1,563,293
ENCOMPASS HEALTH CORPEHCHealthcare0.39%16,000--$1,547,680
APPLIED MATLS INCAMATTechnology0.35%4,043--$1,381,857
DONALDSON INCDCIIndustrials0.35%16,085--$1,365,134
ALPS ETF TRAMLPOther0.22%16,461+20+0.12%$866,507
JPMORGAN CHASE & COJPMFinancial Services0.20%2,661-22-0.82%$782,760
PEPSICO INCPEPConsumer Defensive0.17%4,187-300-6.69%$650,199
STATE STR SPDR S&P 500 ETF TSPYOther0.16%953--$619,774
NOVARTIS AGNVSHealthcare0.15%3,788--$578,617
PALO ALTO NETWORKS INCPANWTechnology0.15%3,558--$570,419
ABBVIE INCABBVHealthcare0.14%2,525-200-7.34%$549,162
BROADCOM INCAVGOTechnology0.14%1,770--$547,833
COCA COLA COKOConsumer Defensive0.13%6,787--$519,748
ISHARES TRIWFOther0.13%1,185--$505,284
MERCK & CO INCMRKHealthcare0.13%4,113--$498,249
GILEAD SCIENCES INCGILDHealthcare0.13%3,546-888-20.03%$494,206
MP MATERIALS CORPMPBasic Materials0.12%10,000+10,000+100.00%$482,600
ISHARES TRIWDOther0.12%2,170--$463,664
ISHARES TRIJHOther0.12%6,815-6,750-49.76%$460,217
AMGEN INCAMGNHealthcare0.11%1,202-110-8.38%$422,924
COLGATE PALMOLIVE COCLConsumer Defensive0.09%4,000--$340,920
CATERPILLAR INCCATIndustrials0.07%412-100-19.53%$291,886
CARMAX INCKMXConsumer Cyclical0.07%6,956--$289,230
ELI LILLY & COLLYHealthcare0.06%266--$244,659
EATON CORP PLCETNOther0.05%565+565+100.00%$202,084