Hollow Brook Wealth Management LLC
Annual return '25
+17.6%
SPY '25
+17.7%
Alpha
-0.1ptsvs SPY
Invested
$783.9M
Holdings
70
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$GLDM
WORLD GOLD TR
Q4 2025: Exited (was 1.25M shares)
29.4%
02
$DMLP
DORCHESTER MINERALS L P
Q4 2025: Exited (was 803.0k shares)
5.7%
03
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q4 2025: Exited (was 44.1k shares)
5.1%
04
$MSFT
MICROSOFT CORP
Q1 2026: New position (30.9k shares)
2.9%
05
$PPA
INVESCO EXCHANGE TRADED FD T
Q4 2025: Exited (was 68.7k shares)
2.7%
06
$GOOGL
ALPHABET INC
Q4 2025: Exited (was 37.6k shares)
2.6%
07
$PG
PROCTER & GAMBLE CO
Q4 2025: Exited (was 66.7k shares)
2.5%
08
$XLE
SELECT SECTOR SPDR TR
Q1 2026: Increased +1875.9% (8.8k → 173.6k shares)
2.5%
09
$JNJ
JOHNSON & JOHNSON
Q4 2025: Exited (was 62.1k shares)
2.4%
10
$AAPL
APPLE INC
Q1 2026: New position (24.8k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:33 UTC.