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Philip Richter

Hollow Brook Wealth Management Llc

Assets Managed
$391.951M
Holdings
70
Last Quarter
2026 - Q1
Filed Date
17d ago
Growth Rate
1.38%(2Q avg: -3.57%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Hollow Brook Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 70 positions.

Assets under management

The assets under management (AUM) of Hollow Brook Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 391.951M in assets, with a quarterly growth rate of 1.38% and a 2-quarter average growth rate of -3.57%. The portfolio is managed by Philip Richter, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GLDM
Spdr Gold Minishares Trust
Recent Activity
Increased 0.15%
28.87%
$113.127M
1.22M shares@ $92.7 avg price
DMLP
Dorchester Minerals Lp
Recent Activity
5.56%
$21.762M
803,023 shares@ $27.1 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.7%
4.98%
$19.496M
40,684 shares@ $479.21 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.56%
2.87%
$11.222M
30,317 shares@ $370.18 avg price
PPA
Invesco Aerospace & Defense
Recent Activity
Decreased -0.38%
2.69%
$10.534M
63,571 shares@ $165.71 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.63%
2.52%
$9.863M
34,299 shares@ $287.56 avg price
PG
Procter & Gamble Co The
Recent Activity
Decreased -0.22%
2.46%
$9.619M
66,592 shares@ $144.44 avg price
XLE
Energy Select Sector Spdr
Recent Activity
2.41%
$9.428M
153,896 shares@ $61.27 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -7.16%
2.37%
$9.258M
37,874 shares@ $244.45 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.3%
2.32%
$9.058M
35,692 shares@ $253.8 avg price

1-10 of 70