Hollow Brook Wealth Management LLC
Hollow Brook Wealth Management LLC is a New York-based registered investment adviser founded in January 2008. The firm provides wealth management and advisory services focused on preserving and growing capital for individuals and families with significant wealth, including multi-generational relationships. Hollow Brook offers personalized asset allocation, portfolio construction, manager selection, and integrates portfolio management with tax, accounting, and estate planning services. The firm currently employs approximately 15 professionals and serves affluent individuals and families.
Investment Strategy
Hollow Brook Wealth Management employs a disciplined, research-driven investment approach intended to preserve and grow capital across the full market cycle. The firm focuses on personalized asset allocation and portfolio construction, manager selection, and ongoing portfolio optimization. Their philosophy integrates investment management with tax, accounting, and estate planning, enabling tailored solutions for clients with complex financial needs and multi-generational wealth objectives. Emphasis is placed on maintaining investment discipline through varying market conditions and building resilient portfolios.
Top Holdings
Equity Positions (88)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GLDM | WORLD GOLD TR | 23.04% | $79.3M | 1,210,225 | $39.55 | $65.52 | +$7.8M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.89% | $20.3M | 41,752 | $289.25 | $485.77 | -$1.8M |
M MSFT | MICROSOFT CORP | 4.83% | $16.6M | 33,442 | $133.01 | $497.41 | +$4.0M |
P PG | PROCTER AND GAMBLE CO | 3.09% | $10.6M | 66,767 | $159.77 | $159.32 | -$809.3K |
C CEG | CONSTELLATION ENERGY CORP | 2.81% | $9.7M | 29,924 | $63.22 | $322.76 | +$3.6M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | Bought | Put | $2.3M | 38 | $617.85 | $570.16 | +7 | +$613.7K |