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HENGEHOLD CAPITAL MANAGEMENT LLC

Q2 2026 13F filing

Updated 59 days ago

229 disclosed positions worth $1.3B

Portfolio value
$1.3B
Total holdings
229
New positions
25
Closed positions
8
Increased
126
Decreased
67
Turnover
14.4%
Filed
2026-07-16

Full holdings

Every line item disclosed in Q2 2026

S

SCHWAB STRATEGIC TR

-1.1%
Value
$221.3M
Shares
7.64M
% Port
17.17%
P
2.PG

PROCTER & GAMBLE CO

-5.6%
Value
$60.4M
Shares
412.0K
% Port
4.69%
S
3.SPY

STATE STR SPDR S&P 500 ETF T

+5.1%
Value
$58.3M
Shares
78.1K
% Port
4.52%
V

VANGUARD WORLD FD

+406.3%
Value
$53M
Shares
602.8K
% Port
4.11%
?
5.N/A

SPDR INDEX SHS FDS

+2.3%
Value
$49.4M
Shares
1.21M
% Port
3.83%
E

ISHARES TR

+12.9%
Value
$42.3M
Shares
56.5K
% Port
3.29%
?
7.N/A

INVESCO EXCH TRD SLF IDX FD

+6.6%
Value
$39.2M
Shares
2.40M
% Port
3.04%
?
8.N/A

INVESCO EXCH TRD SLF IDX FD

+0.3%
Value
$39.1M
Shares
1.90M
% Port
3.03%
E

ISHARES TR

+6.0%
Value
$38.4M
Shares
1.52M
% Port
2.98%
?
10.N/A

INVESCO EXCH TRD SLF IDX FD

+6.3%
Value
$38.1M
Shares
2.29M
% Port
2.96%
E
11.ETHA

ISHARES INC

+6.3%
Value
$33.2M
Shares
401.1K
% Port
2.58%
E
12.ETHA

ISHARES TR

+2.7%
Value
$30.1M
Shares
100.3K
% Port
2.34%
?
13.N/A

ISHARES TR

+7.2%
Value
$24.1M
Shares
1.11M
% Port
1.87%
S

SCHWAB STRATEGIC TR

-0.2%
Value
$22.9M
Shares
776.4K
% Port
1.77%
S

SCHWAB STRATEGIC TR

+4.5%
Value
$20.1M
Shares
633.7K
% Port
1.56%
B
16.BTCW

WISDOMTREE TR

+1.1%
Value
$18.7M
Shares
195.7K
% Port
1.45%
?
17.N/A

ETF SER SOLUTIONS

+4.5%
Value
$18.7M
Shares
113.1K
% Port
1.45%
B
18.BX

VANGUARD SPECIALIZED FUNDS

+7.9%
Value
$14.8M
Shares
62.6K
% Port
1.15%
P
19.PHYS

SPROTT ASSET MANAGEMENT LP

-2.0%
Value
$13.1M
Shares
434.5K
% Port
1.02%
?
20.N/A

LITMAN GREGORY FDS TR

Value
$12.6M
Shares
411.4K
% Port
0.98%
?
21.N/A

ISHARES TR

+14.5%
Value
$11.8M
Shares
461.9K
% Port
0.92%
?
22.N/A

ABRDN ETFS

+3.3%
Value
$11.8M
Shares
345.2K
% Port
0.91%
?
23.N/A

FIRST TR EXCHANGE-TRADED FD

+5.5%
Value
$11.2M
Shares
124.5K
% Port
0.87%
E
24.ETHA

ISHARES INC

Value
$10.5M
Shares
181.0K
% Port
0.82%
?
25.N/A

ISHARES TR

+6.5%
Value
$10.5M
Shares
206.7K
% Port
0.81%
M
26.MSFT

MICROSOFT CORP

+13499.5%
Value
$10.1M
Shares
27.2K
% Port
0.79%
?
27.N/A

INVESCO EXCH TRD SLF IDX FD

+3.8%
Value
$9.9M
Shares
484.8K
% Port
0.77%
?
28.N/A

INVESCO EXCH TRD SLF IDX FD

+5.0%
Value
$9.9M
Shares
502.6K
% Port
0.76%
U
29.UPS

UNITED PARCEL SVCS INC

+0.0%
Value
$9.7M
Shares
90.0K
% Port
0.75%
?
30.N/A

INVESCO EXCH TRD SLF IDX FD

+4.2%
Value
$9.5M
Shares
488.6K
% Port
0.74%
A
31.AAPL

APPLE INC

+2.3%
Value
$9.4M
Shares
32.6K
% Port
0.73%
A
32.AVGO

BROADCOM INC

-2.5%
Value
$9M
Shares
23.7K
% Port
0.69%
J

JPMORGAN CHASE & CO

-0.5%
Value
$8.8M
Shares
26.8K
% Port
0.68%
?
34.N/A

TEMA ETF TRUST

+5.0%
Value
$8.8M
Shares
209.2K
% Port
0.68%
N
35.NVDA

NVIDIA CORPORATION

+2.4%
Value
$8.2M
Shares
41.1K
% Port
0.64%
?
36.N/A

SCHWAB STRATEGIC TR

+0.6%
Value
$7.9M
Shares
149.3K
% Port
0.61%
S

SCHWAB STRATEGIC TR

-2.5%
Value
$7.8M
Shares
283.2K
% Port
0.61%
?
38.N/A

SCHWAB STRATEGIC TR

+1.9%
Value
$7.3M
Shares
314.7K
% Port
0.56%
A
39.ABBV

ABBVIE INC

+2.3%
Value
$7.1M
Shares
28.4K
% Port
0.55%
J
40.JNJ

JOHNSON & JOHNSON

-0.5%
Value
$7M
Shares
27.6K
% Port
0.54%
?
41.N/A

FIRST TR EXCHANGE TRADED FD

-2.0%
Value
$6.9M
Shares
60.3K
% Port
0.54%
V
42.VGES

VANGUARD INDEX FDS

+502.0%
Value
$6.8M
Shares
78.6K
% Port
0.53%
E
43.ETHA

ISHARES TR

-10.9%
Value
$6.5M
Shares
84.6K
% Port
0.51%
?
44.N/A

INVESCO EXCH TRD SLF IDX FD

+50.7%
Value
$6.5M
Shares
348.6K
% Port
0.50%
M
45.MRK

MERCK & CO INC

+3.5%
Value
$6.1M
Shares
47.5K
% Port
0.47%
S

SPDR SERIES TRUST

+0.9%
Value
$5.9M
Shares
66.7K
% Port
0.45%
S

SCHWAB STRATEGIC TR

-1.4%
Value
$5.6M
Shares
166.9K
% Port
0.44%
C
48.CVX

CHEVRON CORPORATION

-0.6%
Value
$5.4M
Shares
32.8K
% Port
0.42%
X
49.XOM

EXXON MOBIL CORP

+0.8%
Value
$5.3M
Shares
38.5K
% Port
0.41%
U

US BANCORP

+5.9%
Value
$5.2M
Shares
86.9K
% Port
0.41%