# EDGAR Filing Document

**Accession Number:** 0001455251
**File Stem:** 0001172661-25-003146
**Filing Date:** 2025-8
**Character Count:** 12514
**Document Hash:** 041947edf095a53418410d2c1f4a981a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-25-003146.hdr.sgml**: 20250813

**ACCESSION NUMBER**: 0001172661-25-003146

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250813

**DATE AS OF CHANGE**: 20250813

**EFFECTIVENESS DATE**: 20250813

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Hollow Brook Wealth Management LLC
- **CENTRAL INDEX KEY:** 0001455251

**ORGANIZATION NAME:**
- **EIN:** 680665285
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-13354
- **FILM NUMBER:** 251211074

**BUSINESS ADDRESS:**
- **STREET 1:** 152 BEDFORD ROAD
- **STREET 2:** 2ND FLOOR
- **CITY:** KATONAH
- **STATE:** NY
- **ZIP:** 10536
- **BUSINESS PHONE:** 212-364-1846

**MAIL ADDRESS:**
- **STREET 1:** 152 BEDFORD ROAD
- **STREET 2:** 2ND FLOOR
- **CITY:** KATONAH
- **STATE:** NY
- **ZIP:** 10536

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Hollow Brook Associates LLC
- **DATE OF NAME CHANGE:** 20090203

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Hollow Brook Wealth Management LLC<br>**Address:** 152 Bedford Road<br>2nd Floor<br>Katonah, NY 10536

**Form 13F File Number:** 028-13354

**CRD Number (if applicable):** 000145521

**SEC File Number (if applicable):** 801-68599

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Philip Richter<br>**Title:** Chief Compliance Officer<br>**Phone:** 212-364-1848

**Signature, Place, and Date of Signing:**

/s/  Philip Richter  Katonah, NY  08-13-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 89

**Form 13F Information Table Value Total:** $344101713

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 2023 ETF SERIES TRUST II | GMO US QUALITY E | 90139K100 |  | 1822701 | 53202 | SH |  | SOLE |  | 53202 | 0 | 0 |
| ABBOTT LABS | COM | 002824100 |  | 3211740 | 23614 | SH |  | SOLE |  | 23614 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 617187 | 3325 | SH |  | SOLE |  | 3325 | 0 | 0 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 3178695 | 10635 | SH |  | SOLE |  | 10635 | 0 | 0 |
| AFLAC INC | COM | 001055102 |  | 3917523 | 37147 | SH |  | SOLE |  | 37147 | 0 | 0 |
| AGNICO EAGLE MINES LTD | COM | 008474108 |  | 413757 | 3479 | SH |  | SOLE |  | 3479 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 2019053 | 11382 | SH |  | SOLE |  | 11382 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 6537252 | 37095 | SH |  | SOLE |  | 37095 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 2312151 | 10539 | SH |  | SOLE |  | 10539 | 0 | 0 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 6224044 | 59985 | SH |  | SOLE |  | 59985 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 366324 | 1312 | SH |  | SOLE |  | 1312 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 7981130 | 38900 | SH |  | SOLE |  | 38900 | 0 | 0 |
| APPLIED MATLS INC | COM | 038222105 |  | 740152 | 4043 | SH |  | SOLE |  | 4043 | 0 | 0 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 2146122 | 2678 | SH |  | SOLE |  | 2678 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 272268 | 9408 | SH |  | SOLE |  | 9408 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 20281869 | 41752 | SH |  | SOLE |  | 41752 | 0 | 0 |
| BIO-TECHNE CORP | COM | 09073M104 |  | 5296160 | 102938 | SH |  | SOLE |  | 102938 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 487901 | 1770 | SH |  | SOLE |  | 1770 | 0 | 0 |
| CARMAX INC | COM | 143130102 |  | 467513 | 6956 | SH |  | SOLE |  | 6956 | 0 | 0 |
| CHARLES RIV LABS INTL INC | COM | 159864107 |  | 1515934 | 9991 | SH |  | SOLE |  | 9991 | 0 | 0 |
| CHART INDS INC | COM | 16115Q308 |  | 5539155 | 33642 | SH |  | SOLE |  | 33642 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 5985772 | 41803 | SH |  | SOLE |  | 41803 | 0 | 0 |
| CLOROX CO DEL | COM | 189054109 |  | 229694 | 1913 | SH |  | SOLE |  | 1913 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 480180 | 6787 | SH |  | SOLE |  | 6787 | 0 | 0 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 363600 | 4000 | SH |  | SOLE |  | 4000 | 0 | 0 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 9658915 | 29924 | SH |  | SOLE |  | 29924 | 0 | 0 |
| CRH PLC | ORD | G25508105 |  | 2500357 | 27237 | SH |  | SOLE |  | 27237 | 0 | 0 |
| DOMINION ENERGY INC | COM | 25746U109 |  | 223254 | 3950 | SH |  | SOLE |  | 3950 | 0 | 0 |
| DONALDSON INC | COM | 257651109 |  | 1159879 | 16725 | SH |  | SOLE |  | 16725 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 201699 | 565 | SH |  | SOLE |  | 565 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 207355 | 266 | SH |  | SOLE |  | 266 | 0 | 0 |
| ENBRIDGE INC | COM | 29250N105 |  | 237531 | 5248 | SH |  | SOLE |  | 5248 | 0 | 0 |
| ENCOMPASS HEALTH CORP | COM | 29261A100 |  | 1962080 | 16000 | SH |  | SOLE |  | 16000 | 0 | 0 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 |  | 262341 | 14470 | SH |  | SOLE |  | 14470 | 0 | 0 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 6090426 | 196402 | SH |  | SOLE |  | 196402 | 0 | 0 |
| EQUINOR ASA | SPONSORED ADR | 29446M102 |  | 2231954 | 88781 | SH |  | SOLE |  | 88781 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 4759262 | 44148 | SH |  | SOLE |  | 44148 | 0 | 0 |
| FLOOR  DECOR HLDGS INC | CL A | 339750101 |  | 276950 | 3646 | SH |  | SOLE |  | 3646 | 0 | 0 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 491598 | 4434 | SH |  | SOLE |  | 4434 | 0 | 0 |
| HUDSON GLOBAL INC | COM NEW | 443787205 |  | 96495 | 11339 | SH |  | SOLE |  | 11339 | 0 | 0 |
| ICON PLC | SHS | G4705A100 |  | 1528389 | 10508 | SH |  | SOLE |  | 10508 | 0 | 0 |
| IHS HOLDING LIMITED | ORD SHS | G4701H109 |  | 2047887 | 368325 | SH |  | SOLE |  | 368325 | 0 | 0 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 212091 | 1156 | SH |  | SOLE |  | 1156 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | 46137V100 |  | 9565775 | 67512 | SH |  | SOLE |  | 67512 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 503127 | 1185 | SH |  | SOLE |  | 1185 | 0 | 0 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 421479 | 2170 | SH |  | SOLE |  | 2170 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 4633156 | 7462 | SH |  | SOLE |  | 7462 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 841301 | 13565 | SH |  | SOLE |  | 13565 | 0 | 0 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 4236733 | 42077 | SH |  | SOLE |  | 42077 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 9556040 | 62560 | SH |  | SOLE |  | 62560 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 751447 | 2592 | SH |  | SOLE |  | 2592 | 0 | 0 |
| KENVUE INC | COM | 49177J102 |  | 235253 | 11240 | SH |  | SOLE |  | 11240 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 348779 | 4406 | SH |  | SOLE |  | 4406 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 552091 | 748 | SH |  | SOLE |  | 748 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 16634385 | 33442 | SH |  | SOLE |  | 33442 | 0 | 0 |
| MIRION TECHNOLOGIES INC | COM CL A | 60471A101 |  | 5509871 | 255916 | SH |  | SOLE |  | 255916 | 0 | 0 |
| NATIONAL VISION HLDGS INC | COM | 63845R107 |  | 2873236 | 124869 | SH |  | SOLE |  | 124869 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 341478 | 255 | SH |  | SOLE |  | 255 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 280179 | 4036 | SH |  | SOLE |  | 4036 | 0 | 0 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 |  | 458386 | 3788 | SH |  | SOLE |  | 3788 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 262356 | 1200 | SH |  | SOLE |  | 1200 | 0 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 728109 | 3558 | SH |  | SOLE |  | 3558 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 592463 | 4487 | SH |  | SOLE |  | 4487 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 3208261 | 132354 | SH |  | SOLE |  | 132354 | 0 | 0 |
| PLANET FITNESS INC | CL A | 72703H101 |  | 2449154 | 22459 | SH |  | SOLE |  | 22459 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 10637318 | 66767 | SH |  | SOLE |  | 66767 | 0 | 0 |
| QUANTA SVCS INC | COM | 74762E102 |  | 6985406 | 18476 | SH |  | SOLE |  | 18476 | 0 | 0 |
| REAVES UTIL INCOME FD | COM SH BEN INT | 756158101 |  | 275185 | 7606 | SH |  | SOLE |  | 7606 | 0 | 0 |
| RILEY EXPLORATION PERMIAN IN | COM | 76665T102 |  | 266969 | 10178 | SH |  | SOLE |  | 10178 | 0 | 0 |
| SAP SE | SPON ADR | 803054204 |  | 6165323 | 20274 | SH |  | SOLE |  | 20274 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 |  | 7870227 | 96378 | SH |  | SOLE |  | 96378 | 0 | 0 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 6552590 | 77262 | SH |  | SOLE |  | 77262 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 4827288 | 15836 | SH |  | SOLE |  | 15836 | 0 | 0 |
| SPDR INDEX SHS FDS | S NORTH AMER | 78463X152 |  | 3038261 | 53642 | SH |  | SOLE |  | 53642 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 2347830 | 3800 | SH | Put | SOLE |  | 3800 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 610436 | 988 | SH |  | SOLE |  | 988 | 0 | 0 |
| SPDR SERIES TRUST | S BIOTECH | 78464A870 |  | 1741364 | 20998 | SH |  | SOLE |  | 20998 | 0 | 0 |
| STANDARD BIOTOOLS INC | COM | 34385P108 |  | 6732373 | 5610311 | SH |  | SOLE |  | 5610311 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 1526090 | 6738 | SH |  | SOLE |  | 6738 | 0 | 0 |
| TOTALENERGIES SE | SPONSORED ADS | 89151E109 |  | 2683602 | 43714 | SH |  | SOLE |  | 43714 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 |  | 390906 | 1699 | SH |  | SOLE |  | 1699 | 0 | 0 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 |  | 1744374 | 33507 | SH |  | SOLE |  | 33507 | 0 | 0 |
| VANECK ETF TRUST | OIL SERVICES ETF | 92189H607 |  | 5015256 | 21778 | SH |  | SOLE |  | 21778 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 |  | 486549 | 5710 | SH |  | SOLE |  | 5710 | 0 | 0 |
| VERISK ANALYTICS INC | COM | 92345Y106 |  | 3721179 | 11946 | SH |  | SOLE |  | 11946 | 0 | 0 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 4044016 | 31493 | SH |  | SOLE |  | 31493 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 5366753 | 54886 | SH |  | SOLE |  | 54886 | 0 | 0 |
| WESTERN MIDSTREAM PARTNERS L | COM UNIT LP INT | 958669103 |  | 239011 | 6176 | SH |  | SOLE |  | 6176 | 0 | 0 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 79294008 | 1210225 | SH |  | SOLE |  | 1210225 | 0 | 0 |

---