HB Wealth Management, LLC Portfolio
About HB Wealth Management, LLC
HB Wealth Management, LLC is a Investment Manager managing $14.77B in 13F-reportable assets. The portfolio below reflects the Q3 2025 SEC Form 13F filing.
The information on this page is for informational purposes only and does not constitute investment advice, financial advice, or any recommendation. Billiver does not recommend buying, selling, or holding any security. Past performance is not indicative of future results.
Data may be delayed and accuracy is not guaranteed. All investment decisions are solely your responsibility. Verify information independently and consult a qualified financial advisor before investing. About · Methodology
Source: SEC EDGAR Form 13F. Data may be 45+ days delayed from actual trading activity. 13F filings only cover long positions in US-listed equities and do not include short positions, derivatives, non-US securities, or fixed income holdings.
Sector Distribution
Portfolio Holdings
34 of 101 linked to profiles
Showing top 101 of 1,341 total holdings, sorted by value.
| # | Company | Value | % Port |
|---|---|---|---|
| 1 | AAPL | $393.5M | 2.66% |
| 2 | HD | $278.0M | 1.88% |
| 3 | MSFT | $265.8M | 1.80% |
| 4 | NVDA | $180.7M | 1.22% |
| 5 | AMZN | $133.6M | 0.90% |
| 6 | GOOGL | $101.9M | 0.69% |
| 7 | GOOGL | $83.0M | 0.56% |
| 8 | AVGO | $76.9M | 0.52% |
| 9 | JPM | $76.4M | 0.52% |
| 10 | V | $66.4M | 0.45% |
| 11 | META | $64.6M | 0.44% |
| 12 | ORCL | $52.5M | 0.36% |
| 13 | JNJ | $52.1M | 0.35% |
| 14 | TSLA | $44.2M | 0.30% |
| 15 | WMT | $43.0M | 0.29% |
| 16 | KO | $38.7M | 0.26% |
| 17 | ALB | $35.7M | 0.24% |
| 18 | XOM | $35.3M | 0.24% |
| 19 | T | $30.7M | 0.21% |
| 20 | ABBV | $29.3M | 0.20% |
| 21 | MA | $29.2M | 0.20% |
| 22 | RTX | $27.5M | 0.19% |
| 23 | MCD | $26.3M | 0.18% |
| 24 | NEU | $24.8M | 0.17% |
| 25 | NFLX | $24.2M | 0.16% |
| 26 | AXP | $21.7M | 0.15% |
| 27 | CAT | $21.3M | 0.14% |
| 28 | PEP | $20.2M | 0.14% |
| 29 | MRK | $19.0M | 0.13% |
| 30 | SO | $18.1M | 0.12% |
| 31 | SOJC | $18.1M | 0.12% |
| 32 | UBER | $17.2M | 0.12% |
| 33 | NEE | $16.7M | 0.11% |
| 34 | LRCX | $16.6M | 0.11% |
Other Assets (67)Click to expand
These holdings could not be matched to company profiles. They may include non-US stocks, bonds, options, or other asset types not in our database.
| Name | Value |
|---|---|
| VANGUARD INDEX FDS | $2.68B |
| VANGUARD SPECIALIZED FUNDS | $1.18B |
| VANGUARD STAR FDS | $526.7M |
| AMERICAN CENTY ETF TR | $517.6M |
| J P MORGAN EXCHANGE TRADED F | $495.7M |
| SPDR SERIES TRUST | $479.8M |
| J P MORGAN EXCHANGE TRADED F | $469.5M |
| SPDR S&P 500 ETF TR | $303.1M |
| ISHARES TR | $290.9M |
| SCHWAB STRATEGIC TR | $172.1M |
| GOLDMAN SACHS ETF TR | $149.6M |
| ISHARES TR | $148.6M |
| ISHARES TR | $138.6M |
| AMERICAN CENTY ETF TR | $132.9M |
| PRICE T ROWE GROUP INC | $121.8M |
| VANGUARD INDEX FDS | $116.5M |
| GOLDMAN SACHS ETF TR | $110.2M |
| J P MORGAN EXCHANGE TRADED F | $88.5M |
| BERKSHIRE HATHAWAY INC DEL | $83.4M |
| SCHWAB STRATEGIC TR | $80.1M |
| AMERICAN CENTY ETF TR | $77.8M |
| VANGUARD INTL EQUITY INDEX F | $74.1M |
| DIMENSIONAL ETF TRUST | $70.9M |
| PIMCO ETF TR | $67.5M |
| DIMENSIONAL ETF TRUST | $62.8M |
| SCHWAB STRATEGIC TR | $58.7M |
| DIMENSIONAL ETF TRUST | $57.9M |
| INVESCO QQQ TR | $56.8M |
| HARTFORD FDS EXCHANGE TRADED | $53.1M |
| ELI LILLY & CO | $43.4M |
| GOLDMAN SACHS ETF TR | $43.0M |
| J P MORGAN EXCHANGE TRADED F | $42.8M |
| PROCTER AND GAMBLE CO | $42.4M |
| ISHARES TR | $42.2M |
| ISHARES TR | $42.1M |
| INVESCO EXCHANGE TRADED FD T | $41.6M |
| SCHWAB STRATEGIC TR | $40.9M |
| AMERICAN CENTY ETF TR | $37.3M |
| VANGUARD INDEX FDS | $37.2M |
| VANGUARD INDEX FDS | $34.7M |
| SCHWAB STRATEGIC TR | $33.4M |
| ACCENTURE PLC IRELAND | $33.0M |
| CHEVRON CORP NEW | $31.3M |
| ISHARES TR | $30.5M |
| VANGUARD WORLD FD | $30.3M |
| ISHARES TR | $29.9M |
| CISCO SYS INC | $28.1M |
| BERKSHIRE HATHAWAY INC DEL | $27.9M |
| ISHARES TR | $27.8M |
| COSTCO WHSL CORP NEW | $25.1M |
| WISDOMTREE TR | $24.6M |
| ABBOTT LABS | $24.6M |
| SPDR GOLD TR | $23.5M |
| INTERNATIONAL BUSINESS MACHS | $23.3M |
| VANGUARD INDEX FDS | $21.1M |
| VANGUARD SCOTTSDALE FDS | $20.4M |
| BANK AMERICA CORP | $20.1M |
| VANGUARD WORLD FD | $19.9M |
| ISHARES TR | $19.8M |
| ISHARES TR | $19.8M |
| HONEYWELL INTL INC | $19.5M |
| ISHARES TR | $18.3M |
| ISHARES TR | $18.0M |
| ISHARES TR | $17.4M |
| 2023 ETF SERIES TRUST II | $16.7M |
| AB ACTIVE ETFS INC | $16.6M |
| ISHARES TR | $15.9M |