HB Wealth Management, LLC Q4 2025 Filing
Filed January 28, 2026
Portfolio Value
$15.5B
Holdings
1,385
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,385 positions)
| Stock | Value |
|---|---|
VTIVANGUARD INDEX FDS | $2.8B |
VIGVANGUARD SPECIALIZED FUNDS | $1.2B |
AVUSAMERICAN CENTY ETF TR | $586.7M |
JCPBJ P MORGAN EXCHANGE TRADED F | $586.2M |
VXUSVANGUARD STAR FDS | $570.8M |
SPYGSPDR SERIES TRUST | $489.3M |
JPSTJ P MORGAN EXCHANGE TRADED F | $475.3M |
AAPLAPPLE INC | $424.9M |
SPYSPDR S&P 500 ETF TR | $323.0M |
IVWISHARES TR | $292.4M |
MSFTMICROSOFT CORP | $256.9M |
HDHOME DEPOT INC | $235.6M |
NVDANVIDIA CORPORATION | $194.2M |
SCHBSCHWAB STRATEGIC TR | $175.4M |
GSLCGOLDMAN SACHS ETF TR | $160.3M |
ITOTISHARES TR | $151.8M |
IVVISHARES TR | $148.0M |
AMZNAMAZON COM INC | $144.6M |
AVDEAMERICAN CENTY ETF TR | $137.9M |
GOOGLALPHABET INC | $135.7M |
VOOVANGUARD INDEX FDS | $121.6M |
TROWPRICE T ROWE GROUP INC | $116.0M |
GSIEGOLDMAN SACHS ETF TR | $111.2M |
JMSTJ P MORGAN EXCHANGE TRADED F | $110.9M |
GOOGALPHABET INC | $106.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $86.4M |
AVGOBROADCOM INC | $85.6M |
SCHXSCHWAB STRATEGIC TR | $81.6M |
JPMJPMORGAN CHASE & CO. | $81.5M |
AVEMAMERICAN CENTY ETF TR | $80.3M |
VEUVANGUARD INTL EQUITY INDEX F | $75.5M |
DFACDIMENSIONAL ETF TRUST | $72.0M |
DUHPDIMENSIONAL ETF TRUST | $69.5M |
VVISA INC | $68.4M |
LLYELI LILLY & CO | $63.5M |
DFAUDIMENSIONAL ETF TRUST | $62.9M |
METAMETA PLATFORMS INC | $62.2M |
JNJJOHNSON & JOHNSON | $61.3M |
SCHGSCHWAB STRATEGIC TR | $59.8M |
NDQINVESCO QQQ TR | $59.5M |
ALBALBEMARLE CORP | $56.9M |
IWDISHARES TR | $49.4M |
TSLATESLA INC | $49.1M |
IWFISHARES TR | $47.7M |
HTRBHARTFORD FDS EXCHANGE TRADED | $47.6M |
WMTWALMART INC | $47.6M |
RSPINVESCO EXCHANGE TRADED FD T | $44.2M |
SCHDSCHWAB STRATEGIC TR | $43.3M |
MINTPIMCO ETF TR | $43.2M |
KOCOCA COLA CO | $41.9M |
GEMGOLDMAN SACHS ETF TR | $41.6M |
JSCPJ P MORGAN EXCHANGE TRADED F | $39.7M |
XOMEXXON MOBIL CORP | $39.6M |
PGPROCTER AND GAMBLE CO | $38.2M |
VUGVANGUARD INDEX FDS | $37.4M |
AVUVAMERICAN CENTY ETF TR | $37.3M |
ACNACCENTURE PLC IRELAND | $36.3M |
ORCLORACLE CORP | $35.8M |
SCHFSCHWAB STRATEGIC TR | $34.5M |
VOVANGUARD INDEX FDS | $33.6M |
CSCOCISCO SYS INC | $32.4M |
MGKVANGUARD WORLD FD | $31.0M |
IWVISHARES TR | $30.9M |
ABBVABBVIE INC | $30.9M |
IJRISHARES TR | $30.0M |
MAMASTERCARD INCORPORATED | $29.5M |
RTXRTX CORPORATION | $29.5M |
CVXCHEVRON CORP NEW | $28.4M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $27.9M |
TAT&T INC | $26.9M |
GQ9SPDR GOLD TR | $26.7M |
MCDMCDONALDS CORP | $26.5M |
EFAISHARES TR | $26.5M |
CATCATERPILLAR INC | $26.0M |
IBMINTERNATIONAL BUSINESS MACHS | $25.7M |
AXPAMERICAN EXPRESS CO | $24.6M |
DGRWWISDOMTREE TR | $24.1M |
MRKMERCK & CO INC | $24.0M |
COSTCOSTCO WHSL CORP NEW | $23.6M |
BACBANK AMERICA CORP | $22.5M |
ABTABBOTT LABS | $22.2M |
VBVANGUARD INDEX FDS | $22.2M |
VGTVANGUARD WORLD FD | $22.1M |
PEPPEPSICO INC | $21.3M |
LRCXLAM RESEARCH CORP | $20.9M |
NFLXNETFLIX INC | $20.9M |
VONGVANGUARD SCOTTSDALE FDS | $20.6M |
NEUNEWMARKET CORP | $20.5M |
DGROISHARES TR | $19.9M |
HDVISHARES TR | $19.3M |
QLTYGMO ETF TRUST | $19.3M |
AQLTISHARES TR | $18.9M |
AQLTISHARES TR | $18.9M |
IGMISHARES TR | $18.8M |
IXUSISHARES TR | $18.4M |
AMGNAMGEN INC | $18.3M |
HONHONEYWELL INTL INC | $17.8M |
NEENEXTERA ENERGY INC | $17.7M |
SLDESLIDE INS HLDGS INC | $17.4M |
IAU*ISHARES GOLD TR | $16.8M |
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