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)

StockValue
RSPINVESCO EXCHANGE TRADED FD T
$44K
CELUCELULARITY INC
$44K
SCHDSCHWAB STRATEGIC TR
$43K
MINTPIMCO ETF TR
$43K
ONLORION PROPERTIES INC
$43K
KOCOCA COLA CO
$42K
GEMGOLDMAN SACHS ETF TR
$42K
CRWSCROWN CRAFTS INC
$41K
JSCPJ P MORGAN EXCHANGE TRADED F
$40K
XOMEXXON MOBIL CORP
$40K
PGPROCTER AND GAMBLE CO
$38K
VUGVANGUARD INDEX FDS
$37K
AVUVAMERICAN CENTY ETF TR
$37K
ACNACCENTURE PLC IRELAND
$36K
ORCLORACLE CORP
$36K
ABSIABSCI CORPORATION
$35K
SCHFSCHWAB STRATEGIC TR
$35K
VOVANGUARD INDEX FDS
$34K
CSCOCISCO SYS INC
$32K
MGKVANGUARD WORLD FD
$31K
IWVISHARES TR
$31K
ABBVABBVIE INC
$31K
IJRISHARES TR
$30K
MAMASTERCARD INCORPORATED
$29K
RTXRTX CORPORATION
$29K
CVXCHEVRON CORP NEW
$28K
AAMEATLANTIC AMERN CORP
$28K
BRK-BBERKSHIRE HATHAWAY INC DEL
$28K
TAT&T INC
$27K
GQ9SPDR GOLD TR
$27K
MCDMCDONALDS CORP
$27K
EFAISHARES TR
$26K
CATCATERPILLAR INC
$26K
RZLTREZOLUTE INC
$26K
IBMINTERNATIONAL BUSINESS MACHS
$26K
AXPAMERICAN EXPRESS CO
$25K
DGRWWISDOMTREE TR
$24K
MRKMERCK & CO INC
$24K
BEATHEARTBEAM INC
$24K
COSTCOSTCO WHSL CORP NEW
$24K
EXPE 0 02/15/26EXPEDIA GROUP INC
$23K
WGO 3.25 01/15/30WINNEBAGO INDS INC
$23K
BACBANK AMERICA CORP
$23K
ABTABBOTT LABS
$22K
VBVANGUARD INDEX FDS
$22K
VGTVANGUARD WORLD FD
$22K
PEPPEPSICO INC
$21K
CABACABALETTA BIO INC
$21K
LRCXLAM RESEARCH CORP
$21K
NFLXNETFLIX INC
$21K
VONGVANGUARD SCOTTSDALE FDS
$21K
NEUNEWMARKET CORP
$21K
F 0 03/15/26FORD MTR CO
$20K
DGROISHARES TR
$20K
HDVISHARES TR
$19K
QLTYGMO ETF TRUST
$19K
AQLTISHARES TR
$19K
AQLTISHARES TR
$19K
IGMISHARES TR
$19K
IXUSISHARES TR
$18K
AMGNAMGEN INC
$18K
HONHONEYWELL INTL INC
$18K
NEENEXTERA ENERGY INC
$18K
SLDESLIDE INS HLDGS INC
$17K
EEFT 0.75 03/15/49EURONET WORLDWIDE INC
$17K
IAU*ISHARES GOLD TR
$17K
SOSOUTHERN CO
$17K
ILOWAB ACTIVE ETFS INC
$17K
TMOTHERMO FISHER SCIENTIFIC INC
$17K
GSGOLDMAN SACHS GROUP INC
$16K
NFENEW FORTRESS ENERGY INC
$16K
PLTRPALANTIR TECHNOLOGIES INC
$16K
ISRGINTUITIVE SURGICAL INC
$16K
VEAVANGUARD TAX-MANAGED FDS
$16K
UNHUNITEDHEALTH GROUP INC
$16K
IWBISHARES TR
$15K
4I1PHILIP MORRIS INTL INC
$15K
ACWVISHARES INC
$15K
MGCVANGUARD WORLD FD
$15K
UBERUBER TECHNOLOGIES INC
$15K
DWDMORGAN STANLEY
$15K
CBCHUBB LIMITED
$14K
VTVANGUARD INTL EQUITY INDEX F
$14K
TXNTEXAS INSTRS INC
$14K
GDGENERAL DYNAMICS CORP
$14K
RHCRH PLC
$14K
DFUSDIMENSIONAL ETF TRUST
$14K
PPL 2.875 03/15/28PPL CAP FDG INC
$14K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$14K
VVVANGUARD INDEX FDS
$14K
AMDADVANCED MICRO DEVICES INC
$14K
MGVVANGUARD WORLD FD
$14K
USBUS BANCORP DEL
$14K
UNPUNION PAC CORP
$14K
ZZILLOW GROUP INC
$14K
LOWLOWES COS INC
$14K
VYMVANGUARD WHITEHALL FDS
$14K
VBRVANGUARD INDEX FDS
$14K
ICEINTERCONTINENTAL EXCHANGE IN
$13K
IWMISHARES TR
$13K
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