HB Wealth Management, LLC
Q3 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
1,341
- Value ($000)
$14,768,341
- Date Filed10/23/2025
- Form type13F-HR
- CIK0001911253
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $2.68 B | 18 % | 8,551,906 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $1.18 B | 8 % | 5,511,314 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $526.70 M | 4 % | 7,209,032 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $517.63 M | 4 % | 4,762,043 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $495.75 M | 3 % | 10,425,820 | ||
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $479.78 M | 3 % | 4,769,364 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $469.49 M | 3 % | 9,302,563 | ||
AAPL APPLE INC | COM | 037833100 | $387.73 M | 3 % | 1,522,715 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $293.99 M | 2 % | 441,308 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $290.93 M | 2 % | 2,409,948 |
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