HB Wealth Management, LLC
Q4 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
1,404
- Value ($000)
$15,461,427
- Date Filed01/28/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $2.76B | 18 % | 8,648,161 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $1.24B | 8 % | 5,705,891 | ||
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $586.71M | 4 % | 5,248,830 | ||
J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $586.19M | 4 % | 12,380,010 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $570.76M | 4 % | 7,608,929 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A409 | $489.31M | 3 % | 4,781,932 | ||
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $475.27M | 3 % | 9,443,109 | ||
APPLE INC | COM | 037833100 | $418.76M | 3 % | 1,540,363 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $314.66M | 2 % | 461,430 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | $292.38M | 2 % | 2,372,059 |
Rows Per Page
10
- 5
- 10
- 20
- 30
- 50
- 100