HB Wealth Management, LLC
Institutional investor · Portfolio as of Q3 2026
Top Holdings1,885 positions
VANGUARD INDEX FDS | 8.9M | $3.2B | 16.2% | — | — | — | Increased 63 |
VANGUARD SPECIALIZED FUNDS | 6M | $1.4B | 7.0% | — | — | — | Increased 63 |
AMERICAN CENTY ETF TR | 6.4M | $826.1M | 4.2% | — | — | — | Increased 62 |
VANGUARD STAR FDS | 8.8M | $736.4M | 3.8% | — | — | — | Increased 61 |
J P MORGAN EXCHANGE TRADED F | 16.1M | $720M | 3.7% | — | — | — | Increased 60 |
APPLE INC | 1.7M | $557.5M | 2.9% | — | — | — | Increased 57 |
J P MORGAN EXCHANGE TRADED F | 10.3M | $516.7M | 2.6% | — | — | — | Increased 55 |
DIMENSIONAL ETF TRUST | 9.4M | $377M | 1.9% | — | — | — | Increased 79 |
STATE STR SPDR S&P 500 ETF T | 485,629 | $370.4M | 1.9% | — | — | — | Increased 50 |
MICROSOFT CORP | 609,049 | $312.4M | 1.6% | — | — | — | Increased 54 |
GMO ETF TRUST | 7.3M | $304.4M | 1.6% | — | — | — | Increased 53 |
ISHARES TR | 2.1M | $300.6M | 1.5% | — | — | — | Decreased 0 |
NVIDIA CORPORATION | 1.3M | $293.6M | 1.5% | — | — | — | Increased 55 |
SPDR SERIES TRUST | 2.3M | $284.2M | 1.5% | — | — | — | Decreased 0 |
J P MORGAN EXCHANGE TRADED F | 4.3M | $216.2M | 1.1% | — | — | — | Increased 61 |
GOLDMAN SACHS ETF TR | 1.4M | $199.4M | 1.0% | — | — | — | Increased 51 |
HOME DEPOT INC | 684,313 | $194.7M | 1.0% | — | — | — | Increased 43 |
SCHWAB STRATEGIC TR | 6.5M | $190.9M | 1.0% | — | — | — | Decreased 0 |
ISHARES TR | 237,234 | $181.7M | 0.9% | — | — | — | Increased 46 |
AMAZON COM INC | 701,687 | $174.8M | 0.9% | — | — | — | Increased 46 |
HB Wealth Management, LLC manages $19.5B across 1885 positions as of Q3 2026. Top holdings: VTI (16.2%), VIG (7.0%), AVUS (4.2%). Fund DNA: Concentrated Value. HoldingsIntel Score: 3.5/5.0.
Active quarter - 254 new positions, 95 exits, 1180 increased. Top move: DFCF (INCREASED, conviction 79). Portfolio: $19.5B across 1885 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR