How many stocks does HB Wealth Management, LLC own?

As of Q1 2026, HB Wealth Management, LLC holds 1,547 positions in their 13F portfolio.

What is HB Wealth Management, LLC's largest holding?

VTI at 17.2% of portfolio, worth $2.7B.

What is HB Wealth Management, LLC's total portfolio value?

$15.5B as of Q1 2026, tracked across 1,547 holdings.

Is HB Wealth Management, LLC a hedge fund?

HB Wealth Management, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does HB Wealth Management, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has HB Wealth Management, LLC's portfolio changed in Q1 2026?

View HB Wealth Management, LLC's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is HB Wealth Management, LLC's investment strategy?

HB Wealth Management, LLC is classified as a Concentrated Value fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

HB Wealth Management, LLC

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

Top Holdings1,547 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VTI ETF VANGUARD INDEX FDS	8.7M	$2.7B	17.2%	—	$241.23	+51.23%	18 qtrssince 2021-Q4	Increased 62
VIG ETF VANGUARD SPECIALIZED FUNDS	5.8M	$1.2B	7.9%	—	$169.72	+40.61%	18 qtrssince 2021-Q4	Increased 62
JCPB ETF J P MORGAN EXCHANGE TRADED F	14.4M	$676.2M	4.4%	—	$46.06	+0.36%	5 qtrssince 2025-Q1	Increased 67
AVUS ETF AMERICAN CENTY ETF TR	5.7M	$638.7M	4.1%	—	$101.80	+24.67%	17 qtrssince 2022-Q1	Increased 63
VXUS ETF VANGUARD STAR FDS	8.1M	$618.3M	4.0%	—	$60.28	+38.36%	18 qtrssince 2021-Q4	Increased 61
JPST ETF J P MORGAN EXCHANGE TRADED F	9.6M	$480.9M	3.1%	—	$44.52	+13.39%	18 qtrssince 2021-Q4	Increased 58
AAPL APPLE INC	1.6M	$403.2M	2.6%	—	$195.85	+70.03%	18 qtrssince 2021-Q4	Increased 55
SPY Unit State Street Spdr S&p 500 Etf Trust TR UNIT	456,556	$296.9M	1.9%	—	$493.46	+49.74%	18 qtrssince 2021-Q4	Decreased 0
IVW ETF ISHARES TR	2.2M	$253M	1.6%	—	$82.70	+60.62%	18 qtrssince 2021-Q4	Decreased 0
SPYG ETF SPDR SERIES TRUST	2.8M	$251.3M	1.6%	—	$71.83	+60.04%	18 qtrssince 2021-Q4	Decreased 0
HD HOME DEPOT INC	679,680	$223.5M	1.4%	—	$329.95	+0.92%	18 qtrssince 2021-Q4	Decreased 0
QLTY ETF GMO ETF TRUST	5.9M	$213.6M	1.4%	—	$37.66	+8.65%	8 qtrssince 2024-Q2	Increased 78
MSFT MICROSOFT CORP	540,626	$200.1M	1.3%	—	$362.17	+5.39%	18 qtrssince 2021-Q4	Increased 49
NVDA NVIDIA CORPORATION	1.1M	$193M	1.2%	—	$133.17	+55.32%	18 qtrssince 2021-Q4	Increased 52
SCHB ETF SCHWAB STRATEGIC TR	6.6M	$165.5M	1.1%	—	$20.60	+38.65%	18 qtrssince 2021-Q4	Decreased 0
GSLC ETF GOLDMAN SACHS ETF TR	1.2M	$156.2M	1.0%	—	$112.34	+25.59%	5 qtrssince 2025-Q1	Increased 49
IVV ETF iShares Trust CORE S&P500 ETF	224,445	$146.6M	0.9%	—	$510.62	+45.38%	18 qtrssince 2021-Q4	Increased 44
ITOT ETF ISHARES TR	1M	$142.8M	0.9%	—	$101.63	+59.41%	18 qtrssince 2021-Q4	Decreased 0
AVDE ETF AMERICAN CENTY ETF TR	1.7M	$141.3M	0.9%	—	$64.97	+38.24%	13 qtrssince 2023-Q1	Decreased 0
AMZN AMAZON COM INC	638,805	$133M	0.9%	—	$168.02	+38.15%	18 qtrssince 2021-Q4	Increased 44
Showing 20 of 1,547 results.1,527 more with Pro.