How many stocks does HB Wealth Management, LLC own?

As of Q4 2025, HB Wealth Management, LLC holds 1,385 positions in their 13F portfolio.

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

VTI at 17.9% of portfolio, worth $2.8B.

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

$15.4B as of Q4 2025, tracked across 1,385 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 Q4 2025?

View HB Wealth Management, LLC's latest portfolio changes, new positions, and exits for Q4 2025 on HoldingsIntel.

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

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

HB Wealth Management, LLC Holdings Q4 2025 - Portfolio & Conviction Scores | HoldingsIntel

HB Wealth Management, LLC

Institutional investor · Portfolio as of Q4 2025

Strong(4.0 / 5.0)

$15.4B

AUM

1,385

Positions

120

New

Q4 2025

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

HB Wealth Management, LLC manages $15.4B across 1385 positions as of Q4 2025. Top holdings: VTI (17.9%), VIG (8.0%), AVUS (3.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4/5.0.

Q4 2025 Summary

Active quarter - 120 new positions, 55 exits, 802 increased. Top move: JCPB (INCREASED, conviction 68). Portfolio: $15.4B across 1385 positions.

Portfolio Allocation

Top holdings by portfolio weight

VTI17.85%

VIG8.03%

AVUS3.79%

JCPB3.79%

VXUS3.69%

SPYG3.16%

JPST3.07%

AAPL2.71%

SPY2.04%

IVW1.89%

Other1.66%

Similar Funds

Funds with similar investing DNA

CENTERSQUARE INVESTMENT MANAGEMENT LLC

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

SSRM7Q held

SSR Mining Inc.

Avg $5.66 · $363,167 est. P&L

Est. P&L

+410.95%

SNDK2Q held

Sandisk Corporation

Avg $132.75 · $1.6M est. P&L

Est. P&L

+325.92%

OPEN13Q held

Opendoor Technologies Inc

Avg $1.17 · $373,073 est. P&L

Est. P&L

+323.27%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings10 of 1404

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VTIETF Vanguard Total Stock Market ETF	8.6M	$2.8B	17.9%	—	$240.37	+39.67%	17 qtrssince 2021-Q4	Increased 63
VIGETF Vanguard Div Appreciation ETF	5.7M	$1.2B	8.0%	—	$169.16	+33.12%	17 qtrssince 2021-Q4	Increased 64
AVUSETF Avantis U.S. Equity ETF	5.2M	$586.7M	3.8%	—	$100.52	+14.77%	16 qtrssince 2022-Q1	Increased 64
JCPBETF JPMorgan Core Plus Bond ETF	12.4M	$586.2M	3.8%	—	$45.78	+4.21%	4 qtrssince 2025-Q1	Increased 68
VXUSETF Vanguard Total International St	7.6M	$570.8M	3.7%	—	$59.12	+34.56%	17 qtrssince 2021-Q4	Increased 61
SPYGETF State Street SPDR Portfolio S&P	4.8M	$489.3M	3.2%	—	$71.83	+43.00%	17 qtrssince 2021-Q4	Increased 57
JPSTETF JPMorgan Ultra-Short Income ETF	9.4M	$475.3M	3.1%	—	$44.45	+13.79%	17 qtrssince 2021-Q4	Increased 58
AAPL Apple Inc.	1.5M	$418.8M	2.7%	—	$193.72	+36.15%	17 qtrssince 2021-Q4	Increased 54
SPYUnit State Street SPDR S&P 500 ETF T	461,430	$314.7M	2.0%	—	$493.46	+37.87%	17 qtrssince 2021-Q4	Increased 56
IVWETF iShares S&P 500 Growth ETF	2.4M	$292.4M	1.9%	—	$82.70	+43.50%	17 qtrssince 2021-Q4	Decreased 0
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