CIK 1911253
HB Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
1,385
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,385
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 8.6M | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 5.7M | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 5.2M | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 12.4M | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 7.6M | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 4.8M | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 9.4M | $1M+ | SH |
| AAPL | APPLE INC | 1.5M | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 461K | $1M+ | SH |
| IVW | ISHARES TR | 2.4M | $1M+ | SH |
| MSFT | MICROSOFT CORP | 530K | $1M+ | SH |
| HD | HOME DEPOT INC | 685K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 1.0M | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 6.7M | $1M+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 1.2M | $1M+ | SH |
| ITOT | ISHARES TR | 1.0M | $1M+ | SH |
| IVV | ISHARES TR | 216K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 1.7M | $1M+ | SH |
| GOOGL | ALPHABET INC | 434K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 194K | $1M+ | SH |
| GSIE | GOLDMAN SACHS ETF TR | 2.6M | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 2.2M | $1M+ | SH |
| GOOG | ALPHABET INC | 340K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 172K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 3.0M | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 1.0M | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 247K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 1.0M | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 1.8M | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 1.8M | $1M+ | SH |
| V | VISA INC | 195K | $1M+ | SH |
| LLY | ELI LILLY & CO | 59K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 1.3M | $1M+ | SH |
| META | META PLATFORMS INC | 94K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 296K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 1.8M | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 97K | $1M+ | SH |
| ALB | ALBEMARLE CORP | 402K | $1M+ | SH |
| IWD | ISHARES TR | 235K | $1M+ | SH |
| TSLA | TESLA INC | 109K | $1M+ | SH |
| IWF | ISHARES TR | 101K | $1M+ | SH |
| HTRB | HARTFORD FDS EXCHANGE TRADED | 1.4M | $1M+ | SH |
| WMT | WALMART INC | 427K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 231K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 1.6M | $1M+ | SH |
| MINT | PIMCO ETF TR | 431K | $1M+ | SH |
| KO | COCA COLA CO | 600K | $1M+ | SH |
| GEM | GOLDMAN SACHS ETF TR | 999K | $1M+ | SH |
| JSCP | J P MORGAN EXCHANGE TRADED F | 835K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 329K | $1M+ | SH |