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 451–500 of 1,385
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WAB | WABTEC | 8K | $1M+ | SH |
| ABNB | AIRBNB INC | 12K | $1M+ | SH |
| VST | VISTRA CORP | 10K | $1M+ | SH |
| EQIX | EQUINIX INC | 2K | $1M+ | SH |
| PYPL | PAYPAL HLDGS INC | 27K | $1M+ | SH |
| FTNT | FORTINET INC | 20K | $1M+ | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 43K | $1M+ | SH |
| GGG | GRACO INC | 19K | $1M+ | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 3K | $1M+ | SH |
| AYI | ACUITY INC | 4K | $1M+ | SH |
| DLR | DIGITAL RLTY TR INC | 10K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 36K | $1M+ | SH |
| DLN | WISDOMTREE TR | 18K | $1M+ | SH |
| ED | CONSOLIDATED EDISON INC | 16K | $1M+ | SH |
| SRE | SEMPRA | 18K | $1M+ | SH |
| VDE | VANGUARD WORLD FD | 12K | $1M+ | SH |
| F | FORD MTR CO | 117K | $1M+ | SH |
| HPQ | HP INC | 69K | $1M+ | SH |
| ROOT | ROOT INC | 21K | $1M+ | SH |
| PAYX | PAYCHEX INC | 14K | $1M+ | SH |
| EQT | EQT CORP | 29K | $1M+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 18K | $1M+ | SH |
| FNF | FIDELITY NATIONAL FINANCIAL | 28K | $1M+ | SH |
| EFAV | ISHARES TR | 18K | $1M+ | SH |
| NVO | NOVO-NORDISK A S | 30K | $1M+ | SH |
| — | MGP INGREDIENTS INC NEW | 1.6M | $1M+ | PRN |
| STT | STATE STR CORP | 12K | $1M+ | SH |
| GWW | WW GRAINGER INC | 2K | $1M+ | SH |
| TPR | TAPESTRY INC | 12K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 30K | $1M+ | SH |
| SNOW | SNOWFLAKE INC | 7K | $1M+ | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 23K | $1M+ | SH |
| — | BANDWIDTH INC | 1.7M | $1M+ | PRN |
| MNST | MONSTER BEVERAGE CORP NEW | 19K | $1M+ | SH |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 17K | $1M+ | SH |
| VFH | VANGUARD WORLD FD | 11K | $1M+ | SH |
| EEM | ISHARES TR | 27K | $1M+ | SH (Call) |
| STZ | CONSTELLATION BRANDS INC | 11K | $1M+ | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 5K | $1M+ | SH |
| CTVA | CORTEVA INC | 22K | $1M+ | SH |
| ROL | ROLLINS INC | 24K | $1M+ | SH |
| EOG | EOG RES INC | 14K | $1M+ | SH |
| — | PENNYMAC CORP | 1.4M | $1M+ | PRN |
| IGV | ISHARES TR | 14K | $1M+ | SH |
| OTIS | OTIS WORLDWIDE CORP | 17K | $1M+ | SH |
| FWONK | LIBERTY MEDIA CORP DEL | 15K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 25K | $1M+ | SH |
| DELL | DELL TECHNOLOGIES INC | 11K | $1M+ | SH |
| — | BLACKSTONE MORTGAGE TRUST IN | 1.5M | $1M+ | PRN |
| MPLX | MPLX LP | 27K | $1M+ | SH |