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 501–550 of 1,385
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHE | SCHWAB STRATEGIC TR | 43K | $1M+ | SH |
| AXON | AXON ENTERPRISE INC | 2K | $1M+ | SH |
| SPG | SIMON PPTY GROUP INC NEW | 8K | $1M+ | SH |
| O | REALTY INCOME CORP | 25K | $1M+ | SH |
| ACGL | ARCH CAP GROUP LTD | 14K | $1M+ | SH |
| SFBS | SERVISFIRST BANCSHARES INC | 19K | $1M+ | SH |
| CCI | CROWN CASTLE INC | 16K | $1M+ | SH |
| KMB | KIMBERLY-CLARK CORP | 14K | $1M+ | SH |
| ROK | ROCKWELL AUTOMATION INC | 4K | $1M+ | SH |
| SONY | SONY GROUP CORP | 53K | $1M+ | SH |
| SLB | SLB LIMITED | 35K | $1M+ | SH |
| HLN | HALEON PLC | 134K | $1M+ | SH |
| CVNA | CARVANA CO | 3K | $1M+ | SH |
| KR | KROGER CO | 22K | $1M+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 58K | $1M+ | SH |
| NDAQ | NASDAQ INC | 14K | $1M+ | SH |
| PAG | PENSKE AUTOMOTIVE GRP INC | 8K | $1M+ | SH |
| WPC | WP CAREY INC | 21K | $1M+ | SH |
| IWP | ISHARES TR | 10K | $1M+ | SH |
| WEC | WEC ENERGY GROUP INC | 13K | $1M+ | SH |
| NBOS | NEUBERGER BERMAN ETF TRUST | 49K | $1M+ | SH |
| EA | ELECTRONIC ARTS INC | 6K | $1M+ | SH |
| IQLT | ISHARES TR | 29K | $1M+ | SH |
| EWU | ISHARES TR | 30K | $1M+ | SH |
| HIG | HARTFORD INSURANCE GROUP INC | 10K | $1M+ | SH |
| FTEC | FIDELITY COVINGTON TRUST | 6K | $1M+ | SH |
| BABA | ALIBABA GROUP HLDG LTD | 9K | $1M+ | SH |
| — | PEBBLEBROOK HOTEL TR | 1.4M | $1M+ | PRN |
| ARES | ARES MANAGEMENT CORPORATION | 8K | $1M+ | SH |
| BP | BP PLC | 37K | $1M+ | SH |
| ENB | ENBRIDGE INC | 27K | $1M+ | SH |
| SNY | SANOFI SA | 27K | $1M+ | SH |
| XLP | SELECT SECTOR SPDR TR | 17K | $1M+ | SH |
| SGOL | ETFS GOLD TR | 31K | $1M+ | SH |
| EXEL | EXELIXIS INC | 29K | $1M+ | SH |
| ES | EVERSOURCE ENERGY | 19K | $1M+ | SH |
| SYF | SYNCHRONY FINANCIAL | 15K | $1M+ | SH |
| NXPI | NXP SEMICONDUCTORS N V | 6K | $1M+ | SH |
| XOP | SPDR SERIES TRUST | 10K | $1M+ | SH |
| VRT | VERTIV HOLDINGS CO | 8K | $1M+ | SH |
| CBOE | CBOE GLOBAL MKTS INC | 5K | $1M+ | SH |
| — | SUMMIT HOTEL PPTYS | 1.3M | $1M+ | PRN |
| MUFG | MITSUBISHI UFJ FINL GROUP IN | 79K | $1M+ | SH |
| STWD | STARWOOD PPTY TR INC | 69K | $1M+ | SH |
| TPL | TEXAS PACIFIC LAND CORPORATI | 4K | $1M+ | SH |
| JBL | JABIL INC | 5K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 29K | $1M+ | SH |
| GSSC | GOLDMAN SACHS ETF TR | 16K | $1M+ | SH |
| NUE | NUCOR CORP | 8K | $1M+ | SH (Put) |
| GRMN | GARMIN LTD | 6K | $1M+ | SH |