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 651–700 of 1,385
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 26K | $500K+ | SH |
| MTB | M & T BK CORP | 4K | $500K+ | SH |
| SEB | SEABOARD CORP DEL | 202 | $500K+ | SH |
| KEY | KEYCORP | 43K | $500K+ | SH |
| TEAM | ATLASSIAN CORPORATION | 6K | $500K+ | SH |
| RL | RALPH LAUREN CORP | 3K | $500K+ | SH |
| SNV | SYNOVUS FINL CORP | 18K | $500K+ | SH |
| JBHT | HUNT J B TRANS SVCS INC | 5K | $500K+ | SH |
| COSO | COASTALSOUTH BANCSHARES INC | 38K | $500K+ | SH |
| SCHC | SCHWAB STRATEGIC TR | 19K | $500K+ | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 3K | $500K+ | SH |
| IUSV | ISHARES TR | 9K | $500K+ | SH |
| KDP | KEURIG DR PEPPER INC | 31K | $500K+ | SH |
| MEDP | MEDPACE HLDGS INC | 2K | $500K+ | SH |
| SMFG | SUMITOMO MITSUI FINL GROUP I | 45K | $500K+ | SH |
| NOBL | PROSHARES TR | 8K | $500K+ | SH |
| SAN | BANCO SANTANDER SA | 74K | $500K+ | SH |
| SNDK | SANDISK CORP | 4K | $500K+ | SH |
| DAKT | DAKTRONICS INC | 44K | $500K+ | SH |
| TM | TOYOTA MOTOR CORP | 4K | $500K+ | SH |
| RNR | RENAISSANCERE HLDGS LTD | 3K | $500K+ | SH |
| ATO | ATMOS ENERGY CORP | 5K | $500K+ | SH |
| NTRS | NORTHERN TR CORP | 6K | $500K+ | SH |
| PNFP | PINNACLE FINL PARTNERS INC | 9K | $500K+ | SH |
| MLI | MUELLER INDS INC | 7K | $500K+ | SH |
| EYE | NATIONAL VISION HLDGS INC | 33K | $500K+ | SH |
| ILCG | ISHARES TR | 8K | $500K+ | SH |
| KVUE | KENVUE INC | 49K | $500K+ | SH |
| LH | LABCORP HOLDINGS INC | 3K | $500K+ | SH |
| AAXJ | ISHARES TR | 9K | $500K+ | SH |
| PFLD | ETF SER SOLUTIONS | 42K | $500K+ | SH |
| WRB | BERKLEY W R CORP | 12K | $500K+ | SH |
| BIIB | BIOGEN INC | 5K | $500K+ | SH |
| ING | ING GROEP N.V. | 29K | $500K+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 17K | $500K+ | SH |
| EG | EVEREST GROUP LTD | 2K | $500K+ | SH |
| INDA | ISHARES TR | 15K | $500K+ | SH |
| ULTA | ULTA BEAUTY INC | 1K | $500K+ | SH |
| IWS | ISHARES TR | 6K | $500K+ | SH |
| STE | STERIS PLC | 3K | $500K+ | SH |
| IR | INGERSOLL RAND INC | 10K | $500K+ | SH |
| IBB | ISHARES TR | 5K | $500K+ | SH |
| FDS | FACTSET RESH SYS INC | 3K | $500K+ | SH |
| VRSN | VERISIGN INC | 3K | $500K+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 10K | $500K+ | SH |
| RJF | RAYMOND JAMES FINL INC | 5K | $500K+ | SH |
| LVS | LAS VEGAS SANDS CORP | 12K | $500K+ | SH |
| LYV | LIVE NATION ENTERTAINMENT IN | 5K | $500K+ | SH |
| BOTZ | GLOBAL X FDS | 21K | $500K+ | SH |
| VDC | VANGUARD WORLD FD | 4K | $500K+ | SH |