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 851–900 of 1,385
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GEN | GEN DIGITAL INC | 20K | $500K+ | SH |
| IT | GARTNER INC | 2K | $500K+ | SH |
| MELI | MERCADOLIBRE INC | 268 | $500K+ | SH |
| HYMB | SPDR SERIES TRUST | 22K | $500K+ | SH |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 26K | $500K+ | SH |
| WSO | WATSCO INC | 2K | $500K+ | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 20K | $500K+ | SH |
| PTC | PTC INC | 3K | $500K+ | SH |
| ALSN | ALLISON TRANSMISSION HLDGS I | 5K | $500K+ | SH |
| SATS | ECHOSTAR CORP | 5K | $500K+ | SH |
| GDX | VANECK ETF TRUST | 6K | $500K+ | SH |
| AEE | AMEREN CORP | 5K | $500K+ | SH |
| CM | CANADIAN IMPERIAL BANK OF CO | 6K | $500K+ | SH |
| AES | AES CORP | 37K | $500K+ | SH |
| EMN | EASTMAN CHEM CO | 8K | $500K+ | SH |
| JLL | JONES LANG LASALLE INC | 2K | $500K+ | SH |
| ETHE | GRAYSCALE ETHEREUM TRUST ETF | 22K | $500K+ | SH |
| GNR | SPDR INDEX SHS FDS | 9K | $500K+ | SH |
| XT | ISHARES TR | 8K | $500K+ | SH |
| ACWX | ISHARES TR | 8K | $500K+ | SH |
| CPAY | CORPAY INC | 2K | $500K+ | SH |
| LYFT | LYFT INC | 27K | $500K+ | SH |
| DTM | DT MIDSTREAM INC | 4K | $500K+ | SH |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | 6K | $500K+ | SH |
| PB | PROSPERITY BANCSHARES INC | 8K | $500K+ | SH |
| MBB | ISHARES TR | 5K | $500K+ | SH |
| BWXT | BWX TECHNOLOGIES INC | 3K | $500K+ | SH |
| AVES | AMERICAN CENTY ETF TR | 9K | $500K+ | SH |
| ALLE | ALLEGION PLC | 3K | $500K+ | SH |
| AUB | ATLANTIC UN BANKSHARES CORP | 14K | $500K+ | SH |
| OC | OWENS CORNING NEW | 5K | $500K+ | SH |
| CRL | CHARLES RIV LABS INTL INC | 3K | $500K+ | SH |
| SHYD | VANECK ETF TRUST | 22K | $500K+ | SH |
| ABCB | AMERIS BANCORP | 7K | $500K+ | SH |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | 6K | $500K+ | SH |
| THG | HANOVER INS GROUP INC | 3K | $100K–$500K | SH |
| CART | MAPLEBEAR INC | 11K | $100K–$500K | SH |
| CLX | CLOROX CO DEL | 5K | $100K–$500K | SH |
| BIL | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| EUFN | ISHARES TR | 13K | $100K–$500K | SH |
| CR | CRANE COMPANY | 3K | $100K–$500K | SH |
| DFSV | DIMENSIONAL ETF TRUST | 15K | $100K–$500K | SH |
| XAR | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| AA | ALCOA CORP | 9K | $100K–$500K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 7K | $100K–$500K | SH |
| BALL | BALL CORP | 9K | $100K–$500K | SH |
| GLPI | GAMING & LEISURE PPTYS INC | 11K | $100K–$500K | SH |
| MFG | MIZUHO FINANCIAL GROUP INC | 67K | $100K–$500K | SH |
| NWG | NATWEST GROUP PLC | 28K | $100K–$500K | SH |
| RIO | RIO TINTO PLC | 6K | $100K–$500K | SH |