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 51–100 of 1,385
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PG | PROCTER AND GAMBLE CO | 267K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 77K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 365K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 135K | $1M+ | SH |
| ORCL | ORACLE CORP | 184K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 1.4M | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 116K | $1M+ | SH |
| CSCO | CISCO SYS INC | 421K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 75K | $1M+ | SH |
| IWV | ISHARES TR | 80K | $1M+ | SH |
| ABBV | ABBVIE INC | 135K | $1M+ | SH |
| IJR | ISHARES TR | 250K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 52K | $1M+ | SH |
| RTX | RTX CORPORATION | 161K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 186K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 37 | $1M+ | SH |
| T | AT&T INC | 1.1M | $1M+ | SH |
| GLD | SPDR GOLD TR | 67K | $1M+ | SH |
| MCD | MCDONALDS CORP | 87K | $1M+ | SH |
| CAT | CATERPILLAR INC | 45K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 87K | $1M+ | SH |
| EFA | ISHARES TR | 263K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 67K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 269K | $1M+ | SH |
| MRK | MERCK & CO INC | 228K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 27K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 410K | $1M+ | SH |
| ABT | ABBOTT LABS | 177K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 86K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 29K | $1M+ | SH |
| PEP | PEPSICO INC | 149K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 122K | $1M+ | SH |
| NFLX | NETFLIX INC | 223K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 169K | $1M+ | SH |
| NEU | NEWMARKET CORP | 30K | $1M+ | SH |
| DGRO | ISHARES TR | 287K | $1M+ | SH |
| HDV | ISHARES TR | 159K | $1M+ | SH |
| QLTY | GMO ETF TRUST | 501K | $1M+ | SH |
| IEFA | ISHARES TR | 211K | $1M+ | SH |
| DVY | ISHARES TR | 134K | $1M+ | SH |
| IGM | ISHARES TR | 146K | $1M+ | SH |
| IXUS | ISHARES TR | 218K | $1M+ | SH |
| AMGN | AMGEN INC | 56K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 91K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 221K | $1M+ | SH |
| SLDE | SLIDE INS HLDGS INC | 893K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 207K | $1M+ | SH |
| SO | SOUTHERN CO | 192K | $1M+ | SH |
| ILOW | AB ACTIVE ETFS INC | 391K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 29K | $1M+ | SH |