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 1251–1300 of 1,385
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTHR | VANGUARD SCOTTSDALE FDS | 776 | $100K–$500K | SH |
| GTY | GETTY RLTY CORP NEW | 9K | $100K–$500K | SH |
| FWRD | FORWARD AIR CORP | 9K | $100K–$500K | SH |
| PPC | PILGRIMS PRIDE CORP | 6K | $100K–$500K | SH |
| MRNA | MODERNA INC | 8K | $100K–$500K | SH |
| IRT | INDEPENDENCE RLTY TR INC | 13K | $100K–$500K | SH |
| IONS | IONIS PHARMACEUTICALS INC | 3K | $100K–$500K | SH |
| INSM | INSMED INC | 1K | $100K–$500K | SH |
| IP | INTERNATIONAL PAPER CO | 6K | $100K–$500K | SH |
| OKTA | OKTA INC | 3K | $100K–$500K | SH |
| EMB | ISHARES TR | 2K | $100K–$500K | SH |
| VSEE | VSEE HEALTH INC | 603K | $100K–$500K | SH |
| PRM | PERIMETER SOLUTIONS INC | 8K | $100K–$500K | SH |
| R | RYDER SYS INC | 1K | $100K–$500K | SH |
| ACI | ALBERTSONS COS INC | 13K | $100K–$500K | SH |
| AER | AERCAP HOLDINGS NV | 2K | $100K–$500K | SH |
| IGOV | ISHARES TR | 5K | $100K–$500K | SH |
| NXST | NEXSTAR MEDIA GROUP INC | 1K | $100K–$500K | SH |
| URBN | URBAN OUTFITTERS INC | 3K | $100K–$500K | SH |
| KD | KYNDRYL HLDGS INC | 8K | $100K–$500K | SH |
| ESE | ESCO TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| FDVV | FIDELITY COVINGTON TRUST | 4K | $100K–$500K | SH |
| KBE | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| HGLB | HIGHLAND GLOBAL ALLOCATION F | 24K | $100K–$500K | SH |
| EWL | ISHARES INC | 4K | $100K–$500K | SH |
| SE | SEA LTD | 2K | $100K–$500K | SH |
| FELG | FIDELITY COVINGTON TRUST | 5K | $100K–$500K | SH |
| NOVT | NOVANTA INC | 2K | $100K–$500K | SH |
| BOH | BANK HAWAII CORP | 3K | $100K–$500K | SH |
| INVH | INVITATION HOMES INC | 8K | $100K–$500K | SH |
| MSLC | MORGAN STANLEY PATHWAY FDS | 4K | $100K–$500K | SH |
| HR | HEALTHCARE RLTY TR | 13K | $100K–$500K | SH |
| GRAB | GRAB HOLDINGS LIMITED | 43K | $100K–$500K | SH |
| TREX | TREX CO INC | 6K | $100K–$500K | SH |
| CHWY | CHEWY INC | 6K | $100K–$500K | SH |
| MOS | MOSAIC CO NEW | 9K | $100K–$500K | SH |
| RRC | RANGE RES CORP | 6K | $100K–$500K | SH |
| WMS | ADVANCED DRAIN SYS INC DEL | 1K | $100K–$500K | SH |
| MOG.A | MOOG INC | 871 | $100K–$500K | SH |
| JXN | JACKSON FINANCIAL INC | 2K | $100K–$500K | SH |
| SPMD | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| ARW | ARROW ELECTRS INC | 2K | $100K–$500K | SH |
| SAIA | SAIA INC | 645 | $100K–$500K | SH |
| TGTX | TG THERAPEUTICS INC | 7K | $100K–$500K | SH |
| ETV | EATON VANCE TAX-MANAGED BUY- | 15K | $100K–$500K | SH |
| AL | AIR LEASE CORP | 3K | $100K–$500K | SH |
| QQEW | FIRST TR EXCHANGE-TRADED FD | 1K | $100K–$500K | SH |
| FAF | FIRST AMERN FINL CORP | 3K | $100K–$500K | SH |
| REG | REGENCY CTRS CORP | 3K | $100K–$500K | SH |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | 2K | $100K–$500K | SH |