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 1301–1350 of 1,385
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TFX | TELEFLEX INCORPORATED | 2K | $100K–$500K | SH |
| PHO | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| VOYA | VOYA FINANCIAL INC | 3K | $100K–$500K | SH |
| HALO | HALOZYME THERAPEUTICS INC | 3K | $100K–$500K | SH |
| RHI | ROBERT HALF INC. | 7K | $100K–$500K | SH |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | 4K | $100K–$500K | SH |
| MGMT | UNIFIED SER TR | 5K | $100K–$500K | SH |
| BG | BUNGE GLOBAL SA | 2K | $100K–$500K | SH |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 3K | $100K–$500K | SH |
| MGA | MAGNA INTL INC | 4K | $100K–$500K | SH |
| PII | POLARIS INC | 3K | $100K–$500K | SH |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 1K | $100K–$500K | SH |
| CRDF | CARDIFF ONCOLOGY INC | 71K | $100K–$500K | SH |
| BBCA | J P MORGAN EXCHANGE TRADED F | 2K | $100K–$500K | SH |
| MLPX | GLOBAL X FDS | 3K | $100K–$500K | SH |
| KT | KT CORP | 10K | $100K–$500K | SH |
| SLRC | SLR INVESTMENT CORP | 13K | $100K–$500K | SH |
| HFRO | HIGHLAND OPPS & INCOME FD | 33K | $100K–$500K | SH |
| LADR | LADDER CAP CORP | 17K | $100K–$500K | SH |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | 12K | $100K–$500K | SH |
| NOMD | NOMAD FOODS LTD | 15K | $100K–$500K | SH |
| ATHE | ALTERITY THERAPEUTICS LTD | 58K | $100K–$500K | SH |
| NMR | NOMURA HLDGS INC | 21K | $100K–$500K | SH |
| THRY | THRYV HLDGS INC | 29K | $100K–$500K | SH |
| OWL | BLUE OWL CAPITAL INC | 11K | $100K–$500K | SH |
| HAYW | HAYWARD HLDGS INC | 11K | $100K–$500K | SH |
| IHD | VOYA EMERGING MKTS HIGH DIVI | 26K | $100K–$500K | SH |
| FLO | FLOWERS FOODS INC | 15K | $100K–$500K | SH |
| RES | RPC INC | 29K | $100K–$500K | SH |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | 14K | $100K–$500K | SH |
| RQI | COHEN & STEERS QUALITY INCOM | 14K | $100K–$500K | SH |
| VIV | TELEFONICA BRASIL SA | 13K | $100K–$500K | SH |
| UMC | UNITED MICROELECTRONICS CORP | 19K | $100K–$500K | SH |
| TIC | TIC SOLUTIONS INC | 15K | $100K–$500K | SH |
| WIT | WIPRO LTD | 53K | $100K–$500K | SH |
| PDT | HANCOCK JOHN PREM DIVID FD | 12K | $100K–$500K | SH |
| AEG | AEGON LTD | 19K | $100K–$500K | SH |
| VLY | VALLEY NATL BANCORP | 12K | $100K–$500K | SH |
| EVH | EVOLENT HEALTH INC | 33K | $100K–$500K | SH |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | 10K | $100K–$500K | SH |
| FISV | FISERV INC | 2K | $100K–$500K | SH (Put) |
| NOK | NOKIA CORP | 18K | $100K–$500K | SH |
| CNH | CNH INDL N V | 13K | $100K–$500K | SH |
| SGC | SUPERIOR GROUP OF CO INC | 12K | $100K–$500K | SH |
| HUN | HUNTSMAN CORP | 11K | $100K–$500K | SH |
| CTMX | CYTOMX THERAPEUTICS INC | 25K | $100K–$500K | SH |
| SABA | SABA CAPITAL INCOME & OPPORT | 13K | $100K–$500K | SH |
| BDJ | BLACKROCK ENHANCED EQUITY DI | 10K | $50K–$100K | SH |
| AMBP | ARDAGH METAL PACKAGING S A | 21K | $50K–$100K | SH |
| UA | UNDER ARMOUR INC | 18K | $50K–$100K | SH |