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 101–150 of 1,385
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GS | GOLDMAN SACHS GROUP INC | 18K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 89K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 28K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 252K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 48K | $1M+ | SH |
| IWB | ISHARES TR | 41K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 95K | $1M+ | SH |
| ACWV | ISHARES INC | 126K | $1M+ | SH |
| MGC | VANGUARD WORLD FD | 59K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 181K | $1M+ | SH |
| MS | MORGAN STANLEY | 83K | $1M+ | SH |
| CB | CHUBB LIMITED | 46K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 101K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 82K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 42K | $1M+ | SH |
| CRH | CRH PLC | 114K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 190K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 46K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 44K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 65K | $1M+ | SH |
| MGV | VANGUARD WORLD FD | 98K | $1M+ | SH |
| USB | US BANCORP DEL | 258K | $1M+ | SH |
| UNP | UNION PAC CORP | 59K | $1M+ | SH |
| Z | ZILLOW GROUP INC | 201K | $1M+ | SH |
| LOW | LOWES COS INC | 57K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 95K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 64K | $1M+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 82K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 141K | $1M+ | SH |
| AGG | ISHARES TR | 131K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 57K | $1M+ | SH |
| ACWI | ISHARES TR | 91K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 89K | $1M+ | SH |
| IJH | ISHARES TR | 179K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 46K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 54K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 265K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 59K | $1M+ | SH |
| GE | GE AEROSPACE | 36K | $1M+ | SH |
| U | UNITY SOFTWARE INC | 248K | $1M+ | SH |
| DAL | DELTA AIR LINES INC DEL | 157K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO | 33K | $1M+ | SH |
| C | CITIGROUP INC | 90K | $1M+ | SH |
| IVE | ISHARES TR | 49K | $1M+ | SH |
| CRM | SALESFORCE INC | 39K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 108K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 20K | $1M+ | SH |
| KKR | KKR & CO INC | 80K | $1M+ | SH |
| TJX | TJX COS INC NEW | 66K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 46K | $1M+ | SH |