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 151–200 of 1,385
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DUK | DUKE ENERGY CORP NEW | 83K | $1M+ | SH |
| LRGF | ISHARES TR | 140K | $1M+ | SH |
| KLAC | KLA CORP | 8K | $1M+ | SH |
| GPC | GENUINE PARTS CO | 78K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 102K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 67K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 315K | $1M+ | SH |
| FDX | FEDEX CORP | 32K | $1M+ | SH |
| GEV | GE VERNOVA INC | 14K | $1M+ | SH |
| PWR | QUANTA SVCS INC | 22K | $1M+ | SH |
| NOW | SERVICENOW INC | 59K | $1M+ | SH |
| INTU | INTUIT | 14K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 66K | $1M+ | SH |
| ETN | EATON CORP PLC | 28K | $1M+ | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 25K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 31K | $1M+ | SH |
| BLK | BLACKROCK INC | 8K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 34K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 28K | $1M+ | SH |
| ESGD | ISHARES TR | 90K | $1M+ | SH |
| IWN | ISHARES TR | 47K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 46K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 288K | $1M+ | SH |
| PFE | PFIZER INC | 329K | $1M+ | SH |
| WBD | WARNER BROS DISCOVERY INC | 283K | $1M+ | SH |
| APD | AIR PRODS & CHEMS INC | 33K | $1M+ | SH |
| VMC | VULCAN MATLS CO | 28K | $1M+ | SH |
| MKC | MCCORMICK & CO INC | 119K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 212K | $1M+ | SH |
| BX | BLACKSTONE INC | 52K | $1M+ | SH |
| OEF | ISHARES TR | 23K | $1M+ | SH |
| NSC | NORFOLK SOUTHN CORP | 27K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 16K | $1M+ | SH |
| INTC | INTEL CORP | 210K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 1K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 9K | $1M+ | SH |
| QCOM | QUALCOMM INC | 45K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 189K | $1M+ | SH |
| TDG | TRANSDIGM GROUP INC | 6K | $1M+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 83K | $1M+ | SH |
| DCOR | DIMENSIONAL ETF TRUST | 102K | $1M+ | SH |
| LIN | LINDE PLC | 18K | $1M+ | SH |
| IWO | ISHARES TR | 23K | $1M+ | SH |
| HEI.A | HEICO CORP NEW | 29K | $1M+ | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 101K | $1M+ | SH |
| CBRE | CBRE GROUP INC | 45K | $1M+ | SH |
| MCO | MOODYS CORP | 14K | $1M+ | SH |
| BN | BROOKFIELD CORP | 156K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 29K | $1M+ | SH |
| AFL | AFLAC INC | 64K | $1M+ | SH |