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 251–300 of 1,385
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | 50K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 35K | $1M+ | SH |
| AZO | AUTOZONE INC | 1K | $1M+ | SH |
| TGT | TARGET CORP | 47K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 46K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 39K | $1M+ | SH |
| APP | APPLOVIN CORP | 7K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 16K | $1M+ | SH |
| WMB | WILLIAMS COS INC | 74K | $1M+ | SH |
| XLY | SELECT SECTOR SPDR TR | 37K | $1M+ | SH |
| PSX | PHILLIPS 66 | 34K | $1M+ | SH |
| VLTO | VERALTO CORP | 44K | $1M+ | SH |
| TOTL | SSGA ACTIVE ETF TR | 108K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 16K | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 9K | $1M+ | SH |
| ARCC | ARES CAPITAL CORP | 211K | $1M+ | SH |
| IWR | ISHARES TR | 44K | $1M+ | SH |
| CI | THE CIGNA GROUP | 15K | $1M+ | SH |
| MPC | MARATHON PETE CORP | 26K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 70K | $1M+ | SH |
| IUSG | ISHARES TR | 25K | $1M+ | SH |
| EFX | EQUIFAX INC | 19K | $1M+ | SH |
| QUAL | ISHARES TR | 21K | $1M+ | SH |
| JCI | JOHNSON CTLS INTL PLC | 34K | $1M+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 7K | $1M+ | SH |
| VEEV | VEEVA SYS INC | 18K | $1M+ | SH |
| GWRE | GUIDEWIRE SOFTWARE INC | 20K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 51K | $1M+ | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 322K | $1M+ | SH |
| NEM | NEWMONT CORP | 38K | $1M+ | SH |
| IJJ | ISHARES TR | 29K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 76K | $1M+ | SH |
| GM | GENERAL MTRS CO | 46K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW | 12K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 28K | $1M+ | SH |
| PLD | PROLOGIS INC. | 29K | $1M+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 13K | $1M+ | SH |
| MKL | MARKEL GROUP INC | 2K | $1M+ | SH |
| TMUS | T-MOBILE US INC | 18K | $1M+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 9K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 10K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 23K | $1M+ | SH |
| FDM | FIRST TR EXCHANGE-TRADED FD | 45K | $1M+ | SH |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | 153K | $1M+ | SH |
| VIGI | VANGUARD WHITEHALL FDS | 39K | $1M+ | SH |
| ESGU | ISHARES TR | 24K | $1M+ | SH |
| BAFE | ADVISORS INNER CIRCLE FD III | 129K | $1M+ | SH |
| FAST | FASTENAL CO | 87K | $1M+ | SH |
| SHEL | SHELL PLC | 47K | $1M+ | SH |
| MSI | MOTOROLA SOLUTIONS INC | 9K | $1M+ | SH |