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 301–350 of 1,385
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| UL | UNILEVER PLC | 52K | $1M+ | SH |
| HOOD | ROBINHOOD MKTS INC | 30K | $1M+ | SH |
| PRU | PRUDENTIAL FINL INC | 30K | $1M+ | SH |
| IYW | ISHARES TR | 17K | $1M+ | SH |
| CSX | CSX CORP | 94K | $1M+ | SH |
| HCA | HCA HEALTHCARE INC | 7K | $1M+ | SH |
| FITB | FIFTH THIRD BANCORP | 72K | $1M+ | SH |
| NKE | NIKE INC | 53K | $1M+ | SH |
| TEL | TE CONNECTIVITY PLC | 15K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 104K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 40K | $1M+ | SH |
| IJT | ISHARES TR | 23K | $1M+ | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 16K | $1M+ | SH |
| ET | ENERGY TRANSFER L P | 198K | $1M+ | SH |
| CVS | CVS HEALTH CORP | 41K | $1M+ | SH |
| IEMG | ISHARES INC | 48K | $1M+ | SH |
| HLT | HILTON WORLDWIDE HLDGS INC | 11K | $1M+ | SH |
| VLO | VALERO ENERGY CORP | 20K | $1M+ | SH |
| ALL | ALLSTATE CORP | 15K | $1M+ | SH |
| BOXX | EA SERIES TRUST | 27K | $1M+ | SH |
| KBDC | KAYNE ANDERSON BDC INC | 218K | $1M+ | SH |
| WELL | WELLTOWER INC | 17K | $1M+ | SH |
| AMP | AMERIPRISE FINL INC | 6K | $1M+ | SH |
| TROW | PRICE T ROWE GROUP INC | 30K | $1M+ | SH (Put) |
| EMXC | ISHARES INC | 42K | $1M+ | SH |
| VPL | VANGUARD INTL EQUITY INDEX F | 34K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 41K | $1M+ | SH |
| FCX | FREEPORT-MCMORAN INC | 60K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 102K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 5K | $1M+ | SH |
| RF | REGIONS FINANCIAL CORP NEW | 110K | $1M+ | SH |
| SAP | SAP SE | 12K | $1M+ | SH |
| PCOR | PROCORE TECHNOLOGIES INC | 40K | $1M+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 31K | $1M+ | SH |
| SUSA | ISHARES TR | 20K | $1M+ | SH |
| IDXX | IDEXX LABS INC | 4K | $1M+ | SH |
| RYAN | RYAN SPECIALTY HOLDINGS INC | 54K | $1M+ | SH |
| TRMK | TRUSTMARK CORP | 70K | $1M+ | SH |
| MET | METLIFE INC | 35K | $1M+ | SH |
| LPLA | LPL FINL HLDGS INC | 8K | $1M+ | SH |
| DHI | D R HORTON INC | 19K | $1M+ | SH |
| GPN | GLOBAL PMTS INC | 35K | $1M+ | SH |
| DFNM | DIMENSIONAL ETF TRUST | 56K | $1M+ | SH |
| MRSH | MARSH & MCLENNAN COS INC | 14K | $1M+ | SH |
| RCL | ROYAL CARIBBEAN GROUP | 10K | $1M+ | SH |
| CME | CME GROUP INC | 10K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 23K | $1M+ | SH |
| MSCI | MSCI INC | 5K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 32K | $1M+ | SH |
| ADSK | AUTODESK INC | 9K | $1M+ | SH |