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 351–400 of 1,385
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| KMI | KINDER MORGAN INC DEL | 92K | $1M+ | SH |
| D | DOMINION ENERGY INC | 43K | $1M+ | SH |
| KNSL | KINSALE CAP GROUP INC | 6K | $1M+ | SH |
| DSI | ISHARES TR | 19K | $1M+ | SH |
| AVMC | AMERICAN CENTY ETF TR | 35K | $1M+ | SH |
| IWM | ISHARES TR | 10K | $1M+ | SH (Call) |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 125K | $1M+ | SH |
| WST | WEST PHARMACEUTICAL SVSC INC | 9K | $1M+ | SH |
| AIG | AMERICAN INTL GROUP INC | 28K | $1M+ | SH |
| COR | CENCORA INC | 7K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 7K | $1M+ | SH |
| FIS | FIDELITY NATL INFORMATION SV | 36K | $1M+ | SH |
| CAH | CARDINAL HEALTH INC | 12K | $1M+ | SH |
| AJG | GALLAGHER ARTHUR J & CO | 9K | $1M+ | SH |
| NVS | NOVARTIS AG | 17K | $1M+ | SH |
| FIX | COMFORT SYS USA INC | 3K | $1M+ | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 99K | $1M+ | SH |
| M | MACYS INC | 106K | $1M+ | SH |
| TECH | BIO-TECHNE CORP | 40K | $1M+ | SH |
| EW | EDWARDS LIFESCIENCES CORP | 27K | $1M+ | SH |
| VRSK | VERISK ANALYTICS INC | 10K | $1M+ | SH |
| JIRE | J P MORGAN EXCHANGE TRADED F | 31K | $1M+ | SH |
| SYY | SYSCO CORP | 31K | $1M+ | SH |
| ODFL | OLD DOMINION FREIGHT LINE IN | 14K | $1M+ | SH |
| MTUM | ISHARES TR | 9K | $1M+ | SH |
| VOX | VANGUARD WORLD FD | 12K | $1M+ | SH |
| ETR | ENTERGY CORP NEW | 24K | $1M+ | SH |
| GIS | GENERAL MLS INC | 48K | $1M+ | SH |
| VUSB | VANGUARD BD INDEX FDS | 44K | $1M+ | SH |
| VCR | VANGUARD WORLD FD | 6K | $1M+ | SH |
| YUM | YUM BRANDS INC | 14K | $1M+ | SH |
| ROP | ROPER TECHNOLOGIES INC | 5K | $1M+ | SH |
| SHY | ISHARES TR | 26K | $1M+ | SH |
| SNPS | SYNOPSYS INC | 5K | $1M+ | SH |
| COWZ | PACER FDS TR | 36K | $1M+ | SH |
| ROST | ROSS STORES INC | 12K | $1M+ | SH |
| PKG | PACKAGING CORP AMER | 10K | $1M+ | SH |
| HWM | HOWMET AEROSPACE INC | 10K | $1M+ | SH |
| TRGP | TARGA RES CORP | 11K | $1M+ | SH |
| BKR | BAKER HUGHES COMPANY | 46K | $1M+ | SH |
| OKE | ONEOK INC NEW | 28K | $1M+ | SH |
| MFC | MANULIFE FINL CORP | 57K | $1M+ | SH |
| VTES | VANGUARD WELLINGTON FD | 20K | $1M+ | SH |
| AON | AON PLC | 6K | $1M+ | SH |
| SUSL | ISHARES TR | 17K | $1M+ | SH |
| DOV | DOVER CORP | 10K | $1M+ | SH |
| CARR | CARRIER GLOBAL CORPORATION | 38K | $1M+ | SH |
| FCNCA | FIRST CTZNS BANCSHARES INC D | 939 | $1M+ | SH |
| CMS | CMS ENERGY CORP | 29K | $1M+ | SH |
| DGX | QUEST DIAGNOSTICS INC | 11K | $1M+ | SH |