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 401–450 of 1,385
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MAA | MID-AMER APT CMNTYS INC | 14K | $1M+ | SH |
| AMZN | AMAZON COM INC | 8K | $1M+ | SH (Put) |
| VXF | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| MKC.V | MCCORMICK & CO INC | 28K | $1M+ | SH |
| AVSU | AMERICAN CENTY ETF TR | 25K | $1M+ | SH |
| AIQ | GLOBAL X FDS | 38K | $1M+ | SH |
| APO | APOLLO GLOBAL MGMT INC | 13K | $1M+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 2K | $1M+ | SH |
| EME | EMCOR GROUP INC | 3K | $1M+ | SH |
| FRPH | FRP HLDGS INC | 81K | $1M+ | SH |
| TYL | TYLER TECHNOLOGIES INC | 4K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 32K | $1M+ | SH |
| SHOP | SHOPIFY INC | 11K | $1M+ | SH |
| ESGE | ISHARES INC | 41K | $1M+ | SH |
| IAG | IAMGOLD CORP | 109K | $1M+ | SH |
| TMDX | TRANSMEDICS GROUP INC | 15K | $1M+ | SH |
| SAIC | SCIENCE APPLICATIONS INTL CO | 18K | $1M+ | SH |
| GRBK | GREEN BRICK PARTNERS INC | 28K | $1M+ | SH |
| USMV | ISHARES TR | 19K | $1M+ | SH |
| DASH | DOORDASH INC | 8K | $1M+ | SH |
| BWIN | THE BALDWIN INSURANCE GRP IN | 74K | $1M+ | SH |
| DEO | DIAGEO PLC | 20K | $1M+ | SH |
| CPRT | COPART INC | 45K | $1M+ | SH |
| CFG | CITIZENS FINL GROUP INC | 30K | $1M+ | SH |
| LLYVK | LIBERTY LIVE HOLDINGS INC | 21K | $1M+ | SH |
| XEL | XCEL ENERGY INC | 23K | $1M+ | SH |
| WDAY | WORKDAY INC | 8K | $1M+ | SH |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 87K | $1M+ | SH |
| WDC | WESTERN DIGITAL CORP | 10K | $1M+ | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 7K | $1M+ | SH |
| SSB | SOUTHSTATE BK CORP | 18K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 38K | $1M+ | SH |
| IJS | ISHARES TR | 15K | $1M+ | SH |
| GBDC | GOLUB CAP BDC INC | 124K | $1M+ | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 36K | $1M+ | SH |
| ADM | ARCHER DANIELS MIDLAND CO | 29K | $1M+ | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 21K | $1M+ | SH |
| CTAS | CINTAS CORP | 9K | $1M+ | SH |
| EXPE | EXPEDIA GROUP INC | 6K | $1M+ | SH |
| TSLX | SIXTH STREET SPECIALTY LENDI | 76K | $1M+ | SH |
| LDOS | LEIDOS HOLDINGS INC | 9K | $1M+ | SH |
| EBAY | EBAY INC. | 19K | $1M+ | SH |
| OUNZ | VANECK MERK GOLD ETF | 39K | $1M+ | SH |
| EXC | EXELON CORP | 37K | $1M+ | SH |
| AVSC | AMERICAN CENTY ETF TR | 28K | $1M+ | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 23K | $1M+ | SH |
| CNC | CENTENE CORP DEL | 39K | $1M+ | SH |
| A | AGILENT TECHNOLOGIES INC | 12K | $1M+ | SH |
| AME | AMETEK INC | 8K | $1M+ | SH |
| VIS | VANGUARD WORLD FD | 5K | $1M+ | SH |