§ 13F · FUND PROFILE
HB Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $12581.5T (13F)Positions · 1162Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$41.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 8.65M | $2760.3T | 17.9% | +1% |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | 5.71M | $1241.1T | 8.0% | +4% |
| 3 | AVUS | AMERICAN CENTY ETF TR | 5.25M | $586.7T | 3.8% | +10% |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | 12.38M | $586.2T | 3.8% | +19% |
| 5 | VXUS | VANGUARD STAR FDS | 7.61M | $570.8T | 3.7% | +6% |
| 6 | SPYG | SPDR SERIES TRUST | 4.78M | $489.3T | 3.2% | ±0% |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | 9.44M | $475.3T | 3.1% | +2% |
| 8 | AAPL | APPLE INC | 1.54M | $418.8T | 2.7% | +1% |
| 9 | SPY | SPDR S&P 500 ETF TR | 461K | $314.7T | 2.0% | +5% |
| 10 | IVW | ISHARES TR | 2.37M | $292.4T | 1.9% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HB SIGNAL
AC read
HB Wealth Management, LLC is a Other fund managing $12581501.9 trillion in assets. The fund runs a massive portfolio of 1,162 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed