§ 13F · FUND PROFILE
HB Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $14.8B (13F)Positions · 1341Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$67M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 8.73M | $2.7B | 17.2% | +1% |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | 5.76M | $1.2B | 7.9% | +1% |
| 3 | JCPB | J P MORGAN EXCHANGE TRADED F | 14.42M | $676M | 4.4% | +17% |
| 4 | AVUS | AMERICAN CENTY ETF TR | 5.74M | $639M | 4.1% | +9% |
| 5 | VXUS | VANGUARD STAR FDS | 8.06M | $618M | 4.0% | +6% |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | 9.55M | $481M | 3.1% | +1% |
| 7 | AAPL | APPLE INC | 1.59M | $403M | 2.6% | +3% |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 457K | $297M | 1.9% | −1% |
| 9 | IVW | ISHARES TR | 2.24M | $253M | 1.6% | −6% |
| 10 | SPYG | SPDR SERIES TRUST | 2.77M | $251M | 1.6% | −42% |
§ 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 $14.8 billion in assets. The fund runs a massive portfolio of 1,341 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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