HB Wealth Management
$15.4B 13F equity value
1,567 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 8,726,405 | $2.7B | 17.3% |
| VIG | VANGUARD SPECIALIZED FUNDS | 5,763,602 | $1.2B | 8.0% |
| JCPB | J P MORGAN EXCHANGE TRADED F | 14,422,179 | $676M | 4.4% |
| AVUS | AMERICAN CENTY ETF TR | 5,744,706 | $639M | 4.1% |
| VXUS | VANGUARD STAR FDS | 8,063,098 | $618M | 4.0% |
| JPST | J P MORGAN EXCHANGE TRADED F | 9,550,931 | $481M | 3.1% |
| AAPL | APPLE INC | 1,588,842 | $403M | 2.6% |
| SPY | STATE STR SPDR S&P 500 ETF T | 456,556 | $297M | 1.9% |
| IVW | ISHARES TR | 2,236,643 | $253M | 1.6% |
| SPYG | SPDR SERIES TRUST | 2,767,124 | $251M | 1.6% |
Track HB Wealth Management's 13F portfolio: $15.4B in reported holdings, 1,567 positions. Top holdings and quarterly changes on SentiSense.