HB Wealth Management
$14.8B Assets Reported
1,562 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 8,726,405 | $2.7B | 18.0% |
| VIG | VANGUARD SPECIALIZED FUNDS | 5,763,602 | $1.2B | 8.3% |
| JCPB | J P MORGAN EXCHANGE TRADED F | 14,422,179 | $676M | 4.6% |
| AVUS | AMERICAN CENTY ETF TR | 5,744,706 | $639M | 4.3% |
| VXUS | VANGUARD STAR FDS | 8,063,098 | $618M | 4.2% |
| JPST | J P MORGAN EXCHANGE TRADED F | 9,550,931 | $481M | 3.3% |
| SPY | STATE STR SPDR S&P 500 ETF T | 468,856 | $305M | 2.1% |
| IVW | ISHARES TR | 2,236,643 | $253M | 1.7% |
| SPYG | SPDR SERIES TRUST | 2,767,124 | $251M | 1.7% |
| HD | HOME DEPOT INC | 679,680 | $224M | 1.5% |
Track HB Wealth Management's 13F portfolio: $14.8B in reported holdings, 1,562 positions. Top holdings, AUM, and quarterly changes on SentiSense.