HB Wealth Management
$17.8B 13F equity value
1,767 Holdings
Quarter ended June 30, 2026
The latest 13F on file for HB Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 8,759,071 | $3.1B | 17.3% |
| VIG | VANGUARD SPECIALIZED FUNDS | 5,857,815 | $1.4B | 7.7% |
| AVUS | AMERICAN CENTY ETF TR | 6,026,439 | $772M | 4.3% |
| JCPB | J P MORGAN EXCHANGE TRADED F | 15,629,633 | $731M | 4.1% |
| VXUS | VANGUARD STAR FDS | 8,363,846 | $708M | 4.0% |
| JPST | J P MORGAN EXCHANGE TRADED F | 10,065,428 | $507M | 2.8% |
| AAPL | APPLE INC | 1,596,965 | $462M | 2.6% |
| SPY | STATE STR SPDR S&P 500 ETF T | 471,257 | $352M | 2.0% |
| IVW | ISHARES TR | 2,200,705 | $303M | 1.7% |
| SPYG | SPDR SERIES TRUST | 2,445,430 | $291M | 1.6% |
Track HB Wealth Management's 13F portfolio: $17.8B in reported holdings, 1,767 positions. Top holdings and quarterly changes on SentiSense.
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