Hobbs Wealth Management, LLC Portfolio Holdings

Hobbs Wealth Management, LLC

  • $119 Billion
  • Q3 2025

Hobbs Wealth Management, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $119 Billion distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $14B, Ishares Msci Usa Quality Facto with a value of $11.5B, Blackrock ETF Tr U S Equity Fa with a value of $10.2B, Ishares S&P 500 Growth ETF with a value of $9.76B, and Invesco Exchange Traded Fd Tr with a value of $8.93B.

Examining the 13F form we can see an increase of $14.5B in the current position value, from $105B to 119B.

Hobbs Wealth Management, LLC is based out at Zionsville, IN

Below you can find more details about Hobbs Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $119 Billion
ETFs: $87 Billion
Technology: $8.24 Billion
Communication Services: $2.85 Billion
Financial Services: $2 Billion
Consumer Cyclical: $1.87 Billion
Healthcare: $1.84 Billion
Consumer Defensive: $1.03 Billion
Energy: $522 Million
Other: $506 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14 Billion 11.78% of portfolio
179,330
Q3 2025 Added 0.19%
$0
$11.5 Billion 9.69% of portfolio
59,378
Q3 2025 Reduced 0.72%
$0
$10.2 Billion 8.51% of portfolio
171,460
Q3 2025 Added 3.54%
$0
$9.76 Billion 8.19% of portfolio
80,874
Q3 2025 Reduced 1.75%
$0
$8.93 Billion 7.49% of portfolio
155,319
Q3 2025 Added 92.98%
$0
$7.91 Billion 6.64% of portfolio
116,651
Q3 2025 Reduced 28.75%
$0
$7.5 Billion 6.29% of portfolio
36,322
Q3 2025 Added 3.9%
$0
$7.06 Billion 5.92% of portfolio
107,118
Q3 2025 Added 1.89%
$0
$3.07 Billion 2.57% of portfolio
25,352
Q3 2025 Added 1.29%
$0
$1.82 Billion 1.53% of portfolio
24,269
Q3 2025 New
$0
$1.22 Billion 1.02% of portfolio
26,094
Q3 2025 Reduced 27.37%
$0
$1.05 Billion 0.88% of portfolio
44,619
Q3 2025 Added 4.72%
$0
$1.01 Billion 0.85% of portfolio
8,857
Q3 2025 Reduced 75.44%
$0
$576 Million 0.48% of portfolio
6,057
Q3 2025 Added 5.3%
$11.9B
$570 Million 0.48% of portfolio
7,458
Q3 2025 Added 33.32%
$0
$512 Million 0.43% of portfolio
9,995
Q3 2025 Added 4.92%

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $119 Billion
  • Prior Value $105 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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