Hb Wealth Management, LLC Portfolio Holdings

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 2025

Hb Wealth Management, LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $14.5 Billion distributed in 1341 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $2.81B, Vanguard Dividend Appreciation with a value of $1B, Vanguard Star Fd Vanguard Tota with a value of $530M, American Centy ETF Tr Avantis with a value of $518M, and Spdr Portfolio with a value of $498M.

Examining the 13F form we can see an increase of $2.23B in the current position value, from $12.3B to 14.5B.

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

Portfolio value $14.5 Billion
ETFs: $10 Billion
Technology: $1.36 Billion
Financial Services: $762 Million
Consumer Cyclical: $616 Million
Healthcare: $377 Million
Communication Services: $373 Million
Industrials: $351 Million
Consumer Defensive: $258 Million
Other: $401 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.12 Million 0.03% of portfolio
29,577
Q3 2025 Added 76.49%
$0
$4.37 Million 0.03% of portfolio
18,246
Q3 2025 Added 97.34%
$0
$4.9 Million 0.03% of portfolio
120,870
Q3 2025 Reduced 20.3%
$0
$4.04 Million 0.03% of portfolio
15,574
Q3 2025 Added 103.4%
$0
$2.68 Million 0.02% of portfolio
55,830
Q3 2025 Reduced 15.61%
$0
$2.69 Million 0.02% of portfolio
85,225
Q3 2025 Added 67.91%
$0
$3.41 Million 0.02% of portfolio
45,000
Q3 2025 New
$0
$3.1 Million 0.02% of portfolio
149,959
Q3 2025 Reduced 10.32%
$0
$2.37 Million 0.02% of portfolio
121,232
Q3 2025 Added 14.23%
$0
$2.84 Million 0.02% of portfolio
41,996
Q3 2025 Added 1.39%
$0
$2.66 Million 0.02% of portfolio
49,632
Q3 2025 Added 19.38%
$24.1B
$3.43 Million 0.02% of portfolio
80,877
Q3 2025 Added 17.2%
$0
$2.48 Million 0.02% of portfolio
17,554
Q3 2025 Added 3.73%
$0
$3.27 Million 0.02% of portfolio
16,713
Q3 2025 Added 48.24%
$0
$3.54 Million 0.02% of portfolio
18,196
Q3 2025 Added 256.43%
$0
$2.72 Million 0.02% of portfolio
20,084
Q3 2025 Reduced 10.24%
$0
$2.4 Million 0.02% of portfolio
32,687
Q3 2025 Reduced 0.13%
$0
$2.89 Million 0.02% of portfolio
50,619
Q3 2025 Added 21.65%
$0
$2.99 Million 0.02% of portfolio
102,827
Q3 2025 Added 27.03%
$0
$2.65 Million 0.02% of portfolio
22,417
Q3 2025 Added 174.75%
$0
$3.59 Million 0.02% of portfolio
23,296
Q3 2025 Added 16.77%
$0
$3.06 Million 0.02% of portfolio
5,135
Q3 2025 Added 32.72%
$0
$2.18 Million 0.02% of portfolio
6,687
Q3 2025 Added 10.16%
$0
$2.94 Million 0.02% of portfolio
39,585
Q3 2025 Added 20.94%
$0
$2.73 Million 0.02% of portfolio
34,646
Q3 2025 Reduced 19.18%
$0
$2.98 Million 0.02% of portfolio
33,899
Q3 2025 Added 12.1%
$0
$2.33 Million 0.02% of portfolio
29,121
Q3 2025 Reduced 19.47%
$0
$2.74 Million 0.02% of portfolio
30,668
Q3 2025 Added 205.31%
$0
$3.54 Million 0.02% of portfolio
39,556
Q3 2025 Reduced 2.51%
$0
$2.21 Million 0.02% of portfolio
5,579
Q3 2025 Added 698.14%
$0
$1.69 Million 0.01% of portfolio
29,533
Q3 2025 Added 1.66%
$0
$1.73 Million 0.01% of portfolio
23,440
Q3 2025 Reduced 16.43%
$0
$769,000 0.01% of portfolio
8,917
Q3 2025 Added 9.01%
$0
$1.28 Million 0.01% of portfolio
30,338
Q3 2025 Added 153.22%
$0
$889,000 0.01% of portfolio
26,038
Q3 2025 Added 124.6%
$0
$1.13 Million 0.01% of portfolio
34,471
Q3 2025 Reduced 0.24%
$0
$830,000 0.01% of portfolio
17,231
Q3 2025 Added 96.84%
$0
$1.64 Million 0.01% of portfolio
16,150
Q3 2025 Reduced 1.76%
$0
$834,000 0.01% of portfolio
42,361
Q3 2025 New
$5.65B
$1.15 Million 0.01% of portfolio
31,310
Q3 2025 Added 37.87%
$0
$1.72 Million 0.01% of portfolio
22,611
Q3 2025 Added 229.13%
$0
$739,000 0.01% of portfolio
6,740
Q3 2025 New
$0
$914,000 0.01% of portfolio
3,267
Q2 2025 Reduced 10.86%
$0
$913,000 0.01% of portfolio
25,782
Q3 2025 Added 40.46%
$0
$1.76 Million 0.01% of portfolio
35,544
Q3 2025 Added 42.23%
$0
$1.31 Million 0.01% of portfolio
17,505
Q3 2025 Reduced 17.39%
$0
$930,000 0.01% of portfolio
18,810
Q3 2025 Added 9.98%
$0
$946,000 0.01% of portfolio
40,412
Q3 2025 Added 35.3%
$0
$1.64 Million 0.01% of portfolio
83,080
Q3 2025 Added 10.76%

Summary

  • Portfolio
  • No. of Stocks 1,341
  • Current Value $14.5 Billion
  • Prior Value $12.3 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 216 stocks
  • Additional Purchases 866 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 181 stocks
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