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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$25.4B
$1.27 Million 0.01% of portfolio
17,801
Q3 2025 Added 21.84%
$13.4B
$1.02 Million 0.01% of portfolio
24,630
Q3 2025 Added 26.5%
$45.6B
$1.62 Million 0.01% of portfolio
36,085
Q3 2025 Added 10.28%
$40.2B
$1.07 Million 0.01% of portfolio
4,987
Q3 2025 Added 74.37%
$14B
$898,000 0.01% of portfolio
2,779
Q3 2025 Added 5.23%
$16.1B
$1.62 Million 0.01% of portfolio
26,748
Q3 2025 Added 37.25%
$26.8B
$1.68 Million 0.01% of portfolio
939
Q3 2025 Added 28.1%
$11B
$875,000 0.01% of portfolio
38,733
Q3 2025 Reduced 1.42%
$27B
$729,000 0.01% of portfolio
3,308
Q3 2025 Reduced 53.58%
$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%
$52.1B
$1.78 Million 0.01% of portfolio
148,932
Q3 2025 Added 59.59%
$64.9B
$1.14 Million 0.01% of portfolio
13,577
Q3 2025 Reduced 1.28%
$57.4B
$1.89 Million 0.01% of portfolio
48,280
Q3 2025 Added 9.29%
$232M
$1.69 Million 0.01% of portfolio
69,400
Q3 2025 Added 0.11%
$28.1B
$1.86 Million 0.01% of portfolio
36,925
Q3 2025 Reduced 3.2%
$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
$881,000 0.01% of portfolio
86,635
Q3 2025 Added 0.48%
$0
$1.31 Million 0.01% of portfolio
17,505
Q3 2025 Reduced 17.39%
$13.5B
$1.55 Million 0.01% of portfolio
18,283
Q3 2025 Added 4.43%
$46.8B
$1.4 Million 0.01% of portfolio
1,468
Q3 2025 Added 17.25%
$816M
$1.06 Million 0.01% of portfolio
88,226
Q3 2025 New
$2.57B
$1.58 Million 0.01% of portfolio
28,394
Q3 2025 Added 0.22%
$44.3B
$1.15 Million 0.01% of portfolio
127,724
Q3 2025 Reduced 5.25%
$24.8B
$728,000 0.01% of portfolio
29,596
Q3 2025 Added 50.33%
$42.6B
$1.19 Million 0.01% of portfolio
8,952
Q3 2025 Added 14.84%
$9.72B
$985,000 0.01% of portfolio
14,843
Q3 2025 Added 3.03%
$84.4B
$1.86 Million 0.01% of portfolio
9,458
Q3 2025 Added 26.95%
$25.4B
$1.88 Million 0.01% of portfolio
69,118
Q3 2025 Added 12.97%
$284B
$794,000 0.01% of portfolio
11,189
Q3 2025 Added 36.02%
$30B
$1.04 Million 0.01% of portfolio
4,008
Q3 2025 Added 5.78%
$22.7B
$1.03 Million 0.01% of portfolio
59,707
Q3 2025 Reduced 22.69%
$6.58B
$1.41 Million 0.01% of portfolio
109,000
Q1 2025 New
$30.4B
$793,000 0.01% of portfolio
9,605
Q3 2025 Added 6.83%
$23.1B
$781,000 0.01% of portfolio
2,532
Q3 2025 Added 34.32%
$1.52B
$1.16 Million 0.01% of portfolio
40,104
Q3 2025 New
$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%
$0
$1.62 Million 0.01% of portfolio
35,753
Q1 2025 Added 39.49%
$0
$777,000 0.01% of portfolio
10,602
Q3 2025 Added 2.32%
$0
$982,000 0.01% of portfolio
8,320
Q2 2025 Reduced 10.2%
$26.6B
$1.34 Million 0.01% of portfolio
13,186
Q3 2025 Added 31.57%
$0
$1.68 Million 0.01% of portfolio
38,735
Q3 2025 Added 4.89%
$0
$1.31 Million 0.01% of portfolio
9,199
Q3 2025 Added 11.45%
$0
$1.32 Million 0.01% of portfolio
5,166
Q3 2025 Added 1.83%
$0
$1.93 Million 0.01% of portfolio
20,286
Q3 2025 Added 33.72%

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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