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
$62.3B
$5.46 Million 0.04% of portfolio
48,537
Q3 2025 Added 1.77%
$405B
$5.83 Million 0.04% of portfolio
6,019
Q3 2025 Added 10.24%
$73.2B
$5.83 Million 0.04% of portfolio
1,360
Q3 2025 Added 25.58%
$54.5B
$6.11 Million 0.04% of portfolio
32,650
Q3 2025 Added 42.13%
$77.2B
$5.77 Million 0.04% of portfolio
27,163
Q3 2025 Added 11.67%
$113B
$5.14 Million 0.04% of portfolio
54,293
Q3 2025 Added 17.6%
$69.4B
$5.7 Million 0.04% of portfolio
69,478
Q3 2025 Added 215.75%
$27.7B
$6.49 Million 0.04% of portfolio
76,899
Q3 2025 Added 34.35%
$115B
$5.77 Million 0.04% of portfolio
11,766
Q3 2025 Added 17.52%
$144B
$5.79 Million 0.04% of portfolio
12,664
Q3 2025 Added 20.24%
$0
$6.44 Million 0.04% of portfolio
200,908
Q3 2025 Reduced 1.03%
$156B
$5.24 Million 0.04% of portfolio
47,188
Q3 2025 Added 39.04%
$74.9B
$5.99 Million 0.04% of portfolio
22,970
Q3 2025 Added 21.99%
$0
$6.38 Million 0.04% of portfolio
66,518
Q3 2025 Added 3.52%
$0
$6.13 Million 0.04% of portfolio
23,032
Q3 2025 Reduced 0.1%
$121B
$6.25 Million 0.04% of portfolio
8,087
Q3 2025 Added 22.23%
$87.8B
$6.49 Million 0.04% of portfolio
13,615
Q3 2025 Reduced 0.15%
$63.4B
$6.46 Million 0.04% of portfolio
14,136
Q3 2025 Added 5.96%
$33.2B
$5.73 Million 0.04% of portfolio
58,234
Q3 2025 Added 9.9%
$107B
$6.37 Million 0.04% of portfolio
8,403
Q3 2025 Added 8.34%
$66.3B
$6.33 Million 0.04% of portfolio
27,581
Q3 2025 Added 21.25%
$167B
$5.38 Million 0.04% of portfolio
56,358
Q3 2025 Added 31.55%
$0
$5.74 Million 0.04% of portfolio
235,303
Q3 2025 Added 7.68%
$0
$6.32 Million 0.04% of portfolio
117,354
Q3 2025 Added 45.86%
$0
$6.38 Million 0.04% of portfolio
13,758
Q3 2025 Added 61.67%
$136B
$5.34 Million 0.04% of portfolio
14,446
Q3 2025 Reduced 1.7%
$67.3B
$5.2 Million 0.04% of portfolio
18,611
Q3 2025 Added 9.95%
$55.9B
$6.31 Million 0.04% of portfolio
6,608
Q3 2025 Added 37.15%
$0
$6.31 Million 0.04% of portfolio
68,990
Q3 2025 Added 212.71%
$0
$6.31 Million 0.04% of portfolio
36,127
Q3 2025 Added 3.71%
$0
$5.18 Million 0.04% of portfolio
95,547
Q3 2025 Added 10.3%
$0
$5.61 Million 0.04% of portfolio
95,339
Q3 2025 Reduced 2.06%
$41.2B
$5.77 Million 0.04% of portfolio
19,382
Q3 2025 Added 5.2%
$55.9B
$5.37 Million 0.04% of portfolio
275,028
Q3 2025 Added 38.78%
$91.4B
$4.63 Million 0.03% of portfolio
29,868
Q3 2025 Reduced 0.29%
$118B
$3.68 Million 0.03% of portfolio
14,973
Q3 2025 Added 0.37%
$163B
$4 Million 0.03% of portfolio
5,562
Q3 2025 Added 27.98%
$277B
$3.65 Million 0.03% of portfolio
47,558
Q3 2025 Added 72.0%
$5.99B
$4.88 Million 0.03% of portfolio
40,206
Q3 2025 Added 61.21%
$89.3B
$3.9 Million 0.03% of portfolio
35,787
Q3 2025 Added 11.66%
$114B
$4.82 Million 0.03% of portfolio
22,327
Q3 2025 Added 22.93%
$147B
$4.91 Million 0.03% of portfolio
50,291
Q3 2025 Added 11.11%
$9.78B
$3.93 Million 0.03% of portfolio
87,407
Q3 2025 Added 3.78%
$0
$3.88 Million 0.03% of portfolio
66,579
Q3 2025 Added 531.38%
$70.2B
$4.26 Million 0.03% of portfolio
136,173
Q3 2025 Added 14.93%
$25.4B
$4.99 Million 0.03% of portfolio
19,436
Q3 2025 Added 129.88%
$23.2B
$3.81 Million 0.03% of portfolio
77,739
Q3 2025 Added 2.18%
$39.1B
$4.19 Million 0.03% of portfolio
63,483
Q3 2025 Added 14.94%
$79.5B
$4.04 Million 0.03% of portfolio
32,254
Q3 2025 Reduced 1.08%

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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