Hobbs Wealth Management, LLC Portfolio Holdings

Hobbs Wealth Management, LLC

  • $103 Billion
  • Q4 2025

Hobbs Wealth Management, LLC has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $103 Billion distributed in 21 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 $14.5B, Blackrock ETF Tr U S Equity Fa with a value of $11.1B, Ishares S&P 500 Value ETF with a value of $11B, Ishares S&P 500 Growth ETF with a value of $9.86B, and Invesco Exchange Traded Fd Tr with a value of $9.32B.

Examining the 13F form we can see an decrease of $16.5B in the current position value, from $119B to 103B.

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 $103 Billion
ETFs: $89.3 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $103 Billion
  • Prior Value $119 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 29, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
Track This Portfolio

Track Hobbs Wealth Management, LLC Portfolio

Follow Hobbs Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hobbs Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hobbs Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email