Hobbs Wealth Management, LLC Portfolio Holdings

Hobbs Wealth Management, LLC

  • $105 Billion
  • Q2 2025

Hobbs Wealth Management, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $105 Billion distributed in 49 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 $13B, Ishares Msci Usa Quality Facto with a value of $10.9B, Msci Eafe Value ETF with a value of $10.4B, Ishares S&P 500 Growth ETF with a value of $9.06B, and Blackrock ETF Tr U S Equity Fa with a value of $9.02B.

Examining the 13F form we can see an increase of $14.6B in the current position value, from $90.1B to 105B.

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 $105 Billion
ETFs: $83.8 Billion
Technology: $6.13 Billion
Communication Services: $1.93 Billion
Financial Services: $1.49 Billion
Consumer Cyclical: $1.49 Billion
Healthcare: $1.2 Billion
Consumer Defensive: $1.06 Billion
Energy: $248 Million
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13 Billion 12.42% of portfolio
178,990
Q2 2025 Reduced 38.63%
$0
$10.9 Billion 10.44% of portfolio
59,811
Q2 2025 Added 19.3%
$0
$10.4 Billion 9.92% of portfolio
163,729
Q2 2025 Added 69.16%
$0
$9.06 Billion 8.65% of portfolio
82,311
Q2 2025 Reduced 13.1%
$0
$9.02 Billion 8.61% of portfolio
165,594
Q2 2025 Added 5.97%
$0
$6.83 Billion 6.52% of portfolio
34,960
Q2 2025 Added 16.52%
$0
$6.31 Billion 6.02% of portfolio
105,130
Q2 2025 Added 118.74%
$0
$4.19 Billion 4.0% of portfolio
80,485
Q2 2025 Added 69.55%
$0
$4.04 Billion 3.85% of portfolio
36,063
Q2 2025 Added 4.61%
$0
$2.88 Billion 2.75% of portfolio
16,638
Q2 2025 Reduced 16.47%
$0
$2.82 Billion 2.69% of portfolio
25,030
Q2 2025 Added 5.13%
$0
$1.66 Billion 1.59% of portfolio
35,928
Q2 2025 Reduced 16.94%
$0
$990 Million 0.94% of portfolio
42,607
Q2 2025 Reduced 0.49%
$0
$540 Million 0.52% of portfolio
5,752
Q2 2025 Reduced 3.33%
$0
$487 Million 0.46% of portfolio
9,526
Q2 2025 New
$9.76B
$367 Million 0.35% of portfolio
5,594
Q2 2025 Reduced 19.96%

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $105 Billion
  • Prior Value $90.1 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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