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 Market Cap. of $300 Millions to $2 Billions

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

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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