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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$388 Million 2.67% of portfolio
1,522,715
Q3 2025 Added 19.4%
$367B
$278 Million 1.92% of portfolio
686,049
Q3 2025 Added 6.69%
$3.78T
$265 Million 1.83% of portfolio
512,306
Q3 2025 Added 9.92%
$465B
$177 Million 1.22% of portfolio
950,465
Q3 2025 Added 11.62%
$2.39T
$131 Million 0.91% of portfolio
598,705
Q3 2025 Added 15.94%
$23B
$119 Million 0.82% of portfolio
1,157,081
Q3 2025 Added 31.24%
$1.65T
$102 Million 0.7% of portfolio
419,167
Q3 2025 Added 13.76%
$1.74T
$83 Million 0.57% of portfolio
340,867
Q3 2025 Added 5.74%
$662B
$83.4 Million 0.57% of portfolio
165,884
Q3 2025 Added 22.57%
$139B
$76.9 Million 0.53% of portfolio
233,068
Q3 2025 Added 9.46%
$881B
$76.4 Million 0.53% of portfolio
242,098
Q3 2025 Added 22.79%
$533B
$66.4 Million 0.46% of portfolio
194,498
Q3 2025 Added 7.07%
$1.37T
$64.6 Million 0.44% of portfolio
87,911
Q3 2025 Added 17.39%
$522B
$52.1 Million 0.36% of portfolio
281,106
Q3 2025 Added 9.72%
$593B
$52.5 Million 0.36% of portfolio
186,757
Q3 2025 Reduced 0.74%
$971B
$43.4 Million 0.3% of portfolio
56,869
Q3 2025 Added 7.7%
$279B
$43 Million 0.3% of portfolio
417,593
Q3 2025 Added 8.83%
$346B
$42.4 Million 0.29% of portfolio
275,822
Q3 2025 Added 5.21%
$306B
$38.7 Million 0.27% of portfolio
583,784
Q3 2025 Added 21.19%
$13.5B
$35.7 Million 0.25% of portfolio
440,608
Q3 2025 Added 1,278.8%
$490B
$35.3 Million 0.24% of portfolio
313,078
Q3 2025 Added 18.07%
$152B
$33 Million 0.23% of portfolio
133,724
Q3 2025 Added 63.95%
$303B
$31.3 Million 0.22% of portfolio
201,595
Q3 2025 Added 23.86%
$181B
$30.7 Million 0.21% of portfolio
1,085,732
Q3 2025 Added 10.66%
$414B
$29.3 Million 0.2% of portfolio
126,572
Q3 2025 Added 8.97%
$512B
$29.2 Million 0.2% of portfolio
51,285
Q3 2025 Added 7.48%
$453B
$27.9 Million 0.19% of portfolio
37
Q3 2025 Added 27.59%
$319B
$28.1 Million 0.19% of portfolio
410,741
Q3 2025 Added 9.62%
$258B
$27.5 Million 0.19% of portfolio
164,226
Q3 2025 Added 5.03%
$224B
$26.3 Million 0.18% of portfolio
86,611
Q3 2025 Added 6.48%
$228B
$24.6 Million 0.17% of portfolio
183,925
Q3 2025 Added 6.11%
$404B
$25.1 Million 0.17% of portfolio
27,150
Q3 2025 Added 12.52%
$49.1B
$24.2 Million 0.17% of portfolio
20,157
Q3 2025 Added 27.83%
$7.74B
$24.8 Million 0.17% of portfolio
29,948
Q3 2025 Added 643.31%
$266B
$23.3 Million 0.16% of portfolio
82,593
Q3 2025 Added 15.08%
$255B
$21.7 Million 0.15% of portfolio
65,208
Q3 2025 Added 8.71%
$291B
$21.3 Million 0.15% of portfolio
44,595
Q3 2025 Added 7.61%
$413B
$20.1 Million 0.14% of portfolio
389,802
Q3 2025 Added 16.97%
$204B
$20.2 Million 0.14% of portfolio
143,700
Q3 2025 Added 11.65%
$132B
$19.5 Million 0.13% of portfolio
92,779
Q3 2025 Added 4.59%
$235B
$19 Million 0.13% of portfolio
226,890
Q3 2025 Added 15.3%
$98.6B
$18.1 Million 0.12% of portfolio
190,520
Q3 2025 Added 17.17%
$181B
$17.2 Million 0.12% of portfolio
175,980
Q3 2025 Added 19.31%
$183B
$15.5 Million 0.11% of portfolio
54,870
Q3 2025 Added 10.02%
$168B
$16.7 Million 0.11% of portfolio
221,029
Q3 2025 Added 8.69%
$237B
$15.4 Million 0.11% of portfolio
95,040
Q3 2025 Added 16.11%
$177B
$16.5 Million 0.11% of portfolio
84,826
Q3 2025 Added 2.71%
$300B
$15.5 Million 0.11% of portfolio
44,932
Q3 2025 Reduced 8.21%
$12.1B
$15.5 Million 0.11% of portfolio
200,919
Q3 2025 Added 0.07%

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
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb 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 Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email