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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.81 Billion 19.34% of portfolio
8,551,906
Q3 2025 Added 10.1%
$0
$1 Billion 6.92% of portfolio
5,511,314
Q3 2025 Added 5.67%
$0
$530 Million 3.65% of portfolio
7,209,032
Q3 2025 Added 12.32%
$0
$518 Million 3.57% of portfolio
4,762,043
Q3 2025 Added 27.48%
$0
$498 Million 3.43% of portfolio
4,769,364
Q3 2025 Added 9.22%
$0
$496 Million 3.42% of portfolio
10,425,820
Q3 2025 Added 34.24%
$0
$472 Million 3.25% of portfolio
9,302,563
Q3 2025 Added 4.66%
$0
$294 Million 2.03% of portfolio
441,308
Q3 2025 Added 9.22%
$0
$291 Million 2.0% of portfolio
2,409,948
Q3 2025 Added 5.73%
$0
$172 Million 1.19% of portfolio
6,694,089
Q3 2025 Added 3.04%
$0
$150 Million 1.03% of portfolio
1,148,037
Q3 2025 Added 7.18%
$0
$149 Million 1.02% of portfolio
1,020,342
Q3 2025 Added 4.66%
$0
$139 Million 0.95% of portfolio
207,034
Q3 2025 Added 2.63%
$0
$133 Million 0.92% of portfolio
1,684,856
Q3 2025 Reduced 0.67%
$0
$117 Million 0.8% of portfolio
190,292
Q3 2025 Added 12.44%
$0
$88.5 Million 0.61% of portfolio
1,733,119
Q3 2025 Added 173.68%
$0
$80.1 Million 0.55% of portfolio
3,042,745
Q3 2025 Added 1.47%
$0
$77.8 Million 0.54% of portfolio
1,035,739
Q3 2025 Added 1.76%
$0
$74.1 Million 0.51% of portfolio
1,038,532
Q3 2025 Added 10.11%
$0
$70.9 Million 0.49% of portfolio
1,836,971
Q3 2025 Reduced 0.73%
$0
$67.5 Million 0.47% of portfolio
670,363
Q3 2025 Reduced 54.0%
$0
$62.8 Million 0.43% of portfolio
1,372,749
Q3 2025 Added 0.51%
$0
$57.9 Million 0.4% of portfolio
1,533,862
Q3 2025 Added 77.13%
$0
$58.7 Million 0.4% of portfolio
1,839,853
Q3 2025 Added 3.39%
$0
$56.8 Million 0.39% of portfolio
94,679
Q3 2025 Added 19.76%
$0
$53.1 Million 0.37% of portfolio
1,547,962
Q3 2025 Reduced 13.35%
$0
$43 Million 0.3% of portfolio
1,056,245
Q3 2025 Reduced 6.11%
$0
$41.6 Million 0.29% of portfolio
219,478
Q3 2025 Added 12.61%
$0
$42.1 Million 0.29% of portfolio
206,654
Q3 2025 Added 13.81%
$0
$42.2 Million 0.29% of portfolio
90,111
Q3 2025 Added 19.93%
$0
$42.8 Million 0.29% of portfolio
899,138
Q3 2025 Reduced 19.12%
$0
$40.9 Million 0.28% of portfolio
1,497,161
Q3 2025 Added 3.97%
$0
$37.3 Million 0.26% of portfolio
374,876
Q3 2025 Reduced 38.08%
$0
$37.2 Million 0.26% of portfolio
77,468
Q3 2025 Added 8.39%
$0
$34.7 Million 0.24% of portfolio
118,232
Q3 2025 Added 12.79%
$0
$33.4 Million 0.23% of portfolio
1,434,901
Q3 2025 Added 5.02%
$0
$29.9 Million 0.21% of portfolio
251,877
Q3 2025 Added 1.26%
$0
$30.5 Million 0.21% of portfolio
80,503
Q3 2025 Reduced 2.42%
$0
$30.3 Million 0.21% of portfolio
75,253
Q3 2025 Reduced 0.16%
$0
$24.6 Million 0.17% of portfolio
276,984
Q3 2025 Reduced 0.14%
$0
$22.5 Million 0.16% of portfolio
241,018
Q3 2025 Added 21.41%
$130B
$23.5 Million 0.16% of portfolio
66,182
Q3 2025 Added 17.7%
$0
$21.1 Million 0.15% of portfolio
83,129
Q3 2025 Added 12.09%
$0
$19.8 Million 0.14% of portfolio
161,637
Q3 2025 Added 0.46%
$0
$19.8 Million 0.14% of portfolio
291,513
Q3 2025 Added 6.25%
$0
$20.4 Million 0.14% of portfolio
169,185
Q3 2025 Added 14.57%
$0
$19.9 Million 0.14% of portfolio
26,633
Q3 2025 Added 116.23%
$0
$18.3 Million 0.13% of portfolio
145,254
Q3 2025 Added 7.7%
$0
$18 Million 0.12% of portfolio
126,753
Q3 2025 Reduced 2.05%

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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