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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.34B
$378,000 0.0% of portfolio
15,498
Q3 2025 Added 1.75%
$7.07B
$267,000 0.0% of portfolio
7,572
Q3 2025 Added 3.09%
$2.87B
$309,000 0.0% of portfolio
2,078
Q3 2025 New
$3.63B
$297,000 0.0% of portfolio
8,789
Q3 2025 New
$5.27B
$239,000 0.0% of portfolio
1,959
Q3 2025 New
$4.16B
$223,000 0.0% of portfolio
5,689
Q3 2025 New
$3.91B
$237,000 0.0% of portfolio
18,049
Q3 2025 Added 2.8%
$4.52B
$216,000 0.0% of portfolio
5,979
Q3 2025 New
$9.46B
$607,000 0.0% of portfolio
19,244
Q3 2025 Added 138.79%
$7.54B
$444,000 0.0% of portfolio
5,835
Q3 2025 Added 15.68%
$5B
$65,000 0.0% of portfolio
10,942
Q3 2025 Reduced 0.45%
$7.24B
$349,000 0.0% of portfolio
10,502
Q3 2025 Added 61.64%
$6.71B
$141,000 0.0% of portfolio
10,600
Q3 2025 New
$3.11B
$528,000 0.0% of portfolio
18,053
Q3 2025 Added 6.38%
$5.66B
$206,000 0.0% of portfolio
2,889
Q3 2025 New
$5.76B
$150,000 0.0% of portfolio
10,417
Q3 2025 Reduced 15.19%
$4.27B
$200,000 0.0% of portfolio
3,102
Q3 2025 Reduced 1.68%
$5.89B
$331,000 0.0% of portfolio
7,897
Q3 2025 Added 13.92%
$6.96B
$478,000 0.0% of portfolio
11,810
Q3 2025 Added 1.64%
$7.52B
$307,000 0.0% of portfolio
1,100
Q3 2025 Added 14.94%
$4.96B
$210,000 0.0% of portfolio
126
Q3 2025 New
$6.45B
$279,000 0.0% of portfolio
3,501
Q3 2025 Added 3.24%
$7.88B
$619,000 0.0% of portfolio
10,955
Q3 2025 Added 22.46%

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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