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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.47 Million 0.01% of portfolio
17,358
Q3 2025 Added 19.64%
$0
$1.69 Million 0.01% of portfolio
14,403
Q3 2025 Added 137.95%
$0
$1.57 Million 0.01% of portfolio
13,694
Q3 2025 Reduced 0.01%
$0
$835,000 0.01% of portfolio
7,499
Q3 2025 Added 15.39%
$0
$960,000 0.01% of portfolio
10,674
Q3 2025 Added 5.43%
$0
$937,000 0.01% of portfolio
39,486
Q3 2025 Reduced 2.22%
$0
$776,000 0.01% of portfolio
5,561
Q3 2025 Reduced 8.9%
$0
$781,000 0.01% of portfolio
10,192
Q3 2025 Reduced 17.35%
$0
$1.02 Million 0.01% of portfolio
22,114
Q3 2025 Reduced 25.48%
$0
$854,000 0.01% of portfolio
8,021
Q3 2025 Added 90.12%
$0
$1.02 Million 0.01% of portfolio
22,971
Q3 2025 New
$0
$1.26 Million 0.01% of portfolio
30,000
Q1 2025 New
$0
$803,000 0.01% of portfolio
7,057
Q3 2025 Added 9.63%
$0
$1.1 Million 0.01% of portfolio
13,283
Q3 2025 Reduced 15.48%
$0
$958,000 0.01% of portfolio
15,548
Q3 2025 Added 209.54%
$0
$1.13 Million 0.01% of portfolio
11,688
Q3 2025 Added 58.12%
$27.2B
$1.12 Million 0.01% of portfolio
5,177
Q3 2025 Added 2.21%
$0
$1.51 Million 0.01% of portfolio
29,802
Q3 2025 Reduced 23.97%
$0
$1.48 Million 0.01% of portfolio
119,524
Q3 2025 Reduced 2.8%
$28.3B
$1.64 Million 0.01% of portfolio
19,988
Q3 2025 Added 139.66%
$8.94B
$1.75 Million 0.01% of portfolio
4,107
Q3 2025 Reduced 3.75%
$47.8B
$1.41 Million 0.01% of portfolio
20,968
Q3 2025 Added 30.33%
$11.3B
$1.07 Million 0.01% of portfolio
8,767
Q3 2025 Added 49.68%
$26.1B
$1.66 Million 0.01% of portfolio
8,781
Q3 2025 Added 15.3%
$30.9B
$1.09 Million 0.01% of portfolio
8,626
Q3 2025 Added 25.05%
$6.99B
$937,000 0.01% of portfolio
23,256
Q3 2025 Added 10.8%
$31.2B
$772,000 0.01% of portfolio
4,725
Q3 2025 Added 9.43%
$24.9B
$1.05 Million 0.01% of portfolio
10,490
Q3 2025 Added 40.0%
$32.3B
$825,000 0.01% of portfolio
4,175
Q3 2025 Added 15.43%
$5.42B
$1.87 Million 0.01% of portfolio
104,418
Q3 2025 Added 1.34%
$64.9B
$1.78 Million 0.01% of portfolio
57,011
Q3 2025 Added 42.76%
$73.7B
$1.32 Million 0.01% of portfolio
15,704
Q3 2025 Added 85.28%
$29.5B
$1.45 Million 0.01% of portfolio
22,560
Q3 2025 Added 7.15%
$15.1B
$1.68 Million 0.01% of portfolio
12,022
Q3 2025 Added 8.0%
$195B
$1.44 Million 0.01% of portfolio
90,504
Q3 2025 Added 229.51%
$37.6B
$1.19 Million 0.01% of portfolio
17,739
Q3 2025 Added 18.03%
$53.5B
$1.44 Million 0.01% of portfolio
28,814
Q3 2025 Added 28.38%
$42.8B
$1.17 Million 0.01% of portfolio
13,224
Q3 2025 Added 58.43%
$56.6B
$820,000 0.01% of portfolio
11,289
Q3 2025 Added 4.33%
$1.87B
$947,000 0.01% of portfolio
32,475
Q3 2025 New
$23.8B
$737,000 0.01% of portfolio
6,223
Q3 2025 Added 27.57%
$282B
$2.17 Million 0.01% of portfolio
16,939
Q3 2025 Added 26.82%
$109B
$1.81 Million 0.01% of portfolio
32,554
Q3 2025 Added 5.3%
$38.8B
$1.11 Million 0.01% of portfolio
6,847
Q3 2025 Added 2.67%
$38B
$2.04 Million 0.01% of portfolio
15,097
Q3 2025 Added 4.53%
$0
$893,000 0.01% of portfolio
8,987
Q3 2025 Added 83.11%
$17.7B
$864,000 0.01% of portfolio
8,760
Q3 2025 Reduced 12.42%
$51.8B
$1.51 Million 0.01% of portfolio
6,636
Q3 2025 Added 2.45%
$39.8B
$1.13 Million 0.01% of portfolio
23,900
Q3 2025 Added 17.35%

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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