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
$15.6B
$1.95 Million 0.01% of portfolio
13,854
Q3 2025 Reduced 27.42%
$5.33B
$783,000 0.01% of portfolio
98,283
Q3 2025 Reduced 2.18%
$37.6B
$1.6 Million 0.01% of portfolio
17,506
Q3 2025 Added 17.07%
$0
$1.67 Million 0.01% of portfolio
29,092
Q3 2025 Added 45.88%
$40.2B
$1.76 Million 0.01% of portfolio
13,879
Q3 2025 Added 23.07%
$11.3B
$1.59 Million 0.01% of portfolio
9,136
Q3 2025 Reduced 10.61%
$17.8B
$848,000 0.01% of portfolio
7,665
Q3 2025 Added 91.82%
$22.5B
$947,000 0.01% of portfolio
9,013
Q3 2025 Added 16.46%
$27.1B
$841,000 0.01% of portfolio
22,642
Q3 2025 Added 7.4%
$0
$847,000 0.01% of portfolio
8,218
Q3 2025 Added 37.54%
$48.8B
$1.16 Million 0.01% of portfolio
4,001
Q3 2025 Added 9.11%
$41.8B
$1.64 Million 0.01% of portfolio
19,623
Q3 2025 Added 13.94%
$26.1B
$875,000 0.01% of portfolio
10,447
Q3 2025 Added 15.06%
$15.6B
$1.54 Million 0.01% of portfolio
11,234
Q3 2025 Added 2.94%
$35.3B
$1.49 Million 0.01% of portfolio
24,531
Q3 2025 Added 9.32%
$72.3B
$1 Million 0.01% of portfolio
1,781
Q3 2025 Reduced 13.08%
$11.7B
$751,000 0.01% of portfolio
2,960
Q3 2025 Added 6.71%
$37B
$1.03 Million 0.01% of portfolio
3,754
Q3 2025 Added 11.33%
$57.1B
$1.77 Million 0.01% of portfolio
12,785
Q3 2025 Added 40.39%
$45.3B
$1.53 Million 0.01% of portfolio
4,390
Q3 2025 Added 48.81%
$28.8B
$1.4 Million 0.01% of portfolio
23,887
Q3 2025 Added 52.43%
$56.5B
$1.67 Million 0.01% of portfolio
10,952
Q3 2025 Added 9.54%
$206B
$835,000 0.01% of portfolio
5,674
Q3 2025 Added 73.36%
$130B
$1.22 Million 0.01% of portfolio
25,838
Q3 2025 Reduced 13.25%
$53.3B
$1.15 Million 0.01% of portfolio
33,410
Q3 2025 Added 60.32%
$0
$1.39 Million 0.01% of portfolio
59,303
Q3 2025 Reduced 7.39%
$0
$862,000 0.01% of portfolio
18,956
Q3 2025 New
$0
$974,000 0.01% of portfolio
37,863
Q4 2024 Added 200.0%
$0
$1.46 Million 0.01% of portfolio
43,756
Q3 2025 Added 39.25%
$0
$1.11 Million 0.01% of portfolio
35,501
Q3 2025 Reduced 7.75%
$5.05B
$1.8 Million 0.01% of portfolio
18,102
Q3 2025 Added 2.21%
$4.52B
$733,000 0.01% of portfolio
201
Q3 2025 Added 4.15%
$59.5B
$1.1 Million 0.01% of portfolio
4,652
Q3 2025 Added 12.97%
$0
$1.28 Million 0.01% of portfolio
14,682
Q3 2025 Added 43.73%
$0
$1.54 Million 0.01% of portfolio
17,274
Q3 2025 Added 136.76%
$0
$1.24 Million 0.01% of portfolio
16,288
Q3 2025 Added 33.37%
$29.4B
$1.51 Million 0.01% of portfolio
16,770
Q3 2025 Added 10.79%
$3.93B
$1.54 Million 0.01% of portfolio
19,130
Q3 2025 New
$189B
$1.5 Million 0.01% of portfolio
10,107
Q3 2025 Added 21.19%
$60.6B
$1.34 Million 0.01% of portfolio
7,164
Q3 2025 Added 21.53%
$0
$1.77 Million 0.01% of portfolio
77,376
Q3 2025 Added 1.54%
$86.8B
$1.35 Million 0.01% of portfolio
6,001
Q3 2025 Added 63.83%
$36.1B
$1.45 Million 0.01% of portfolio
50,442
Q3 2025 Added 92.84%
$0
$1.01 Million 0.01% of portfolio
40,495
Q3 2025 New
$0
$1.32 Million 0.01% of portfolio
9,974
Q3 2025 Added 0.06%
$0
$936,000 0.01% of portfolio
10,353
Q3 2025 Added 45.1%
$124B
$2.07 Million 0.01% of portfolio
2,970
Q3 2025 Added 9.63%
$5.59B
$1.38 Million 0.01% of portfolio
71,305
Q3 2025 Added 154.15%
$43.8B
$1.29 Million 0.01% of portfolio
11,087
Q3 2025 Added 31.25%

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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