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
$26.7B
$782,000 0.01% of portfolio
3,161
Q3 2025 Added 42.07%
$2.16B
$1.18 Million 0.01% of portfolio
3,649
Q3 2025 Added 19.21%
$33.5B
$970,000 0.01% of portfolio
13,664
Q3 2025 Added 15.96%
$6.67B
$903,000 0.01% of portfolio
18,407
Q3 2025 Added 233.7%
$40.1B
$1.6 Million 0.01% of portfolio
6,190
Q3 2025 Added 4.95%
$24.7B
$1.34 Million 0.01% of portfolio
11,807
Q3 2025 Added 59.94%
$39.2B
$1.97 Million 0.01% of portfolio
11,785
Q3 2025 Added 15.77%
$7.63B
$1.34 Million 0.01% of portfolio
1,439
Q3 2025 Added 16.9%
$173B
$1.58 Million 0.01% of portfolio
22,968
Q3 2025 Added 29.93%
$6.21B
$1.19 Million 0.01% of portfolio
20,929
Q3 2025 Added 11.05%
$3.89B
$1.62 Million 0.01% of portfolio
14,478
Q3 2025 Added 20.09%
$16.1B
$1.09 Million 0.01% of portfolio
20,124
Q3 2025 Added 37.17%
$31B
$781,000 0.01% of portfolio
8,094
Q3 2025 Added 29.69%
$15.3B
$755,000 0.01% of portfolio
9,719
Q3 2025 Added 13.59%
$0
$744,000 0.01% of portfolio
14,620
Q3 2025 New
$0
$1 Million 0.01% of portfolio
11,705
Q3 2025 Reduced 0.56%
$0
$825,000 0.01% of portfolio
8,666
Q1 2025 Reduced 0.87%
$0
$1.84 Million 0.01% of portfolio
8,770
Q3 2025 Added 1.03%
$0
$1.52 Million 0.01% of portfolio
30,266
Q3 2025 Added 36.73%
$0
$2.16 Million 0.01% of portfolio
11,509
Q3 2025 Added 33.69%
$0
$1.6 Million 0.01% of portfolio
5,399
Q3 2025 Added 128.97%
$0
$791,000 0.01% of portfolio
3,704
Q3 2025 New
$0
$1.63 Million 0.01% of portfolio
12,951
Q3 2025 Added 117.7%
$0
$1.36 Million 0.01% of portfolio
10,358
Q3 2025 Added 130.74%
$30.4B
$839,000 0.01% of portfolio
11,998
Q3 2025 Added 67.59%
$26.4B
$735,000 0.01% of portfolio
2,632
Q3 2025 Added 42.97%
$74.6B
$1.81 Million 0.01% of portfolio
9,261
Q3 2025 Added 14.55%
$37.8B
$1.26 Million 0.01% of portfolio
6,276
Q3 2025 Added 10.63%
$35.5B
$1.59 Million 0.01% of portfolio
13,852
Q3 2025 Added 56.56%
$54B
$960,000 0.01% of portfolio
7,998
Q3 2025 Added 24.85%
$12.8B
$986,000 0.01% of portfolio
5,048
Q3 2025 Added 34.36%
$34.9B
$1.05 Million 0.01% of portfolio
3,052
Q3 2025 Added 3.56%
$0
$1.51 Million 0.01% of portfolio
17,352
Q1 2025 Reduced 3.97%
$0
$999,000 0.01% of portfolio
7,808
Q3 2025 Reduced 0.1%
$0
$1.17 Million 0.01% of portfolio
13,965
Q3 2025 Reduced 0.46%
$45.6B
$2.01 Million 0.01% of portfolio
8,334
Q3 2025 Added 4.34%
$14B
$1.42 Million 0.01% of portfolio
20,946
Q3 2025 Added 89.93%
$44.4B
$1.61 Million 0.01% of portfolio
19,998
Q3 2025 Added 24.53%
$27B
$1.02 Million 0.01% of portfolio
6,908
Q3 2025 Added 24.56%
$42.9B
$2.1 Million 0.01% of portfolio
13,832
Q3 2025 Added 7.58%
$18.6B
$1.74 Million 0.01% of portfolio
17,708
Q3 2025 Added 9.5%
$47.4B
$1.11 Million 0.01% of portfolio
3,689
Q3 2025 Added 40.37%
2023 ETF Series Trust
-
$0 0.0% of portfolio
-
Q3 2025 New
2023 ETF Series Trust Ii
-
$0 0.0% of portfolio
-
Q3 2025 Added 6.48%
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.8%
Ab Active Etfs Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 1.05%
Ab Active Etfs Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.1%
$1.14B
$145,000 0.0% of portfolio
28,981
Q3 2025 New
$238M
$239,000 0.0% of portfolio
2,095
Q2 2025 New

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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