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
$352B
$42.4 Million 0.29% of portfolio
275,822
Q3 2025 Added 5.21%
$0
$40.9 Million 0.28% of portfolio
1,497,161
Q3 2025 Added 3.97%
$310B
$38.7 Million 0.27% of portfolio
583,784
Q3 2025 Added 21.19%
$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%
$12.2B
$35.7 Million 0.25% of portfolio
440,608
Q3 2025 Added 1,278.8%
$499B
$35.3 Million 0.24% of portfolio
313,078
Q3 2025 Added 18.07%
$0
$34.7 Million 0.24% of portfolio
118,232
Q3 2025 Added 12.79%
$153B
$33 Million 0.23% of portfolio
133,724
Q3 2025 Added 63.95%
$0
$33.4 Million 0.23% of portfolio
1,434,901
Q3 2025 Added 5.02%
$306B
$31.3 Million 0.22% of portfolio
201,595
Q3 2025 Added 23.86%
$179B
$30.7 Million 0.21% of portfolio
1,085,732
Q3 2025 Added 10.66%
$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%
$398B
$29.3 Million 0.2% of portfolio
126,572
Q3 2025 Added 8.97%
$447B
$27.9 Million 0.19% of portfolio
37
Q3 2025 Added 27.59%
$294B
$28.1 Million 0.19% of portfolio
410,741
Q3 2025 Added 9.62%
$263B
$27.5 Million 0.19% of portfolio
164,226
Q3 2025 Added 5.03%
$226B
$26.3 Million 0.18% of portfolio
86,611
Q3 2025 Added 6.48%
$222B
$24.6 Million 0.17% of portfolio
183,925
Q3 2025 Added 6.11%
$404B
$25.1 Million 0.17% of portfolio
27,150
Q3 2025 Added 12.52%
$506B
$24.2 Million 0.17% of portfolio
20,157
Q3 2025 Added 27.83%
$7.67B
$24.8 Million 0.17% of portfolio
29,948
Q3 2025 Added 643.31%
$0
$24.6 Million 0.17% of portfolio
276,984
Q3 2025 Reduced 0.14%
$281B
$23.3 Million 0.16% of portfolio
82,593
Q3 2025 Added 15.08%
$0
$22.5 Million 0.16% of portfolio
241,018
Q3 2025 Added 21.41%
$131B
$23.5 Million 0.16% of portfolio
66,182
Q3 2025 Added 17.7%
$277B
$21.7 Million 0.15% of portfolio
65,208
Q3 2025 Added 8.71%
$300B
$21.3 Million 0.15% of portfolio
44,595
Q3 2025 Added 7.61%
$0
$21.1 Million 0.15% of portfolio
83,129
Q3 2025 Added 12.09%
$430B
$20.1 Million 0.14% of portfolio
389,802
Q3 2025 Added 16.97%
$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%
$200B
$20.2 Million 0.14% of portfolio
143,700
Q3 2025 Added 11.65%
$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%
$135B
$19.5 Million 0.13% of portfolio
92,779
Q3 2025 Added 4.59%
$0
$18.3 Million 0.13% of portfolio
145,254
Q3 2025 Added 7.7%
$230B
$19 Million 0.13% of portfolio
226,890
Q3 2025 Added 15.3%
$0
$18 Million 0.12% of portfolio
126,753
Q3 2025 Reduced 2.05%
$0
$17.4 Million 0.12% of portfolio
210,290
Q3 2025 Added 9.25%
$99.2B
$18.1 Million 0.12% of portfolio
190,520
Q3 2025 Added 17.17%
$185B
$17.2 Million 0.12% of portfolio
175,980
Q3 2025 Added 19.31%
$181B
$15.5 Million 0.11% of portfolio
54,870
Q3 2025 Added 10.02%
$0
$15.5 Million 0.11% of portfolio
129,515
Q3 2025 Reduced 8.01%
$0
$15.9 Million 0.11% of portfolio
181,979
Q3 2025 Added 22.02%
$168B
$16.7 Million 0.11% of portfolio
221,029
Q3 2025 Added 8.69%
$243B
$15.4 Million 0.11% of portfolio
95,040
Q3 2025 Added 16.11%

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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