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
$177B
$16.5 Million 0.11% of portfolio
84,826
Q3 2025 Added 2.71%
$300B
$15.5 Million 0.11% of portfolio
44,932
Q3 2025 Reduced 8.21%
$12.1B
$15.5 Million 0.11% of portfolio
200,919
Q3 2025 Added 0.07%
$94.5B
$14.7 Million 0.1% of portfolio
42,980
Q3 2025 Added 8.34%
$265B
$14.1 Million 0.1% of portfolio
17,649
Q3 2025 Added 19.87%
$84.9B
$14.3 Million 0.1% of portfolio
85,146
Q3 2025 Added 43.43%
$65.3B
$15.1 Million 0.1% of portfolio
207,384
Q3 2025 Added 1.33%
$0
$15.1 Million 0.1% of portfolio
41,242
Q3 2025 Added 3.82%
$0
$13.8 Million 0.1% of portfolio
99,943
Q3 2025 Added 32.92%
$140B
$14.5 Million 0.1% of portfolio
57,780
Q3 2025 Added 15.72%
$342B
$14 Million 0.1% of portfolio
76,695
Q3 2025 Added 23.62%
$136B
$14 Million 0.1% of portfolio
59,188
Q3 2025 Added 9.57%
$0
$14.2 Million 0.1% of portfolio
45,973
Q3 2025 Added 65.17%
$0
$14.2 Million 0.1% of portfolio
103,393
Q3 2025 Added 3.32%
$0
$14.4 Million 0.1% of portfolio
240,566
Q3 2025 Added 11.46%
$0
$14.5 Million 0.1% of portfolio
59,355
Q3 2025 Added 2.78%
$0
$13.8 Million 0.09% of portfolio
189,951
Q3 2025 Added 0.09%
$0
$12.9 Million 0.09% of portfolio
128,306
Q3 2025 Added 10.27%
$270B
$12.4 Million 0.09% of portfolio
77,694
Q3 2025 Added 4.54%
$0
$12.4 Million 0.09% of portfolio
88,470
Q3 2025 Added 3.42%
$222B
$13.3 Million 0.09% of portfolio
27,422
Q3 2025 Added 14.46%
$0
$12.9 Million 0.09% of portfolio
61,593
Q3 2025 Reduced 0.13%
$0
$12.7 Million 0.09% of portfolio
89,856
Q3 2025 Added 18.56%
$0
$13.5 Million 0.09% of portfolio
97,717
Q3 2025 Added 9.04%
$123B
$11.8 Million 0.08% of portfolio
41,649
Q3 2025 Added 13.96%
$193B
$11.8 Million 0.08% of portfolio
26,273
Q3 2025 Added 5.18%
$0
$12.2 Million 0.08% of portfolio
186,452
Q3 2025 Added 29.28%
$86.1B
$11.8 Million 0.08% of portfolio
34,079
Q3 2025 Added 3.0%
$1.46T
$11.6 Million 0.08% of portfolio
41,358
Q3 2025 Added 14.32%
$67.6B
$12.3 Million 0.08% of portfolio
254,322
Q3 2025 Added 12.08%
$317B
$11.4 Million 0.08% of portfolio
136,249
Q3 2025 Added 5.01%
$388B
$9.68 Million 0.07% of portfolio
59,858
Q3 2025 Added 15.44%
$57.5B
$9.76 Million 0.07% of portfolio
35,791
Q3 2025 Added 4.32%
$5.27B
$9.96 Million 0.07% of portfolio
743,893
Q3 2025 Added 0.79%
$160B
$10.7 Million 0.07% of portfolio
54,013
Q3 2025 Added 4.81%
$0
$9.99 Million 0.07% of portfolio
233,724
Q3 2025 Added 7.95%
$193B
$9.65 Million 0.07% of portfolio
84,252
Q3 2025 Added 24.93%
$96.4B
$10.5 Million 0.07% of portfolio
85,194
Q3 2025 Added 14.41%
$140B
$9.95 Million 0.07% of portfolio
26,597
Q3 2025 Added 11.34%
$328B
$9.82 Million 0.07% of portfolio
32,631
Q3 2025 Added 22.51%
$18B
$10.8 Million 0.07% of portfolio
77,715
Q3 2025 Added 74.39%
$0
$9.74 Million 0.07% of portfolio
141,051
Q3 2025 Added 14.89%
$0
$10.7 Million 0.07% of portfolio
44,192
Q3 2025 Added 2.61%
$0
$10.2 Million 0.07% of portfolio
49,184
Q3 2025 Reduced 0.28%
$103B
$10.1 Million 0.07% of portfolio
77,382
Q3 2025 Reduced 2.19%
$128B
$10.3 Million 0.07% of portfolio
108,625
Q3 2025 Added 7.26%
$74.3B
$10.9 Million 0.07% of portfolio
54,157
Q3 2025 Added 7.27%
$61.4B
$10.8 Million 0.07% of portfolio
25,985
Q3 2025 Reduced 12.66%
$237B
$9.86 Million 0.07% of portfolio
41,601
Q3 2025 Added 18.26%

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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