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
$53.6B
$2.96 Million 0.02% of portfolio
9,553
Q3 2025 Added 4.02%
$101B
$2.72 Million 0.02% of portfolio
44,612
Q3 2025 Added 29.79%
$21.4B
$3.06 Million 0.02% of portfolio
36,861
Q3 2025 Added 213.9%
$2.38B
$3.41 Million 0.02% of portfolio
249,399
Q3 2025 Added 28.64%
$133B
$2.93 Million 0.02% of portfolio
6,876
Q3 2025 Added 30.35%
$29.5B
$2.65 Million 0.02% of portfolio
107,731
Q3 2025 Added 142.77%
$74B
$2.77 Million 0.02% of portfolio
10,660
Q3 2025 Added 6.26%
$59.3B
$2.52 Million 0.02% of portfolio
3,950
Q3 2025 Added 9.06%
$0
$3.1 Million 0.02% of portfolio
149,959
Q3 2025 Reduced 10.32%
$0
$2.37 Million 0.02% of portfolio
121,232
Q3 2025 Added 14.23%
$0
$2.84 Million 0.02% of portfolio
41,996
Q3 2025 Added 1.39%
$0
$2.66 Million 0.02% of portfolio
49,632
Q3 2025 Added 19.38%
$24.4B
$3.43 Million 0.02% of portfolio
80,877
Q3 2025 Added 17.2%
$0
$2.48 Million 0.02% of portfolio
17,554
Q3 2025 Added 3.73%
$0
$3.27 Million 0.02% of portfolio
16,713
Q3 2025 Added 48.24%
$0
$3.54 Million 0.02% of portfolio
18,196
Q3 2025 Added 256.43%
$0
$2.42 Million 0.02% of portfolio
19,226
Q1 2024 Added 0.14%
$0
$2.4 Million 0.02% of portfolio
32,687
Q3 2025 Reduced 0.13%
$0
$2.89 Million 0.02% of portfolio
50,619
Q3 2025 Added 21.65%
$84B
$3.45 Million 0.02% of portfolio
31,364
Q3 2025 Reduced 4.42%
$32.6B
$2.73 Million 0.02% of portfolio
15,620
Q3 2025 Added 4.04%
$34.8B
$2.23 Million 0.02% of portfolio
17,896
Q3 2025 Reduced 7.24%
$60.6B
$2.82 Million 0.02% of portfolio
99,788
Q3 2025 Added 8.95%
$57.7B
$3.5 Million 0.02% of portfolio
11,463
Q3 2025 Added 20.87%
$30.1B
$2.56 Million 0.02% of portfolio
7,702
Q3 2025 Added 1.16%
$10.9B
$3.08 Million 0.02% of portfolio
15,040
Q3 2025 Added 6.23%
$27.9B
$3.31 Million 0.02% of portfolio
1,731
Q3 2025 Added 2.85%
$94.7B
$2.82 Million 0.02% of portfolio
10,812
Q3 2025 Added 15.27%
$90.2B
$2.83 Million 0.02% of portfolio
14,021
Q3 2025 Reduced 0.64%
$62B
$2.6 Million 0.02% of portfolio
31,581
Q3 2025 Added 23.47%
$46.7B
$2.6 Million 0.02% of portfolio
4,585
Q3 2025 Added 151.1%
$71.4B
$2.83 Million 0.02% of portfolio
33,559
Q3 2025 Added 21.07%
$30.9B
$2.37 Million 0.02% of portfolio
32,470
Q3 2025 Reduced 1.61%
$19B
$2.29 Million 0.02% of portfolio
10,493
Q3 2025 Added 6.96%
$77.9B
$2.2 Million 0.02% of portfolio
32,777
Q3 2025 Added 46.93%
$10.8B
$2.93 Million 0.02% of portfolio
40,114
Q3 2025 New
$117B
$2.62 Million 0.02% of portfolio
22,909
Q3 2025 Added 5.09%
$39.7B
$2.95 Million 0.02% of portfolio
28,481
Q3 2025 Added 11.29%
$23.4B
$2.83 Million 0.02% of portfolio
107,254
Q3 2025 Added 15.23%
$47B
$2.45 Million 0.02% of portfolio
4,911
Q3 2025 Added 4.07%
$67.2B
$3 Million 0.02% of portfolio
9,284
Q3 2025 Added 8.41%
$6.46B
$3.02 Million 0.02% of portfolio
53,614
Q3 2025 Added 1.25%
$298B
$3.27 Million 0.02% of portfolio
12,219
Q3 2025 Added 23.23%
$0
$2.99 Million 0.02% of portfolio
102,827
Q3 2025 Added 27.03%
$0
$2.65 Million 0.02% of portfolio
22,417
Q3 2025 Added 174.75%
$0
$3.59 Million 0.02% of portfolio
23,296
Q3 2025 Added 16.77%
$274B
$3.24 Million 0.02% of portfolio
45,330
Q3 2025 Added 3.05%
$0
$3.06 Million 0.02% of portfolio
5,135
Q3 2025 Added 32.72%
$38.3B
$2.39 Million 0.02% of portfolio
29,031
Q3 2025 Added 6.12%

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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