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
$2.4B
$2.78 Million 0.02% of portfolio
70,211
Q3 2025 Added 543.96%
$155B
$3.42 Million 0.02% of portfolio
57,664
Q3 2025 Added 3.66%
$69.3B
$3.49 Million 0.02% of portfolio
41,733
Q3 2025 Added 3.31%
$69.7B
$3.38 Million 0.02% of portfolio
19,834
Q3 2025 Added 17.45%
$0
$2.18 Million 0.02% of portfolio
6,687
Q3 2025 Added 10.16%
$0
$2.94 Million 0.02% of portfolio
39,585
Q3 2025 Added 20.94%
$0
$2.73 Million 0.02% of portfolio
34,646
Q3 2025 Reduced 19.18%
$0
$2.98 Million 0.02% of portfolio
33,899
Q3 2025 Added 12.1%
$0
$2.33 Million 0.02% of portfolio
29,121
Q3 2025 Reduced 19.47%
$0
$2.74 Million 0.02% of portfolio
30,668
Q3 2025 Added 205.31%
$0
$3.54 Million 0.02% of portfolio
39,556
Q3 2025 Reduced 2.51%
$0
$2.21 Million 0.02% of portfolio
5,579
Q3 2025 Added 698.14%
$33.8B
$2.34 Million 0.02% of portfolio
9,305
Q3 2025 Added 0.92%
$110B
$3.4 Million 0.02% of portfolio
8,680
Q3 2025 Reduced 17.98%
$89.1B
$2.85 Million 0.02% of portfolio
16,025
Q3 2025 Added 27.72%
$20.5B
$3.19 Million 0.02% of portfolio
12,175
Q3 2025 Added 2.92%
$11.5B
$1.78 Million 0.01% of portfolio
5,173
Q3 2025 Added 5.64%
$17.3B
$911,000 0.01% of portfolio
12,474
Q3 2025 Added 97.53%
$44.2B
$1.41 Million 0.01% of portfolio
10,957
Q3 2025 Added 34.64%
$76.4B
$950,000 0.01% of portfolio
5,640
Q3 2025 Added 1.24%
$48.9B
$1.15 Million 0.01% of portfolio
9,481
Q3 2025 Added 38.41%
$426B
$1.43 Million 0.01% of portfolio
8,003
Q3 2025 Added 31.48%
$11.3B
$747,000 0.01% of portfolio
5,969
Q3 2025 Reduced 9.96%
$12.6B
$988,000 0.01% of portfolio
120,899
Q3 2025 Reduced 34.69%
$0
$1.69 Million 0.01% of portfolio
29,533
Q3 2025 Added 1.66%
$0
$1.73 Million 0.01% of portfolio
23,440
Q3 2025 Reduced 16.43%
$57.9B
$2.16 Million 0.01% of portfolio
27,479
Q3 2025 Added 3.59%
$45.4B
$1.37 Million 0.01% of portfolio
7,308
Q3 2025 Added 44.63%
$79.7B
$1.76 Million 0.01% of portfolio
13,208
Q3 2025 Added 11.85%
$33.5B
$1.15 Million 0.01% of portfolio
12,657
Q3 2025 Reduced 2.12%
$31.7B
$1.72 Million 0.01% of portfolio
28,848
Q3 2025 Added 12.24%
$26.5B
$1.13 Million 0.01% of portfolio
7,082
Q3 2025 Added 33.32%
$0
$769,000 0.01% of portfolio
8,917
Q3 2025 Added 9.01%
$25B
$764,000 0.01% of portfolio
4,479
Q3 2025 Added 9.38%
$53.1B
$1.94 Million 0.01% of portfolio
7,881
Q3 2025 Added 14.8%
$14.2B
$847,000 0.01% of portfolio
5,227
Q3 2025 Added 0.77%
$40.7B
$1.78 Million 0.01% of portfolio
2,474
Q3 2025 Added 8.18%
$686M
$1.41 Million 0.01% of portfolio
57,465
Q3 2025 Added 0.07%
$20.3B
$885,000 0.01% of portfolio
11,555
Q3 2025 Reduced 0.71%
$30.3B
$988,000 0.01% of portfolio
17,275
Q3 2025 Added 46.29%
$11.5B
$1.82 Million 0.01% of portfolio
18,179
Q3 2025 Added 2.74%
$114B
$1.27 Million 0.01% of portfolio
36,783
Q3 2025 Added 24.13%
$125B
$910,000 0.01% of portfolio
17,159
Q3 2025 Added 54.59%
$34.4B
$1.28 Million 0.01% of portfolio
5,367
Q3 2025 Added 5.9%
$8.09B
$979,000 0.01% of portfolio
37,975
Q3 2025 New
$22.6B
$1.67 Million 0.01% of portfolio
17,778
Q3 2025 Added 26.9%
$0
$1.28 Million 0.01% of portfolio
30,338
Q3 2025 Added 153.22%
$0
$889,000 0.01% of portfolio
26,038
Q3 2025 Added 124.6%
$53.7B
$1.79 Million 0.01% of portfolio
11,419
Q3 2025 Added 8.0%

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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