Hobart Private Capital, LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $512 Billion distributed in 322 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Trust Rising Dividend Ac with a value of $35B, Spdr S&P 500 ETF Trust with a value of $31B, First Tr Long/Short Equity ETF with a value of $21.8B, Vanguard Bd Index Fd Inc Total with a value of $21.3B, and Spdr Portfolio S&P 500 Value E with a value of $19B.

Examining the 13F form we can see an increase of $34.8B in the current position value, from $478B to 512B.

Hobart Private Capital, LLC is based out at Charlotte, NC

Below you can find more details about Hobart Private Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $512 Billion
ETFs: $435 Billion
Technology: $27.1 Billion
Communication Services: $9.27 Billion
Healthcare: $6.07 Billion
Consumer Cyclical: $5.43 Billion
Financial Services: $4.72 Billion
Consumer Defensive: $1.26 Billion
Industrials: $1.03 Billion
Other: $1.79 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 322
  • Current Value $512 Billion
  • Prior Value $478 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 10 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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