Hubbell Strickland Wealth Management, LLC Portfolio Holdings

Hubbell Strickland Wealth Management, LLC

  • $217 Million
  • Q2 2025

Hubbell Strickland Wealth Management, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $217 Million distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $63.4M, Ishares Core S&P 500 ETF with a value of $23.4M, Spdr Series Tr Spdr S&P Divide with a value of $14.6M, Ishares Core S&P Mid Cap ETF with a value of $14.5M, and Vanguard Growth ETF with a value of $11.9M.

Examining the 13F form we can see an increase of $11.4M in the current position value, from $206M to 217M.

Below you can find more details about Hubbell Strickland Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $217 Million
ETFs: $184 Million
Technology: $11.4 Million
Financial Services: $9.06 Million
Energy: $3.86 Million
Healthcare: $2.66 Million
Consumer Defensive: $2.63 Million
Consumer Cyclical: $2.62 Million
Basic Materials: $248,000
Other: $444,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $217 Million
  • Prior Value $206 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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