AiSiWhale

AI & tech investing

HB Wealth Management, LLC

CIK 1911253

13F filing for Q2 2026・No. 398

Holdings
US$17.84B
Quarter change
+US$2.39B
Entries
1,719
Net bought (estimate)
+US$523.36M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 253
  • Sold out 78
  • Cut 441
  • Added 924
  • Corporate actions 0
  • Unchanged 83

Largest holdings

1,701 stocks worth US$17.82B, options and bonds left out.

StockThis quarterValueWeight
VANGUARD INDEX FDSTOTAL STK MKTAddedUS$3.09B17.34%
VANGUARD SPECIALIZED FUNDSDIV APP ETFAddedUS$1.37B7.70%
AMERICAN CENTY ETF TRUS EQT ETFAddedUS$771.87M4.33%
J P MORGAN EXCHANGE TRADED FCORE PLUS BD ETFAddedUS$730.91M4.10%
VANGUARD STAR FDSVG TL INTL STK FAddedUS$707.52M3.97%
JPSTJ P MORGAN EXCHANGE TRADED FULTRA SHRT ETFAddedUS$506.51M2.84%
AAPLAppleCOMAddedUS$462.1M2.59%
SPYSTATE STR SPDR S&P 500 ETF TTR UNITAddedUS$351.92M1.98%
ISHARES TRS&P 500 GRWT ETFCutUS$302.66M1.70%
SPDR SERIES TRUSTST STR P500GRWCutUS$290.98M1.63%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.