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.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 8,759,071 | US$3.09B | 17.34% |
| VANGUARD SPECIALIZED FUNDSDIV APP ETF | Added | 5,857,815 | US$1.37B | 7.70% |
| AMERICAN CENTY ETF TRUS EQT ETF | Added | 6,026,439 | US$771.87M | 4.33% |
| J P MORGAN EXCHANGE TRADED FCORE PLUS BD ETF | Added | 15,629,633 | US$730.91M | 4.10% |
| VANGUARD STAR FDSVG TL INTL STK F | Added | 8,363,846 | US$707.52M | 3.97% |
| JPSTJ P MORGAN EXCHANGE TRADED FULTRA SHRT ETF | Added | 10,065,428 | US$506.51M | 2.84% |
| AAPLAppleCOM | Added | 1,596,965 | US$462.1M | 2.59% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Added | 471,257 | US$351.92M | 1.98% |
| ISHARES TRS&P 500 GRWT ETF | Cut | 2,200,705 | US$302.66M | 1.70% |
| SPDR SERIES TRUSTST STR P500GRW | Cut | 2,445,430 | US$290.98M | 1.63% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 29, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.