Institutions / HB Wealth Management, LLC
HB Wealth Management, LLC
CIK 1911253 · Institution · as of Dec 31, 2025
Portfolio value
$15.42B
Positions
1,385
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 1,385 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $2.76B | 17.9% |
| Vanguard Specialized Funds | $1.24B | 8.0% |
| American Centy ETF Tr | $586.71M | 3.8% |
| J P Morgan Exchange Traded F | $586.19M | 3.8% |
| Vanguard Star Fds | $570.76M | 3.7% |
| SPDR Series Trust | $489.31M | 3.2% |
| J P Morgan Exchange Traded F | $475.27M | 3.1% |
| Apple Inc. | $418.76M | 2.7% |
| SPDR S&P 500 ETF Tr | $314.66M | 2.0% |
| iShares Tr | $292.38M | 1.9% |
| Microsoft Corp | $256.47M | 1.7% |
| Home Depot, Inc. | $235.60M | 1.5% |
| NVIDIA Corp | $189.72M | 1.2% |
| Schwab Strategic Tr | $175.44M | 1.1% |
| Goldman Sachs ETF Tr | $160.33M | 1.0% |
| iShares MSCI UAE ETF | $151.76M | 1.0% |
| iShares Tr | $148.02M | 1.0% |
| Amazon.com Inc | $142.66M | 0.9% |
| American Centy ETF Tr | $137.95M | 0.9% |
| Alphabet Inc. | $135.70M | 0.9% |
| Vanguard Index Fds | $121.58M | 0.8% |
| T Rowe Price Group Inc | $112.91M | 0.7% |
| Goldman Sachs ETF Tr | $111.25M | 0.7% |
| J P Morgan Exchange Traded F | $110.94M | 0.7% |
| Alphabet Inc. | $106.59M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.