HB Wealth Management, LLC
All holdings · as of Dec 31, 2025
| 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% |
| Warren E. Buffett | $86.39M | 0.6% |
| Broadcom Inc. | $85.39M | 0.6% |
| SCHWAB STRATEGIC TR | $81.58M | 0.5% |
| AMERICAN CENTY ETF TR | $80.28M | 0.5% |
| JPMORGAN CHASE & CO | $79.54M | 0.5% |
| VANGUARD INTL EQUITY INDEX F | $75.47M | 0.5% |
| DIMENSIONAL ETF TRUST | $72.04M | 0.5% |
| DIMENSIONAL ETF TRUST | $69.54M | 0.5% |
| Visa Inc | $68.41M | 0.4% |
| ELI LILLY & Co | $63.54M | 0.4% |
| DIMENSIONAL ETF TRUST | $62.87M | 0.4% |
| Meta Platforms Inc | $62.17M | 0.4% |
| JOHNSON & JOHNSON | $61.35M | 0.4% |
| SCHWAB STRATEGIC TR | $59.85M | 0.4% |
| INVESCO QQQ TR | $59.51M | 0.4% |
| ALBEMARLE CORP | $56.87M | 0.4% |
| ISHARES TR | $49.37M | 0.3% |
| Tesla Inc | $49.10M | 0.3% |
| ISHARES TR | $47.74M | 0.3% |
| HARTFORD FDS EXCHANGE TRADED | $47.59M | 0.3% |
| Walmart Inc. | $47.56M | 0.3% |
| INVESCO EXCHANGE TRADED FD T | $44.16M | 0.3% |
| SCHWAB STRATEGIC TR | $43.32M | 0.3% |
| PIMCO ETF TR | $43.20M | 0.3% |
| COCA COLA CO | $41.93M | 0.3% |