HB Wealth Management, LLC: 13F holdings
CIK 19112532026Q2
| Positions | 1,701 |
|---|---|
| Reported value | $17.8bn |
| Filed | 2026-07-29 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTI VANGUARD INDEX FDS | 8,759,071 | $3.1bn | 17.3% |
| VIG VANGUARD SPECIALIZED FUNDS | 5,857,815 | $1.4bn | 7.7% |
| AVUS AMERICAN CENTY ETF TR | 6,026,439 | $771.9m | 4.3% |
| JCPB J P MORGAN EXCHANGE TRADED F | 15,629,633 | $730.9m | 4.1% |
| VXUS VANGUARD STAR FDS | 8,363,846 | $707.5m | 4.0% |
| JPST J P MORGAN EXCHANGE TRADED F | 10,065,428 | $506.5m | 2.8% |
| AAPL APPLE INC | 1,596,965 | $462.1m | 2.6% |
| SPY STATE STR SPDR S&P 500 ETF T | 471,257 | $351.9m | 2.0% |
| IWF ISHARES TR | 2,200,705 | $302.7m | 1.7% |
| SPYG SPDR SERIES TRUST | 2,445,430 | $291.0m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1911253")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.