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CIK: 0001911253
Total reported value
$17.8B
$17.8B
1322 檔
30.3%
At the close of Q3 2025, HB Wealth Management, LLC disclosed equity holdings valued at approximately $17.8B, spread across 1322 reported holdings.
In Q3 2025, HB Wealth Management, LLC displayed an active expansion posture, initiating 2 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1322 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 18.15% | +0.09% | +10.10% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 7.97% | -0.25% | +5.67% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.57% | -0.03% | +12.32% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.51% | +0.20% | +27.48% | |
| 5 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 3.36% | -0.28% | +34.24% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.25% | — | +9.22% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.18% | -0.27% | +4.66% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.66% | -0.03% | +19.05% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.05% | +0.01% | -3.65% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.97% | +0.06% | +5.73% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 1.88% | -0.11% | +6.69% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.80% | -0.14% | +10.09% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.22% | +0.03% | +10.61% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.17% | — | +3.04% | |
| 15 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.01% | +0.03% | +7.18% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.01% | — | +4.66% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | -0.02% | +2.63% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.90% | +0.01% | +17.54% | |
| 19 | AVDE | Avantis International Equity | ETF-Other | 0.90% | -0.06% | -0.67% | |
| 20 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.83% | -0.02% | +20.46% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | +0.06% | +12.44% | |
| 22 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.75% | -0.05% | -3.37% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | +0.05% | +13.76% | |
| 24 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.60% | +0.09% | +173.68% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.04% | +22.57% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.07% | +5.74% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.54% | +0.01% | +1.47% | |
| 28 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.53% | +0.05% | +1.76% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.52% | +0.04% | +9.46% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | -0.01% | +22.79% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.50% | +0.03% | +10.11% | |
| 32 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.48% | -0.01% | -0.73% | |
| 33 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.46% | -0.05% | -54.00% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | — | +7.07% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | — | +17.39% | |
| 36 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.43% | -0.01% | +0.51% | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.40% | — | +3.39% | |
| 38 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.39% | +0.05% | +77.13% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.38% | +0.04% | +19.76% | |
| 40 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 0.36% | -0.06% | -13.35% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.36% | -0.02% | -0.74% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.35% | -0.05% | +9.72% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.30% | +0.01% | +17.22% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.29% | +0.05% | +7.70% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.29% | -0.08% | +8.83% | |
| 46 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 0.29% | +0.01% | -6.11% | |
| 47 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 0.29% | -0.05% | -19.12% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.29% | -0.03% | +5.21% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.29% | +0.01% | +19.93% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.28% | — | +13.81% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | +2.6% | +27.48% | Add |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | +1.9% | +34.24% | Add |
| 3 | VXUS | Vanguard Total Intl Stock | +0.5% | +12.32% | Add |
| 4 | NVDA | Nvidia CORP | +0.3% | +10.61% | Trim |
| 5 | JMST | JPM Ultra-short Muni Income | +0.3% | +173.68% | Add |
| 6 | MSFT | Microsoft CORP | +0.3% | +10.09% | Add |
| 7 | AVGO | Broadcom Inc | +0.3% | +9.46% | Add |
| 8 | DFAC | Dimensional US Core Equity 2 | +0.2% | -0.73% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +13.76% | Add |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +9.22% | Trim |
| 11 | ORCL | Oracle CORP | +0.1% | -0.74% | Trim |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +5.74% | Trim |
| 13 | TSLA | Tesla Inc | +0.1% | +17.22% | Add |
| 14 | GSLC | Goldman Activebeta US Lc ETF | +0.1% | +7.18% | Add |
| 15 | META | Meta Platforms Inc-class A | +0.1% | +17.39% | Add |
| 16 | VOO | Vanguard S&p 500 ETF | +0.1% | +12.44% | Add |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | +22.79% | Add |
| 18 | SCHG | Schwab US Large-cap Growth | +0.1% | +3.39% | Add |
| 19 | IWF | Ishares Russell 1000 Growth | +0.1% | +19.93% | Add |
| 20 | DVY | Ishares Select Dividend ETF | +0.1% | -2.05% | Add |
| 21 | QLTY | Gmo U.s. Quality ETF | +0.1% | +6.48% | Add |
| 22 | IVW | Ishares S&p 500 Growth ETF | 0% | +5.73% | Trim |
| 23 | QQQ | Invesco Qqq Trust Series 1 | 0% | +19.76% | Add |
| 24 | ITOT | Ishares Core S&p Total U.s. | 0% | +4.66% | Add |
| 25 | VUG | Vanguard Growth ETF | 0% | +8.39% | Add |
| 26 | VEU | Vanguard Ftse All-world Ex-u | 0% | +10.11% | Add |
| 27 | SCHB | Schwab US Broad Market ETF | — | +3.04% | Add |
| 28 | AMZN | Amazon.com Inc | — | +17.54% | Add |
| 29 | IWD | Ishares Russell 1000 Value E | — | +13.81% | Add |
| 30 | IVV | Ishares Core S&p 500 ETF | 0% | +2.63% | Add |
| 31 | TROW | T Rowe Price Group Inc | 0% | +20.46% | Add |
| 32 | AVEM | Avantis Emerging Markets Eq | 0% | +1.76% | Trim |
| 33 | SCHX | Schwab US Large-cap ETF | 0% | +1.47% | Trim |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -3.65% | Add |
| 35 | TOTL | Ss Doubleline Tr Tact ETF | -0.1% | -20.30% | Trim |
| 36 | AVMC | Avantis US Mid Cap Eq ETF | -0.1% | -77.03% | Trim |
| 37 | JSCP | Jpmorgan Short Duration Core | -0.2% | -19.12% | Trim |
| 38 | UNH | Unitedhealth Group Inc | -0.2% | -8.21% | Trim |
| 39 | HTRB | Hartford Ttl Rtrn Bnd ETF | -0.2% | -13.35% | Trim |
| 40 | GEM | Goldman Sachs Activebeta Em | -0.2% | -6.11% | Trim |
| 41 | AAPL | Apple Inc | -0.2% | +19.05% | Add |
| 42 | HD | Home Depot Inc | -0.2% | +6.69% | Add |
| 43 | IJR | Ishares Core S&p Small-cap E | -0.3% | +1.26% | Trim |
| 44 | AVUV | Avantis US Small Cap Value | -0.3% | -38.08% | Trim |
| 45 | JPST | Jpmorgan Ultra-short Income | -0.4% | +4.66% | Add |
| 46 | VTI | Vanguard Total Stock Mkt ETF | -0.5% | +10.10% | Add |
| 47 | VIG | Vanguard Dividend Apprec ETF | -0.6% | +5.67% | Add |
| 48 | MINT | Pimco Enhanced Short Maturit | -2.5% | -54.00% | Trim |
| 49 | DUHP | Dimensional US High Profi Et | — | NEW | New buy |
| 50 | Z | Zillow Group Inc - C | — | NEW | New buy |
According to official SEC Form 13F filings, HB Wealth Management, LLC reported a total U.S. public equity portfolio value of $17.8B across 1322 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VIG, VXUS) accounted for 30.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
DUHP
市值: $57.9M
Top Position Liquidated / Trimmed
SPYG
前期市值: $371.7M
During Q3 2025, HB Wealth Management, LLC's top holdings by market value included VTI (18.1%)、VIG (8.0%)、VXUS (3.6%). The largest single position, VTI, represented 18.1% of total portfolio value.
In Q3 2025, HB Wealth Management, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 32 positions, trimming 16 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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