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CIK: 0002019202
Total reported value
$118.3M
$118.3M
49 檔
44.3%
During the Q2 2025 filing period, Hobbs Wealth Management, LLC (CIK: 0002019202) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $118.3M across 49 reported positions.
During Q2 2025, Hobbs Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 12.42% | +11.10% | -38.63% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 10.44% | -4.56% | +19.30% | |
| 3 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 9.92% | -4.36% | +69.16% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 8.65% | +0.67% | -13.10% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 8.61% | -0.13% | +5.97% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 6.52% | -1.35% | +16.52% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 6.02% | -0.02% | +118.74% | |
| 8 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 4.00% | — | +69.55% | |
| 9 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 3.98% | -1.48% | — | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.85% | — | +4.61% | |
| 11 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.75% | — | -16.47% | |
| 12 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.69% | -0.03% | +5.13% | |
| 13 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.66% | +1.12% | — | |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.59% | +0.71% | -16.94% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.46% | — | +28.21% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.44% | — | +43.99% | |
| 17 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 1.16% | -0.60% | +104.12% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.14% | — | +5.07% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.94% | -0.09% | -0.49% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.92% | — | -6.26% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.80% | — | +1.68% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.61% | — | +20.42% | |
| 23 | MBB | Ishares Mbs ETF | ETF-Other | 0.52% | -0.03% | -3.33% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | — | -15.38% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | — | +5.71% | |
| 26 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.46% | -0.77% | EXIT | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | — | +6.02% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | — | +0.59% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | — | +22.25% | |
| 30 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.35% | -0.09% | -19.96% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.35% | — | +21.25% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.34% | — | -21.41% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.32% | — | -0.42% | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.32% | — | +11.26% | |
| 35 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.30% | -0.28% | EXIT | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.29% | — | +2.66% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.28% | — | +1.34% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.25% | — | +4.38% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.24% | — | +5.26% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | — | — | |
| 41 | AMD | Advanced Micro Devices | Stock-Tech | 0.24% | — | — | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | — | +0.96% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.23% | — | +3.44% | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.23% | — | — | |
| 45 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.22% | — | — | |
| 46 | CRM | Salesforce Inc | Stock-Tech | 0.22% | — | -12.54% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.22% | — | -21.46% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.20% | — | — | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.19% | — | -2.81% |
According to official SEC Form 13F filings, Hobbs Wealth Management, LLC reported a total U.S. public equity portfolio value of $118.3M across 49 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, QUAL, EFV) accounted for 44.3% of total reported equity market value during Q2 2025.
During Q2 2025, Hobbs Wealth Management, LLC's top holdings by market value included SPYM (12.4%)、QUAL (10.4%)、EFV (9.9%). The largest single position, SPYM, represented 12.4% of total portfolio value.
In Q2 2025, Hobbs Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 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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