13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002019202
Total reported value
$118.3M
$118.3M
21 檔
47.1%
In Q4 2025, Hobbs Wealth Management, LLC's U.S. equity holdings reached a combined market value of $118.3M, distributed across 21 disclosed stock positions.
In Q4 2025, Hobbs Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 2 positions and completely liquidating 37 holdings to manage risk exposure.
| # | 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 | 14.12% | +11.10% | +0.82% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 10.83% | -0.13% | +6.66% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 10.67% | -1.35% | +42.32% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 9.60% | +0.67% | -1.12% | |
| 5 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 9.08% | — | +1.25% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 7.83% | -4.36% | -3.43% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 6.92% | -0.02% | -1.35% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.21% | -4.56% | -54.58% | |
| 9 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 4.53% | -0.03% | +53.76% | |
| 10 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 4.52% | -1.48% | +0.26% | |
| 11 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 4.25% | +1.12% | +1.65% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.76% | -1.10% | +106.66% | |
| 13 | SHLD | Global X Defense Tech ETF | ETF-Tech | 2.56% | -0.03% | +11.73% | |
| 14 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 1.37% | -0.60% | +10.43% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.32% | +0.71% | +11.26% | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.07% | -0.09% | +5.18% | |
| 17 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.68% | -0.09% | +9.02% | |
| 18 | MBB | Ishares Mbs ETF | ETF-Other | 0.60% | -0.03% | +7.02% | |
| 19 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.56% | -0.77% | EXIT | |
| 20 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.33% | -0.28% | EXIT | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.22% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVE | Ishares S&p 500 Value ETF | +4.4% | +42.32% | Add |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +2.3% | +0.82% | Add |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | +2.3% | +6.66% | Add |
| 4 | AVEM | Avantis Emerging Markets Eq | +2.2% | +106.66% | Add |
| 5 | SPMO | Invesco S&p 500 Momentum ETF | +2% | +53.76% | Add |
| 6 | XLG | Invesco S&p 500 Top 50 ETF | +1.6% | +1.25% | Add |
| 7 | EFV | Ishares Msci Eafe Value ETF | +1.2% | -3.43% | Trim |
| 8 | THRO | Ishares U.s. Thematic Rotati | +0.7% | +0.26% | Add |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.3% | +11.26% | Add |
| 10 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | +0.3% | +10.43% | Add |
| 11 | GLDM | Spdr Gold Minishares Trust | +0.2% | +9.02% | Add |
| 12 | QUAL | Ishares Msci USA Quality Fac | -4.5% | -54.58% | Trim |
| 13 | NVDA | Nvidia CORP | — | EXIT | Sold out |
| 14 | MSFT | Microsoft CORP | — | EXIT | Sold out |
| 15 | LLY | Eli Lilly & Co | — | EXIT | Sold out |
| 16 | AAPL | Apple Inc | — | EXIT | Sold out |
| 17 | AMZN | Amazon.com Inc | — | EXIT | Sold out |
| 18 | EFG | Ishares Msci Eafe Growth ETF | — | EXIT | Sold out |
| 19 | AVGO | Broadcom Inc | — | EXIT | Sold out |
| 20 | GOOGL | Alphabet Inc-cl A | — | EXIT | Sold out |
| 21 | META | Meta Platforms Inc-class A | — | EXIT | Sold out |
| 22 | GOOG | Alphabet Inc-cl C | — | EXIT | Sold out |
| 23 | JPM | Jpmorgan Chase & Co | — | EXIT | Sold out |
| 24 | TSLA | Tesla Inc | — | EXIT | Sold out |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | Sold out |
| 26 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 27 | V | Visa Inc-class A Shares | — | EXIT | Sold out |
| 28 | MA | Mastercard Inc - A | — | EXIT | Sold out |
| 29 | NFLX | Netflix Inc | — | EXIT | Sold out |
| 30 | CSCO | Cisco Systems Inc | — | EXIT | Sold out |
| 31 | HD | Home Depot Inc | — | EXIT | Sold out |
| 32 | PLTR | Palantir Technologies Inc-a | — | EXIT | Sold out |
| 33 | AMD | Advanced Micro Devices | — | EXIT | Sold out |
| 34 | XOM | Exxon Mobil CORP | — | EXIT | Sold out |
| 35 | ABBV | Abbvie Inc | — | EXIT | Sold out |
| 36 | WMT | Walmart Inc | — | EXIT | Sold out |
| 37 | COST | Costco Wholesale CORP | — | EXIT | Sold out |
| 38 | IVV | Ishares Core S&p 500 ETF | — | EXIT | Sold out |
| 39 | GE | General Electric | — | EXIT | Sold out |
| 40 | IBM | Intl Business Machines CORP | — | EXIT | Sold out |
| 41 | LRCX | Lam Research CORP | — | EXIT | Sold out |
| 42 | RTX | Rtx CORP | — | EXIT | Sold out |
| 43 | KO | Coca-cola Co/the | — | EXIT | Sold out |
| 44 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 45 | CVX | Chevron CORP | — | EXIT | Sold out |
| 46 | PG | Procter & Gamble Co/the | — | EXIT | Sold out |
| 47 | BAC | Bank Of America CORP | — | EXIT | Sold out |
| 48 | DIS | Walt Disney Co/the | — | EXIT | Sold out |
| 49 | ADI | Analog Devices Inc | — | EXIT | Sold out |
| 50 | TMUS | T-mobile US Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Hobbs Wealth Management, LLC reported a total U.S. public equity portfolio value of $118.3M across 21 disclosed positions in Q4 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 SPYM, DYNF, IVE) accounted for 47.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
VTI
市值: $228.3K
Top Position Liquidated / Trimmed
NVDA
前期市值: $2.3M
During Q4 2025, Hobbs Wealth Management, LLC's top holdings by market value included SPYM (14.1%)、DYNF (10.8%)、IVE (10.7%). The largest single position, SPYM, represented 14.1% of total portfolio value.
In Q4 2025, Hobbs Wealth Management, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 10 positions, trimming 2 holdings, and fully liquidating 37 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.