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
23 檔
45.0%
The Q1 2026 SEC filing reveals that Hobbs Wealth Management, LLC held a total portfolio value of $118.3M, covering 23 public equity positions.
In Q1 2026, Hobbs Wealth Management, LLC displayed an active expansion posture, initiating 4 new positions and adding to 13 existing holdings, outstripping position reductions.
| # | 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 | 15.18% | +11.10% | +10.88% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 10.85% | -1.35% | +0.48% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 10.64% | -0.13% | +1.02% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 8.89% | +0.67% | -0.70% | |
| 5 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 7.08% | -0.11% | — | |
| 6 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 6.32% | +0.13% | — | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.88% | -4.56% | -4.74% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 4.70% | -4.36% | -43.29% | |
| 9 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 4.40% | -1.48% | +1.90% | |
| 10 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 4.38% | -0.03% | +1.31% | |
| 11 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 4.34% | +1.12% | +1.50% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 4.05% | -1.10% | +1.16% | |
| 13 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 3.33% | +0.21% | — | |
| 14 | SHLD | Global X Defense Tech ETF | ETF-Tech | 3.31% | -0.03% | +16.69% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.63% | +0.71% | +23.19% | |
| 16 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 1.60% | -0.60% | +16.38% | |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.24% | -0.09% | +15.22% | |
| 18 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.77% | -0.77% | EXIT | |
| 19 | MBB | Ishares Mbs ETF | ETF-Other | 0.73% | -0.03% | +19.82% | |
| 20 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.72% | -0.02% | — | |
| 21 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.40% | -0.09% | -46.57% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.28% | -0.02% | -96.14% | |
| 23 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.28% | -0.28% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1.1% | +10.88% | Add |
| 2 | SHLD | Global X Defense Tech ETF | +0.8% | +16.69% | Add |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.3% | +23.19% | Add |
| 4 | AVEM | Avantis Emerging Markets Eq | +0.3% | +1.16% | Add |
| 5 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | +0.2% | +16.38% | Add |
| 6 | IAGG | Ishares Intl Aggregate Bond | +0.2% | +35.29% | Add |
| 7 | IVE | Ishares S&p 500 Value ETF | +0.2% | +0.48% | Add |
| 8 | SCHZ | Schwab US Aggregate Bond ETF | +0.2% | +15.22% | Add |
| 9 | MBB | Ishares Mbs ETF | +0.1% | +19.82% | Add |
| 10 | BAI | Ishrs Ai In And Tech Act ETF | +0.1% | +1.50% | Add |
| 11 | BINC | Ishares Flex I A Etf-usd Inc | -0.1% | -15.42% | Trim |
| 12 | THRO | Ishares U.s. Thematic Rotati | -0.1% | +1.90% | Add |
| 13 | SPMO | Invesco S&p 500 Momentum ETF | -0.2% | +1.31% | Add |
| 14 | DYNF | Ishrs US E F R A Etf-usd Inc | -0.2% | +1.02% | Add |
| 15 | GLDM | Spdr Gold Minishares Trust | -0.3% | -46.57% | Trim |
| 16 | QUAL | Ishares Msci USA Quality Fac | -0.3% | -4.74% | Trim |
| 17 | IVW | Ishares S&p 500 Growth ETF | -0.7% | -0.70% | Trim |
| 18 | EFV | Ishares Msci Eafe Value ETF | -3.1% | -43.29% | Trim |
| 19 | IEMG | Ishares Core Msci Emerging | -6.6% | -96.14% | Trim |
| 20 | XLG | Invesco S&p 500 Top 50 ETF | — | EXIT | Sold out |
| 21 | CORO | Ish Intl Ctry Rot Act ETF | — | NEW | New buy |
| 22 | ACWX | Ishares Msci Acwi Ex US ETF | — | NEW | New buy |
| 23 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | — | NEW | New buy |
| 24 | GOVT | Ishares US Treasury Bond ETF | — | NEW | New buy |
| 25 | VTI | Vanguard Total Stock Mkt ETF | — | 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 23 disclosed positions in Q1 2026.
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, IVE, DYNF) accounted for 45.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
CORO
市值: $7.2M
Top Position Liquidated / Trimmed
XLG
前期市值: $9.3M
During Q1 2026, Hobbs Wealth Management, LLC's top holdings by market value included SPYM (15.2%)、IVE (10.8%)、DYNF (10.6%). The largest single position, SPYM, represented 15.2% of total portfolio value.
In Q1 2026, Hobbs Wealth Management, LLC made 25 total portfolio adjustments, initiating 4 new buys, adding to 13 positions, trimming 6 holdings, and fully liquidating 2 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.