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CIK: 0002019202
Total reported value
$121.9M
$121.9M
23 檔
61.0%
According to the latest 13F quarterly dataset, Hobbs Wealth Management, LLC managed an equity portfolio of $121.9M at the end of Q2 2026, spanning 23 distinct U.S. exchange-listed positions.
Hobbs Wealth Management, LLC executed strategic sector rebalancing during Q2 2026, establishing 2 new positions while fully exiting 2 holdings and trimming 10 positions.
| # | 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 | 26.28% | +0.86% | +76.50% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 10.51% | -0.04% | -1.00% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 9.56% | +0.47% | +3.58% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 9.50% | -0.17% | -4.70% | |
| 5 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 6.97% | — | +1.35% | |
| 6 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 6.45% | +7.22% | +7.37% | |
| 7 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 5.46% | -1.25% | -7.80% | |
| 8 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 4.35% | -4.10% | -19.33% | |
| 9 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 3.54% | +0.49% | +1.59% | |
| 10 | SHLD | Global X Defense Tech ETF | ETF-Tech | 3.28% | -0.21% | +37.34% | |
| 11 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.95% | -2.95% | EXIT | |
| 12 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 2.92% | +0.05% | -34.69% | |
| 13 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.34% | +0.29% | +67.50% | |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.15% | +0.04% | +9.06% | |
| 15 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 1.00% | -0.07% | -26.74% | |
| 16 | MBB | Ishares Mbs ETF | ETF-Other | 0.70% | -0.70% | EXIT | |
| 17 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.70% | +0.01% | +13.56% | |
| 18 | IALT | Ishrs Sys Alt Act ETF | ETF-Other | 0.69% | +0.07% | — | |
| 19 | GGOV | Ishares Global Gb Usd Ha ETF | ETF-Other | 0.43% | +0.04% | — | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.34% | -0.02% | -91.78% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.32% | -0.03% | -93.38% | |
| 22 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.31% | +0.02% | +7.21% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.26% | -0.01% | -7.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +11.1% | +76.50% | Add |
| 2 | BAI | Ishrs Ai In And Tech Act ETF | +1.1% | -7.80% | Trim |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.7% | +67.50% | Add |
| 4 | IALT | Ishrs Sys Alt Act ETF | +0.7% | NEW | New buy |
| 5 | IVW | Ishares S&p 500 Growth ETF | +0.7% | +3.58% | Add |
| 6 | GGOV | Ishares Global Gb Usd Ha ETF | +0.4% | NEW | New buy |
| 7 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | +0.2% | +1.59% | Add |
| 8 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | +7.37% | Add |
| 9 | GOVT | Ishares US Treasury Bond ETF | 0% | +13.56% | Add |
| 10 | IEMG | Ishares Core Msci Emerging | 0% | -7.45% | Trim |
| 11 | SPMO | Invesco S&p 500 Momentum ETF | 0% | -19.33% | Trim |
| 12 | SHLD | Global X Defense Tech ETF | 0% | +37.34% | Add |
| 13 | MBB | Ishares Mbs ETF | 0% | +12.62% | Add |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | -0.1% | +9.06% | Add |
| 15 | GLDM | Spdr Gold Minishares Trust | -0.1% | +7.21% | Add |
| 16 | CORO | Ish Intl Ctry Rot Act ETF | -0.1% | +1.35% | Add |
| 17 | DYNF | Ishrs US E F R A Etf-usd Inc | -0.1% | -1.00% | Trim |
| 18 | BINC | Ishares Flex I A Etf-usd Inc | -0.3% | EXIT | Sold out |
| 19 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | -0.6% | -26.74% | Trim |
| 20 | IAGG | Ishares Intl Aggregate Bond | -0.8% | EXIT | Sold out |
| 21 | AVEM | Avantis Emerging Markets Eq | -1.1% | -28.62% | Trim |
| 22 | IVE | Ishares S&p 500 Value ETF | -1.4% | -4.70% | Trim |
| 23 | THRO | Ishares U.s. Thematic Rotati | -1.5% | -34.69% | Trim |
| 24 | EFV | Ishares Msci Eafe Value ETF | -4.4% | -91.78% | Trim |
| 25 | QUAL | Ishares Msci USA Quality Fac | -4.6% | -93.38% | Trim |
According to official SEC Form 13F filings, Hobbs Wealth Management, LLC reported a total U.S. public equity portfolio value of $121.9M across 23 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, DYNF, IVW) accounted for 61.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
IALT
市值: $811.6K
Top Position Liquidated / Trimmed
IAGG
前期市值: $777.7K
During Q2 2026, Hobbs Wealth Management, LLC's top holdings by market value included SPYM (26.3%)、DYNF (10.5%)、IVW (9.6%). The largest single position, SPYM, represented 26.3% of total portfolio value.
In Q2 2026, Hobbs Wealth Management, LLC made 25 total portfolio adjustments, initiating 2 new buys, adding to 11 positions, trimming 10 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.
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