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: 0001791555
Total reported value
$279.7M
$279.7M
87 檔
57.2%
According to the latest 13F quarterly dataset, Hubbell Strickland Wealth Management, LLC managed an equity portfolio of $279.7M at the end of Q2 2026, spanning 87 distinct U.S. exchange-listed positions.
In Q2 2026, Hubbell Strickland Wealth Management, LLC displayed an active expansion posture, initiating 5 new positions and adding to 51 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 28.94% | -1.32% | -1.05% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.95% | +0.13% | -0.36% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.85% | -0.32% | +2.34% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 5.80% | -0.23% | -0.38% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 5.22% | +0.18% | +520.83% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.32% | +0.13% | +7.67% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.07% | +0.09% | +6.49% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.85% | +0.02% | +8.68% | |
| 9 | PHYS | Sprott Physical Gold Trust | Stock-Other | 2.75% | +0.05% | +0.84% | |
| 10 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 2.30% | +0.09% | +0.46% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.78% | +0.01% | +3.60% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.72% | -0.03% | +0.34% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.55% | +0.56% | -0.35% | |
| 14 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.43% | -0.11% | -4.22% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.18% | +0.01% | -0.19% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.12% | -1.12% | EXIT | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.03% | +0.01% | +2.84% | |
| 18 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.93% | +0.04% | +1.09% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.90% | +0.04% | +2.19% | |
| 20 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.69% | +0.02% | +0.68% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.64% | +0.10% | +16.88% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.61% | +0.08% | -0.02% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 0.61% | +0.13% | +0.54% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.59% | +0.08% | -0.02% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.57% | -0.08% | +0.02% | |
| 26 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.55% | — | +0.31% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.54% | +0.02% | +0.20% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.01% | — | |
| 29 | DSCO | Doubleline Sec Credit ETF | ETF-Other | 0.47% | -0.02% | -0.40% | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.47% | +0.01% | +0.06% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.43% | +0.01% | +0.13% | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 0.41% | -0.04% | -7.08% | |
| 33 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.41% | +0.04% | -2.37% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.37% | — | +300.15% | |
| 35 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.36% | +0.15% | -1.72% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.36% | -0.03% | -1.02% | |
| 37 | IDV | Ishares International Select | ETF-Other | 0.33% | +0.01% | +1.05% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.31% | +0.01% | +13.79% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.30% | — | +2.83% | |
| 40 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.29% | -0.02% | +0.04% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.28% | +0.01% | -0.47% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.26% | — | +0.24% | |
| 43 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.26% | -0.02% | +0.97% | |
| 44 | INTC | Intel CORP | Stock-Tech | 0.25% | -0.04% | -20.14% | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.22% | +0.03% | +2.78% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.22% | +0.01% | +2.25% | |
| 47 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.21% | — | +0.03% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.19% | — | +0.25% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.18% | -0.04% | — | |
| 50 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.18% | +0.01% | +400.44% |
According to official SEC Form 13F filings, Hubbell Strickland Wealth Management, LLC reported a total U.S. public equity portfolio value of $279.7M across 87 disclosed positions in Q2 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 VIG, IVV, IJH) accounted for 57.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
QCOM
市值: $247.1K
Top Position Liquidated / Trimmed
COP
前期市值: $238.5K
During Q2 2026, Hubbell Strickland Wealth Management, LLC's top holdings by market value included VIG (28.9%)、IVV (10.9%)、IJH (6.8%). The largest single position, VIG, represented 28.9% of total portfolio value.
In Q2 2026, Hubbell Strickland Wealth Management, LLC made 80 total portfolio adjustments, initiating 5 new buys, adding to 51 positions, trimming 23 holdings, and fully liquidating 1 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.