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Hubbell Strickland Wealth Management, LLC

Momentum followerLong-term holderSector-focused

Total reported value

$250.9M

Reporting period: 2026-03-31 · Number of holdings: 83

Hubbell Strickland Wealth Management, LLC disclosed 83 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $250.9M and a quarterly turnover rate of 7.6%.

Personality snowflake

Concentration
45.7
Portfolio Stability
7.6
Momentum/Contrarian
100
Sector conviction
67.73
Diversification
100
Sizing Uniformity
70.7

Recent moves

  • Trim VIG

    -0.5%　-$2.0M

  • Trim MSFT

    -5.3%　-$1.6M

  • Trim VUG

    +0.7%　-$1.3M

  • Add XOM

    +0.1%　$1.1M

  • Add IEFA

    +14.1%　$1.0M

  • Add VWO

    +174.8%　$881.5K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VIGVanguard Dividend Apprec ETFETF-Other29.36%-1.08%-0.50%
2IVVIshares Core S&p 500 ETFETF-Large Cap & Growth10.59%-0.34%+2.54%
3IJHIshares Core S&p Midcap ETFETF-Other6.47%+0.16%+1.25%
4SDYSs Spdr S&p Dividend ETFETF-Other6.17%+0.32%+1.54%
5VUGVanguard Growth ETFETF-Other4.71%-0.57%+0.69%
6PHYSSprott Physical Gold TrustStock-Other3.54%+0.16%-1.56%
7DGROIshares Core Dividend GrowthETF-Other3.15%+0.21%+6.87%
8IEFAIshares Core Msci Eafe ETFETF-Other2.99%+0.38%+14.13%
9IXUSIshares Core Intl Stock ETFETF-Other2.63%+0.21%+7.12%
10ONEQFidelity Nasdaq Comp IndxETF-Tech2.08%-0.09%+3.73%
11VTVVanguard Value ETFETF-Other1.71%+0.07%+2.00%
12MSFTMicrosoft CORPStock-Tech1.70%-0.67%-5.27%
13SGOVIshares 0-3 Month Treasury BETF-Gov Bonds1.65%-0.06%-2.37%
14IJRIshares Core S&p Small-cap EETF-Small Cap1.59%+0.05%+0.76%
15XOMExxon Mobil CORPStock-Energy1.53%+0.44%+0.08%
16VOOVanguard S&p 500 ETFETF-Large Cap & Growth1.14%-0.11%-3.49%
17EFAIshares Msci Eafe ETFETF-Other1.03%+0.07%+6.87%
18VIGIVanguard Int Div App Indx FdETF-Other0.96%—+3.73%
19VTIVanguard Total Stock Mkt ETFETF-Other0.85%+0.04%+10.12%
20CVXChevron CORPStock-Energy0.83%+0.21%-0.38%
21MCDMcdonald's CORPStock-Consumer Disc0.73%—-1.18%
22IUSGIshares Core S&p U.s. GrowthETF-Other0.62%-0.07%-0.38%
23AAPLApple INCStock-Tech0.59%-0.08%-4.84%
24JNJJohnson & JohnsonStock-Healthcare0.57%+0.08%+0.26%
25NVDANvidia CORPStock-Tech0.57%-0.06%-2.13%
26VWOVanguard Ftse Emerging MarkeETF-Emerging Markets0.55%+0.35%+174.76%
27BRK-BBerkshire Hathaway Inc-cl BStock-Other0.54%-0.03%—
28VTVanguard Tot World Stk ETFETF-Other0.53%—+0.21%
29DSCODoubleline Sec Credit ETFETF-Other0.52%+0.52%NEW
30FBTCFidelity Wise Origin BitcoinETF-Crypto0.47%-0.14%+1.38%
31WMTWalmart INCStock-Consumer Staples0.44%+0.03%-2.26%
32FDVVFidelity High Dividend ETFETF-Other0.43%+0.08%+25.53%
33ABBVAbbvie INCStock-Healthcare0.41%-0.02%+0.36%
34IDVIshares International SelectETF-Other0.37%+0.02%+0.17%
35XLKSs Technology Select SectorETF-Tech0.36%-0.03%+0.06%
36IWFIshares Russell 1000 GrowthETF-Other0.35%-0.04%+0.10%
37CSCOCisco Systems INCStock-Tech0.32%—-4.64%
38IJKIshares S&p Mid-cap 400 GrowETF-Other0.28%—-4.51%
39IEMGIshares Core Msci EmergingETF-Emerging Markets0.28%+0.04%+11.41%
40VEAVanguard Ftse Developed ETFETF-Other0.27%+0.01%+3.54%
41SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.27%—-0.09%
42VYMVanguard High Dvd Yield ETFETF-Other0.27%—+0.22%
43ABTAbbott LaboratoriesStock-Healthcare0.27%-0.06%+0.08%
44IJSIshares S&p Small-cap 600 VaETF-Other0.24%—-0.46%
45VXUSVanguard Total Intl StockETF-Other0.21%+0.02%+11.25%
46PGProcter & Gamble Co/theStock-Consumer Staples0.21%—+4.67%
47RRBIRed River Bancshares INCStock-Other0.18%+0.03%—
48AFLAflac INCStock-Financials0.18%—+0.07%
49HDHome Depot INCStock-Consumer Disc0.18%—+4.04%
50AORIshares Core 60/40 BalancedETF-Other0.17%——
1–50 of 83

Holding changes this quarter

Hubbell Strickland Wealth Management, LLC's most significant position changes for 2026-03-31: New buy: Doubleline Sec Credit ETF (DSCO); New buy: Ishares U.s. Energy ETF (IYE); New buy: Conocophillips (COP); Sold out: Qualcomm INC (QCOM); New buy: Colgate-palmolive Co (CL).

Position changes disclosed by Hubbell Strickland Wealth Management, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1XOMExxon Mobil CORP+0.4%+0.08%Add
2IEFAIshares Core Msci Eafe ETF+0.4%+14.13%Add
3VWOVanguard Ftse Emerging Marke+0.4%+174.76%Add
4SDYSs Spdr S&p Dividend ETF+0.3%+1.54%Add
5DGROIshares Core Dividend Growth+0.2%+6.87%Add
6IXUSIshares Core Intl Stock ETF+0.2%+7.12%Add
7CVXChevron CORP+0.2%-0.38%Trim
8IJHIshares Core S&p Midcap ETF+0.2%+1.25%Add
9PHYSSprott Physical Gold Trust+0.2%-1.56%Trim
10JNJJohnson & Johnson+0.1%+0.26%Add
11FDVVFidelity High Dividend ETF+0.1%+25.53%Add
12VTVVanguard Value ETF+0.1%+2.00%Add
13EFAIshares Msci Eafe ETF+0.1%+6.87%Add
14IJRIshares Core S&p Small-cap E+0.1%+0.76%Add
15VTIVanguard Total Stock Mkt ETF0%+10.12%Add
16IEMGIshares Core Msci Emerging0%+11.41%Add
17RRBIRed River Bancshares INC0%—Unchanged
18WMTWalmart INC0%-2.26%Trim
19IDVIshares International Select0%+0.17%Add
20VXUSVanguard Total Intl Stock0%+11.25%Add
21VEAVanguard Ftse Developed ETF0%+3.54%Add
22AMZNAmazon.com INC0%—Unchanged
23ABBVAbbvie INC0%+0.36%Add
24IVWIshares S&p 500 Growth ETF0%-1.69%Trim
25MGKVanguard Mega Cap Growth ETF0%+2.69%Add
26IGMIshares Expanded Tech Sector0%+0.06%Add
27XLKSs Technology Select Sector0%+0.06%Add
28BRK-BBerkshire Hathaway Inc-cl B0%—Unchanged
29IWFIshares Russell 1000 Growth0%+0.10%Add
30PLTRPalantir Technologies Inc-a0%—Unchanged
31IBMIntl Business Machines CORP-0.1%—Unchanged
32ABTAbbott Laboratories-0.1%+0.08%Add
33NVDANvidia CORP-0.1%-2.13%Trim
34SGOVIshares 0-3 Month Treasury B-0.1%-2.37%Trim
35IUSGIshares Core S&p U.s. Growth-0.1%-0.38%Trim
36AAPLApple INC-0.1%-4.84%Trim
37ONEQFidelity Nasdaq Comp Indx-0.1%+3.73%Add
38VOOVanguard S&p 500 ETF-0.1%-3.49%Trim
39FBTCFidelity Wise Origin Bitcoin-0.1%+1.38%Add
40IVVIshares Core S&p 500 ETF-0.3%+2.54%Add
41VUGVanguard Growth ETF-0.6%+0.69%Add
42MSFTMicrosoft CORP-0.7%-5.27%Trim
43VIGVanguard Dividend Apprec ETF-1.1%-0.50%Trim
44DSCODoubleline Sec Credit ETF—NEWNew buy
45IYEIshares U.s. Energy ETF—NEWNew buy
46COPConocophillips—NEWNew buy
47QCOMQualcomm INC—EXITSold out
48CLColgate-palmolive Co—NEWNew buy
49TSLATesla INC—EXITSold out
50JPSTJpmorgan Ultra-short Income—NEWNew buy

FAQ

What is Hubbell Strickland Wealth Management, LLC and what type of investor is it?
Hubbell Strickland Wealth Management, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $250.9M, spread across 83 disclosed positions.
What are Hubbell Strickland Wealth Management, LLC's largest equity positions?
Based on the latest 13F filing, Hubbell Strickland Wealth Management, LLC's top holdings by market value are: 1. Vanguard Dividend Apprec ETF (VIG) — $73.7M (29.4%) 2. Ishares Core S&p 500 ETF (IVV) — $26.6M (10.6%) 3. Ishares Core S&p Midcap ETF (IJH) — $16.2M (6.5%) 4. Ss Spdr S&p Dividend ETF (SDY) — $15.5M (6.2%) 5. Vanguard Growth ETF (VUG) — $11.8M (4.7%)
What changes did Hubbell Strickland Wealth Management, LLC make in its most recent portfolio filing?
In the latest reported quarter, Hubbell Strickland Wealth Management, LLC made 45 notable position adjustments: 5 new positions were initiated, 27 existing holdings were added to, 11 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Doubleline Sec Credit ETF (DSCO); New buy: Ishares U.s. Energy ETF (IYE); New buy: Conocophillips (COP); Sold out: Qualcomm INC (QCOM); New buy: Colgate-palmolive Co (CL)
What sectors does Hubbell Strickland Wealth Management, LLC focus on?
Hubbell Strickland Wealth Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 35.9% • Energy: 24.2% • Health Care: 12.3% • Consumer Discretionary: 10.3% • Consumer Staples: 9.1% • Financials: 6.7%