HB Wealth Management, LLC
HB Wealth Management, LLC reported 1,719 positions worth $17.84B as of June 30, 2026 (13F filed July 29, 2026). Largest holding: VTI (17.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $3.09B | 17.32% | 8,759,071 | — | — | |
| ▸ 2 | VIG | SH | $1.37B | 7.69% | 5,857,815 | — | — | |
| ▸ 3 | AVUS | SH | $771.9M | 4.33% | 6,026,439 | — | — | |
| ▸ 4 | JCPB | SH | $730.9M | 4.10% | 15,629,633 | — | — | |
| ▸ 5 | VXUS | SH | $707.5M | 3.97% | 8,363,846 | — | — | |
| ▸ 6 | JPST | SH | $506.5M | 2.84% | 10,065,428 | — | — | |
| ▸ 7 | AAPL | SH | $462.1M | 2.59% | 1,596,965 | — | — | |
| ▸ 8 | SPY | SH | $351.9M | 1.97% | 471,257 | — | — | |
| ▸ 9 | IVW | SH | $302.7M | 1.70% | 2,200,705 | — | — | |
| ▸ 10 | SPYG | SH | $291.0M | 1.63% | 2,445,430 | — | — |
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Frequently Asked Questions
What stocks does HB Wealth Management, LLC hold as of Q2 2026?
HB Wealth Management, LLC reported 1719 positions worth $17.84B in its Q2 2026 13F filing. Largest positions: VTI (17.3%), VIG (7.7%), AVUS (4.3%), JCPB (4.1%) and VXUS (4.0%).
What did HB Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did HB Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.