HB Wealth Management, LLC
CIK 0001911253 · ATLANTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$17.84B
2026 Q2
Positions
1,719
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
48.1%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VTI
VANGUARD INDEX FDS
17.3%
VIG
VANGUARD SPECIALIZED FUNDS
7.7%
AVUS
AMERICAN CENTY ETF TR
4.3%
JCPB
J P MORGAN EXCHANGE TRADED F
4.1%
VXUS
VANGUARD STAR FDS
4.0%
JPST
J P MORGAN EXCHANGE TRADED F
2.8%
AAPL
APPLE INC
2.6%
SPY
STATE STR SPDR S&P 500 ETF T
2.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.