Hobbs Wealth Management, LLC

CIK 0002019202 · ZIONSVILLE, IN · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source

Hobbs Wealth Management, LLC reported 23 positions worth $118.3M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: SPYM (26.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$118.3M
2026 Q2
Positions
23
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
85.9%
Est. Net Flow (Q)
2026 Q2
10 / 23 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYMSPDR SERIES TRUSTSH$31.1M26.28%353,834
2DYNFBLACKROCK ETF TRUSTSH$12.4M10.51%182,880
3IVWISHARES TRSH$11.3M9.56%82,247
4IVEISHARES TRSH$11.2M9.50%49,504
5COROBLACKROCK ETF TRUSTSH$8.3M6.97%225,437
6ACWXISHARES TRSH$7.6M6.45%100,223
7BAIBLACKROCK ETF TRUSTSH$6.5M5.46%122,585
8SPMOINVESCO EXCH TRADED FD TR IISH$5.1M4.35%31,860
9BLCRBLACKROCK ETF TRUSTSH$4.2M3.54%83,141
10SHLDGLOBAL X FDSSH$3.9M3.28%64,926

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Hobbs Wealth Management, LLC hold as of Q2 2026?

Hobbs Wealth Management, LLC reported 23 positions worth $118.3M in its Q2 2026 13F filing. Largest positions: SPYM (26.3%), DYNF (10.5%), IVW (9.6%), IVE (9.5%) and CORO (7.0%).

What did Hobbs Wealth Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Hobbs 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.