Hobbs Wealth Management, LLC
CIK 0002019202 · ZIONSVILLE, IN · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source ↗
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
Top Holdings
SPYM
SPDR SERIES TRUST
26.3%
DYNF
BLACKROCK ETF TRUST
10.5%
IVW
ISHARES TR
9.6%
IVE
ISHARES TR
9.5%
CORO
BLACKROCK ETF TRUST
7.0%
ACWX
ISHARES TR
6.4%
BAI
BLACKROCK ETF TRUST
5.5%
SPMO
INVESCO EXCH TRADED FD TR II
4.3%
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.