Hubbell Strickland Wealth Management, LLC

CIK 0001791555 · NEW ORLEANS, LA · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source

Hubbell Strickland Wealth Management, LLC reported 87 positions worth $277.1M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: VIG (28.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$277.1M
2026 Q2
Positions
87
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
72.0%
Est. Net Flow (Q)
2026 Q2
10 / 87 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VIGVANGUARD SPECIALIZED FUNDSSH$80.2M28.94%338,905
2IVVISHARES TRSH$30.4M10.95%40,531
3IJHISHARES TRSH$19.0M6.85%246,040
4SDYSPDR SERIES TRUSTSH$16.1M5.80%105,649
5VUGVANGUARD INDEX FDSSH$14.5M5.22%168,070
6DGROISHARES TRSH$9.2M3.32%121,244
7IEFAISHARES TRSH$8.5M3.07%88,130
8IXUSISHARES TRSH$7.9M2.85%82,722
9PHYSSPROTT ASSET MANAGEMENT LPSH$7.6M2.75%252,812
10ONEQFIDELITY COMWLTH TRSH$6.4M2.30%61,622

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

Frequently Asked Questions

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

Hubbell Strickland Wealth Management, LLC reported 87 positions worth $277.1M in its Q2 2026 13F filing. Largest positions: VIG (28.9%), IVV (11.0%), IJH (6.8%), SDY (5.8%) and VUG (5.2%).

What did Hubbell Strickland Wealth Management, LLC buy in Q2 2026?

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

What did Hubbell Strickland 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.