HB Wealth Management, LLC
Q2 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
1,162
- Value ($000)
$12,581,502
- Date Filed07/17/2025
- Form type13F-HR
- CIK0001911253
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $2.36B | 19 % | 7,767,509 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $1.07B | 9 % | 5,215,607 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $450.48M | 4 % | 8,888,716 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $443.43M | 4 % | 6,418,158 | ||
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $416.24M | 3 % | 4,366,773 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $376.60M | 3 % | 3,735,407 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $365.50M | 3 % | 7,766,678 | ||
AAPL APPLE INC | COM | 037833100 | $261.65M | 2 % | 1,275,279 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $250.97M | 2 % | 2,279,446 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $249.64M | 2 % | 404,054 |
Rows Per Page
10
- 10
- 50
- 100