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HB Wealth Management, LLC

Q1 2026 13F Holdings

  • Location
    atlanta, GA
  • Num holdings

    1,547

  • Value ($000)

    $15,450,135

  • Date Filed
    04/27/2026
  • Form type
    13F-HR
  • CIK
    0001911253
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$2.66B
17 %

8,726,405

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$1.23B
8 %

5,763,602

J
JCPB

J P MORGAN EXCHANGE TRADED F

CORE PLUS BD ETF
46641Q670
$676.22M
4 %

14,422,179

A
AVUS

AMERICAN CENTY ETF TR

US EQT ETF
025072885
$638.69M
4 %

5,744,706

---

VANGUARD STAR FDS

VG TL INTL STK F
921909768
$618.26M
4 %

8,063,098

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$480.9M
3 %

9,550,931

A
AAPL

APPLE INC

COM
037833100
$403.23M
3 %

1,588,842

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$296.92M
2 %

456,556

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$252.99M
2 %

2,236,643

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A409
$251.31M
2 %

2,767,124

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