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HB Wealth Management, LLC
HB Wealth Management, LLC is an institution, managing $14.7B across 1,303 long positions as of Q3 2025 with 60% ETF concentration and 18% allocation to VTI.
- Portfolio Value
- $14.7B
- Positions
- 1,303
- Top Holding
- VTI at 18.23%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in HB Wealth Management, LLC's portfolio (49.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $2.7B | 18.23% | +$245.9M Bought | — 8.6M shares | |
Unknown Unknown | $1.2B | 8.00% | +$63.2M Bought | — 5.5M shares | |
ETF ETF | $526.7M | 3.58% | +$57.8M Bought | — 7.2M shares | |
ETF ETF | $517.6M | 3.52% | +$111.6M Bought | — 4.8M shares | |
ETF ETF | $495.7M | 3.37% | +$126.4M Bought | — 10.4M shares | |
ETF ETF | $479.8M | 3.26% | +$40.5M Bought | — 4.8M shares | |
ETF ETF | $469.5M | 3.19% | +$20.9M Bought | — 9.3M shares | |
Consumer Electronics Technology | $387.7M | 2.64% | +$63.0M Bought | 0.01% 1.5M shares | |
ETF ETF | $294.0M | 2.00% | +$24.8M Bought | — 441.3K shares | |
ETF ETF | $290.9M | 1.98% | +$15.8M Bought | — 2.4M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in HB Wealth Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for HB Wealth Management, LLC
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