Hobbs Wealth Management, LLC
RIA/Wealth
Hobbs Wealth Management, LLC is a RIA/Wealth based in Zionsville, IN led by David Charles Hobbs, reporting $116.5M in AUM as of Q3 2025 with 77% ETF concentration and 74% concentrated in top 10 holdings.
Managing PartnerDavid Charles Hobbs
- Portfolio Value
- $114.8M
- Positions
- 56
- Top Holding
- SPLG at 12.23%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Hobbs Wealth Management, LLC's portfolio (73.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $14.0M | 12.23% | +$26.6K Bought | — 179.3K shares | |
ETF ETF | $11.5M | 10.06% | -$84.2K Sold | — 59.4K shares | |
ETF ETF | $10.2M | 8.84% | +$347.3K Bought | — 171.5K shares | |
ETF ETF | $9.8M | 8.50% | -$173.5K Sold | — 80.9K shares | |
ETF ETF | $8.9M | 7.78% | +$4.3M Bought | — 155.3K shares | |
ETF ETF | $7.9M | 6.89% | -$3.2M Sold | — 116.7K shares | |
ETF ETF | $7.5M | 6.53% | +$281.3K Bought | — 36.3K shares | |
ETF ETF | $7.1M | 6.15% | +$131.0K Bought | — 107.1K shares | |
Unknown Unknown | $4.5M | 3.96% | +$111.6K Bought | — 120.2K shares | |
ETF ETF | $3.1M | 2.67% | +$39.0K Bought | — 25.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Hobbs Wealth Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-75.44% | |
-28.75% | |
-27.37% |
Analytics
Portfolio insights and performance metrics for Hobbs Wealth Management, LLC
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