Hubbell Strickland Wealth Management, LLC

RIA/Wealth

Hubbell Strickland Wealth Management, LLC is a RIA/Wealth based in New Orleans, LA led by Carson Wayne Strickland, reporting $540.3M in AUM as of Q3 2025 with 54% ETF concentration, 73% concentrated in top 10 holdings, and 31% allocation to VIG.

CCOCarson Wayne Strickland

Portfolio Value: $243.0M
Positions: 82
Top Holding: VIG at 30.77%
Last Reported: Q3 2025

Address1100 Poydras Street, Suite 1150, New Orleans, LA, 70163, United States

Top Holdings

Largest long holdings in Hubbell Strickland Wealth Management, LLC's portfolio (72.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Dividend Appreciation VIG	Unknown Unknown	$74.8M	30.77%	-$295.4K Sold	— 346.6K shares	Q4 2022 Held for 2y 11m
2 iShares Core S&P 500 ETF IVV	ETF ETF	$26.0M	10.70%	+$808.7K Bought	— 38.9K shares	Q3 2019 Held for 6y 2m
3 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$15.3M	6.31%	+$48.4K Bought	— 235.1K shares	Q3 2019 Held for 6y 2m
4 SDY SPDR S&P Dividend ETF SDY	ETF ETF	$14.8M	6.07%	-$347.5K Sold	— 105.4K shares	Q3 2019 Held for 6y 2m
5 Vanguard Growth VUG	ETF ETF	$12.9M	5.32%	-$34.5K Sold	— 27.0K shares	Q3 2019 Held for 6y 2m
6 PHYS Sprott Physical Gold Trust PHYS	Unknown Unknown	$7.7M	3.15%	-$49.4K Sold	— 258.3K shares	Q4 2022 Held for 2y 11m
7 iShares Core Dividend Growth DGRO	ETF ETF	$7.1M	2.91%	+$11.4K Bought	— 103.9K shares	Q3 2019 Held for 6y 2m
8 Microsoft MSFT	Software - Infrastructure Technology	$6.6M	2.71%	-$91.7K Sold	0.00% 12.7K shares	Q3 2019 Held for 6y 2m
9 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$5.9M	2.45%	+$195.2K Bought	— 68.0K shares	Q3 2019 Held for 6y 2m
10 iShares Core MSCI Total International Stock IXUS	ETF ETF	$5.6M	2.30%	+$158.7K Bought	— 67.8K shares	Q3 2019 Held for 6y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Hubbell Strickland Wealth Management, LLC's latest filing

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Market Value

$243.0M

Prior: $226.7M

Q/Q Change

+7.19%

+$16.3M

Net Flows % of MV

+0.459%

Turnover Ratio

1.2%

New Purchases

1 stocks

$203.9K

Added To

49 stocks

+$3.0M

Sold Out Of

3 stocks

$674.4K

Reduced Holdings

21 stocks

-$1.4M

Increased Positions

Position	Shares Δ	Change
1 Vanguard Small-Cap Value VBR	New	0 → 977.0 +$203.9K
2 Fidelity Wise Origin Bitcoin Fund FBTC	+26.6%	14.9K → 18.8K +$394.4K
3 ONEQ Fidelity Nasdaq Composite Index ETF ONEQ	+24.6%	39.5K → 49.2K +$866.1K
4 Fidelity High Dividend FDVV	+13.69%	13.8K → 15.7K +$105.4K
5 Vanguard Total International Stock VXUS	+11.47%	4.7K → 5.2K +$39.2K

Decreased Positions

Position	Shares Δ	Change
1 Vanguard Total International Bond BNDX	Sold	4.8K → 0 −$237.0K
2 Colgate-Palmolive CL	Sold	2.5K → 0 −$225.9K
3 JPMorgan Ultra-Short Municipal Income JMST	Sold	4.2K → 0 −$211.5K
4 iShares GSCI Commodity Dynamic Roll Strategy COMT	-19.58%	13.7K → 11.0K −$71.9K
5 iShares S&P Mid-Cap 400 Growth IJK	-13.49%	8.3K → 7.2K −$107.9K