account_balance

Investment manager · 13F filer · SEC CIK 1911253

HB Wealth Management, LLC

Reported value$19.4Bas of Sep 30, 2026
Positions1,860 253 new, 94 sold out
Top 10 weight46.0%VTI alone is 16%
FiledOct 2323 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VTI Vanguard Index FDS 16.2% Held
VIG Vanguard Specialized Funds 7.1% Held
AVUS American Centy ETF Tr 4.2% Added +7%
VXUS Vanguard Star FDS 3.8% Added +5%
JCPB J P Morgan Exchange Traded F 3.7% Added +3%
AAPL Apple Inc. 2.9% Added +5%
JPST J P Morgan Exchange Traded F 2.7% Added +2%
DFCF Dimensional ETF Trust 1.9% Added +2508%
SPY SPDR S&P 500 ETF Trust 1.9% Added +3%MSFT Microsoft Corp 1.6% Added +10%
QLTY Gmo ETF Trust 1.6% Added +9%
IVW iShares Tr 1.5% Trimmed −4%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 23, 2026, compared with the Jul 29, 2026 filing
add_circleNew
arrow_upwardAdded
  • DFCF +2508%
  • NOW +1765%
  • DFAX +110%
  • RSP +40%
arrow_downwardTrimmed
  • SCHD −8%
  • SPYG −6%
  • VEU −5%
  • IVW −4%
remove_circleSold out
  • DUHP $93M
  • DFAC $80.8M
  • DCOR $8.22M
  • DFAT $5.7M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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