account_balance

Investment manager · 13F filer · SEC CIK 2019202

Hobbs Wealth Management, LLC

Reported value$122Mas of Sep 30, 2026
Positions21 0 new, 2 sold out
Top 10 weight91.9%SPYM alone is 27%
FiledOct 2020 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
SPYM SPDR Series Trust 27.1% Added +4%
ACWX iShares Tr 13.7% Added +120%
DYNF BlackRock ETF Trust 10.5% Held
IVW iShares Tr 10.0% Added +4%
IVE iShares Tr 9.3% Held
CORO BlackRock ETF Trust 7.0% Added +4%
BAI BlackRock ETF Trust 4.2% Trimmed −11%
BLCR BlackRock ETF Trust 4.0% Added +21%
SHLD Global X FDS 3.1% Trimmed −4%
THRO BlackRock ETF Trust 3.0% Added +3%
IUSB iShares Tr 2.6% Added +21%
SCHZ Schwab Strategic Tr 1.2% Added +11%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Aug 6, 2026 filing
add_circleNew

None

arrow_upwardAdded
  • ACWX +120%
  • IUSB +21%
  • BLCR +21%
  • GGOV +14%
arrow_downwardTrimmed
  • SPMO −94%
  • BAI −11%
  • EFV −6%
  • QUAL −5%
remove_circleSold out
  • AVEM $3.49M
  • MBB $827K

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.

This is data, not investment advice. About StockToast · Your watchlist