StockDriftsStockDriftsTop 50 HB Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 17.34% | 8.76M | $3.09B | +0.37%(+32.67K) | $244.63(+56.71%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 7.7% | 5.86M | $1.37B | +1.63%(+94.21K) | $173.51(+41.24%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 4.33% | 6.03M | $771.9M | +4.90%(+281.73K) | $100.65(+31.54%) | 2026-06-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 4.1% | 15.63M | $730.9M | +8.37%(+1.21M) | $47.02(-1.72%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 3.97% | 8.36M | $707.5M | +3.73%(+300.75K) | $65.20(+35.17%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.84% | 10.07M | $506.5M | +5.39%(+514.50K) | $50.49(+0.03%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.59% | 1.60M | $462.1M | +0.51%(+8.12K) | $192.32(+58.79%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.98% | 471.3K | $351.9M | +3.22%(+14.70K) | $504.97(+53.54%) | 2026-06-30 | |
| IVW | ISHARES TR | 1.7% | 2.20M | $302.7M | -1.61%(-35.94K) | $80.07(+76.88%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 1.63% | 2.45M | $291.0M | -11.63%(-321.69K) | $71.02(+73.01%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.16% | +52.71% | — | — | +38.77% |
| Top 20 Holdings Unweighted | +15.79% | +55.24% | — | — | +42.53% |
HB Wealth Management, LLC reports $17.84B in US-listed equity holdings across 1,701 positions in its most recent 13F filing. Its largest disclosed positions are VTI (17.3%), VIG (7.7%) and AVUS (4.3%). The top 20 holdings account for 59.29% of reported assets. Its disclosed equity book has returned +52.71% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from HB Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1911253). View HB Wealth Management, LLC’s 13F filings on SEC