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Hobbs Wealth Management, LLC

Portfolio Manager
Hobbs Wealth Management, LLC
Performance
-2.43% (2026 Q1)
AUM (13F)
$101.05M
# of Holdings
23
Performance Rank
Allocation (Top 20)
99.04%

Hobbs Wealth Management, LLC Holdings Map

Top 23 Hobbs Wealth Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPYM
SPDR SERIES TRUST
15.18%200.5K$15.3M
+10.88%(+19.68K)
2025-Q1: 291.7K shares2025-Q2: 179.0K shares2025-Q3: 179.3K shares2025-Q4: 180.8K shares2026-Q1: 200.5K shares
$69.29(+26.09%)
2026-03-31
IVE
ISHARES TR
10.85%51.9K$11.0M
+0.48%(+248)
2025-Q1: 30.0K shares2025-Q2: 35.0K shares2025-Q3: 36.3K shares2025-Q4: 51.7K shares2026-Q1: 51.9K shares
$198.11(+13.39%)
2026-03-31
DYNF
BLACKROCK ETF TRUST
10.64%184.7K$10.7M
+1.02%(+1.86K)
2025-Q1: 156.3K shares2025-Q2: 165.6K shares2025-Q3: 171.5K shares2025-Q4: 182.9K shares2026-Q1: 184.7K shares
$51.29(+29.53%)
2026-03-31
IVW
ISHARES TR
8.89%79.4K$9.0M
-0.70%(-560)
2025-Q1: 94.7K shares2025-Q2: 82.3K shares2025-Q3: 80.9K shares2025-Q4: 80.0K shares2026-Q1: 79.4K shares
$98.58(+39.22%)
2026-03-31
CORO
BLACKROCK ETF TRUST
7.08%222.4K$7.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 222.4K shares
$31.61(+13.43%)
2026-03-31
ACWX
ISHARES TR
6.32%93.3K$6.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 93.3K shares
$67.80(+11.28%)
2026-03-31
QUAL
ISHARES TR
4.88%25.7K$4.9M
-4.74%(-1.28K)
2025-Q1: 50.1K shares2025-Q2: 59.8K shares2025-Q3: 59.4K shares2025-Q4: 27.0K shares2026-Q1: 25.7K shares
$177.91(+18.58%)
2026-03-31
EFV
ISHARES TR
4.7%63.9K$4.7M
-43.29%(-48.77K)
2025-Q1: 96.8K shares2025-Q2: 163.7K shares2025-Q3: 116.7K shares2025-Q4: 112.7K shares2026-Q1: 63.9K shares
$57.65(+36.24%)
2026-03-31
THRO
BLACKROCK ETF TRUST
4.4%122.8K$4.4M
+1.90%(+2.28K)
2025-Q1: 0 shares2025-Q2: 117.2K shares2025-Q3: 120.2K shares2025-Q4: 120.5K shares2026-Q1: 122.8K shares
$33.71(+26.31%)
2026-03-31
SPMO
INVESCO EXCH TRADED FD TR II
4.38%39.5K$4.4M
+1.31%(+511)
2025-Q1: 23.8K shares2025-Q2: 25.0K shares2025-Q3: 25.4K shares2025-Q4: 39.0K shares2026-Q1: 39.5K shares
$103.09(+41.90%)
2026-03-31

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