StockDriftsStockDriftsTop 23 Hobbs Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 26.28% | 353.8K | $31.1M | +76.50%(+153.36K) | $74.42(+22.33%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 10.51% | 182.9K | $12.4M | -1.00%(-1.85K) | $51.29(+36.51%) | 2026-06-30 | |
| IVW | ISHARES TR | 9.56% | 82.2K | $11.3M | +3.58%(+2.84K) | $99.43(+42.57%) | 2026-06-30 | |
| IVE | ISHARES TR | 9.5% | 49.5K | $11.2M | -4.70%(-2.44K) | $198.11(+19.49%) | 2026-06-30 | |
| CORO | BLACKROCK ETF TRUST | 6.97% | 225.4K | $8.3M | +1.35%(+3.01K) | $31.64(+16.74%) | 2026-06-30 | |
| ACWX | ISHARES TR | 6.45% | 100.2K | $7.6M | +7.37%(+6.88K) | $68.03(+13.91%) | 2026-06-30 | |
| BAI | BLACKROCK ETF TRUST | 5.46% | 122.6K | $6.5M | -7.80%(-10.37K) | $28.84(+54.11%) | 2026-06-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 4.35% | 31.9K | $5.1M | -19.33%(-7.63K) | $103.09(+44.71%) | 2026-06-30 | |
| BLCR | BLACKROCK ETF TRUST | 3.54% | 83.1K | $4.2M | +1.59%(+1.30K) | $41.76(+20.58%) | 2026-06-30 | |
| SHLD | GLOBAL X FDS | 3.28% | 64.9K | $3.9M | +37.34%(+17.65K) | $65.32(+6.23%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +34.52% |
| Top 20 Holdings Unweighted | — | — | — | — | +34.32% |
Hobbs Wealth Management, LLC reports $118.32M in US-listed equity holdings across 23 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (26.3%), DYNF (10.5%) and IVW (9.6%). The top 20 holdings account for 99.12% of reported assets. Its disclosed equity book has returned +34.52% cumulatively over 6 quarters. 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 Hobbs Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2019202). View Hobbs Wealth Management, LLC’s 13F filings on SEC