StockDriftsStockDriftsTop 50 Hubbell Strickland Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 28.94% | 338.9K | $80.2M | -1.05%(-3.61K) | $105.38(+132.55%) | 2026-06-30 | |
| IVV | ISHARES TR | 10.95% | 40.5K | $30.4M | -0.36%(-147) | $304.05(+156.18%) | 2026-06-30 | |
| IJH | ISHARES TR | 6.85% | 246.0K | $19.0M | +2.34%(+5.62K) | $41.23(+90.52%) | 2026-06-30 | |
| SDY | SPDR SERIES TRUST | 5.8% | 105.6K | $16.1M | -0.38%(-400) | $106.52(+47.68%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 5.22% | 168.1K | $14.5M | +3.47%(+5.64K) | $32.72(+172.54%) | 2026-06-30 | |
| DGRO | ISHARES TR | 3.32% | 121.2K | $9.2M | +7.67%(+8.64K) | $50.76(+56.79%) | 2026-06-30 | |
| IEFA | ISHARES TR | 3.07% | 88.1K | $8.5M | +6.49%(+5.37K) | $71.71(+41.28%) | 2026-06-30 | |
| IXUS | ISHARES TR | 2.85% | 82.7K | $7.9M | +8.68%(+6.61K) | $66.16(+48.81%) | 2026-06-30 | |
| PHYS | SPROTT ASSET MANAGEMENT LP | 2.75% | 252.8K | $7.6M | +0.84%(+2.10K) | $14.56(+129.49%) | 2026-06-30 | |
| ONEQ | FIDELITY COMWLTH TR | 2.3% | 61.6K | $6.4M | +0.46%(+281) | $67.49(+55.63%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.57% | +46.47% | +8.52% | +50.50% |
| Top 20 Holdings Unweighted | +12.32% | +41.69% | +8.69% | +51.69% |
Hubbell Strickland Wealth Management, LLC reports $277.13M in US-listed equity holdings across 87 positions in its most recent 13F filing. Its largest disclosed positions are VIG (28.9%), IVV (10.9%) and IJH (6.8%). The top 20 holdings account for 84.38% of reported assets. Its disclosed equity book has returned +46.47% 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.
Sign up free to track Hubbell Strickland Wealth Management, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Hubbell Strickland Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1791555). View Hubbell Strickland Wealth Management, LLC’s 13F filings on SEC