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Hubbell Strickland Wealth Management, LLC

Portfolio Manager
Hubbell Strickland Wealth Management, LLC
Performance
-1.38% (2026 Q1)
AUM (13F)
$250.91M
# of Holdings
83
Performance Rank
Allocation (Top 20)
84.68%

Hubbell Strickland Wealth Management, LLC Holdings Map

Top 50 Hubbell Strickland Wealth Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VIG
VANGUARD SPECIALIZED FUNDS
29.36%342.5K$73.7M
-0.50%(-1.72K)
2025-Q1: 350.4K shares2025-Q2: 348.0K shares2025-Q3: 346.6K shares2025-Q4: 344.2K shares2026-Q1: 342.5K shares
$105.38(+117.01%)
2026-03-31
IVV
ISHARES TR
10.59%40.7K$26.6M
+2.54%(+1.01K)
2025-Q1: 37.1K shares2025-Q2: 37.7K shares2025-Q3: 38.9K shares2025-Q4: 39.7K shares2026-Q1: 40.7K shares
$304.05(+145.27%)
2026-03-31
IJH
ISHARES TR
6.47%240.4K$16.2M
+1.25%(+2.96K)
2025-Q1: 238.7K shares2025-Q2: 234.3K shares2025-Q3: 235.1K shares2025-Q4: 237.5K shares2026-Q1: 240.4K shares
$40.53(+80.45%)
2026-03-31
SDY
SPDR SERIES TRUST
6.17%106.0K$15.5M
+1.54%(+1.61K)
2025-Q1: 110.8K shares2025-Q2: 107.9K shares2025-Q3: 105.4K shares2025-Q4: 104.4K shares2026-Q1: 106.0K shares
$106.52(+38.07%)
2026-03-31
VUG
VANGUARD INDEX FDS
4.71%27.1K$11.8M
+0.69%(+186)
2025-Q1: 27.3K shares2025-Q2: 27.0K shares2025-Q3: 27.0K shares2025-Q4: 26.9K shares2026-Q1: 27.1K shares
$31.15(+180.95%)
2026-03-31
PHYS
SPROTT ASSET MANAGEMENT LP
3.54%250.7K$8.9M
-1.56%(-3.98K)
2025-Q1: 265.9K shares2025-Q2: 260.0K shares2025-Q3: 258.3K shares2025-Q4: 254.7K shares2026-Q1: 250.7K shares
$14.42(+146.39%)
2026-03-31
DGRO
ISHARES TR
3.15%112.6K$7.9M
+6.87%(+7.24K)
2025-Q1: 95.2K shares2025-Q2: 103.8K shares2025-Q3: 103.9K shares2025-Q4: 105.4K shares2026-Q1: 112.6K shares
$49.10(+49.02%)
2026-03-31
IEFA
ISHARES TR
2.99%82.8K$7.5M
+14.13%(+10.25K)
2025-Q1: 60.4K shares2025-Q2: 65.7K shares2025-Q3: 68.0K shares2025-Q4: 72.5K shares2026-Q1: 82.8K shares
$70.39(+38.00%)
2026-03-31
IXUS
ISHARES TR
2.63%76.1K$6.6M
+7.12%(+5.06K)
2025-Q1: 61.4K shares2025-Q2: 65.9K shares2025-Q3: 67.8K shares2025-Q4: 71.1K shares2026-Q1: 76.1K shares
$64.13(+49.08%)
2026-03-31
ONEQ
FIDELITY COMWLTH TR
2.08%61.3K$5.2M
+3.73%(+2.21K)
2025-Q1: 37.7K shares2025-Q2: 39.5K shares2025-Q3: 49.2K shares2025-Q4: 59.1K shares2026-Q1: 61.3K shares
$67.38(+54.10%)
2026-03-31

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