Top 50 Hubbell Strickland Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 29.36% | 342.5K | $73.7M | -0.50%(-1.72K) | $105.38(+117.01%) | 2026-03-31 | |
| IVV | ISHARES TR | 10.59% | 40.7K | $26.6M | +2.54%(+1.01K) | $304.05(+145.27%) | 2026-03-31 | |
| IJH | ISHARES TR | 6.47% | 240.4K | $16.2M | +1.25%(+2.96K) | $40.53(+80.45%) | 2026-03-31 | |
| SDY | SPDR SERIES TRUST | 6.17% | 106.0K | $15.5M | +1.54%(+1.61K) | $106.52(+38.07%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.71% | 27.1K | $11.8M | +0.69%(+186) | $31.15(+180.95%) | 2026-03-31 | |
| PHYS | SPROTT ASSET MANAGEMENT LP | 3.54% | 250.7K | $8.9M | -1.56%(-3.98K) | $14.42(+146.39%) | 2026-03-31 | |
| DGRO | ISHARES TR | 3.15% | 112.6K | $7.9M | +6.87%(+7.24K) | $49.10(+49.02%) | 2026-03-31 | |
| IEFA | ISHARES TR | 2.99% | 82.8K | $7.5M | +14.13%(+10.25K) | $70.39(+38.00%) | 2026-03-31 | |
| IXUS | ISHARES TR | 2.63% | 76.1K | $6.6M | +7.12%(+5.06K) | $64.13(+49.08%) | 2026-03-31 | |
| ONEQ | FIDELITY COMWLTH TR | 2.08% | 61.3K | $5.2M | +3.73%(+2.21K) | $67.38(+54.10%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.08% | +40.78% |
| Top 20 Holdings Unweighted | +11.47% | +38.49% |
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