HB Wealth Management, LLC - Portfolio Stock Holdings
HB Wealth Management, LLC disclosed 1933 stock positions in a recent SEC 13F filing. $19,680,661,035 of stock holdings were filed, with the largest holdings including VTI, VIG, and AVUS. This filing represented positions held on Sept. 30, 2026, and was filed on Oct. 23, 2026.We estimate the fund has a total AUM of $30,158,401,942 and has 325 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
1933Est. Stock Holding Value:
$19,680,661,035Top Stock Holdings By Sector
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Portfolio Stock Holdings - HB Wealth Management, LLC
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Portfolio Options Holdings - HB Wealth Management, LLC
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