HB Wealth Management, LLC - Portfolio Stock Holdings
HB Wealth Management, LLC disclosed 1756 stock positions in a recent SEC 13F filing. $17,990,279,827 of stock holdings were filed, with the largest holdings including VTI, VIG, and AVUS. This filing represented positions held on June 30, 2026, and was filed on July 29, 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:
June 30, 2026No. of Stocks:
1756Est. Stock Holding Value:
$17,990,279,827Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - HB Wealth Management, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...
Portfolio Options Holdings - HB Wealth Management, LLC
|
Stock
|
Type
|
Holdings (Contracts)
|
Holdings (USD)
|
Change (Contracts)
|
Change (Value)
|
|---|
Loading Fund Options Data...