HB Wealth Management, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- An addition of 1,954,190 shares of $JCPB (~$92,530,896). This was an increase of ~19% over their previous position.
- An addition of 486,787 shares of $AVUS (~$54,413,051). This was an increase of ~10% over their previous position.
- An addition of 194,577 shares of $VIG (~$42,764,133). This was an increase of ~4% over their previous position.
- An addition of 96,255 shares of $VTI (~$32,271,414). This was an increase of ~1% over their previous position.
- An addition of 399,897 shares of $VXUS (~$30,168,230). This was an increase of ~6% over their previous position.
- A decrease of -239,836 shares of $MINT (~$24,065,144). This was a decrease of ~36% from their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for HB Wealth Management, LLC for more details.
