Hb Wealth Management, LLC Top Holdings and 13F Report (2026) About Hb Wealth Management, LLCInvestment ActivityHb Wealth Management, LLC has $15.45 billion in total holdings as of March 31, 2026.Hb Wealth Management, LLC owns shares of 1,526 different stocks, but just 80 companies or ETFs make up 80% of its holdings.Approximately 5.50% of the portfolio was purchased this quarter.About 2.42% of the portfolio was sold this quarter.This quarter, Hb Wealth Management, LLC has purchased 1,385 new stocks and bought additional shares in 932 stocks.Hb Wealth Management, LLC sold shares of 320 stocks and completely divested from 62 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $2,662,748,406Vanguard Dividend Appreciation ETF $1,226,578,691JPMorgan Core Plus Bond ETF $676,222,612Avantis U.S. Equity ETF $638,691,913Vanguard Total International Stock ETF $618,262,257 Largest New Holdings this Quarter 74316P579 - PROFESIONALLY MANAGED PORTFO $3,055,470 HoldingF92124100 - TOTALENERGIES SE $2,398,230 Holding464287861 - iShares Europe ETF $1,683,061 Holding25434V880 - Dimensional World ex U.S. Core Equity 2 ETF $1,667,063 Holding29460X109 - EQUITY BANCSHARES INC $1,584,593 Holding Largest Purchases this Quarter GMO ETF TRUST 5,404,269 shares (about $195.52M)JPMorgan Core Plus Bond ETF 2,042,169 shares (about $95.75M)Avantis U.S. Equity ETF 495,876 shares (about $55.13M)Vanguard Total International Stock ETF 454,169 shares (about $34.82M)Vanguard Total Stock Market ETF 78,244 shares (about $23.88M) Largest Sales this Quarter SPDR Portfolio S&P 500 Growth ETF 2,014,808 shares (about $182.99M)iShares S&P 500 Growth ETF 135,416 shares (about $15.32M)PIMCO Enhanced Short Maturity Exchange-Traded Fund 124,796 shares (about $12.55M)T. Rowe Price Group 122,864 shares (about $11.07M)Berkshire Hathaway 10 shares (about $7.18M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHb Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$2,662,748,406$23,875,134 ▲0.9%8,726,40517.2%ETFVIGVanguard Dividend Appreciation ETF$1,226,578,691$12,281,744 ▲1.0%5,763,6027.9%ETFJCPBJPMorgan Core Plus Bond ETF$676,222,612$95,752,580 ▲16.5%14,422,1794.4%ETFAVUSAvantis U.S. Equity ETF$638,691,913$55,131,105 ▲9.4%5,744,7064.1%ETFVXUSVanguard Total International Stock ETF$618,262,257$34,824,772 ▲6.0%8,063,0984.0%ETFJPSTJPMorgan Ultra-Short Income ETF$480,897,077$5,428,925 ▲1.1%9,550,9313.1%ETFAAPLApple$408,941,282$12,303,449 ▲3.1%1,611,3422.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$304,911,672$3,169,714 ▼-1.0%468,8562.0%FinanceIVWiShares S&P 500 Growth ETF$252,986,697$15,316,904 ▼-5.7%2,236,6431.6%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$251,313,858$182,987,525 ▼-42.1%2,767,1241.6%ETFHDHome Depot$223,540,100$1,641,162 ▼-0.7%679,6801.4%Retail/WholesaleGMO ETF TRUST$213,642,461$195,520,256 ▲1,078.9%5,905,1751.4%GMO US QUALITY EMSFTMicrosoft$200,123,632$3,522,540 ▲1.8%540,6261.3%Computer and TechnologyNVDANVIDIA$196,234,582$14,621,118 ▲8.1%1,125,2831.3%Computer and TechnologySCHBSchwab US Broad Market ETF$165,540,068$2,344,290 ▼-1.4%6,595,2211.1%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$156,206,038$4,641,447 ▲3.1%1,248,3501.0%ETFIVViShares Core S&P 500 ETF$146,609,854$5,451,696 ▲3.9%224,4450.9%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$142,757,722$2,617,581 ▼-1.8%1,002,3000.9%ETFAVDEAvantis International Equity ETF$141,252,434$920,260 ▼-0.6%1,664,9270.9%ETFAMZNAmazon.com$134,688,986$4,217,043 ▲3.2%646,7050.9%Retail/WholesaleGOOGLAlphabet$130,916,857$6,244,379 ▲5.0%455,2670.8%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$130,100,054$19,070,090 ▲17.2%2,551,9820.8%ETFVOOVanguard S&P 500 ETF$117,703,108$1,857,187 ▲1.6%196,9760.8%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$110,177,145$1,563,678 ▼-1.4%2,554,5360.7%ETFGOOGAlphabet$99,275,809$1,833,315 ▲1.9%346,0790.6%Computer and TechnologyTROWT. Rowe Price Group$91,043,764$11,074,963 ▼-10.8%1,010,0260.6%FinanceAVEMAvantis Emerging Markets Equity ETF$85,458,293$1,466,315 ▲1.7%1,060,5390.6%ETFBRK.BBerkshire Hathaway$85,366,549$3,008,912 ▲3.7%178,1430.6%FinanceAVGOBroadcom$82,555,358$5,974,961 ▲7.8%266,7350.5%Computer and TechnologySCHXSchwab US Large-Cap ETF$78,646,452$920,425 ▲1.2%3,067,3340.5%ETFJPMJPMorgan Chase & Co.$77,609,672$3,234,888 ▲4.3%263,8340.5%FinanceVEUVanguard FTSE All-World ex-US ETF$76,801,834$245,953 ▼-0.3%1,022,6600.5%ETFJNJJohnson & Johnson$74,122,447$1,659,507 ▲2.3%303,2330.5%MedicalDUHPDimensional US High Profitability ETF$73,068,778$5,846,862 ▲8.7%1,987,7250.5%ETFALBAlbemarle$72,450,736$264,628 ▲0.4%403,5570.5%Basic MaterialsDFACDimensional U.S. Core Equity 2 ETF$71,175,694$460,336 ▲0.7%1,831,5920.5%ETFXOMExxonMobil$59,207,453$3,407,792 ▲6.1%348,9770.4%EnergyVVisa$58,734,581$218,823 ▼-0.4%194,3300.4%Business ServicesLLYEli Lilly and Company$57,971,737$3,593,571 ▲6.6%63,0280.4%MedicalDFAUDimensional US Core Equity Market ETF$57,698,221$2,911,505 ▼-4.8%1,278,7720.4%ETFMETAMeta Platforms$57,593,101$3,707,416 ▲6.9%100,6640.4%Computer and TechnologyQQQInvesco QQQ$56,107,930$197,396 ▲0.4%97,2100.4%FinanceWALMART INC$54,401,546$1,345,955 ▲2.5%437,7330.4%COMSCHGSchwab U.S. Large-Cap Growth ETF$50,623,835$2,821,503 ▼-5.3%1,737,8590.3%ETFIWDiShares Russell 1000 Value ETF$50,492,692$340,804 ▲0.7%236,3110.3%ETFSCHDSchwab US Dividend Equity ETF$50,412,050$1,957,017 ▲4.0%1,643,1560.3%ETFKOCocaCola$47,843,572$2,231,006 ▲4.9%629,1060.3%Consumer StaplesIWFiShares Russell 1000 Growth ETF$45,222,319$2,215,150 ▲5.2%106,0560.3%ETFRSPInvesco S&P 500 Equal Weight ETF$43,845,457$395,933 ▼-0.9%228,4560.3%ETFTSLATesla$43,586,000$2,997,432 ▲7.4%117,2450.3%Auto/Tires/TrucksHTRBHartford Total Return Bond ETF$40,831,186$6,185,287 ▼-13.2%1,210,1710.3%ETFGEMGoldman Sachs ActiveBeta Emerging Markets Equity ETF$40,608,617$2,530,786 ▼-5.9%940,0140.3%ETFAVUVAvantis U.S. Small Cap Value ETF$39,924,915$450,387 ▼-1.1%361,4090.3%ETFPGProcter & Gamble$38,880,900$360,234 ▲0.9%269,1830.3%Consumer StaplesCVXChevron$38,760,674$272,694 ▲0.7%187,3400.3%EnergyJSCPJPMorgan Short Duration Core Plus ETF$35,573,671$3,938,577 ▼-10.0%752,0860.2%ETFVUGVanguard Growth ETF$35,296,437$1,826,235 ▲5.5%80,8080.2%ETFSCHFSchwab International Equity ETF$34,983,483$560,637 ▼-1.6%1,413,4740.2%ETFCATCaterpillar$33,218,513$1,047,820 ▲3.3%46,8880.2%IndustrialsCSCOCisco Systems$32,771,987$137,800 ▲0.4%422,3730.2%Computer and TechnologyVOVanguard Mid-Cap ETF$32,636,986$593,316 ▼-1.8%113,6460.2%ETFTAT&T$32,475,204$1,090,431 ▲3.5%1,120,2200.2%Computer and TechnologyRTXRTX$31,609,801$615,159 ▲2.0%163,8660.2%AerospaceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$30,747,447$12,550,767 ▼-29.0%305,7310.2%ETFABBVAbbVie$30,688,761$1,322,124 ▲4.5%141,1040.2%MedicalCOSTCostco Wholesale$30,523,331$3,223,524 ▲11.8%30,6320.2%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$30,379,589$668,044 ▼-2.2%244,3850.2%ETFEFAiShares MSCI EAFE ETF$29,770,367$2,999,007 ▲11.2%306,5080.2%FinanceIWViShares Russell 3000 ETF$29,768,546$139,748 ▲0.5%80,3070.2%ETFGLDSPDR Gold Shares$29,544,379$572,721 ▲2.0%68,6610.2%FinanceMRKMerck & Co., Inc.$29,042,790$1,593,246 ▲5.8%241,4390.2%MedicalMGKVanguard Mega Cap Growth ETF$27,802,119$215,688 ▲0.8%75,6640.2%ETFORCLOracle$27,293,214$262,445 ▲1.0%185,5290.2%Computer and TechnologyMCDMcDonald's$27,031,229$50,348 ▲0.2%86,9750.2%Retail/WholesaleMAMastercard$26,196,334$393,734 ▲1.5%52,4280.2%Business ServicesLAM RESEARCH CORP$24,401,574$1,663,350 ▼-6.4%114,2070.2%COM NEWVBVanguard Small-Cap ETF$23,861,965$1,339,459 ▲5.9%91,1040.2%ETFACNAccenture$23,299,427$3,511,144 ▼-13.1%117,5010.2%Computer and TechnologyPEPPepsiCo$23,231,275$160,260 ▲0.7%149,5990.2%Consumer StaplesDGRWWisdomTree U.S. Quality Dividend Growth Fund$23,169,226$490,763 ▼-2.1%263,7660.1%ManufacturingNFLXNetflix$22,824,787$1,418,791 ▲6.6%237,3870.1%Consumer DiscretionaryHDViShares Core High Dividend ETF$22,816,536$1,282,424 ▲6.0%168,1140.1%ETFIBMInternational Business Machines$22,786,301$1,770,431 ▲8.4%94,0060.1%Computer and TechnologyHONHoneywell International$21,018,665$389,678 ▲1.9%92,9900.1%Multi-Sector ConglomeratesBACBank of America$20,847,633$866,387 ▲4.3%427,6430.1%FinanceNEENextEra Energy$20,504,277$3,344 ▲0.0%220,7600.1%UtilitiesDVYiShares Select Dividend ETF$20,461,116$177,301 ▲0.9%135,1370.1%ETFVGTVanguard Information Technology ETF$20,315,131$113,730 ▼-0.6%29,1160.1%ETFAXPAmerican Express$20,238,274$102,542 ▲0.5%66,9070.1%FinanceAMGNAmgen$19,754,177$37,297 ▲0.2%56,1430.1%MedicalDGROiShares Core Dividend Growth ETF$19,695,683$427,046 ▼-2.1%280,6450.1%ETFIEFAiShares Core MSCI EAFE ETF$19,619,390$478,270 ▲2.5%216,7170.1%ETFBRK.ABerkshire Hathaway$19,389,780$7,181,400 ▼-27.0%270.1%FinanceNEUNewMarket$19,193,889$52,558 ▲0.3%29,9460.1%Basic MaterialsVEAVanguard FTSE Developed Markets ETF$18,908,020$2,774,609 ▲17.2%295,0680.1%ETFVONGVanguard Russell 1000 Growth ETF$18,740,037$166,400 ▲0.9%170,8450.1%ETFMSMorgan Stanley$18,533,114$4,911,115 ▲36.1%112,6150.1%FinanceSOSouthern$18,465,162$108,489 ▼-0.6%191,3090.1%UtilitiesABTAbbott Laboratories$18,438,341$237,887 ▲1.3%179,5880.1%MedicalIAUiShares Gold Trust$18,197,723$36,939 ▼-0.2%206,4170.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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