HB Wealth Management, LLC — 13F holdings

HB Wealth Management, LLC reported 1,885 holdings worth $19.5B in its 13F filing for Q3 2026, filed October 23, 2026.

Largest positions

  1. VTI VANGUARD INDEX FDS — $3.16B (16.2%)
  2. VIG VANGUARD SPECIALIZED FUNDS — $1.37B (7.0%)
  3. AVUS AMERICAN CENTY ETF TR — $826M (4.2%)
  4. VXUS VANGUARD STAR FDS — $736M (3.8%)
  5. JCPB J P MORGAN EXCHANGE TRADED F — $720M (3.7%)
  6. AAPL APPLE INC — $563M (2.9%)
  7. JPST J P MORGAN EXCHANGE TRADED F — $517M (2.6%)
  8. DFCF DIMENSIONAL ETF TRUST — $377M (1.9%)
  9. SPY SPDR S&P 500 ETF TR — $373M (1.9%)
  10. MSFT MICROSOFT CORP — $312M (1.6%)