Hb Wealth Management, LLC Top Holdings and 13F Report (2026) About Hb Wealth Management, LLCInvestment ActivityHb Wealth Management, LLC has $19.52 billion in total holdings as of September 30, 2026.Hb Wealth Management, LLC owns shares of 1,860 different stocks, but just 94 companies or ETFs make up 80% of its holdings.Approximately 10.39% of the portfolio was purchased this quarter.About 1.77% of the portfolio was sold this quarter.This quarter, Hb Wealth Management, LLC has purchased 1,701 new stocks and bought additional shares in 1,181 stocks.Hb Wealth Management, LLC sold shares of 346 stocks and completely divested from 95 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $3,159,841,433Vanguard Dividend Appreciation ETF $1,374,791,610Avantis U.S. Equity ETF $826,058,849Vanguard Total International Stock ETF $736,356,550J P MORGAN EXCHANGE TRADED F $719,981,185 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $62,597,495 Holding46641Q647 - J P MORGAN EXCHANGE TRADED F $14,678,145 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $10,694,201 Holding438516205 - HONEYWELL INTL INC $9,871,687 Holding46138E727 - Invesco RAFI Emerging Markets ETF $8,933,211 Holding Largest Purchases this Quarter Dimensional Core Fixed Income ETF 9,036,928 shares (about $362.56M)ServiceNow 1,026,336 shares (about $137.44M)EXXONMOBIL HOLDINGS CORP 384,624 shares (about $62.60M)Vanguard Total Stock Market ETF 157,813 shares (about $55.92M)Avantis U.S. Equity ETF 422,606 shares (about $54.13M) Largest Sales this Quarter SPDR Portfolio S&P 500 Growth ETF 136,207 shares (about $16.76M)Hartford Total Return Bond ETF 464,188 shares (about $14.88M)iShares S&P 500 Growth ETF 87,964 shares (about $12.51M)JPMorgan Short Duration Core Plus ETF 127,429 shares (about $5.86M)Vanguard FTSE All-World ex-US ETF 57,736 shares (about $4.79M) 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$3,159,841,433$55,923,578 ▲1.8%8,916,88416.2%ETFVIGVanguard Dividend Appreciation ETF$1,374,791,610$22,967,202 ▲1.7%5,957,3387.0%ETFAVUSAvantis U.S. Equity ETF$826,058,849$54,131,647 ▲7.0%6,449,0454.2%ETFVXUSVanguard Total International Stock ETF$736,356,550$33,687,326 ▲4.8%8,764,8253.8%ETFJ P MORGAN EXCHANGE TRADED F$719,981,185$22,615,999 ▲3.2%16,136,5123.7%CORE PLUS BD ETFAAPLApple$562,532,678$25,483,339 ▲4.7%1,689,1872.9%TechnologyJPSTJPMorgan Ultra-Short Income ETF$516,673,487$12,132,235 ▲2.4%10,307,4622.6%ETFDFCFDimensional Core Fixed Income ETF$377,017,609$362,561,570 ▲2,508.0%9,397,2481.9%ETFSPYSPDR S&P 500 ETF Trust$373,100,890$12,333,258 ▲3.4%489,2291.9%ETFMSFTMicrosoft$312,380,962$28,838,290 ▲10.2%609,0491.6%TechnologyGMO ETF TRUST$304,367,327$25,747,481 ▲9.2%7,320,4371.6%US QUALITY ETFIVWiShares S&P 500 Growth ETF$300,558,491$12,513,757 ▼-4.0%2,112,7411.5%ETFNVDANVIDIA$297,364,594$32,311,514 ▲12.2%1,302,0481.5%TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$284,219,208$16,764,360 ▼-5.6%2,309,2231.5%ETFJ P MORGAN EXCHANGE TRADED F$216,234,033$50,989,150 ▲30.9%4,276,7811.1%ULTRA SHT MUNCPLGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$199,432,062$10,107,549 ▲5.3%1,375,0141.0%ETFHDHome Depot$194,680,123$1,147,063 ▲0.6%684,3131.0%Consumer DiscretionarySCHBSchwab US Broad Market ETF$190,932,623$1,665,043 ▼-0.9%6,514,2481.0%ETFIVViShares Core S&P 500 ETF$181,685,616$12,814,965 ▲7.6%237,2340.9%ETFAMZNAmazon.com$175,173,961$11,115,817 ▲6.8%703,0870.9%Consumer DiscretionaryGOOGLAlphabet$164,017,371$9,417,466 ▲6.1%476,6840.8%Communication ServicesITOTiShares Core S&P Total U.S. Stock Market ETF$162,304,873$3,727,165 ▼-2.2%976,0940.8%ETFAVDEAvantis International Equity ETF$159,250,761$6,671,023 ▲4.4%1,767,2930.8%ETFVOOVanguard S&P 500 ETF$157,466,422$7,999,616 ▲5.4%224,6760.8%ETFNOWServiceNow$142,584,002$137,438,314 ▲2,670.9%1,064,7620.7%TechnologyGOOGAlphabet$126,966,547$4,952,315 ▲4.1%372,6200.7%Communication ServicesGSIEGoldman Sachs ActiveBeta International Equity ETF$122,906,315$3,961,539 ▲3.3%2,681,2020.6%ETFSCHXSchwab US Large-Cap ETF$109,534,070$15,146,429 ▲16.0%3,651,1360.6%ETFAVEMAvantis Emerging Markets Equity ETF$108,348,193$4,148,821 ▲4.0%1,152,3950.6%ETFTROWT. Rowe Price Group$105,278,358$11,558,504 ▲12.3%1,011,8050.5%FinanceAVGOBroadcom$100,783,460$5,417,476 ▲5.7%286,9760.5%TechnologyJPMJPMorgan Chase & Co.$95,434,321$7,702,090 ▲8.8%288,4680.5%FinanceBRK.BBerkshire Hathaway$92,637,477$3,205,531 ▲3.6%187,0360.5%FinanceMETAMeta Platforms$92,491,221$6,501,986 ▲7.6%127,5420.5%Communication ServicesVEUVanguard FTSE All-World ex-US ETF$89,746,398$4,790,355 ▼-5.1%1,081,6730.5%ETFLLYEli Lilly and Company$82,883,902$8,307,829 ▲11.1%71,6320.4%HealthcareJNJJohnson & Johnson$82,840,505$3,229,825 ▲4.1%312,9130.4%HealthcareVVisa$73,091,646$2,256,592 ▲3.2%203,4110.4%FinanceQQQInvesco QQQ$72,274,022$225,630 ▲0.3%97,6980.4%ETFRSPInvesco S&P 500 Equal Weight ETF$66,937,753$18,959,369 ▲39.5%321,7850.3%ETFVUGVanguard Growth ETF$66,109,046$15,854,410 ▲31.5%733,6480.3%ETFDFAUDimensional US Core Equity Market ETF$65,555,508$98,384 ▲0.2%1,252,0150.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$65,477,063$3,538,278 ▲5.7%1,822,3510.3%ETFKOCoca-Cola$64,128,781$4,609,329 ▲7.7%744,9900.3%Consumer StaplesEXXONMOBIL HOLDINGS CORP$62,597,495$62,597,495 ▲New Holding384,6240.3%COM SHSIWDiShares Russell 1000 Value ETF$62,163,161$1,565,428 ▲2.6%250,7290.3%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$59,941,461$31,405,737 ▲110.1%1,619,1640.3%ETFIWFiShares Russell 1000 Growth ETF$57,821,350$3,538,968 ▲6.5%461,6110.3%ETFMUMicron Technology$55,284,858$10,511,632 ▲23.5%51,9050.3%TechnologySCHDSchwab US Dividend Equity ETF$53,400,063$4,521,474 ▼-7.8%1,641,5640.3%ETFSCHFSchwab International Equity ETF$52,836,336$13,404,615 ▲34.0%1,923,4200.3%ETFIJRiShares Core S&P Small-Cap ETF$51,103,615$10,798,866 ▲26.8%375,6510.3%ETFTSLATesla$48,138,263$4,454,967 ▲10.2%135,6850.2%Consumer DiscretionaryWALMART INC$46,500,425$2,066,448 ▲4.7%447,4640.2%COMGEMGoldman Sachs ActiveBeta Emerging Markets Equity ETF$45,849,540$698,180 ▼-1.5%897,2510.2%ETFCSCOCisco Systems$45,057,673$467,760 ▲1.0%418,6350.2%TechnologyPGProcter & Gamble$44,691,891$5,696,136 ▲14.6%307,6260.2%Consumer StaplesAMDAdvanced Micro Devices$44,015,593$2,590,196 ▲6.3%71,9490.2%TechnologyAVUVAvantis U.S. Small Cap Value ETF$42,634,452$120,243 ▼-0.3%362,0150.2%ETFSHOPIFY INC$41,881,919$59,913 ▲0.1%282,4130.2%CL A SUB VTG SHSCVXChevron$41,527,670$2,178,100 ▲5.5%203,3580.2%EnergyALBAlbemarle$40,476,807$4,125 ▲0.0%382,6510.2%MaterialsABBVAbbVie$39,878,334$2,494,260 ▲6.7%152,4460.2%HealthcareCATCaterpillar$39,411,512$2,565,328 ▲7.0%48,6090.2%IndustrialsMRKMerck & Co., Inc.$37,160,025$1,969,534 ▲5.6%255,7290.2%HealthcareVOVanguard Mid-Cap ETF$36,481,099$698,488 ▲2.0%465,2010.2%ETFLAM RESEARCH CORP$35,916,776$819,307 ▲2.3%109,3320.2%COM NEWMGKVanguard Mega Cap Growth ETF$35,095,498$32,057 ▼-0.1%378,7970.2%ETFIWViShares Russell 3000 ETF$34,387,175$448,493 ▼-1.3%79,6630.2%ETFINTCIntel$34,273,227$6,639,097 ▲24.0%285,0640.2%TechnologyDVYiShares Select Dividend ETF$33,816,168$3,472,524 ▲11.4%222,3720.2%ETFVTVVanguard Value ETF$33,553,821$3,089,517 ▲10.1%155,2840.2%ETFBACBank of America$33,176,557$3,960,708 ▲13.6%609,5270.2%FinanceEFAiShares MSCI EAFE ETF$31,952,982$236,765 ▲0.7%307,5660.2%ETFRTXRTX$31,696,230$1,437,860 ▲4.8%170,7310.2%IndustrialsCOSTCostco Wholesale$30,978,140$2,696,443 ▲9.5%34,0290.2%Consumer StaplesMAMastercard$30,883,419$1,441,542 ▲4.9%56,0020.2%FinanceVBVanguard Small-Cap ETF$30,475,531$350,208 ▲1.2%107,1230.2%ETFNEUNewMarket$30,149,492$2,982,459 ▲11.0%33,5920.2%MaterialsORCLOracle$28,627,905$1,466,503 ▲5.4%208,5060.1%TechnologyTAT&T$28,539,861$919,051 ▲3.3%1,169,6660.1%Communication ServicesVGTVanguard Information Technology ETF$27,973,658$156,585 ▼-0.6%222,5960.1%ETFGLDSPDR Gold Shares$27,776,061$2,376,050 ▼-7.9%72,9340.1%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$26,863,026$432,426 ▼-1.6%276,2550.1%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$26,760,578$282,445 ▼-1.0%266,1420.1%ETFIJHiShares Core S&P Mid-Cap ETF$25,963,076$8,836,464 ▲51.6%360,8490.1%ETFTXNTexas Instruments$24,937,313$946,987 ▲3.9%89,0330.1%TechnologyIAUiShares Gold Trust$24,893,594$8,606,698 ▲52.8%318,7400.1%ETFPMPhilip Morris International$24,795,604$4,852,567 ▲24.3%129,9420.1%Consumer StaplesJSCPJPMorgan Short Duration Core Plus ETF$24,790,453$5,859,189 ▼-19.1%539,1570.1%ETFIEFAiShares Core MSCI EAFE ETF$24,415,732$2,913,573 ▲13.6%252,0200.1%ETFAMGNAmgen$24,349,435$572,834 ▲2.4%57,7670.1%HealthcareVEAVanguard FTSE Developed Markets ETF$23,485,656$1,626,430 ▲7.4%332,6110.1%ETFHDViShares Core High Dividend ETF$23,394,709$492,739 ▲2.2%836,7210.1%ETFIBMInternational Business Machines$23,325,415$1,200,382 ▲5.4%106,0580.1%TechnologyAMATApplied Materials$22,837,118$2,856,557 ▲14.3%44,6580.1%TechnologyTSMTaiwan Semiconductor Manufacturing$22,646,119$417,413 ▼-1.8%49,6420.1%TechnologyVONGVanguard Russell 1000 Growth ETF$22,277,571$408,966 ▲1.9%172,7880.1%ETFACNAccenture$21,942,579$521,870 ▲2.4%119,6630.1%TechnologyIWBiShares Russell 1000 ETF$21,934,994$3,921,600 ▲21.8%52,7120.1%ETFShowing largest 100 holdings. 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