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Hubbell Strickland Wealth Management, LLC Top Holdings and 13F Report (2025)

About Hubbell Strickland Wealth Management, LLC

Investment Activity

  • Hubbell Strickland Wealth Management, LLC has $226.72 million in total holdings as of June 30, 2025.
  • Hubbell Strickland Wealth Management, LLC owns shares of 82 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
  • Approximately 1.68% of the portfolio was purchased this quarter.
  • About 1.32% of the portfolio was sold this quarter.
  • This quarter, Hubbell Strickland Wealth Management, LLC has purchased 78 new stocks and bought additional shares in 49 stocks.
  • Hubbell Strickland Wealth Management, LLC sold shares of 20 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

19260Q107 - Coinbase Global
$249,198 Holding
02079K305 - Alphabet
$222,694 Holding
464287101 - iShares S&P 100 ETF
$222,295 Holding
808524102 - Schwab US Broad Market ETF
$221,459 Holding

Largest Purchases this Quarter

iShares Core Dividend Growth ETF
8,542 shares (about $546.17K)
iShares Core MSCI EAFE ETF
5,285 shares (about $441.19K)
iShares Core S&P 500 ETF
609 shares (about $378.13K)
Coinbase Global
711 shares (about $249.20K)

Largest Sales this Quarter

McDonald's
2,192 shares (about $640.44K)
Vanguard Dividend Appreciation ETF
2,484 shares (about $508.40K)
SPDR S&P Dividend ETF
2,968 shares (about $402.85K)
iShares 0-3 Month Treasury Bond ETF
3,510 shares (about $353.42K)
iShares Core S&P Small-Cap ETF
3,079 shares (about $336.50K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofHubbell Strickland Wealth Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$71,216,855$508,401 -0.7%347,95931.4%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$23,388,637$378,127 1.6%37,66910.3%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$14,641,066$402,847 -2.7%107,8696.5%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$14,531,924$272,516 -1.8%234,3106.4%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$11,855,089$93,378 -0.8%27,0425.2%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$6,634,899$546,173 9.0%103,7682.9%ETF
SPROTT PHYSICAL GOLD TR
$6,590,450$149,236 -2.2%259,9782.9%UNIT
Microsoft Corporation stock logo
MSFT
Microsoft
$6,418,956$13,927 -0.2%12,9052.8%Computer and Technology
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$5,487,092$441,195 8.7%65,7292.4%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$5,091,164$346,580 7.3%65,8542.2%Manufacturing
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$3,971,099$353,421 -8.2%39,4391.8%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$3,744,951$6,363 0.2%21,1891.7%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$3,400,892$336,504 -9.0%31,1181.5%ETF
Fidelity NASDAQ Composite Index ETF stock logo
ONEQ
Fidelity NASDAQ Composite Index ETF
$3,164,269$141,857 4.7%39,5041.4%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,881,447$63,048 2.2%5,0731.3%ETF
Vanguard International Dividend Appreciation ETF stock logo
VIGI
Vanguard International Dividend Appreciation ETF
$2,534,191$110,938 4.6%28,1201.1%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$2,420,977$4,851 0.2%22,4581.1%Energy
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,792,531$35,041 2.0%20,0530.8%Finance
McDonald's Corporation stock logo
MCD
McDonald's
$1,737,256$640,441 -26.9%5,9460.8%Retail/Wholesale
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,729,779$61,398 3.7%5,6910.8%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$1,528,283$3,911 -0.3%10,1610.7%Manufacturing
Apple Inc. stock logo
AAPL
Apple
$1,477,983$5,334 0.4%7,2040.7%Computer and Technology
Chevron Corporation stock logo
CVX
Chevron
$1,443,469$9,737 0.7%10,0810.6%Energy
FIDELITY WISE ORIGIN BITCOIN
$1,396,408$83,651 6.4%14,8570.6%SHS
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,390,516$44,699 3.3%2,8620.6%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,329,703$18,486 1.4%8,4160.6%Computer and Technology
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$1,227,510$73,129 -5.6%9,5510.5%ETF
Walmart Inc. stock logo
WMT
Walmart
$894,377$104,916 13.3%9,1470.4%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$892,358$68,890 8.4%5,8420.4%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$890,137$8,725 -1.0%4,7950.4%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$881,234$1,224 0.1%6,4790.4%Medical
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$864,367$425 0.0%2,0360.4%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$860,385$760 0.1%3,3980.4%ETF
iShares International Select Dividend ETF stock logo
IDV
iShares International Select Dividend ETF
$801,531$18,877 -2.3%23,2260.4%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$759,335$2,428 0.3%10,9450.3%Computer and Technology
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$758,783$22,472 -2.9%8,3400.3%ETF
Fidelity High Dividend ETF stock logo
FDVV
Fidelity High Dividend ETF
$718,685$4,318 -0.6%13,8160.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$645,797$1,236 0.2%1,0450.3%Finance
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$631,816$1,600 0.3%4,7390.3%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$554,027$956 0.2%3,4770.2%Consumer Staples
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$532,051$32,631 -5.8%5,3480.2%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$531,8740.0%1,8040.2%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$495,095$5,134 1.0%1,3500.2%Retail/Wholesale
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$476,168$11,646 2.5%7,9320.2%ETF
iShares Core 60/40 Balanced Allocation ETF stock logo
AOR
iShares Core 60/40 Balanced Allocation ETF
$462,357$7,019 1.5%7,5090.2%ETF
Aflac Incorporated stock logo
AFL
Aflac
$438,852$211 0.0%4,1610.2%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$437,766$48,172 12.4%7,6790.2%ETF
iShares Expanded Tech Sector ETF stock logo
IGM
iShares Expanded Tech Sector ETF
$436,573$225 0.1%3,8860.2%ETF
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$434,5330.0%1,1870.2%ETF
PALANTIR TECHNOLOGIES INC
$393,965$7,498 -1.9%2,8900.2%CL A
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$391,944$2,572 0.7%7,9240.2%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$390,182$11,022 2.9%8850.2%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$386,785$15,357 4.1%1,7630.2%Retail/Wholesale
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$381,834$440 0.1%3,4680.2%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$354,260$5,970 1.7%6,2310.2%ETF
iShares GSCI Commodity Dynamic Roll Strategy ETF stock logo
COMT
iShares GSCI Commodity Dynamic Roll Strategy ETF
$353,4770.0%13,6740.2%Manufacturing
Philip Morris International Inc. stock logo
PM
Philip Morris International
$350,811$2,004 0.6%1,9260.2%Consumer Staples
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$343,288$1,160 0.3%1,1840.2%Finance
iShares Dow Jones U.S. ETF stock logo
IYY
iShares Dow Jones U.S. ETF
$342,489$302 0.1%2,2700.2%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$321,590$24,111 8.1%4,6550.1%ETF
Sysco Corporation stock logo
SYY
Sysco
$309,302$12,496 -3.9%4,0840.1%Consumer Staples
Red River Bancshares, Inc. stock logo
RRBI
Red River Bancshares
$300,7790.0%5,1240.1%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$299,619$5,150 1.7%2,2690.1%Consumer Staples
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$253,072$2,363 -0.9%1,3920.1%ETF
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$249,198$249,198 New Holding7110.1%Finance
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$248,684$30,491 14.0%8890.1%ETF
TMC the metals company Inc. stock logo
TMC
TMC the metals
$248,5310.0%37,6560.1%Basic Materials
Vanguard Mega Cap ETF stock logo
MGC
Vanguard Mega Cap ETF
$248,4910.0%1,1050.1%ETF
WisdomTree International LargeCap Dividend Fund stock logo
DOL
WisdomTree International LargeCap Dividend Fund
$238,280$3,932 1.7%4,0000.1%Finance
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$237,008$21,686 -8.4%4,7870.1%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$235,498$3,015 1.3%2,8120.1%Manufacturing
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$235,489$8,231 3.6%2,4890.1%Manufacturing
Cambria Shareholder Yield ETF stock logo
SYLD
Cambria Shareholder Yield ETF
$235,111$2,732 1.2%3,6150.1%ETF
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$225,886$19,543 9.5%2,4850.1%Consumer Staples
Alphabet Inc. stock logo
GOOGL
Alphabet
$222,694$222,694 New Holding1,2640.1%Computer and Technology
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$222,295$222,295 New Holding7300.1%ETF
3M Company stock logo
MMM
3M
$222,1840.0%1,4590.1%Multi-Sector Conglomerates
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$221,459$221,459 New Holding9,2930.1%ETF
JPMorgan Ultra-Short Municipal ETF stock logo
JMST
JPMorgan Ultra-Short Municipal ETF
$211,4710.0%4,1530.1%ETF
Innovator U.S. Equity Power Buffer ETF - December stock logo
PDEC
Innovator U.S. Equity Power Buffer ETF - December
$209,292$209,292 New Holding5,2310.1%ETF
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$208,566$1,274 0.6%1,3100.1%Computer and Technology
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$203,788$1,860 0.9%1,5340.1%ETF
Carmell Co. stock logo
CTCX
Carmell
$0$11,266 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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