HB Wealth Management, LLC 13F Holdings
CIK 0001911253 · Atlanta, GA
As of Sep 30, 2025, HB Wealth Management, LLC reported 1,341 positions worth
CIK 0001911253 · Atlanta, GA
As of Sep 30, 2025, HB Wealth Management, LLC reported 1,341 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 8,551,906 | $2.7B | 20.08% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 5,511,314 | .2B | 8.82% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 7,209,032 | $526.7M | 3.94% |
| AVANTIS US EQUITY ETF | AVUS | — | 4,762,043 | $517.6M | 3.88% |
| JPMORGAN CORE PLUS BOND ETF | JCPB | — | 10,425,820 | $495.7M | 3.71% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 4,769,364 | $479.8M | 3.59% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 9,302,563 | $469.5M | 3.52% |
| APPLE INC | AAPL | Technology | 1,522,715 | $387.7M | 2.90% |
| SPDR S&P 500 ETF TRUST | SPY | — | 454,908 | $303.1M | 2.27% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 2,409,948 | $290.9M | 2.18% |
| HOME DEPOT INC | HD | Consumer Cyclical | 686,049 | $278.0M | 2.08% |
| MICROSOFT CORP | MSFT | Technology | 512,306 | $265.3M | 1.99% |
| NVIDIA CORP | NVDA | Technology | 950,465 | 77.3M | 1.33% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 6,694,089 | 72.1M | 1.29% |
| GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF | GSLC | — | 1,148,037 | 49.6M | 1.12% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 1,020,342 | 48.6M | 1.11% |
| ISHARES CORE S&P 500 ETF | IVV | — | 207,034 | 38.6M | 1.04% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 1,684,856 | 32.9M | 1.00% |
| AMAZON.COM INC | AMZN | Equity | 598,705 | 31.5M | 0.98% |
| PRICE T ROWE GROUP INC | TROW | Financial Services | 1,157,081 | 18.8M | 0.89% |
| VANGUARD 500 INDEX FUND | VOO | — | 190,292 | 16.5M | 0.87% |
| GOLDMAN SACHS ACTIVEBETA(R) INTERNATIONAL EQUITY ETF | GSIE | — | 2,681,342 | 10.2M | 0.83% |
| ALPHABET INC | GOOGL | Equity | 419,167 | 01.9M | 0.76% |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | JMST | — | 1,733,119 | $88.5M | 0.66% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 165,884 | $83.4M | 0.62% |