Hobbs Wealth Management, LLC 13F Holdings
CIK 0002019202 · ZIONSVILLE, IN
As of Sep 30, 2025, Hobbs Wealth Management, LLC reported 57 positions worth
CIK 0002019202 · ZIONSVILLE, IN
As of Sep 30, 2025, Hobbs Wealth Management, LLC reported 57 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 179,330 | 4.0M | 11.78% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 59,378 | 1.5M | 9.69% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 171,460 | 0.2M | 8.51% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 80,874 | $9.8M | 8.19% |
| INVESCO S&P 500 TOP 50 ETF | XLG | — | 155,319 | $8.9M | 7.49% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 116,651 | $7.9M | 6.64% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 36,322 | $7.5M | 6.29% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 107,118 | $7.1M | 5.92% |
| ISHARES US THEMATIC ROTATION ACTIVE ETF | THRO | — | 120,154 | $4.5M | 3.81% |
| ISHARES AI INNOVATION AND TECH ACTIVE ETF | BAI | — | 128,861 | $4.4M | 3.69% |
| INVESCO S&P 500 MOMENTUM ETF | SPMO | — | 25,352 | $3.1M | 2.57% |
| GLOBAL X DEFENSE TECH ETF | SHLD | — | 36,261 | $2.5M | 2.14% |
| NVIDIA CORP | NVDA | Technology | 12,071 | $2.3M | 1.89% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 24,269 | .8M | 1.53% |
| MICROSOFT CORP | MSFT | Technology | 3,433 | .8M | 1.49% |
| ELI LILLY & CO | LLY | Healthcare | 2,039 | .6M | 1.30% |
| APPLE INC | AAPL | Technology | 5,797 | .5M | 1.24% |
| BONDBLOXX ETF TRUST | XTEN | — | 27,479 | .3M | 1.07% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 26,094 | .2M | 1.02% |
| SCHWAB US AGGREGATE BOND ETF | SCHZ | Equity | 44,619 | .0M | 0.88% |
| AMAZON.COM INC | AMZN | Equity | 4,629 | .0M | 0.85% |
| ISHARES MSCI EAFE GROWTH ETF | EFG | — | 8,857 | .0M | 0.85% |
| BROADCOM INC | AVGO | Technology | 2,755 | $908.9K | 0.76% |
| ALPHABET INC | GOOGL | Equity | 3,254 | $791.0K | 0.66% |
| META PLATFORMS INC | META | Communication Services | 948 | $696.2K | 0.58% |