Hubbell Strickland Wealth Management, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Hubbell Strickland Wealth Management, LLC 13F Holdings
CIK 0001791555 · NEW ORLEANS, LA
As of Sep 30, 2025, Hubbell Strickland Wealth Management, LLC reported
82 positions worth $243.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 346,590 | $74.8M | 30.77% |
| ISHARES CORE S&P 500 ETF | IVV | — | 38,878 | $26.0M | 10.70% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 235,051 |
|
5.3M6.31% |
| STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF | SDY | — | 105,388 |
4.8M | 6.07% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 26,970 |
2.9M | 5.32% |
| SPROTT PHYSICAL GOLD TRUST | PHYS | — | 258,311 | $7.7M | 3.15% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 103,935 | $7.1M | 2.91% |
| MICROSOFT CORP | MSFT | Technology | 12,728 | $6.6M | 2.71% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 67,962 | $5.9M | 2.45% |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | — | 67,776 | $5.6M | 2.30% |
| FIDELITY NASDAQ COMPOSITE INDEX ETF | ONEQ | — | 49,221 | $4.4M | 1.81% |
| VANGUARD VALUE INDEX FUND | VTV | — | 21,270 | $4.0M | 1.63% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 37,615 | $3.8M | 1.56% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 31,689 | $3.8M | 1.55% |
| VANGUARD 500 INDEX FUND | VOO | — | 5,094 | $3.1M | 1.28% |
| EXXON MOBIL CORP | XOM | Energy | 22,326 | $2.5M | 1.04% |
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND | VIGI | — | 27,067 | $2.4M | 1.00% |
| ISHARES MSCI EAFE ETF | EFA | — | 21,725 | $2.0M | 0.83% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 5,767 |
.9M | 0.78% |
| FIDELITY WISE ORIGIN BITCOIN FUND | FBTC | — | 18,809 |
.9M | 0.77% |
| APPLE INC | AAPL | Technology | 7,210 |
.8M | 0.76% |
| MCDONALDS CORP | MCD | Consumer Cyclical | 5,946 |
.8M | 0.74% |
| ISHARES CORE S&P US GROWTH ETF | IUSG | — | 10,133 |
.7M | 0.69% |
| CHEVRON CORP | CHV | Energy | 10,143 |
.6M | 0.65% |
| NVIDIA CORP | NVDA | Technology | 8,408 |
.6M | 0.65% |