Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HB Wealth Management, LLC (CIK 1911253) reported $15.45B across 1,493 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($2.66B, 17.23%), VIG ($1.23B, 7.94%), JCPB ($676.2M, 4.38%), AVUS ($638.7M, 4.13%), VXUS ($618.3M, 4.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $2.66B | 17.23% | 8.7M | Added |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | $1.23B | 7.94% | 5.8M | Added |
| 3 | JCPB | J P MORGAN EXCHANGE TRADED F | $676.2M | 4.38% | 14.4M | Added |
| 4 | AVUS | AMERICAN CENTY ETF TR | $638.7M | 4.13% | 5.7M | Added |
| 5 | VXUS | VANGUARD STAR FDS | $618.3M | 4.00% | 8.1M | Added |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | $480.9M | 3.11% | 9.6M | Added |
| 7 | AAPL | APPLE INC | $408.9M | 2.65% | 1.6M | Added |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $304.9M | 1.97% | 468,856 | Trimmed |
| 9 | IVW | ISHARES TR | $253.0M | 1.64% | 2.2M | Trimmed |
| 10 | SPYG | SPDR SERIES TRUST | $251.3M | 1.63% | 2.8M | Trimmed |
| 11 | HD | HOME DEPOT INC | $223.5M | 1.45% | 679,680 | Trimmed |
| 12 | QLTY | GMO ETF TRUST | $213.6M | 1.38% | 5.9M | Added |
| 13 | MSFT | MICROSOFT CORP | $200.1M | 1.30% | 540,626 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $196.2M | 1.27% | 1.1M | Added |
| 15 | SCHB | SCHWAB STRATEGIC TR | $165.5M | 1.07% | 6.6M | Trimmed |
| 16 | GSLC | GOLDMAN SACHS ETF TR | $156.2M | 1.01% | 1.2M | Added |
| 17 | IVV | ISHARES TR | $146.6M | 0.95% | 224,445 | Added |
| 18 | ITOT | ISHARES TR | $142.8M | 0.92% | 1.0M | Trimmed |
| 19 | AVDE | AMERICAN CENTY ETF TR | $141.3M | 0.91% | 1.7M | Trimmed |
| 20 | AMZN | AMAZON COM INC | $134.7M | 0.87% | 646,705 | Added |
| 21 | GOOGL | ALPHABET INC | $130.9M | 0.85% | 455,267 | Added |
| 22 | JMST | J P MORGAN EXCHANGE TRADED F | $130.1M | 0.84% | 2.6M | Added |
| 23 | VOO | VANGUARD INDEX FDS | $117.7M | 0.76% | 196,976 | Added |
| 24 | GSIE | GOLDMAN SACHS ETF TR | $110.2M | 0.71% | 2.6M | Trimmed |
| 25 | GOOG | ALPHABET INC | $99.3M | 0.64% | 346,079 | Added |
Source: SEC Form 13F filings · as of 2026-03-31