Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Hobart Private Capital, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Hobart Private Capital, LLC (CIK 1767062) reported $508.8M across 132 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: RDVY ($35.3M, 6.93%), SPY ($32.8M, 6.44%), BND ($20.9M, 4.10%), SPYV ($17.5M, 3.44%), FVD ($16.7M, 3.29%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1RDVYFIRST TR EXCHANGE TRADED FD$35.3M6.93%516,607Added
2SPYSTATE STR SPDR S&P 500 ETF T$32.8M6.44%50,375Added
3BNDVANGUARD BD INDEX FDS$20.9M4.10%283,189Trimmed
4SPYVSPDR SERIES TRUST$17.5M3.44%309,686Trimmed
5FVDFIRST TR EXCHANGE-TRADED FD$16.7M3.29%356,142Added
6SPYGSPDR SERIES TRUST$14.8M2.91%151,030Added
7BUFRFIRST TR EXCHNG TRADED FD VI$14.4M2.83%425,894Trimmed
8FTLSFIRST TR EXCH TRADED FD III$14.3M2.82%203,832Trimmed
9VCSHVANGUARD SCOTTSDALE FDS$13.9M2.73%175,282Added
10FTGSFIRST TR EXCHANGE-TRADED FD$13.7M2.70%403,589Trimmed
11SPEMSPDR INDEX SHS FDS$13.4M2.64%286,067Trimmed
12FDLFIRST TR EXCHANGE-TRADED FD$12.9M2.53%253,181Trimmed
13VGTVANGUARD WORLD FD$12.1M2.39%17,403Trimmed
14SPTISPDR SERIES TRUST$12.0M2.36%418,366Added
15QEFASPDR INDEX SHS FDS$12.0M2.35%128,356Trimmed
16XSDSPDR SERIES TRUST$10.9M2.14%33,438Trimmed
17VCRVANGUARD WORLD FD$10.4M2.04%28,924Trimmed
18XLVSELECT SECTOR SPDR TR$9.8M1.93%66,868Added
19SDVYFIRST TR EXCHANGE TRADED FD$9.6M1.89%244,264Added
20LQIGSPDR SERIES TRUST$8.9M1.75%94,058Added
21AIRRFIRST TR EXCHANGE TRADED FD$8.6M1.70%77,901Added
22SPTLSPDR SERIES TRUST$7.9M1.55%300,463Trimmed
23VEAVANGUARD TAX-MANAGED FDS$7.7M1.51%120,254Added
24NVDANVIDIA CORPORATION$7.2M1.41%41,033Added
25VFQYVANGUARD WELLINGTON FD$7.1M1.39%47,470Trimmed

Source: SEC Form 13F filings · as of 2026-03-31