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 (2026-06-30)

Hobart Private Capital, LLC (CIK 1767062) reported $582.9M across 137 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($55.3M, 9.50%), RDVY ($34.7M, 5.96%), BND ($25.7M, 4.42%), SPYG ($18.4M, 3.15%), FTLS ($16.1M, 2.76%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSTATE STR SPDR S&P 500 ETF T$55.3M9.50%74,119Added
2RDVYFIRST TR EXCHANGE TRADED FD$34.7M5.96%428,601Trimmed
3BNDVANGUARD BD INDEX FDS$25.7M4.42%350,744Added
4SPYGSPDR SERIES TRUST$18.4M3.15%154,249Added
5FTLSFIRST TR EXCH TRADED FD III$16.1M2.76%217,929Added
6FTGSFIRST TR EXCHANGE-TRADED FD$15.8M2.70%425,915Added
7BUFRFIRST TR EXCHNG TRADED FD VI$15.6M2.67%426,520Added
8VGTVANGUARD WORLD FD$15.4M2.65%129,044Added
9SPYVSPDR SERIES TRUST$15.1M2.59%247,956Trimmed
10VCSHVANGUARD SCOTTSDALE FDS$14.3M2.45%180,949Added
11FVDFIRST TR EXCHANGE-TRADED FD$13.4M2.30%278,240Trimmed
12FDLFIRST TR EXCHANGE-TRADED FD$12.7M2.18%261,661Added
13XSDSPDR SERIES TRUST$12.6M2.16%20,157Trimmed
14GRIDFIRST TR EXCHANGE-TRADED FD$12.5M2.15%65,232New
15SPTISPDR SERIES TRUST$12.0M2.07%424,172Added
16VCRVANGUARD WORLD FD$12.0M2.05%30,183Added
17XLVSELECT SECTOR SPDR TR$11.7M2.01%74,022Added
18SDVYFIRST TR EXCHANGE TRADED FD$10.9M1.87%252,038Added
19AIRRFIRST TR EXCHANGE TRADED FD$10.7M1.83%79,942Added
20SPEMSPDR INDEX SHS FDS$10.2M1.75%197,303Trimmed
21CIBRFIRST TR EXCHANGE-TRADED FD$9.6M1.64%106,622Added
22AIQGLOBAL X FDS$9.1M1.56%138,982Added
23SPBOSPDR SERIES TRUST$8.9M1.53%307,667New
24VEAVANGUARD TAX-MANAGED FDS$8.8M1.50%123,023Added
25VFMOVANGUARD WELLINGTON FD$8.1M1.38%32,338Added

Source: SEC Form 13F filings · as of 2026-06-30