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.
Hobbs Wealth Management, LLC (CIK 2019202) reported $101.1M across 23 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($15.3M, 15.18%), IVE ($11.0M, 10.85%), DYNF ($10.7M, 10.64%), IVW ($9.0M, 8.89%), CORO ($7.2M, 7.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $15.3M | 15.18% | 200,472 | Added |
| 2 | IVE | ISHARES TR | $11.0M | 10.85% | 51,943 | Added |
| 3 | DYNF | BLACKROCK ETF TRUST | $10.7M | 10.64% | 184,735 | Added |
| 4 | IVW | ISHARES TR | $9.0M | 8.89% | 79,408 | Trimmed |
| 5 | CORO | BLACKROCK ETF TRUST | $7.2M | 7.08% | 222,431 | New |
| 6 | ACWX | ISHARES TR | $6.4M | 6.32% | 93,343 | New |
| 7 | QUAL | ISHARES TR | $4.9M | 4.88% | 25,688 | Trimmed |
| 8 | EFV | ISHARES TR | $4.7M | 4.70% | 63,884 | Trimmed |
| 9 | THRO | BLACKROCK ETF TRUST | $4.4M | 4.40% | 122,750 | Added |
| 10 | SPMO | INVESCO EXCH TRADED FD TR II | $4.4M | 4.38% | 39,493 | Added |
| 11 | BAI | BLACKROCK ETF TRUST | $4.4M | 4.34% | 132,956 | Added |
| 12 | AVEM | AMERICAN CENTY ETF TR | $4.1M | 4.05% | 50,738 | Added |
| 13 | BLCR | BLACKROCK ETF TRUST | $3.4M | 3.33% | 81,840 | New |
| 14 | SHLD | GLOBAL X FDS | $3.3M | 3.31% | 47,273 | Added |
| 15 | IUSB | ISHARES TR | $1.7M | 1.63% | 35,764 | Added |
| 16 | XTEN | BONDBLOXX ETF TRUST | $1.6M | 1.60% | 35,313 | Added |
| 17 | SCHZ | SCHWAB STRATEGIC TR | $1.3M | 1.24% | 54,073 | Added |
| 18 | IAGG | ISHARES TR | $777,672 | 0.77% | 15,541 | Added |
| 19 | MBB | ISHARES TR | $737,477 | 0.73% | 7,767 | Added |
| 20 | GOVT | ISHARES TR | $728,332 | 0.72% | 31,791 | New |
| 21 | GLDM | WORLD GOLD TR | $402,645 | 0.40% | 4,344 | Trimmed |
| 22 | BINC | BLACKROCK ETF TRUST II | $281,720 | 0.28% | 5,425 | Trimmed |
| 23 | IEMG | ISHARES INC | $284,720 | 0.28% | 4,082 | Trimmed |
| 24 | XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | Exited |
| 25 | VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31