Terminal · Institutions

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

Hubbell Strickland Wealth Management, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Hubbell Strickland Wealth Management, LLC (CIK 1791555) reported $277.1M across 87 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VIG ($80.2M, 28.94%), IVV ($30.4M, 10.95%), IJH ($19.0M, 6.85%), SDY ($16.1M, 5.80%), VUG ($14.5M, 5.22%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VIGVANGUARD SPECIALIZED FUNDS$80.2M28.94%338,905Trimmed
2IVVISHARES TR$30.4M10.95%40,531Trimmed
3IJHISHARES TR$19.0M6.85%246,040Added
4SDYSPDR SERIES TRUST$16.1M5.80%105,649Trimmed
5VUGVANGUARD INDEX FDS$14.5M5.22%168,070Added
6DGROISHARES TR$9.2M3.32%121,244Added
7IEFAISHARES TR$8.5M3.07%88,130Added
8IXUSISHARES TR$7.9M2.85%82,722Added
9PHYSSPROTT ASSET MANAGEMENT LP$7.6M2.75%252,812Added
10ONEQFIDELITY COMWLTH TR$6.4M2.30%61,622Added
11IJRISHARES TR$4.9M1.78%33,251Added
12VTVVANGUARD INDEX FDS$4.8M1.72%21,890Added
13MSFTMICROSOFT CORP$4.3M1.55%11,516Trimmed
14SGOVISHARES TR$4.0M1.43%39,486Trimmed
15VOOVANGUARD INDEX FDS$3.3M1.18%4,777Trimmed
16XOMEXXON MOBIL CORP$3.1M1.12%22,783Added
17EFAISHARES TR$2.8M1.03%27,376Added
18VIGIVANGUARD WHITEHALL FDS$2.6M0.93%27,524Added
19VTIVANGUARD INDEX FDS$2.5M0.90%6,773Added
20IUSGISHARES TR$1.9M0.69%10,171Added
21VWOVANGUARD INTL EQUITY INDEX F$1.8M0.64%29,878Added
22AAPLAPPLE INC$1.7M0.61%5,838Trimmed
23CVXCHEVRON CORPORATION$1.7M0.61%10,159Added
24NVDANVIDIA CORPORATION$1.6M0.59%8,193Trimmed
25MCDMCDONALDS CORP$1.6M0.57%5,878Added

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