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 (2026-03-31)

Hubbell Strickland Wealth Management, LLC (CIK 1791555) reported $250.9M across 83 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VIG ($73.7M, 29.36%), IVV ($26.6M, 10.59%), IJH ($16.2M, 6.47%), SDY ($15.5M, 6.17%), VUG ($11.8M, 4.71%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VIGVANGUARD SPECIALIZED FUNDS$73.7M29.36%342,517Trimmed
2IVVISHARES TR$26.6M10.59%40,678Added
3IJHISHARES TR$16.2M6.47%240,422Added
4SDYSPDR SERIES TRUST$15.5M6.17%106,049Added
5VUGVANGUARD INDEX FDS$11.8M4.71%27,072Added
6PHYSSPROTT ASSET MANAGEMENT LP$8.9M3.54%250,717Trimmed
7DGROISHARES TR$7.9M3.15%112,608Added
8IEFAISHARES TR$7.5M2.99%82,761Added
9IXUSISHARES TR$6.6M2.63%76,115Added
10ONEQFIDELITY COMWLTH TR$5.2M2.08%61,341Added
11VTVVANGUARD INDEX FDS$4.3M1.71%21,815Added
12MSFTMICROSOFT CORP$4.3M1.70%11,556Trimmed
13SGOVISHARES TR$4.1M1.65%41,225Trimmed
14IJRISHARES TR$4.0M1.59%32,096Added
15XOMEXXON MOBIL CORP$3.8M1.53%22,573Added
16VOOVANGUARD INDEX FDS$2.9M1.14%4,786Trimmed
17EFAISHARES TR$2.6M1.03%26,620Added
18VIGIVANGUARD WHITEHALL FDS$2.4M0.96%27,227Added
19VTIVANGUARD INDEX FDS$2.1M0.85%6,628Added
20CVXCHEVRON CORPORATION$2.1M0.83%10,104Trimmed
21MCDMCDONALDS CORP$1.8M0.73%5,877Trimmed
22IUSGISHARES TR$1.6M0.62%10,102Trimmed
23AAPLAPPLE INC$1.5M0.59%5,839Trimmed
24JNJJOHNSON & JOHNSON$1.4M0.57%5,894Added
25NVDANVIDIA CORPORATION$1.4M0.57%8,195Trimmed

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