Institutional Fund
Hubbell Strickland Wealth Management, LLC
New Orleans, LACIK 17915555 filings on record
Portfolio Value
$250.91M
Q1 2026
Holdings
83
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+0.9%
from $248.55M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Specialized Funds29.4%
- Ishares Tr10.6%
- Ishares Tr6.5%
- Spdr Series Trust6.2%
- Vanguard Index Fds4.7%
- Sprott Physical Gold Etv3.5%
- Other39.2%
Portfolio Holdings
83 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Specialized Funds | 342.5K | $73.66M | 29.4% | −1.7K | Reduced |
| 2 | Ishares Tr | 40.7K | $26.57M | 10.6% | +1.0K | Added |
| 3 | Ishares Tr | 240.4K | $16.24M | 6.5% | +3.0K | Added |
| 4 | Spdr Series Trust | 106.0K | $15.48M | 6.2% | +1.6K | Added |
| 5 | Vanguard Index Fds | 27.1K | $11.82M | 4.7% | +186 | Added |
| 6 | Sprott Physical Gold Etv | 250.7K | $8.89M | 3.5% | −4.0K | Reduced |
| 7 | Ishares Tr | 112.6K | $7.90M | 3.1% | +7.2K | Added |
| 8 | Ishares Tr | 82.8K | $7.49M | 3.0% | +10.2K | Added |
| 9 | Ishares Tr | 76.1K | $6.59M | 2.6% | +5.1K | Added |
| 10 | Fidelity Comwlth Tr | 61.3K | $5.21M | 2.1% | +2.2K | Added |
73 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio