Institutional Fund
Hb Wealth Management, LLC
Atlanta, GACIK 19112535 filings on record
Portfolio Value
$15.41B
Q1 2026
Holdings
1,526
Reported positions
New Buys
215
Opened this quarter
QoQ Change
+0.0%
from $15.41B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds17.3%
- Vanguard Specialized Funds8.0%
- J P Morgan Exchange Traded F4.4%
- American Centy ETF Tr4.1%
- Vanguard Star Fds4.0%
- J P Morgan Exchange Traded F3.1%
- Other59.1%
Portfolio Holdings
1,526 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 8.73M | $2.66B | 17.3% | +78.2K | Added |
| 2 | Vanguard Specialized Funds | 5.76M | $1.23B | 8.0% | +57.7K | Added |
| 3 | J P Morgan Exchange Traded F | 14.42M | $676.22M | 4.4% | +2.04M | Added |
| 4 | American Centy ETF Tr | 5.74M | $638.69M | 4.1% | +495.9K | Added |
| 5 | Vanguard Star Fds | 8.06M | $618.26M | 4.0% | +454.2K | Added |
| 6 | J P Morgan Exchange Traded F | 9.55M | $480.90M | 3.1% | +107.8K | Added |
| 7 | Apple Inc | 1.59M | $403.23M | 2.6% | +48.5K | Added |
| 8 | Spdr S&P 500 ETF Tr | 456.6K | $296.92M | 1.9% | −4.9K | Reduced |
| 9 | Ishares Tr | 2.24M | $252.99M | 1.6% | −135.4K | Reduced |
| 10 | Spdr Series Trust | 2.77M | $251.31M | 1.6% | −2.01M | Reduced |
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