Institutional Fund
Hobbs Wealth Management, LLC
Zionsville, INCIK 20192026 filings on record
Portfolio Value
$101.05M
Q1 2026
Holdings
23
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-1.6%
from $102.72M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust15.2%
- Ishares Tr10.9%
- Blackrock ETF Trust10.6%
- Ishares Tr8.9%
- Blackrock ETF Trust7.1%
- Ishares Tr6.3%
- Other41.0%
Portfolio Holdings
23 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 200.5K | $15.34M | 15.2% | +19.7K | Added |
| 2 | Ishares Tr | 51.9K | $10.97M | 10.9% | +248 | Added |
| 3 | Blackrock ETF Trust | 184.7K | $10.75M | 10.6% | +1.9K | Added |
| 4 | Ishares Tr | 79.4K | $8.98M | 8.9% | −560 | Reduced |
| 5 | Blackrock ETF Trust | 222.4K | $7.15M | 7.1% | +222.4K | New |
| 6 | Ishares Tr | 93.3K | $6.39M | 6.3% | +93.3K | New |
| 7 | Ishares Tr | 25.7K | $4.93M | 4.9% | −1.3K | Reduced |
| 8 | Ishares Tr | 63.9K | $4.75M | 4.7% | −48.8K | Reduced |
| 9 | Blackrock ETF Trust | 122.8K | $4.45M | 4.4% | +2.3K | Added |
| 10 | Invesco Exch Traded Fd Tr II | 39.5K | $4.43M | 4.4% | +511 | Added |
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