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Hobbs Wealth Management

Latest statistics and disclosures from Hobbs Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYM, DYNF, IVE, IVW, XLG, and represent 54.29% of Hobbs Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IVE, AVEM, SPMO, DYNF, SHLD, VTI, IUSB, XTEN, SPYM, XLG.
Started 1 new stock position in VTI.
Reduced shares in these 10 stocks: QUAL (-$6.4M), NVDA, MSFT, LLY, AAPL, AMZN, EFG, AVGO, GOOGL, .
Sold out of its positions in ABBV, AMD, GOOG, GOOGL, AMZN, ADI, AAPL, BAC, BRK.B, AVGO.
Hobbs Wealth Management was a net seller of stock by $-18M.
Hobbs Wealth Management has $103M in assets under management (AUM), dropping by -13.86%.
Central Index Key (CIK): 0002019202

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Portfolio Holdings for Hobbs Wealth Management

Hobbs Wealth Management holds 21 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYM)	14.1	$15M		181k	80.22	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	10.8	$11M	+6%	183k	60.81	View chart
Ishares Tr S&p 500 Val Etf (IVE)	10.7	$11M	+42%	52k	212.07	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	9.6	$9.9M		80k	123.26	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	9.1	$9.3M		157k	59.28	View chart
Ishares Tr Eafe Value Etf (EFV)	7.8	$8.0M	-3%	113k	71.41	View chart
Ishares Core Msci Emkt (IEMG)	6.9	$7.1M		106k	67.22	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	5.2	$5.4M	-54%	27k	198.62	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	4.5	$4.7M	+53%	39k	119.32	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	4.5	$4.6M		121k	38.56	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	4.2	$4.4M		131k	33.30	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.8	$3.9M	+106%	50k	77.02	View chart
Global X Fds Defense Tech Etf (SHLD)	2.6	$2.6M	+11%	41k	64.79	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	1.4	$1.4M	+10%	30k	46.22	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.3	$1.4M	+11%	29k	46.54	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.1	$1.1M	+5%	47k	23.37	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.7	$694k	+9%	8.1k	85.37	View chart
Ishares Tr Mbs Etf (MBB)	0.6	$617k	+7%	6.5k	95.22	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.6	$575k	+14%	12k	50.01	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$339k	+2%	6.4k	52.77	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$228k	NEW	681.00	335.27	View chart

Past Filings by Hobbs Wealth Management

SEC 13F filings are viewable for Hobbs Wealth Management going back to 2025

Hobbs Wealth Management 2025 Q4 filed Jan. 29, 2026
Hobbs Wealth Management 2025 Q3 filed Nov. 5, 2025
Hobbs Wealth Management 2025 Q2 filed Aug. 13, 2025
Hobbs Wealth Management 2025 Q1 restated filed April 25, 2025
Hobbs Wealth Management 2025 Q1 filed April 24, 2025

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