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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, IVW, IVE, CORO, and represent 62.83% of Hobbs Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SPYM (+$14M), IUSB, SHLD, IALT, ACWX, GGOV, IVW, SCHZ, CORO, GOVT.
Started 2 new stock positions in GGOV, IALT.
Reduced shares in these 10 stocks: QUAL (-$5.3M), EFV, THRO, AVEM, SPMO, IAGG, IVE, BAI, XTEN, BINC.
Sold out of its positions in BINC, IAGG.
Hobbs Wealth Management was a net buyer of stock by $1.4M.
Hobbs Wealth Management has $118M in assets under management (AUM), dropping by 17.09%.
Central Index Key (CIK): 0002019202

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Portfolio Holdings for Hobbs Wealth Management

Hobbs Wealth Management holds 23 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str P500etf (SPYM)	26.3	$31M	+76%	354k	87.88	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	10.5	$12M		183k	68.01	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	9.6	$11M	+3%	82k	137.53	View chart
Ishares Tr S&p 500 Val Etf (IVE)	9.5	$11M	-4%	50k	227.06	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	7.0	$8.3M		225k	36.60	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	6.4	$7.6M	+7%	100k	76.11	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	5.5	$6.5M	-7%	123k	52.72	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	4.3	$5.1M	-19%	32k	161.54	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	3.5	$4.2M		83k	50.37	View chart
Global X Fds Defense Tech Etf (SHLD)	3.3	$3.9M	+37%	65k	59.71	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.0	$3.5M	-28%	36k	96.49	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	2.9	$3.5M	-34%	80k	43.11	View chart
Ishares Tr Core Univrsl Usd (IUSB)	2.3	$2.8M	+67%	60k	46.15	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.2	$1.4M	+9%	59k	23.13	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	1.0	$1.2M	-26%	26k	45.58	View chart
Ishares Tr Mbs Etf (MBB)	0.7	$827k	+12%	8.7k	94.52	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.7	$822k	+13%	36k	22.78	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.7	$812k	NEW	29k	28.05	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.4	$507k	NEW	10k	50.29	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$402k	-91%	5.3k	76.55	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$373k	-93%	1.7k	219.43	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$370k	+7%	4.7k	79.42	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$313k	-7%	3.8k	82.84	View chart

Past Filings by Hobbs Wealth Management

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

Hobbs Wealth Management 2026 Q2 filed Aug. 6, 2026
Hobbs Wealth Management 2026 Q1 filed April 28, 2026
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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