Hobbs Wealth Management

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

  • Top 5 stock holdings are SPYM, IVE, DYNF, IVW, CORO, and represent 52.64% of Hobbs Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: CORO (+$7.2M), ACWX (+$6.4M), BLCR, SPYM, GOVT, SHLD, IUSB, XTEN, IAGG, SCHZ.
  • Started 4 new stock positions in ACWX, CORO, BLCR, GOVT.
  • Reduced shares in these 8 stocks: XLG (-$9.3M), IEMG (-$7.1M), EFV, GLDM, QUAL, VTI, IVW, BINC.
  • Sold out of its positions in XLG, VTI.
  • Hobbs Wealth Management was a net buyer of stock by $85k.
  • Hobbs Wealth Management has $101M in assets under management (AUM), dropping by -1.62%.
  • 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 March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust State Street Spd (SPYM) 15.2 $15M +10% 201k 76.54
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Ishares Tr S&p 500 Val Etf (IVE) 10.9 $11M 52k 211.15
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Blackrock Etf Trust Ishares Us Equit (DYNF) 10.6 $11M 185k 58.18
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Ishares Tr S&p 500 Grwt Etf (IVW) 8.9 $9.0M 79k 113.11
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Blackrock Etf Trust Ishares Intl Ctr (CORO) 7.1 $7.2M NEW 222k 32.15
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Ishares Tr Msci Acwi Ex Us (ACWX) 6.3 $6.4M NEW 93k 68.47
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Ishares Tr Msci Usa Qlt Fct (QUAL) 4.9 $4.9M -4% 26k 191.81
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Ishares Tr Eafe Value Etf (EFV) 4.7 $4.7M -43% 64k 74.35
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Blackrock Etf Trust Ishares Us Thema (THRO) 4.4 $4.4M 123k 36.22
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Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 4.4 $4.4M 40k 112.11
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Blackrock Etf Trust Ishares A I Inno (BAI) 4.3 $4.4M 133k 32.95
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American Centy Etf Tr Avantis Emgmkt (AVEM) 4.0 $4.1M 51k 80.58
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Blackrock Etf Trust Ishares Large Ca (BLCR) 3.3 $3.4M NEW 82k 41.06
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Global X Fds Defense Tech Etf (SHLD) 3.3 $3.3M +16% 47k 70.84
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Ishares Tr Core Univrsl Usd (IUSB) 1.6 $1.7M +23% 36k 46.19
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Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 1.6 $1.6M +16% 35k 45.86
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Schwab Strategic Tr Us Aggregate B (SCHZ) 1.2 $1.3M +15% 54k 23.22
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Ishares Tr Core Intl Aggr (IAGG) 0.8 $778k +35% 16k 50.04
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Ishares Tr Mbs Etf (MBB) 0.7 $738k +19% 7.8k 94.95
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Ishares Tr Us Treas Bd Etf (GOVT) 0.7 $728k NEW 32k 22.91
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World Gold Tr Spdr Gld Minis (GLDM) 0.4 $403k -46% 4.3k 92.69
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Ishares Core Msci Emkt (IEMG) 0.3 $285k -96% 4.1k 69.75
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Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.3 $282k -15% 5.4k 51.93
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Past Filings by Hobbs Wealth Management

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