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Hubbell Strickland Wealth Management

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

Top 5 stock holdings are VIG, IVV, IJH, SDY, VUG, and represent 59.18% of Hubbell Strickland Wealth Management's stock portfolio.
Added to shares of these 10 stocks: ONEQ, IVV, FBTC, INTC, TSLA, VBR, IEFA, IXUS, EFA, FDVV.
Started 3 new stock positions in INTC, VBR, TSLA.
Reduced shares in these 10 stocks: SDY, VIG, BNDX, CL, JMST, SGOV, IJK, VIGI, MSFT, COMT.
Sold out of its positions in CL, JMST, BNDX.
Hubbell Strickland Wealth Management was a net buyer of stock by $1.6M.
Hubbell Strickland Wealth Management has $243M in assets under management (AUM), dropping by 7.19%.
Central Index Key (CIK): 0001791555

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Portfolio Holdings for Hubbell Strickland Wealth Management

Hubbell Strickland Wealth Management holds 82 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Specialized Funds Div App Etf (VIG)	30.8	$75M		347k	215.76	View chart
Ishares Tr Core S&p500 Etf (IVV)	10.7	$26M	+3%	39k	668.93	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	6.3	$15M		235k	65.26	View chart
Spdr Series Trust S&p Divid Etf (SDY)	6.1	$15M	-2%	105k	140.05	View chart
Vanguard Index Fds Growth Etf (VUG)	5.3	$13M		27k	479.62	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	3.1	$7.7M		258k	29.62	View chart
Ishares Tr Core Div Grwth (DGRO)	2.9	$7.1M		104k	68.11	View chart
Microsoft Corporation (MSFT)	2.7	$6.6M		13k	517.95	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.4	$5.9M	+3%	68k	87.43	View chart
Ishares Tr Core Msci Total (IXUS)	2.3	$5.6M	+2%	68k	82.58	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	1.8	$4.4M	+24%	49k	89.13	View chart
Vanguard Index Fds Value Etf (VTV)	1.6	$4.0M		21k	186.49	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.6	$3.8M	-4%	38k	100.70	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.5	$3.8M		32k	118.83	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$3.1M		5.1k	612.40	View chart
Exxon Mobil Corporation (XOM)	1.0	$2.5M		22k	112.75	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.0	$2.4M	-3%	27k	89.57	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.8	$2.0M	+8%	22k	93.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$1.9M		5.8k	328.18	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.8	$1.9M	+26%	19k	99.81	View chart
Apple (AAPL)	0.8	$1.8M		7.2k	254.65	View chart
McDonald's Corporation (MCD)	0.7	$1.8M		5.9k	303.91	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.7	$1.7M		10k	164.54	View chart
Chevron Corporation (CVX)	0.6	$1.6M		10k	155.29	View chart
NVIDIA Corporation (NVDA)	0.6	$1.6M		8.4k	186.58	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$1.4M		2.9k	502.74	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.5	$1.3M		9.6k	137.79	View chart
Abbvie (ABBV)	0.5	$1.1M		4.8k	231.54	View chart
Johnson & Johnson (JNJ)	0.4	$1.1M		5.9k	185.41	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$957k		3.4k	281.83	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$954k		2.0k	468.42	View chart
Wal-Mart Stores (WMT)	0.4	$944k		9.2k	103.07	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.4	$875k	+13%	16k	55.71	View chart
Abbott Laboratories (ABT)	0.4	$866k		6.5k	133.93	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.3	$831k	-2%	23k	36.55	View chart
Cisco Systems (CSCO)	0.3	$751k		11k	68.42	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$701k		1.1k	666.14	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.3	$692k	-13%	7.2k	95.89	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$635k	-4%	4.5k	140.94	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$571k	-3%	5.2k	110.58	View chart
Home Depot (HD)	0.2	$547k		1.4k	405.29	View chart
Procter & Gamble Company (PG)	0.2	$535k		3.5k	153.67	View chart
Palantir Technologies Cl A (PLTR)	0.2	$527k		2.9k	182.42	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$524k		7.9k	65.92	View chart
International Business Machines (IBM)	0.2	$509k		1.8k	282.21	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$490k		3.9k	125.94	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$478k		1.2k	402.40	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$470k		7.8k	59.98	View chart
AFLAC Incorporated (AFL)	0.2	$465k		4.2k	111.70	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$460k	+7%	8.5k	54.18	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.2	$448k	-7%	7.0k	64.38	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$419k		3.5k	120.72	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$393k	-4%	847.00	463.80	View chart
Amazon (AMZN)	0.2	$387k		1.8k	219.57	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$381k	+11%	5.2k	73.46	View chart
JPMorgan Chase & Co. (JPM)	0.2	$374k		1.2k	315.33	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.2	$369k		2.3k	162.49	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$362k		6.3k	57.10	View chart
SYSCO Corporation (SYY)	0.1	$338k		4.1k	82.35	View chart
Red River Bancshares (RRBI)	0.1	$332k		5.1k	64.82	View chart
Pepsi (PEP)	0.1	$320k		2.3k	140.42	View chart
Philip Morris International (PM)	0.1	$314k		1.9k	162.16	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$308k		1.3k	243.05	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.1	$295k	-19%	11k	26.85	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$278k	+6%	946.00	293.77	View chart
Intel Corporation (INTC)	0.1	$276k	NEW	8.2k	33.55	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$270k		1.1k	243.98	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$265k		1.4k	189.65	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$251k		2.8k	88.94	View chart
Wisdomtree Tr Intl Lrgcap Dv (DOL)	0.1	$250k		4.0k	62.26	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$250k		2.5k	99.96	View chart
Tmc The Metals Company (TMC)	0.1	$245k	+2%	38k	6.37	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$243k		730.00	332.83	View chart
Coinbase Global Com Cl A (COIN)	0.1	$240k		711.00	337.49	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$240k		9.3k	25.71	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.1	$238k	-4%	3.5k	68.66	View chart
3M Company (MMM)	0.1	$227k		1.5k	155.19	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$220k		1.5k	142.11	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$220k		5.2k	42.02	View chart
Qualcomm (QCOM)	0.1	$219k		1.3k	166.38	View chart
Tesla Motors (TSLA)	0.1	$208k	NEW	467.00	445.02	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$204k	NEW	977.00	208.65	View chart

Past Filings by Hubbell Strickland Wealth Management

SEC 13F filings are viewable for Hubbell Strickland Wealth Management going back to 2019

Hubbell Strickland Wealth Management 2025 Q3 filed Oct. 21, 2025
Hubbell Strickland Wealth Management 2025 Q2 filed July 22, 2025
Hubbell Strickland Wealth Management 2025 Q1 filed April 22, 2025
Hubbell Strickland Wealth Management 2024 Q4 filed Jan. 15, 2025
Hubbell Strickland Wealth Management 2024 Q3 filed Oct. 15, 2024
Hubbell Strickland Wealth Management 2024 Q2 filed July 16, 2024
Hubbell Strickland Wealth Management 2024 Q1 filed April 18, 2024
Hubbell Strickland Wealth Management 2023 Q4 filed Jan. 16, 2024
Hubbell Strickland Wealth Management 2023 Q3 filed Oct. 18, 2023
Hubbell Strickland Wealth Management 2023 Q2 filed July 12, 2023
Hubbell Strickland Wealth Management 2023 Q1 filed April 13, 2023
Hubbell Strickland Wealth Management 2022 Q4 filed Jan. 17, 2023
Hubbell Strickland Wealth Management 2022 Q3 filed Oct. 24, 2022
Hubbell Strickland Wealth Management 2022 Q2 filed Aug. 2, 2022
Hubbell Strickland Wealth Management 2022 Q1 filed April 28, 2022
Hubbell Strickland Wealth Management 2021 Q4 filed Feb. 2, 2022

View all past filings

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