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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 57.76% of Hubbell Strickland Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VUG (+$12M), IWF, DGRO, IXUS, IEFA, IJH, MGK, VO, VWO, QCOM.
Started 5 new stock positions in QCOM, VEU, FNDB, RFV, LLY.
Reduced shares in these 10 stocks: VIG, , INTC, SGOV, IVV, CSCO, SDY, GOOGL, MGC, HD.
Sold out of its position in COP.
Hubbell Strickland Wealth Management was a net buyer of stock by $16M.
Hubbell Strickland Wealth Management has $277M in assets under management (AUM), dropping by 10.45%.
Central Index Key (CIK): 0001791555

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Portfolio Holdings for Hubbell Strickland Wealth Management

Hubbell Strickland Wealth Management holds 87 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
Vanguard Specialized Funds Div App Etf (VIG)	28.9	$80M		339k	236.62	View chart
Ishares Tr Core S&p500 Etf (IVV)	11.0	$30M		41k	748.90	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	6.8	$19M	+2%	246k	77.11	View chart
Spdr Series Trust St Str Sp Div (SDY)	5.8	$16M		106k	152.18	View chart
Vanguard Index Fds Growth Etf (VUG)	5.2	$15M	+520%	168k	86.14	View chart
Ishares Tr Core Div Grwth (DGRO)	3.3	$9.2M	+7%	121k	75.79	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.1	$8.5M	+6%	88k	96.58	View chart
Ishares Tr Core Msci Total (IXUS)	2.8	$7.9M	+8%	83k	95.44	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	2.8	$7.6M		253k	30.17	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	2.3	$6.4M		62k	103.22	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.8	$4.9M	+3%	33k	148.31	View chart
Vanguard Index Fds Value Etf (VTV)	1.7	$4.8M		22k	217.93	View chart
Microsoft Corporation (MSFT)	1.6	$4.3M		12k	373.03	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	1.4	$4.0M	-4%	40k	100.67	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$3.3M		4.8k	686.82	View chart
Exxon Mobil Corporation (XOM)	1.1	$3.1M		23k	136.72	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.0	$2.8M	+2%	27k	103.88	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.9	$2.6M		28k	93.38	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$2.5M	+2%	6.8k	370.07	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.7	$1.9M		10k	188.09	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$1.8M	+16%	30k	59.69	View chart
Apple (AAPL)	0.6	$1.7M		5.8k	289.34	View chart
Chevron Corporation (CVX)	0.6	$1.7M		10k	165.77	View chart
NVIDIA Corporation (NVDA)	0.6	$1.6M		8.2k	200.08	View chart
McDonald's Corporation (MCD)	0.6	$1.6M		5.9k	270.30	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.5	$1.5M		9.7k	156.94	View chart
Johnson & Johnson (JNJ)	0.5	$1.5M		5.9k	253.96	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.4M		2.8k	500.46	View chart
Doubleline Etf Trust Secur Cr Etf (DSCO)	0.5	$1.3M		52k	24.93	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.5	$1.3M		6.8k	190.51	View chart
Abbvie (ABBV)	0.4	$1.2M		4.7k	251.65	View chart
Cisco Systems (CSCO)	0.4	$1.1M	-7%	9.7k	117.46	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.4	$1.1M	-2%	19k	60.29	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$1.0M	+300%	8.2k	124.17	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.4	$1.0M		20k	51.05	View chart
Wal-Mart Stores (WMT)	0.4	$1.0M		8.9k	113.26	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.3	$925k		22k	41.43	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$872k	+13%	12k	71.25	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$845k	+2%	10k	82.84	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.3	$811k		6.9k	117.51	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$785k		1.1k	747.12	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$717k		4.5k	158.02	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$711k		5.2k	136.68	View chart
Intel Corporation (INTC)	0.3	$706k	-20%	5.1k	139.63	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$613k	+2%	7.2k	85.49	View chart
Abbott Laboratories (ABT)	0.2	$601k	+2%	6.6k	90.74	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$586k		3.6k	163.58	View chart
Procter & Gamble Company (PG)	0.2	$537k		3.7k	146.65	View chart
International Business Machines (IBM)	0.2	$507k		1.8k	281.26	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$505k	+400%	5.7k	87.91	View chart
AFLAC Incorporated (AFL)	0.2	$489k		4.2k	117.26	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$477k	+4%	914.00	522.14	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.2	$475k		6.8k	69.50	View chart
Red River Bancshares (RRBI)	0.2	$468k		5.1k	91.28	View chart
Home Depot (HD)	0.2	$455k	-7%	1.3k	352.73	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$453k	-8%	1.3k	357.44	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$451k		3.3k	137.51	View chart
JPMorgan Chase & Co. (JPM)	0.2	$427k	+9%	1.3k	327.21	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.1	$415k		2.3k	182.30	View chart
Amazon (AMZN)	0.1	$394k		1.7k	238.40	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$371k		6.6k	56.48	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$366k	+360%	4.5k	80.57	View chart
Philip Morris International (PM)	0.1	$357k		2.0k	180.88	View chart
Palantir Technologies Cl A (PLTR)	0.1	$329k		2.8k	116.65	View chart
Pepsi (PEP)	0.1	$309k		2.3k	135.38	View chart
Wisdomtree Tr True Dev Intl Fd (DOL)	0.1	$306k		4.1k	74.37	View chart
SYSCO Corporation (SYY)	0.1	$304k		3.6k	83.58	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$285k		1.3k	212.83	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$269k	-3%	2.4k	110.14	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$265k	-12%	969.00	273.53	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.1	$262k		3.3k	79.08	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$252k	+3%	688.00	365.87	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$249k		1.6k	156.34	View chart
Qualcomm (QCOM)	0.1	$247k	NEW	1.3k	184.85	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$246k		8.5k	28.96	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.1	$246k		8.1k	30.37	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$242k		996.00	243.02	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$240k		5.2k	45.89	View chart
3M Company (MMM)	0.1	$237k		1.5k	161.93	View chart
Colgate-Palmolive Company (CL)	0.1	$229k		2.5k	91.67	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$226k	NEW	2.7k	83.76	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$225k		4.0k	56.59	View chart
Eli Lilly & Co. (LLY)	0.1	$223k	NEW	186.00	1197.69	View chart
Tmc The Metals Company (TMC)	0.1	$220k		50k	4.43	View chart
Invesco Exchange Traded Fd T S&P MDCP400 VL (RFV)	0.1	$216k	NEW	1.5k	142.98	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.1	$212k	NEW	6.9k	30.46	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$202k		4.0k	50.58	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 2026 Q2 filed July 29, 2026
Hubbell Strickland Wealth Management 2026 Q1 filed April 29, 2026
Hubbell Strickland Wealth Management 2025 Q4 filed Jan. 20, 2026
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

View all past filings

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