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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 57.30% of Hubbell Strickland Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DSCO, IEFA, VWO, IVV, DGRO, IXUS, IYE, COP, SDY, FDVV.
Started 5 new stock positions in CL, DSCO, JPST, IYE, COP.
Reduced shares in these 10 stocks: VIG, MSFT, QCOM, , PHYS, VOO, SGOV, INTC, AAPL, COMT.
Sold out of its positions in QCOM, TSLA.
Hubbell Strickland Wealth Management was a net buyer of stock by $5.7M.
Hubbell Strickland Wealth Management has $251M in assets under management (AUM), dropping by 0.95%.
Central Index Key (CIK): 0001791555

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Portfolio Holdings for Hubbell Strickland Wealth Management

Hubbell Strickland Wealth Management holds 83 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
Vanguard Specialized Funds Div App Etf (VIG)	29.4	$74M		343k	215.06	View chart
Ishares Tr Core S&p500 Etf (IVV)	10.6	$27M	+2%	41k	653.21	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	6.5	$16M		240k	67.53	View chart
Spdr Series Trust State Street Spd (SDY)	6.2	$16M		106k	145.94	View chart
Vanguard Index Fds Growth Etf (VUG)	4.7	$12M		27k	436.79	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	3.5	$8.9M		251k	35.44	View chart
Ishares Tr Core Div Grwth (DGRO)	3.1	$7.9M	+6%	113k	70.18	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.0	$7.5M	+14%	83k	90.53	View chart
Ishares Tr Core Msci Total (IXUS)	2.6	$6.6M	+7%	76k	86.64	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	2.1	$5.2M	+3%	61k	84.91	View chart
Vanguard Index Fds Value Etf (VTV)	1.7	$4.3M		22k	196.20	View chart
Microsoft Corporation (MSFT)	1.7	$4.3M	-5%	12k	370.18	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.7	$4.1M	-2%	41k	100.66	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.6	$4.0M		32k	124.31	View chart
Exxon Mobil Corporation (XOM)	1.5	$3.8M		23k	169.66	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$2.9M	-3%	4.8k	597.55	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.0	$2.6M	+6%	27k	97.13	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.0	$2.4M	+3%	27k	88.46	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$2.1M	+10%	6.6k	320.81	View chart
Chevron Corporation (CVX)	0.8	$2.1M		10k	206.91	View chart
McDonald's Corporation (MCD)	0.7	$1.8M		5.9k	310.81	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.6	$1.6M		10k	155.11	View chart
Apple (AAPL)	0.6	$1.5M	-4%	5.8k	253.79	View chart
Johnson & Johnson (JNJ)	0.6	$1.4M		5.9k	244.44	View chart
NVIDIA Corporation (NVDA)	0.6	$1.4M	-2%	8.2k	174.39	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$1.4M	+174%	26k	54.05	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.4M		2.8k	479.27	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.5	$1.3M		9.6k	138.31	View chart
Doubleline Etf Trust Securitized Cred (DSCO)	0.5	$1.3M	NEW	53k	24.84	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.5	$1.2M		20k	59.03	View chart
Wal-Mart Stores (WMT)	0.4	$1.1M	-2%	9.0k	124.28	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.4	$1.1M	+25%	19k	55.24	View chart
Abbvie (ABBV)	0.4	$1.0M		4.7k	217.47	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.4	$940k		22k	42.56	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$903k		6.8k	132.90	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$870k		2.0k	426.31	View chart
Cisco Systems (CSCO)	0.3	$814k	-4%	11k	77.59	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.3	$694k	-4%	6.9k	100.62	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$692k	+11%	9.9k	69.75	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$689k	+3%	11k	64.08	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$687k		1.1k	650.11	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$670k		4.5k	148.10	View chart
Abbott Laboratories (ABT)	0.3	$665k		6.5k	102.67	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$610k		5.2k	118.45	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$538k	+11%	7.0k	77.11	View chart
Procter & Gamble Company (PG)	0.2	$528k	+4%	3.7k	144.45	View chart
Red River Bancshares (RRBI)	0.2	$463k		5.1k	90.44	View chart
AFLAC Incorporated (AFL)	0.2	$457k		4.2k	109.71	View chart
Home Depot (HD)	0.2	$457k	+4%	1.4k	328.97	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.2	$439k		6.8k	64.35	View chart
International Business Machines (IBM)	0.2	$437k		1.8k	242.43	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$424k		3.6k	118.50	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$421k	+2%	1.1k	367.41	View chart
Palantir Technologies Cl A (PLTR)	0.2	$412k		2.8k	146.26	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$404k		873.00	463.00	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$399k	+9%	1.4k	287.47	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$374k		3.3k	113.09	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$369k		6.5k	56.68	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.1	$361k		2.3k	158.42	View chart
Pepsi (PEP)	0.1	$356k		2.3k	155.29	View chart
JPMorgan Chase & Co. (JPM)	0.1	$350k		1.2k	294.13	View chart
Amazon (AMZN)	0.1	$344k		1.7k	208.32	View chart
Philip Morris International (PM)	0.1	$324k		2.0k	165.32	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$284k	+8%	987.00	287.21	View chart
Intel Corporation (INTC)	0.1	$279k	-23%	6.3k	44.13	View chart
Wisdomtree Tr True Developed I (DOL)	0.1	$276k		4.1k	67.99	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.1	$273k	-17%	8.1k	33.81	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$263k		1.1k	236.37	View chart
SYSCO Corporation (SYY)	0.1	$262k	-7%	3.7k	71.33	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$258k		2.5k	102.23	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$258k		1.3k	191.95	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$257k	NEW	4.0k	64.78	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.1	$249k	-5%	3.3k	75.41	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$239k		1.6k	151.39	View chart
ConocoPhillips (COP)	0.1	$239k	NEW	1.8k	132.00	View chart
Tmc The Metals Company (TMC)	0.1	$232k	+28%	50k	4.67	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$222k		5.2k	42.50	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$215k		992.00	217.18	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$213k		8.5k	25.10	View chart
Colgate-Palmolive Company (CL)	0.1	$212k	NEW	2.5k	85.22	View chart
3M Company (MMM)	0.1	$212k		1.5k	145.28	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$210k	+2%	662.00	317.89	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$201k	NEW	4.0k	50.61	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 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
Hubbell Strickland Wealth Management 2022 Q2 filed Aug. 2, 2022

View all past filings

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