13F Filings History of Hobart Private Capital, LLC

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$512,485,368
Signature - Title
Thomas Hamilton - CCO
Location
Charlotte, NC
Summary
This page shows a list of all the recent 13F filings made by Hobart Private Capital, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Hobart Private Capital, LLC reported 129 stock holdings with total value $512,485,368 as of Q4 2025. Top holdings included RDVY, SPY, FTLS, BND, and SPYV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 129 $512,485,368 +$46,894,423 -$15,333,235 +$31,561,188 RDVY, SPY, FTLS, BND, SPYV 13F-HR 27 Jan 2026, 08:26
Q3 2025 122 $477,731,320 +$45,168,221 -$32,780,278 +$12,387,943 RDVY, SPY, BND, FTLS, SPYG 13F-HR 01 Oct 2025, 09:59
Q2 2025 112 $440,798,059 +$54,407,394 -$44,121,516 +$10,285,878 SPY, RDVY, BND, FTLS, VFQY 13F-HR 31 Jul 2025, 13:23
Q1 2025 99 $399,936,826 +$64,526,470 -$58,193,070 +$6,333,400 SPY, BND, RDVY, FTLS, VFQY 13F-HR 01 Apr 2025, 15:55
Q4 2024 91 $402,793,497 +$26,297,499 -$11,084,224 +$15,213,275 SPY, BUFR, BND, RDVY, SPYG 13F-HR 28 Jan 2025, 13:03
Q3 2024 84 $390,674,461 +$39,253,034 -$18,003,502 +$21,249,532 SPY, BUFR, BND, RDVY, SPYG 13F-HR 07 Nov 2024, 10:09
Q2 2024 77 $351,336,968 +$46,878,165 -$27,866,319 +$19,011,846 SPY, BUFR, BND, RDVY, SPYG 13F-HR 30 Jul 2024, 14:06
Q1 2024 63 $327,912,171 +$59,604,043 -$50,378,533 +$9,225,510 SPY, BUFR, BND, FVD, RDVY 13F-HR 15 Apr 2024, 15:08
Q4 2023 59 $302,121,602 +$85,466,769 -$72,450,706 +$13,016,063 SPY, BUFR, BND, XLK, VFQY 13F-HR 18 Jan 2024, 10:51
Q3 2023 39 $263,386,126 +$31,883,647 -$24,797,268 +$7,086,379 SPY, BND, XLK, QEFA, VFQY 13F-HR 06 Nov 2023, 14:25
Q2 2023 39 $268,903,592 +$47,897,675 -$42,860,556 +$5,037,119 SPY, BND, XLK, VFQY, VEA 13F-HR 21 Jul 2023, 13:51
Q1 2023 38 $253,595,399 +$226,087,693 -$130,457,662 +$95,630,031 SPTL, SPY, BND, XLK, VFQY 13F-HR 27 Apr 2023, 14:28
Q4 2022 32 $147,660,995 +$2,613,240 -$1,644,783 +$968,457 IVV, ESGU, IHI, IUSB, VGT 13F-HR 13 Feb 2023, 14:03
Q3 2022 35 $139,208,524 +$3,523,318 -$67,246,573 -$63,723,255 IVV, ESGU, IUSB, VCR, IHI 13F-HR 11 Mar 2024, 12:47
Q2 2022 37 $214,014,033 +$42,308,468 -$51,340,181 -$9,031,713 IVV, ESGU, ACN, IUSB, EFV 13F-HR 11 Mar 2024, 12:44
Q1 2022 38 $259,585,527 +$38,699,268 -$31,745,103 +$6,954,165 IVV, ESGU, IUSB, EFV, SPY 13F-HR 11 Mar 2024, 12:42
Q4 2021 41 $266,703,641 +$60,631,704 -$56,902,224 +$3,729,480 IVV, ESGU, IUSB, EFV, EFG 13F-HR 11 Mar 2024, 12:41
Q3 2021 90 $253,491,034 +$64,649,889 -$47,566,992 +$17,082,897 ESGU, IVV, IUSB, EFV, GOVT 13F-HR 11 Mar 2024, 12:38
Q2 2021 130 $242,995,947 +$3,866,555 -$17,974,397 -$14,107,842 IVV, ESGU, GOVT, IUSB, EFG 13F-HR 11 Mar 2024, 12:36
Q1 2021 134 $244,826,718 +$58,277,307 -$48,786,932 +$9,490,375 IVV, ESGU, GOVT, IUSB, LQD 13F-HR 11 Mar 2024, 12:32
Q4 2020 147 $228,479,129 +$43,078,191 -$24,458,265 +$18,619,926 IVV, ESGU, LQD, GOVT, IGSB 13F-HR 11 Mar 2024, 12:27
Q3 2020 136 $193,888,172 +$38,767,718 -$28,832,306 +$9,935,412 IVV, LQD, GOVT, ESGU, EFG 13F-HR 11 Mar 2024, 12:26
Q2 2020 145 $177,917,820 +$65,047,756 -$48,520,900 +$16,526,856 IVV, LQD, GOVT, ESGU, EFG 13F-HR 11 Mar 2024, 12:24
Q1 2020 146 $145,652,713 +$29,177,318 -$21,505,588 +$7,671,730 IVV, GOVT, IEFA, NEAR, IGIB 13F-HR 11 Mar 2024, 12:20
Q4 2019 152 $163,354,830 +$25,324,420 -$15,573,831 +$9,750,589 IVV, GOVT, IEFA, IEMG, IGIB 13F-HR 11 Mar 2024, 12:18
Q3 2019 144 $146,741,113 +$14,902,591 -$14,031,909 +$870,682 IVV, GOVT, IEFA, ITOT, NEAR 13F-HR 11 Mar 2024, 09:50
Q2 2019 144 $143,541,249 +$65,011,680 -$54,322,523 +$10,689,157 IVV, GOVT, ITOT, IEFA, NEAR 13F-HR 11 Mar 2024, 09:48
Q1 2019 160 $131,706,010 +$15,778,728 -$11,792,861 +$3,985,867 VEA, VTV, VUG, BNDX, BSV 13F-HR 11 Mar 2024, 09:46
Q4 2018 140 $116,670,908 +$14,717,980 -$17,492,432 -$2,774,452 VEA, VTV, VUG, BNDX, VZ 13F-HR 11 Mar 2024, 09:43
Q3 2018 141 $130,349,495 +$15,986,760 -$11,400,069 +$4,586,691 VEA, VTV, VUG, VZ, BNDX 13F-HR 11 Mar 2024, 09:39
Q2 2018 133 $122,716,755 +$22,047,218 -$13,705,998 +$8,341,220 VEA, VTV, VUG, VZ, BNDX 13F-HR 11 Mar 2024, 09:36
Q1 2018 116 $114,083,932 +$14,151,138 -$7,733,725 +$6,417,413 VEA, VTV, MINC, VUG, NFLT 13F-HR 11 Mar 2024, 09:33
Q4 2017 110 $112,172,588 $0 $0 $0 VEA, MINC, VTV, NFLT, VZ 13F-HR 11 Mar 2024, 09:29