Notify me when HB Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 1,385 | $15,420,433,283 | +$632,275,881 | -$165,965,266 | +$466,310,615 | VTI, VIG, AVUS, JCPB, VXUS | 13F-HR | 28 Jan 2026, 11:53 |
| Q3 2025 | 1,322 | $14,723,596,070 | +$1,718,738,871 | -$192,285,717 | +$1,526,453,154 | VTI, VIG, VXUS, AVUS, JCPB | 13F-HR | 23 Oct 2025, 10:47 |
| Q2 2025 | 1,143 | $12,496,165,521 | +$764,126,452 | -$1,252,259,121 | -$488,132,669 | VTI, VIG, JPST, VXUS, SPYG | 13F-HR | 17 Jul 2025, 16:08 |
| Q1 2025 | 1,197 | $11,898,818,742 | +$2,662,106,099 | -$172,285,755 | +$2,489,820,344 | VTI, VIG, JPST, SPYG, VXUS | 13F-HR | 07 May 2025, 10:37 |
| Q4 2024 | 1,052 | $9,775,005,919 | +$670,413,957 | -$79,472,549 | +$590,941,408 | VTI, VIG, JPST, SPYG, MINT | 13F-HR | 15 Jan 2025, 15:14 |
| Q3 2024 | 960 | $9,312,386,125 | +$364,370,223 | -$109,907,021 | +$254,463,202 | VTI, VIG, JPST, SPYG, VXUS | 13F-HR | 15 Oct 2024, 12:13 |
| Q2 2024 | 907 | $8,560,906,671 | +$612,655,125 | -$91,108,815 | +$521,546,310 | VTI, VIG, JPST, SPYG, VXUS | 13F-HR | 26 Jul 2024, 13:18 |
| Q1 2024 | 841 | $7,943,660,341 | +$563,272,624 | -$87,913,935 | +$475,358,689 | VTI, VIG, JPST, VXUS, SPYG | 13F-HR | 30 Apr 2024, 16:39 |
| Q4 2023 | 785 | $6,957,454,388 | +$420,263,115 | -$213,689,011 | +$206,574,104 | VTI, VIG, JPST, VXUS, SPYG | 13F-HR | 16 Jan 2024, 08:46 |
| Q3 2023 | 757 | $6,192,837,523 | +$214,953,921 | -$56,720,410 | +$158,233,511 | VTI, VIG, JPST, VXUS, SPYG | 13F-HR | 13 Oct 2023, 13:14 |
| Q2 2023 | 724 | $6,258,060,097 | +$175,930,977 | -$79,654,125 | +$96,276,852 | VTI, VIG, JPST, VXUS, SPYG | 13F-HR | 13 Jul 2023, 14:40 |
| Q1 2023 | 713 | $5,763,795,857 | +$225,673,505 | -$144,276,358 | +$81,397,147 | VTI, VIG, JPST, VXUS, MINT | 13F-HR | 13 Apr 2023, 15:42 |
| Q4 2022 | 682 | $5,492,936,186 | +$570,145,755 | -$66,092,631 | +$504,053,124 | VTI, VIG, JPST, VXUS, MINT | 13F-HR | 20 Jan 2023, 13:43 |
| Q3 2022 | 575 | $4,701,464,000 | +$242,082,659 | -$157,507,109 | +$84,575,550 | VTI, VIG, JPST, VXUS, MINT | 13F-HR | 19 Oct 2022, 09:52 |
| Q2 2022 | 572 | $4,875,701,000 | +$438,794,091 | -$177,978,177 | +$260,815,914 | VTI, VIG, JPST, VXUS, MINT | 13F-HR | 15 Jul 2022, 09:50 |
| Q1 2022 | 587 | $5,392,635,000 | +$837,003,401 | -$88,260,895 | +$748,742,506 | VTI, VIG, VXUS, JPST, SPYG | 13F-HR | 16 May 2022, 12:16 |
| Q4 2021 | 512 | $4,969,738,000 | $0 | $0 | $0 | VTI, VIG, VXUS, JPST, IVW | 13F-HR | 15 Feb 2022, 13:54 |