13F Filings History of Hobbs Wealth Management, LLC

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$102,719,186
Signature - Title
Jim Cullen - Filing Agent
Location
Zionsville, IN
Summary
This page shows a list of all the recent 13F filings made by Hobbs Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Hobbs Wealth Management, LLC reported 21 stock holdings with total value $102,719,186 as of Q4 2025. Top holdings included SPYM, DYNF, IVE, IVW, and XLG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 21 $102,719,186 +$8,896,030 -$27,323,032 -$18,427,002 SPYM, DYNF, IVE, IVW, XLG 13F-HR 29 Jan 2026, 11:52
Q3 2025 57 $119,241,220 +$16,852,441 -$10,254,864 +$6,597,577 SPLG, QUAL, DYNF, IVW, XLG 13F-HR 05 Nov 2025, 10:32
Q2 2025 49 $104,782,477 +$22,183,075 -$16,753,794 +$5,429,281 SPLG, QUAL, EFV, IVW, DYNF 13F-HR 12 Aug 2025, 18:40
Q1 2025 51 $90,134,924 +$11,792,504 -$6,508,069 +$5,284,435 SPLG, IVW, QUAL, DYNF, IVE Restatement 25 Apr 2025, 10:28
Q4 2024 41 $87,528,475 $0 $0 $0 SPLG, IVW, QUAL, DYNF, EFG 13F-HR 13 Feb 2025, 12:45