Hb Wealth Management, LLC - Q42025 Holdings

Hb Wealth Management, LLC holds 1378 stocks with a total portfolio value of $ 15.46B as of Q42025. In Q42025, Hb Wealth Management, LLC added 116 new positions, increased stakes in 802 stocks, reduced 364 holdings, and fully exited 51 positions. The largest holding is Vanguard Index Fds (VTI), representing 17.85% of the total portfolio.