Hb Wealth Management, LLC - Q12026 Holdings

Hb Wealth Management, LLC holds 1522 stocks with a total portfolio value of $ 15.45B as of Q12026. In Q12026, Hb Wealth Management, LLC added 200 new positions, increased stakes in 933 stocks, reduced 320 holdings, and fully exited 56 positions. The largest holding is Vanguard Index Fds (VTI), representing 17.23% of the total portfolio.