HB Wealth Management, LLC - Portfolio overview

HB Wealth Management, LLC has 1583 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 17.24%
2. VIG - VANGUARD SPECIALIZED FUNDS, 7.94%
3. JCPB - J P MORGAN EXCHANGE TRADED F, 4.38%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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