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HB Wealth Management, LLC
hedge fundUpdated 13 days agoManaged by Hb Wealth Management, Llc • Latest filing Q3 2026
Portfolio value
$19.5B
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
99.6%
Weight of largest holdings
Annualized return
36.5%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $15.5B |
| Q1 2026 | $15.5B |
| Q2 2026 | $17.8B |
| Q3 2026 | $19.5B |
Top holdings
1,885 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $3.2B | 8.92M | 16.19% | Added(+1.8%) | |
| 2 | $1.4B | 5.96M | 7.04% | Added(+1.7%) | |
| 3 | ? N/A AMERICAN CENTY ETF TR | $826.1M | 6.45M | 4.23% | Added(+7.0%) |
| 4 | $736.4M | 8.76M | 3.77% | Added(+4.8%) | |
| 5 | $720M | 16.14M | 3.69% | Added(+3.2%) | |
| 6 | $557.5M | 1.67M | 2.86% | Added(+10563.0%) | |
| 7 | $516.7M | 10.31M | 2.65% | Added(+2.4%) | |
| 8 | $377M | 9.40M | 1.93% | Added(+2508.0%) | |
| 9 | $370.4M | 485.6K | 1.90% | Added(+26879.4%) | |
| 10 | $312.4M | 609.0K | 1.60% | Added(+10.2%) | |
| 11 | $304.4M | 7.32M | 1.56% | Added(+9.2%) | |
| 12 | $300.6M | 2.11M | 1.54% | Trimmed(-4.0%) | |
| 13 | $293.6M | 1.29M | 1.50% | Added(+128474.8%) | |
| 14 | $284.2M | 2.31M | 1.46% | Trimmed(-5.6%) | |
| 15 | $216.2M | 4.28M | 1.11% | Added(+30.9%) | |
| 16 | $199.4M | 1.38M | 1.02% | Added(+5.3%) | |
| 17 | $194.7M | 684.3K | 1.00% | Added(+0.6%) | |
| 18 | $190.9M | 6.51M | 0.98% | Trimmed(-0.9%) | |
| 19 | $181.7M | 237.2K | 0.93% | Added(+7.6%) | |
| 20 | $174.8M | 701.7K | 0.90% | Added(+8782.1%) |