Holdings of Hobbs Wealth Management, LLC
20 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 85.4 % of the equity sleeve
Sector breakdown
- Funds 14.5 %
- Unattributed 85.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 20 | 87.9M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | SPDR Series Trust | 200,472 | 15.3M $ | |
| 2 | iShares Trust | 51,943 | 11M $ | |
| 3 | BlackRock ETF Trust | 184,735 | 10.7M $ | |
| 4 | iShares Trust | 79,408 | 9M $ | |
| 5 | iShares Trust | 93,343 | 6.4M $ | |
| 6 | iShares Trust | 25,688 | 4.9M $ | |
| 7 | iShares Trust | 63,884 | 4.7M $ | |
| 8 | BlackRock ETF Trust | 122,750 | 4.4M $ | |
| 9 | Invesco S&P 500 Momentum ETF | 39,493 | 4.4M $ | |
| 10 | Avantis Emerging Markets Equity ETF | 50,738 | 4.1M $ | |
| 11 | BlackRock ETF Trust | 81,840 | 3.4M $ | |
| 12 | Global X Funds | 47,273 | 3.3M $ | |
| 13 | iShares Trust | 35,764 | 1.7M $ | |
| 14 | Schwab U.S. Aggregate Bond ETF | 54,073 | 1.3M $ | |
| 15 | iShares Trust | 15,541 | 777.7K $ | |
| 16 | iShares MBS ETF | 7,767 | 737.5K $ | |
| 17 | iShares Trust | 31,791 | 728.3K $ | |
| 18 | SPDR Gold MiniShares Trust | 4,344 | 402.6K $ | |
| 19 | iShares Core MSCI Emerging Markets ETF | 4,082 | 284.7K $ | |
| 20 | BlackRock ETF Trust II | 5,425 | 281.7K $ |