Hobbs Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, Hobbs Wealth Management, LLC held in its portfolio 21 assets valued at $102,719,186 (i.e. $102.72M).

The most valuable assets in the portfolio included: SPDR SERIES TRUST ($14.50M), BLACKROCK ETF TRUST ($11.12M), and ISHARES TR ($10.96M).

The chart below shows the top 10 valuable assets, and the table below shows the top 21 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Hobbs Wealth Management, LLC Portfolio
SPDR SERIES TRUST
BLACKROCK ETF TRUST
ISHARES TR
ISHARES TR
INVESCO EXCHANGE TRADED FD T
ISHARES TR
ISHARES INC
ISHARES TR
INVESCO EXCH TRADED FD TR II
BLACKROCK ETF TRUST
Hobbs Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
SPDR SERIES TRUST 180796 14503455 STATE STREET SPD
BLACKROCK ETF TRUST 182871 11120386 ISHARES US EQUIT
ISHARES TR 51695 10962959 S&P 500 VAL ETF
ISHARES TR 79968 9856856 S&P 500 GRWT ETF
INVESCO EXCHANGE TRADED FD T 157257 9322195 S&P 500 TOP 50
ISHARES TR 112653 8044551 EAFE VALUE ETF
ISHARES INC 105672 7103272 CORE MSCI EMKT
ISHARES TR 26967 5356186 MSCI USA QLT FCT
INVESCO EXCH TRADED FD TR II 38982 4651332 S&P 500 MOMNTM
BLACKROCK ETF TRUST 120466 4645169 ISHARES US THEMA
BLACKROCK ETF TRUST 130993 4362067 ISHARES A I INNO
AMERICAN CENTY ETF TR 50154 3862861 AVANTIS EMGMKT
GLOBAL X FDS 40513 2624837 DEFENSE TECH ETF
BONDBLOXX ETF TRUST 30344 1402500 BLOOMBERG TEN YR
ISHARES TR 29032 1351149 CORE UNIVRSL USD
SCHWAB STRATEGIC TR 46932 1096801 US AGGREGATE B
WORLD GOLD TR 8131 694143 SPDR GLD MINIS
ISHARES TR 6482 617216 MBS ETF
ISHARES TR 11487 574465 CORE INTL AGGR
BLACKROCK ETF TRUST II 6414 338467 ISHARES FLEXIBLE
VANGUARD INDEX FDS 681 228319 TOTAL STK MKT