HB Wealth Management, LLC

CIK 0001911253 · Q2 2026

13F Equity AUM

$17.8B

+15.5% QoQ

Positions

1,701

-1524 QoQ

AUM Rank

#917

Top 7%

Skill Alpha (FF)

-1.3%/yr^ns

No Clear Edge

Rank #4,211 · Top 51%

vs S&P -1.8%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 37.4%Top 10: 48.2%Top 20: 59.3%

VTI17.3%

VIG7.7%

AVUS4.3%

JCPB4.1%

VXUS4.0%

JPST2.8%

AAPL2.6%

SPY2.0%

IVW1.7%

SPYG1.6%

Others (1683)51.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 1693Median: 0.00%Avg: 0.06%

0–0.5%

1661(33.0%)

0.5–1%

16(11.4%)

1–3%

11(18.2%)

3–5%

3(12.4%)

5%+

2(25.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 1,693vs 20 funds

0%Low

1,693

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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