EdgeMarket › What Hb Wealth Management, Llc reported owning
What Hb Wealth Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
15.5BPositions
1,547Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VTI Vanguard Morningstar Total Stock Market ETF | 2.7B | 17.2% | 8.7M | 378.24 | +20.5% |
| VIG Vanguard Div Appreciation ETF | 1.2B | 7.9% | 5.8M | 243.91 | +16.2% |
| JCPB JPMorgan Core Plus Bond ETF | 676.2M | 4.4% | 14.4M | 46.16 | -1.8% |
| AVUS Avantis U.S. Equity ETF | 638.7M | 4.1% | 5.7M | 130.59 | +25.1% |
| VXUS Vanguard Total International Stock ETF | 618.3M | 4.0% | 8.1M | 87.71 | +22.7% |
| JPST JPMorgan Ultra-Short Income ETF | 480.9M | 3.1% | 9.6M | 50.53 | -0.3% |
| AAPL Apple Inc. | 403.2M | 2.6% | 1.6M | 309.35 | +36.9% |
| SPY SPDR S&P 500 ETF TRUST | 296.9M | 1.9% | 456.6K | 765.72 | +20.0% |
| IVW iShares S&P 500 Growth ETF | 253.0M | 1.6% | 2.2M | 138.83 | +22.2% |
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 251.3M | 1.6% | 2.8M | 120.21 | +22.2% |
| HD HOME DEPOT, INC. | 223.5M | 1.4% | 679.7K | 335.61 | -16.5% |
| QLTY GMO U.S. Quality ETF | 213.6M | 1.4% | 5.9M | 42.96 | +24.2% |
| MSFT MICROSOFT CORP | 200.1M | 1.3% | 540.6K | 483.24 | -4.4% |
| NVDA NVIDIA CORP | 193.0M | 1.2% | 1.1M | 214.72 | +22.4% |
| SCHB Schwab U.S. Broad Market ETF | 165.5M | 1.1% | 6.6M | 29.61 | +20.4% |
| GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity | 156.2M | 1.0% | 1.2M | 146.19 | +16.7% |
| IVV iShares Core S&P 500 ETF | 146.6M | 0.9% | 224.4K | 769.31 | +20.0% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 142.8M | 0.9% | 1.0M | 167.97 | +20.5% |
| AVDE Avantis International Equity ETF | 141.3M | 0.9% | 1.7M | 94.26 | +22.4% |
| AMZN AMAZON COM INC | 133.0M | 0.9% | 638.8K | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 130.9M | 0.8% | 455.3K | 344.82 | +73.0% |
| JMST JPMorgan Ultra-Short Municipal Income ETF | 130.1M | 0.8% | 2.6M | 50.92 | -0.1% |
| VOO Vanguard S&P 500 ETF | 117.7M | 0.8% | 197.0K | 703.71 | +20.0% |
| GSIE Goldman Sachs ActiveBeta International Equity | 110.2M | 0.7% | 2.6M | 48.15 | +17.5% |
| GOOG Alphabet Inc. | 99.3M | 0.6% | 346.1K | 341.75 | +70.7% |
| TROW PRICE T ROWE GROUP INC | 88.3M | 0.6% | 980.0K | 111.51 | +5.4% |
| AVEM Avantis Emerging Markets Equity ETF | 85.5M | 0.6% | 1.1M | 94.24 | +33.1% |
| unmapped CUSIP 084670702 | 85.4M | 0.6% | 178.1K | — | — |
| AVGO Broadcom Inc. | 82.3M | 0.5% | 266.0K | 368.45 | +26.5% |
| SCHX Schwab U.S. Large-Cap ETF | 78.6M | 0.5% | 3.1M | 30.21 | +19.6% |
| VEU Vanguard FTSE All World Ex US ETF | 76.8M | 0.5% | 1.0M | 85.69 | +23.3% |
| JPM JPMORGAN CHASE & CO | 75.8M | 0.5% | 257.8K | 351.58 | +20.3% |
| JNJ JOHNSON & JOHNSON | 74.1M | 0.5% | 303.2K | 270.24 | +51.1% |
| DUHP Dimensional US High Profitability ETF | 73.1M | 0.5% | 2.0M | 42.41 | +15.6% |
| ALB ALBEMARLE CORP | 72.5M | 0.5% | 403.6K | 143.25 | +83.4% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 71.2M | 0.5% | 1.8M | 45.61 | +22.8% |
| XOM ExxonMobil Holdings Corp | 59.2M | 0.4% | 349.0K | 165.11 | +52.1% |
| V VISA INC. | 58.7M | 0.4% | 194.3K | 371.04 | +7.9% |
| LLY ELI LILLY & Co | 58.0M | 0.4% | 63.0K | 1,255.40 | +78.0% |
| DFAU Dimensional US Core Equity Market ETF | 57.7M | 0.4% | 1.3M | 53.06 | +21.1% |
| META Meta Platforms, Inc. | 57.6M | 0.4% | 100.7K | 549.90 | -26.5% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 56.1M | 0.4% | 97.2K | 713.44 | +26.1% |
| WMT Walmart Inc. | 54.4M | 0.4% | 437.7K | 103.70 | +1.1% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 50.6M | 0.3% | 1.7M | 35.32 | +17.3% |
| IWD iShares Russell 1000 Value ETF | 50.5M | 0.3% | 236.3K | 257.29 | +29.2% |
| SCHD Schwab US Dividend Equity ETF | 50.4M | 0.3% | 1.6M | 35.11 | +27.6% |
| KO COCA COLA CO | 47.8M | 0.3% | 629.1K | 91.10 | +28.9% |
| IWF iShares Russell 1000 Growth Fund | 45.2M | 0.3% | 106.1K | 122.39 | +11.2% |
| RSP Invesco S&P 500 Equal Weight ETF | 43.8M | 0.3% | 228.5K | 221.67 | +18.8% |
| TSLA Tesla, Inc. | 43.6M | 0.3% | 117.2K | 362.86 | +12.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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