SEC Form 13F

HB Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-30
Reported value$17,840,358,244
Positions1,719

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVTITOTAL STK MKT$3,089,724,7788,759,071
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$1,372,140,8555,857,815
AMERICAN CENTY ETF TRAVUSUS EQT ETF$771,865,2066,026,439
J P MORGAN EXCHANGE TRADED FJCPBCORE PLUS BD ETF$730,906,48715,629,633
VANGUARD STAR FDSVXUSVG TL INTL STK F$707,519,5458,363,846
J P MORGAN EXCHANGE TRADED FJPSTULTRA SHRT ETF$506,508,90510,065,428
APPLE INCAAPLCOM$462,098,0501,596,965
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$351,921,034471,257
ISHARES TRIVWS&P 500 GRWT ETF$302,662,9882,200,705
SPDR SERIES TRUSTSPYGST STR P500GRW$290,981,8192,445,430

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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