HB Wealth Management, LLC
Annual return '25
+16.9%
SPY '25
+17.7%
Alpha
-0.8ptsvs SPY
Invested
$15.5B
Holdings
1,525
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 87%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Q4 2025: Exited (was 8.55M shares)
17.2%
02
$VIG
VANGUARD SPECIALIZED FUNDS
Q4 2025: Exited (was 5.51M shares)
7.9%
03
$JCPB
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 10.43M shares)
4.4%
04
$AVUS
AMERICAN CENTY ETF TR
Q4 2025: Exited (was 4.76M shares)
4.1%
05
$VXUS
VANGUARD STAR FDS
Q4 2025: Exited (was 7.21M shares)
4.0%
06
$JPST
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 9.30M shares)
3.1%
07
$AAPL
APPLE INC
Q1 2026: Sold 2.7% (53.1k → 51.6k shares)
2.6%
08
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Sold 100.0% (882.6k → 452 shares)
2.0%
09
$IVW
ISHARES TR
Q4 2025: Exited (was 2.41M shares)
1.6%
10
$SPYG
SPDR SERIES TRUST
Q4 2025: Exited (was 4.77M shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:11 UTC.