Hubbell Strickland Wealth Management, LLC
CIK
1791555
Location
NEW ORLEANS, LA
Portfolio Value
Small
$277,126,281
Diversification
Moderately concentrated
Filing Date
Global Rank
#5,463
/ 8,794
▲ 937
· as of Jun 2026
Top Industry
Asset Management
21.6%
Period ended 3 months ago
Filed Jul 29, 2026 · 2mo
26 quarters · since Mar 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
55 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
34.4%
−12.4 pts
Top 5
81.1%
+8.3 pts
Top 10
88.6%
+5.6 pts
HHI
2,164
Moderately concentrated−249
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 87.2% | $241,752,258 |
| Technology | 3.8% | $10,558,194 |
| Financial Services | 3.8% | $10,427,200 |
| Energy | 1.7% | $4,798,846 |
| Healthcare | 1.3% | $3,502,460 |
| Consumer Defensive | 1.0% | $2,740,071 |
| Consumer Cyclical | 0.9% | $2,438,167 |
| Communication Services | 0.2% | $452,787 |
| Industrials | 0.1% | $236,712 |
| Basic Materials | 0.1% | $219,586 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VB | Vanguard Morningstar Small-Cap ETF | +144,769 | 207,049 | $25,643,254 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | +32,959 | 759,585 | $95,337,157 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | +7,038 | 42,247 | $3,527,530 | |
| FNDA | Schwab Fundamental U.S. Small Company ETF | +6,970 | 15,449 | $457,824 | |
| EDV | Vanguard World Funds Extended Duration ETF | +4,450 | 6,709 | $769,750 | |
| PHYS | Sprott Physical Gold Trust | +2,095 | 252,812 | $7,627,338 | |
| ABI | VictoryShares Pioneer Asset-Based Income ETF | +1,506 | 2,848 | $500,719 | |
| VEA | Vanguard FTSE Developed Markets ETF | +1,483 | 12,238 | $871,957 | |
| VIGI | Vanguard International Dividend Appreciation ETF | +308 | 32,059 | $3,286,857 | |
| ONEQ | Fidelity Nasdaq Composite Index ETF | +281 | 61,622 | $6,360,622 | |
| XOM | ExxonMobil Holdings Corp | +210 | 22,783 | $3,114,891 | |
| VXUS | Vanguard Total International Stock ETF | +194 | 7,174 | $613,305 | |
| ABT | Abbott Laboratories | +146 | 6,626 | $601,243 | |
| JPM | Jpmorgan Chase & Co | +115 | 1,306 | $427,492 | |
| BBAG | JPMorgan BetaBuilders U.S. Aggregate Bond ETF | +96 | 10,566 | $573,121 | |
| AGGY | WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | +55 | 4,108 | $305,470 | |
| CVX | Chevron Corp | +55 | 10,159 | $1,683,955 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | +41 | 914 | $477,464 | |
| — | +15 | 6,829 | $474,615 | ||
| BLDG | Cambria Global Real Estate ETF | +13 | 3,318 | $262,410 | |
| PM | Philip Morris International Inc. | +12 | 1,971 | $356,573 | |
| JNJ | Johnson & Johnson | +12 | 5,906 | $1,499,946 | |
| PG | PROCTER & GAMBLE Co | +9 | 3,664 | $537,288 | |
| ABBV | AbbVie Inc. | +6 | 4,682 | $1,178,178 | |
| XLBI | State Street Materials Select Sector SPDR Premium Income ETF | +4 | 6,802 | $1,295,917 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VIG | Vanguard Dividend Appreciation ETF | −3,612 | 338,905 | $80,191,701 | |
| INTC | Intel Corp | −1,275 | 5,056 | $705,969 | |
| CSCO | Cisco Systems, Inc. | −743 | 9,747 | $1,144,882 | |
| FBCG | Fidelity Blue Chip Growth ETF | −460 | 18,928 | $1,141,169 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | −400 | 105,649 | $16,077,664 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | −346 | 19,737 | $1,007,573 | |
| CAPE | DoubleLine Shiller CAPE U.S. Equities ETF | −209 | 52,376 | $1,305,733 | |
| GOOGL | Alphabet Inc. | −120 | 1,267 | $452,787 | |
| HD | Home Depot, Inc. | −99 | 1,291 | $455,309 | |
| WMT | Walmart Inc. | −91 | 8,867 | $1,004,276 | |
| SYY | Sysco Corp | −42 | 3,636 | $303,896 | |
| MSFT | Microsoft Corp | −40 | 11,516 | $4,295,698 | |
| PEP | Pepsico Inc | −9 | 2,285 | $309,389 | |
| SPY | Spdr S&P 500 ETF Trust | −5 | 1,051 | $784,855 | |
| NVDA | Nvidia Corp | −2 | 8,193 | $1,639,337 | |
| AAPL | Apple Inc. | −1 | 5,838 | $1,689,283 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| COP | Conocophillips | 1,807 | $238,524 | |
| No positions match the current search. | ||||
55 tracked positions ·
$277,126,281 total
· filing declares
87 positions · $277,126,973
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Showing 1–50
of 55 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Added | 759,585 | $95,337,157 | 34.40% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
Reduced | 338,905 | $80,191,701 | 28.94% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Added | 207,049 | $25,643,254 | 9.25% | |
| BWX |
State Street SPDR Bloomberg International Treasury Bond ETF
|
Reduced | 105,649 | $16,077,664 | 5.80% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
Added | 252,812 | $7,627,338 | 2.75% | |
| ONEQ |
Fidelity Nasdaq Composite Index ETF
|
Added | 61,622 | $6,360,622 | 2.30% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 11,516 | $4,295,698 | 1.55% | |
| VEU |
Vanguard FTSE All-World Ex-US ETF
|
Added | 42,247 | $3,527,530 | 1.27% | |
| VIGI |
Vanguard International Dividend Appreciation ETF
|
Added | 32,059 | $3,286,857 | 1.19% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 22,783 | $3,114,891 | 1.12% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 5,838 | $1,689,283 | 0.61% | |
| CVX |
Chevron Corp
Energy
|
Added | 10,159 | $1,683,955 | 0.61% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 8,193 | $1,639,337 | 0.59% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 5,878 | $1,588,882 | 0.57% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 5,906 | $1,499,946 | 0.54% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 2,829 | $1,415,603 | 0.51% | |
| CAPE |
DoubleLine Shiller CAPE U.S. Equities ETF
|
Reduced | 52,376 | $1,305,733 | 0.47% | |
| XLBI |
State Street Materials Select Sector SPDR Premium Income ETF
|
Added | 6,802 | $1,295,917 | 0.47% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 4,682 | $1,178,178 | 0.43% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 9,747 | $1,144,882 | 0.41% | |
| FBCG |
Fidelity Blue Chip Growth ETF
|
Reduced | 18,928 | $1,141,169 | 0.41% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
Reduced | 19,737 | $1,007,573 | 0.36% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 8,867 | $1,004,276 | 0.36% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 12,238 | $871,957 | 0.31% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,051 | $784,855 | 0.28% | |
| EDV |
Vanguard World Funds Extended Duration ETF
|
Added | 6,709 | $769,750 | 0.28% | |
| INTC |
Intel Corp
Technology
|
Reduced | 5,056 | $705,969 | 0.25% | |
| VXUS |
Vanguard Total International Stock ETF
|
Added | 7,174 | $613,305 | 0.22% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 6,626 | $601,243 | 0.22% | |
| BBAG |
JPMorgan BetaBuilders U.S. Aggregate Bond ETF
|
Added | 10,566 | $573,121 | 0.21% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 3,664 | $537,288 | 0.19% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 1,804 | $507,302 | 0.18% | |
| ABI |
VictoryShares Pioneer Asset-Based Income ETF
|
Added | 2,848 | $500,719 | 0.18% | |
| AFL |
Aflac Inc
Financial Services
|
Added | 4,171 | $489,049 | 0.18% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Added | 914 | $477,464 | 0.17% | |
|
|
Added | 6,829 | $474,615 | 0.17% | ||
| RRBI |
Red River Bancshares Inc
Financial Services
|
Held | 5,124 | $467,718 | 0.17% | |
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
Added | 15,449 | $457,824 | 0.17% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 1,291 | $455,309 | 0.16% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,267 | $452,787 | 0.16% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,306 | $427,492 | 0.15% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,653 | $393,976 | 0.14% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 1,971 | $356,573 | 0.13% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Held | 2,817 | $328,659 | 0.12% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 2,285 | $309,389 | 0.11% | |
| AGGY |
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
|
Added | 4,108 | $305,470 | 0.11% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Reduced | 3,636 | $303,896 | 0.11% | |
| BLDG |
Cambria Global Real Estate ETF
|
Added | 3,318 | $262,410 | 0.09% | |
| QCOM |
Qualcomm Inc/De
Technology
|
NEW | 1,337 | $247,064 | 0.09% | |
| AGRH |
iShares Interest Rate Hedged U.S. Aggregate Bond ETF
|
Held | 8,085 | $245,541 | 0.09% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.