Hubbell Strickland Wealth Management, LLC
Filing Date
Global Rank
#7,255
/ 8,517
▼ 1605
Top Industry
Asset Management
21.6%
3Y Alpha vs SPY
-1.1%
Period ended 47 days ago
Filed Jul 29, 2026 · 18d
26 quarters · since Mar 2020
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+69.5%
SPY
+76.6%
Annualised alpha
-1.6%
Max drawdown
−13.9%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
34 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
20.3%
−43.4 pts
Top 5
48.9%
−31.5 pts
Top 10
68.4%
−19.2 pts
HHI
779
Diversified−3,376
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.0% | $10,558,194 |
| Financial Services | 27.7% | $10,427,200 |
| Energy | 12.7% | $4,798,846 |
| Healthcare | 9.3% | $3,502,460 |
| Consumer Defensive | 7.3% | $2,740,071 |
| Consumer Cyclical | 6.5% | $2,438,167 |
| Unclassified | 6.0% | $2,269,892 |
| Communication Services | 1.2% | $452,787 |
| Industrials | 0.6% | $236,712 |
| Basic Materials | 0.6% | $219,586 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PHYS | Sprott Physical Gold Trust | +2,095 | 252,812 | $7,627,338 | |
| XOM | ExxonMobil Holdings Corp | +210 | 22,783 | $3,114,891 | |
| ABT | Abbott Laboratories | +146 | 6,626 | $601,243 | |
| JPM | Jpmorgan Chase & Co | +115 | 1,306 | $427,492 | |
| CVX | Chevron Corp | +55 | 10,159 | $1,683,955 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | +41 | 914 | $477,464 | |
| 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 | |
| CL | Colgate Palmolive Co | +2 | 2,494 | $228,649 | |
| AFL | Aflac Inc | +2 | 4,171 | $489,049 | |
| MMM | 3M Co | +1 | 1,462 | $236,712 | |
| MCD | Mcdonalds Corp | +1 | 5,878 | $1,588,882 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| INTC | Intel Corp | −1,275 | 5,056 | $705,969 | |
| CSCO | Cisco Systems, Inc. | −743 | 9,747 | $1,144,882 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | −346 | 19,737 | $1,007,573 | |
| 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
5 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VIG | Vanguard Dividend Appreciation ETF | 342,517 | $73,661,706 | |
| VIGI | Vanguard International Dividend Appreciation ETF | 27,227 | $2,408,500 | |
| VEA | Vanguard FTSE Developed Markets ETF | 10,755 | $689,180 | |
| VXUS | Vanguard Total International Stock ETF | 6,980 | $538,227 | |
| COP | Conocophillips | 1,807 | $238,524 | |
| No positions match the current search. | ||||
34 tracked positions ·
$37,643,915 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
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
Added | 252,812 | $7,627,338 | 20.26% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 11,516 | $4,295,698 | 11.41% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 22,783 | $3,114,891 | 8.27% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 5,838 | $1,689,283 | 4.49% | |
| CVX |
Chevron Corp
Energy
|
Added | 10,159 | $1,683,955 | 4.47% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 8,193 | $1,639,337 | 4.35% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 5,878 | $1,588,882 | 4.22% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 5,906 | $1,499,946 | 3.98% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 2,829 | $1,415,603 | 3.76% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 4,682 | $1,178,178 | 3.13% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 9,747 | $1,144,882 | 3.04% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
Reduced | 19,737 | $1,007,573 | 2.68% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 8,867 | $1,004,276 | 2.67% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,051 | $784,855 | 2.08% | |
| INTC |
Intel Corp
Technology
|
Reduced | 5,056 | $705,969 | 1.88% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 6,626 | $601,243 | 1.60% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 3,664 | $537,288 | 1.43% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 1,804 | $507,302 | 1.35% | |
| AFL |
Aflac Inc
Financial Services
|
Added | 4,171 | $489,049 | 1.30% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Added | 914 | $477,464 | 1.27% | |
| RRBI |
Red River Bancshares Inc
Financial Services
|
Held | 5,124 | $467,718 | 1.24% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 1,291 | $455,309 | 1.21% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,267 | $452,787 | 1.20% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,306 | $427,492 | 1.14% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,653 | $393,976 | 1.05% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 1,971 | $356,573 | 0.95% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Held | 2,817 | $328,659 | 0.87% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 2,285 | $309,389 | 0.82% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Reduced | 3,636 | $303,896 | 0.81% | |
| QCOM |
Qualcomm Inc/De
Technology
|
NEW | 1,337 | $247,064 | 0.66% | |
| MMM |
3M Co
Industrials
|
Added | 1,462 | $236,712 | 0.63% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Added | 2,494 | $228,649 | 0.61% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 186 | $223,093 | 0.59% | |
| TMC |
TMC the metals Co Inc.
Basic Materials
|
Held | 49,568 | $219,586 | 0.58% |
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.