HB Wealth Management, LLC
Top Portfolio Positions
1,128 positions ·
$5,049,720,241 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,611,342 | $408,942,486 | 8.10% |
| SPY |
Spdr S&P 500 ETF Trust
|
468,856 | $304,915,811 | 6.04% |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
679,680 | $223,539,955 | 4.43% |
| MSFT |
Microsoft Corp
Technology
|
540,626 | $200,123,526 | 3.96% |
| NVDA |
Nvidia Corp
Technology
|
1,125,283 | $196,249,355 | 3.89% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
646,705 | $134,689,250 | 2.67% |
| GOOGL |
Alphabet Inc.
Communication Services
|
455,267 | $130,916,578 | 2.59% |
| TROW |
Price T Rowe Group Inc
Financial Services
|
1,010,026 | $91,043,743 | 1.80% |
| AVGO |
Broadcom Inc.
Technology
|
266,735 | $82,557,149 | 1.63% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
263,834 | $77,609,409 | 1.54% |
Portfolio Trend
Holdings in DKL
Shares Held
Position Value (USD)
15 of 15 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $215,759 | 4,336 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $262,720 | 5,769 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $247,778 | 5,769 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $249,566 | 5,769 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $205,003 | 4,689 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $202,561 | 5,004 | Shares | Sole | 2024-07-26 | |
| 2023-12-31 | $249,047 | 5,769 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $242,124 | 5,769 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $314,987 | 5,769 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $411,795 | 8,684 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $392,951 | 8,684 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $442,362 | 8,684 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $422,910 | 8,684 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $382,009 | 8,684 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $371,067 | 8,684 | Shares | Sole | 2022-02-15 | |
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