Position in HOOD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,591,235
+$991,722 QoQ
Shares Held
25,840
+12.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#502
of 1,380 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Derivatives in HOOD
reported options exposure · as of Dec 31, 2024CallValue
$130,410
CallShares
3,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026HB Wealth Management, LLC holds $60,542,988 across 20 Capital Markets names. HOOD ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
112,084 | $23,430,039 | |
| 2 | GS |
Goldman Sachs Group Inc
|
19,781 | $20,005,909 | |
| 3 | SCHW |
Schwab Charles Corp
|
53,661 | $4,951,300 | |
| 4 | HOOD |
Robinhood Markets, Inc.
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|
25,840 | $2,591,235 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
7,775 | $2,190,062 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
13,075 | $1,138,048 | |
| 7 | EVR |
Evercore Inc.
|
3,171 | $1,082,706 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
20,962 | $1,047,680 |
All Filings in HOOD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,591,235 | 25,840 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,599,513 | 23,081 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,428,739 | 30,316 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,818,467 | 26,669 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,144,688 | 22,906 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $926,919 | 22,271 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $723,328 | 19,413 | Shares | Sole | 2025-01-15 | |
| 2024-12-31 | $130,410 | 3,500 | Call | Sole | 2025-01-15 | |
| 2024-09-30 | $320,643 | 13,691 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $268,545 | 11,825 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $232,642 | 11,557 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||