HB Wealth Management, LLC
Top Portfolio Positions
1,132 positions ·
$5,136,095,928 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,611,342 | $408,942,486 | 7.96% | |
| SPY |
Spdr S&P 500 ETF Trust
|
468,856 | $304,915,811 | 5.94% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
679,680 | $223,539,955 | 4.35% | |
| MSFT |
Microsoft Corp
Technology
|
540,626 | $200,123,526 | 3.90% | |
| NVDA |
Nvidia Corp
Technology
|
1,125,283 | $196,249,355 | 3.82% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
646,705 | $134,689,250 | 2.62% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
455,267 | $130,916,578 | 2.55% | |
| TROW |
Price T Rowe Group Inc
Financial Services
|
1,010,026 | $91,043,743 | 1.77% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
178,143 | $85,366,125 | 1.66% | |
| AVGO |
Broadcom Inc.
Technology
|
266,735 | $82,557,149 | 1.61% |
Portfolio Trend
18 quarters · across all stocks
Holdings in REFI
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $115,113 | 10,169 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $159,849 | 12,498 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $173,620 | 12,437 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $182,544 | 12,418 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $191,485 | 12,418 | Shares | Sole | 2025-01-15 | |
| 2022-09-30 | $288,200 | 20,000 | Shares | Sole | 2022-10-19 | |
| No 13F history on record for this holder in this stock. | ||||||