🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 759.71 -0.6% NASDAQ 100: 705.43 +0.1% Dow Jones: 534.08 -0.5%

Hobbs Wealth Management - Q2 2026 13F Filings

HO

Hobbs Wealth Management, LLC

CIK: 0002019202
Address: Indiana Zionsville 75 N. Main Street
$118.32 M
Portfolio Value
23
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 10/20/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. SPLG Spdr Portfolio S&P 500 Etf
+$13.48 M
2. IUSB Ishares Core Total Usd Bond Market Etf
+$1.11 M
3. SHLD Global X Defense Tech Etf
+$1.05 M
4. IALT Ishares Systematic Alternatives Active Etf
+$811,571
5. ACWX Ishares Msci Acwi Ex Us Etf
+$523,636.83

Top Sells

Q2 2026
1. QUAL Ishares Msci Usa Quality Factor Etf
−$5.26 M
2. EFV Ishares Msci Eafe Value Etf
−$4.49 M
3. THRO Ishares Us Thematic Rotation Active Etf
−$1.84 M
4. AVEM Avantis Emerging Markets Equity Etf
−$1.4 M
5. SPMO Invesco S&P 500 Momentum Etf
−$1.23 M

Asset Allocation

Stocks/ETFs
+17.09%
$118.32 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Hobbs Wealth Management Q2 2026 Filing Summary

Hobbs Wealth Management, LLC filed its 13F report for Q2 2026 on August 06, 2026. The portfolio totaled 118.32 M reflecting a +17.09% change from the prior quarter, spanning 23 assets. The top 10 holdings comprised 85.9% of the portfolio. Quarterly activity included 2 new positions and 2 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Hobbs Wealth Management’s Q2 2026 Filing

Hobbs Wealth Management submitted their Form 13F-HR for the Q2 2026 period on 08/06/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Hobbs Wealth Management reported a managed portfolio value of 118.32 M, consisting of 23 individual positions.

This page displays the raw filing documents. To see which stocks Hobbs Wealth Management bought or sold during Q2 2026, please visit Hobbs Wealth Management's Portfolio Analysis page.