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Hobbs Wealth Management - Q4 2025 13F Filings

HO

Hobbs Wealth Management, LLC

CIK: 0002019202
Address: Indiana Zionsville 75 N. Main Street
$102.72 M
Portfolio Value
21
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/06/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. IVE Ishares S&P 500 Value Etf
+$3.26 M
2. AVEM Avantis Emerging Markets Equity Etf
+$1.99 M
3. SPMO Invesco S&P 500 Momentum Etf
+$1.63 M
4. XTEN Bondbloxx Bbg 10Y Us Tsy Etf
+$1.4 M
5. DYNF Ishares Us Equity Factor Rotation Active Etf
+$693,902.94
6. SHLD Global X Defense Tech Etf
+$275,487.05

Top Sells

Q4 2025
1. QUAL Ishares Msci Usa Quality Factor Etf
−$6.44 M
2. NVDA Nvidia Corporation
−$2.25 M
3. MSFT Microsoft Corporation
−$1.78 M
4. LLY Eli Lilly And Company
−$1.56 M
5. AAPL Apple
−$1.48 M

Asset Allocation

Stocks/ETFs
-12.92%
$102.72 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Hobbs Wealth Management Q4 2025 Filing Summary

Hobbs Wealth Management, LLC filed its 13F report for Q4 2025 on January 29, 2026. The portfolio totaled 102.72 M reflecting a -13.86% change from the prior quarter, spanning 21 assets. The top 10 holdings comprised 83.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 37 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Hobbs Wealth Management’s Q4 2025 Filing

Hobbs Wealth Management submitted their Form 13F-HR for the Q4 2025 period on 01/29/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Hobbs Wealth Management reported a managed portfolio value of 102.72 M, consisting of 21 individual positions.

This page displays the raw filing documents. To see which stocks Hobbs Wealth Management bought or sold during Q4 2025, please visit Hobbs Wealth Management's Portfolio Analysis page.