🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Hobbs Wealth Management, LLC 13F Filings, Portfolio & Analysis

CIK: 0002019202
Zionsville 75 N. Main Street
Zip Code: 46077
Latest Portfolio Value
$121.9 M
+3.03%
Total Holdings
21
-2
Latest Report Date
Q3 2026
Top 10 Concentration
91.89%

Hobbs Wealth Management, LLC — Portfolio Overview & Company Profile

Hobbs Wealth Management, LLC (CIK: 0002019202) is a financial institution headquartered at 75 N. Main Street, , Zionsville, Indiana 46077. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-09-30), the institution manages a portfolio valued at $121.9 M, comprising 21 distinct securities. Over its filing history, it has submitted 9 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q3 2026 — Top-10 concentration: 91.9%. Quarterly turnover: 8.1%. ▲ 0 new, +15 added, −6 reduced, ×2 exited.

Portfolio Summary (Q3 2026)

Asset Allocation

Stocks/ETFs
+3.03%
$121.9 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2026)

Name Shares Market Value Weight Change Activity
368,653 $33.09 M 27.14% ▲ 14,819 Add 4.2%
220,291 $16.66 M 13.67% ▲ 120,068 Add 119.8%
184,348 $12.77 M 10.47% ▲ 1,468 Add 0.8%
85,947 $12.23 M 10.03% ▲ 3,700 Add 4.5%
49,834 $11.38 M 9.33% ▲ 330 Add 0.7%
233,604 $8.49 M 6.97% ▲ 8,167 Add 3.6%
108,711 $5.13 M 4.21% ▼ 13,874 Reduce -11.3%
100,375 $4.91 M 4.03% ▲ 17,234 Add 20.7%
62,232 $3.74 M 3.07% ▼ 2,694 Reduce -4.2%
82,284 $3.62 M 2.97% ▲ 2,119 Add 2.6%

Historical Portfolio Charts