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.

Top Buys

Q3 2026

1. ACWX Ishares Msci Acwi Ex Us Etf

+$9.08 M

2. SPLG Spdr Portfolio S&P 500 Etf

+$1.33 M

3. BLCR Ishares Large Cap Core Active Etf

+$843,778.53

4. IUSB Ishares Core Total Usd Bond Market Etf

+$563,380.21

5. IVW Ishares S&P 500 Growth Etf

+$526,359.88

Top Sells

Q3 2026

1. SPMO Invesco S&P 500 Momentum Etf

−$4.53 M

2. AVEM Avantis Emerging Markets Equity Etf

−$3.49 M

3. MBB Ishares Mbs Etf

−$826,766

4. BAI Ishares Ai Innovation And Tech Active Etf

−$654,716.86

5. SHLD Global X Defense Tech Etf

−$161,855.89

Stocks/ETFs

+3.03%

$121.9 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Spdr Portfolio S&P 500 Etf ETF-SPLG	368,653	$33.09 M	27.14%	▲ 14,819	Add 4.2%
Ishares Msci Acwi Ex Us Etf ETF-ACWX	220,291	$16.66 M	13.67%	▲ 120,068	Add 119.8%
Ishares Us Equity Factor Rotation Active Etf ETF-DYNF	184,348	$12.77 M	10.47%	▲ 1,468	Add 0.8%
Ishares S&P 500 Growth Etf ETF-IVW	85,947	$12.23 M	10.03%	▲ 3,700	Add 4.5%
Ishares S&P 500 Value Etf ETF-IVE	49,834	$11.38 M	9.33%	▲ 330	Add 0.7%
Ishares International Country Rotation Active Etf ETF-CORO	233,604	$8.49 M	6.97%	▲ 8,167	Add 3.6%
Ishares Ai Innovation And Tech Active Etf ETF-BAI	108,711	$5.13 M	4.21%	▼ 13,874	Reduce -11.3%
Ishares Large Cap Core Active Etf ETF-BLCR	100,375	$4.91 M	4.03%	▲ 17,234	Add 20.7%
Global X Defense Tech Etf ETF-SHLD	62,232	$3.74 M	3.07%	▼ 2,694	Reduce -4.2%
Ishares Us Thematic Rotation Active Etf ETF-THRO	82,284	$3.62 M	2.97%	▲ 2,119	Add 2.6%

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Hobbs Wealth Management, LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Hobbs Wealth Management, LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 8 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Hobbs Wealth Management, LLC Quarterly 13F Statistics

Discover detailed insights into Hobbs Wealth Management, LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Hobbs Wealth Management, LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Hobbs Wealth Management, LLC.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

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

Hobbs Wealth Management, LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q3 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2026)

Historical Portfolio Charts

Hobbs Wealth Management, LLC's Portfolio

Hobbs Wealth Management, LLC Quarterly 13F Statistics

Hobbs Wealth Management, LLC's All 13F Filings

Insider Trading Activity (SEC Form 4)