13FBOX
Hobbs Wealth Management, LLC · 13F Holdings
Options Calculator Rankings

Hobbs Wealth Management, LLC

No.8839
Latest AUM (Q2 2026)
$118.3M
QoQ Change Q1 2026
+$17.3M+17.1%
Holdings
23
New Buys
2
Adds
11
Reduces
10
Exits
2
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SSTATE STREETSPYM
26.28%15.18%$31.1M353,834$15.3M200,472+153,362+76.50%Add
BBLACKROCK ETF TRUSTDYNF
10.51%10.64%$12.4M182,880$10.7M184,735-1,855-1.00%Reduce
IISHARES TRIVW
9.56%8.89%$11.3M82,247$9.0M79,408+2,839+3.58%Add
IISHARES S&PIVE
9.5%10.85%$11.2M49,504$11.0M51,943-2,439-4.70%Reduce
BBLACKROCK ETF TRUSTCORO
6.97%7.08%$8.3M225,437$7.2M222,431+3,006+1.35%Add
IISHARES MSCI ACWI EX U.S. ETFACWX
6.45%6.32%$7.6M100,223$6.4M93,343+6,880+7.37%Add
BBLACKROCK ETF TRUSTBAI
5.46%4.34%$6.5M122,585$4.4M132,956-10,371-7.80%Reduce
IINVESCO EXCH TRADED FD TR IISPMO
4.35%4.38%$5.1M31,860$4.4M39,493-7,633-19.33%Reduce
BBLACKROCK ETF TRUSTBLCR
3.54%3.33%$4.2M83,141$3.4M81,840+1,301+1.59%Add
GGLOBAL X FDSSHLD
3.28%3.31%$3.9M64,926$3.3M47,273+17,653+37.34%Add
AAMERICAN CENTY ETF TRAVEM
2.95%4.05%$3.5M36,215$4.1M50,738-14,523-28.62%Reduce
BBLACKROCK ETF TRUSTTHRO
2.92%4.4%$3.5M80,165$4.4M122,750-42,585-34.69%Reduce
IISHARES TRIUSB
2.34%1.63%$2.8M59,903$1.7M35,764+24,139+67.50%Add
SSCHWAB U.S. AGGREGATE BOND ETFSCHZ
1.15%1.24%$1.4M58,974$1.3M54,073+4,901+9.06%Add
BBONDBLOXX ETF TRUSTXTEN
1%1.6%$1.2M25,872$1.6M35,313-9,441-26.74%Reduce
ISHARES MBSACGL
0.7%0.73%$826,7668,747$737,4777,767+980+12.62%Add
IISHARES TRGJS
0.7%0.72%$822,38136,101$728,33231,791+4,310+13.56%Add
BBLACKROCK ETF TRUSTIALT
0.69%$811,57128,933$00+28,933New Buy
BBLACKROCK ETF TRUST IIGGOV
0.43%$506,92310,080$00+10,080New Buy
IISHARES TREFV
0.34%4.7%$402,1175,253$4.7M63,884-58,631-91.78%Reduce
IISHARES MSCIQUAL
0.32%4.88%$373,0311,700$4.9M25,688-23,988-93.38%Reduce
WWORLD GOLD TRGLD
0.31%0.4%$369,8594,657$402,6454,344+313+7.21%Add
IISHARES INCIEMG
0.26%0.28%$312,9703,778$284,7204,082-304-7.45%Reduce

🧭 Institutional Sector Flow Heatmap

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