HB Wealth Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), HB Wealth Management, LLC reported 1,700 stock positions worth $17.8 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 17.3% of the portfolio, followed by Vanguard Dividend Apprec ETF (VIG, 7.7%) and Avantis U.S. Equity ETF (AVUS, 4.3%). Compared with Q1 2026, it opened 251 new positions, sold out of 76, added to 926 and reduced 440. The biggest buy was Avantis U.S. Equity ETF (AVUS, shares +5%) and the biggest sale an exit from Exxon Mobil (XOM).
- Most Recent 13F
- Q2 2026
- Location
- Atlanta, GA
- CIK
- 0001911253
- Portfolio Value
- $17.8B (Q2 2026)
- SEC Filing
- 0001172661-26-002920 ↗ filed Jul 29, 2026
Holdings Value
Holdings 1,700 stocks · $17.8B
| VTI VG Morningstar TS MKT ETF-US | 17.34% | 8,759,071 | $3.1B | Add +0.4% |
| VIG Vanguard Dividend Apprec ETF | 7.70% | 5,857,815 | $1.4B | Add +1.6% |
| AVUS Avantis U.S. Equity ETF | 4.33% | 6,026,439 | $771.9M | Add +4.9% |
| JCPB JPMorgan Core Plus Bond ETF | 4.10% | 15,629,633 | $730.9M | Add +8.4% |
| VXUS Vanguard Total Intl Stock | 3.97% | 8,363,846 | $707.5M | Add +3.7% |
| JPST JPMorgan Ultra-Short Income | 2.84% | 10,065,428 | $506.5M | Add +5.4% |
| AAPL Apple Inc. | 2.59% | 1,596,965 | $462.1M | Add +0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.98% | 471,257 | $351.9M | Add +3.2% |
| IVW iShares S&P 500 Growth ETF | 1.70% | 2,200,705 | $302.7M | Reduce -1.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.63% | 2,445,430 | $291.0M | Reduce -11.6% |
| QLTY GMO U.S. Quality ETF | 1.52% | 6,701,176 | $271.3M | Add +13.5% |
| HD Home Depot Inc. | 1.35% | 680,281 | $239.9M | Add +0.1% |
| NVDA Nvidia Corp. | 1.28% | 1,142,468 | $228.6M | Add +3.2% |
| MSFT Microsoft Corp. | 1.16% | 552,823 | $206.2M | Add +2.3% |
| SCHB Schwab US Broad Market ETF | 1.07% | 6,571,056 | $190.3M | Reduce -0.4% |
| GSLC Goldman Activebeta US LC ETF | 1.04% | 1,305,326 | $185.2M | Add +4.6% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.94% | 3,268,293 | $166.7M | Add +28.1% |
| IVV iShares Core S&P 500 ETF | 0.93% | 220,501 | $165.1M | Reduce -1.8% |
| ITOT iShares Core S&P Total U.S. | 0.92% | 998,509 | $164.0M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 0.90% | 449,314 | $160.6M | Reduce -1.3% |
| AMZN Amazon.com Inc. | 0.87% | 650,572 | $155.1M | Add +1.8% |
| AVDE Avantis International Equity | 0.85% | 1,693,261 | $151.0M | Add +1.7% |
| VOO Vanguard S&P 500 ETF | 0.82% | 213,262 | $146.5M | Add +8.3% |
| GOOG Alphabet Inc. Class C | 0.71% | 358,086 | $126.5M | Add +3.5% |
| GSIE Goldman Sachs Activebeta Int | 0.67% | 2,594,781 | $118.6M | Add +1.6% |
| AVEM Avantis Emerging Markets Eq | 0.60% | 1,108,268 | $106.9M | Add +4.5% |
| AVGO Broadcom Inc. | 0.57% | 270,850 | $102.3M | Add +1.8% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.56% | 870,719 | $99.0M | Reduce -11.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.54% | 1,139,409 | $95.4M | Add +11.4% |
| DUHP Dimensional US High Profi Et | 0.52% | 2,227,918 | $93.0M | Add +12.1% |
| SCHX Schwab US Large-Cap ETF | 0.52% | 3,146,255 | $92.6M | Add +2.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.51% | 180,564 | $90.4M | Add +1.4% |
| JPM JPMorgan Chase & Co. | 0.48% | 259,187 | $84.8M | Add +0.5% |
| DFAC Dimensional US Core Equity 2 | 0.45% | 1,821,322 | $80.8M | Reduce -0.6% |
| LLY Eli Lilly & Co. | 0.43% | 64,452 | $77.3M | Add +2.3% |
| JNJ Johnson & Johnson | 0.43% | 300,713 | $76.4M | Reduce -0.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.40% | 97,393 | $71.7M | Add +0.2% |
| V Visa Inc. Class A | 0.38% | 197,131 | $67.6M | Add +1.4% |
| META Meta Platforms Inc. Class A | 0.37% | 118,576 | $66.8M | Add +17.8% |
| DFAU Dimensional US Core Equity M | 0.36% | 1,250,136 | $64.6M | Reduce -2.2% |
| IWD iShares Russell 1000 Value E | 0.33% | 244,415 | $59.3M | Add +3.4% |
| SCHG Schwab US Large-Cap Growth | 0.33% | 1,723,874 | $58.3M | Reduce -0.8% |
| SCHD Schwab US DVD Equity ETF | 0.32% | 1,780,558 | $56.5M | Add +8.4% |
| KO The Coca-Cola Co. | 0.32% | 691,443 | $56.2M | Add +9.9% |
| IWF iShares Russell 1000 Growth | 0.30% | 433,358 | $53.8M | Add +2.1% |
| TSLA Tesla Inc. | 0.29% | 123,128 | $51.8M | Add +5.0% |
| ALB Albemarle Corp. | 0.29% | 382,612 | $51.7M | Reduce -5.2% |
| RSP Invesco S&P 500 Equal Weight | 0.28% | 230,643 | $49.1M | Add +1.0% |
| CSCO Cisco Systems Inc. | 0.27% | 414,289 | $48.7M | Reduce -1.9% |
| MU Micron Technology Inc. | 0.27% | 42,036 | $48.5M | Add +4.8% |
| WMT Walmart Inc. | 0.27% | 427,579 | $48.4M | Reduce -2.3% |
| CAT Caterpillar Inc. | 0.27% | 45,445 | $48.4M | Reduce -3.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.27% | 557,703 | $48.0M | Add +15.0% |
| GEM Goldman Sachs Activebeta Em | 0.27% | 910,914 | $47.4M | Reduce -3.1% |
| LRCX Lam Research Corp. | 0.26% | 106,838 | $46.3M | Reduce -6.5% |
| AVUV Avantis US Small Cap Value | 0.25% | 363,036 | $45.3M | Add +0.5% |
| IJR iShares Core S&P Small-Cap E | 0.25% | 296,271 | $43.9M | Add +21.2% |
| SCHF Schwab Intl Equity ETF | 0.22% | 1,435,447 | $39.8M | Add +1.6% |
| PG The Procter & Gamble Co. | 0.22% | 268,418 | $39.4M | Reduce -0.3% |
| AMD Advanced Micro Devices | 0.22% | 67,715 | $39.3M | Reduce -5.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.21% | 456,294 | $36.8M | Add +0.4% |
| HTRB Hartford TTL RTRN BND ETF | 0.20% | 1,077,974 | $36.4M | Reduce -10.9% |
| ABBV Abbvie Inc. | 0.20% | 142,911 | $36.0M | Add +1.3% |
| IWV iShares Russell 3000 ETF | 0.19% | 80,702 | $34.4M | Add +0.5% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.19% | 379,143 | $33.3M | Add +0.2% |
| SHOP Shopify Inc. Class A | 0.18% | 282,009 | $32.2M | Add +2377.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.18% | 105,892 | $32.1M | Add +16.2% |
| INTC Intel Corp. | 0.18% | 229,844 | $32.1M | Reduce -2.2% |
| CVX Chevron Corp. | 0.18% | 192,692 | $31.9M | Add +2.9% |
| EFA iShares MSCI Eafe ETF | 0.18% | 305,287 | $31.7M | Add +4.0% |
| JSCP JPMorgan Short Duration Core | 0.18% | 666,586 | $31.4M | Reduce -11.4% |
| DVY iShares Select Dividend ETF | 0.17% | 199,537 | $31.2M | Add +47.7% |
| MRK Merck & Co. Inc. | 0.17% | 242,175 | $31.1M | Add +0.3% |
| RTX RTX Corp. | 0.17% | 162,986 | $30.9M | Reduce -0.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.17% | 140,986 | $30.7M | Add +100.3% |
| BAC Bank of America Corp. | 0.17% | 536,760 | $30.6M | Add +25.5% |
| GLD SPDR Gold Shares | 0.16% | 79,173 | $29.2M | Add +15.3% |
| COST Costco Wholesale Corp. | 0.16% | 31,067 | $29.1M | Add +1.4% |
| ORCL Oracle Corp. | 0.16% | 197,825 | $29.0M | Add +6.6% |
| DFAX Dimensional World Ex US Core | 0.16% | 770,819 | $28.4M | Add +1470.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 100,600 | $28.3M | Add +7.0% |
| AMAT Applied Materials Inc. | 0.16% | 39,072 | $28.2M | Add +6.0% |
| MA Mastercard Inc. Class A | 0.15% | 53,388 | $27.4M | Add +1.8% |
| MINT PIMCO Enhanced Short Maturit | 0.15% | 268,951 | $27.1M | Reduce -12.0% |
| DGRW Wisdomtree U.S. Quality Divi | 0.15% | 280,702 | $26.8M | Add +6.4% |
| VGT Vanguard Info Tech ETF | 0.15% | 223,842 | $26.8M | Reduce -3.9% |
| KLAC KLA Corp. | 0.15% | 88,287 | $26.6M | Add +2.7% |
| TXN Texas Instruments Inc. | 0.14% | 85,652 | $25.5M | Add +2.5% |
| UNH Unitedhealth Group Inc. | 0.14% | 58,523 | $24.3M | Add +18.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.14% | 50,557 | $24.1M | Add +11.0% |
| NEU Newmarket Corp. | 0.13% | 30,269 | $24.0M | Add +1.1% |
| T AT&T Inc. | 0.13% | 1,132,000 | $23.4M | Add +1.1% |
| MS Morgan Stanley | 0.13% | 112,084 | $23.4M | Reduce -0.5% |
| AXP American Express Co. | 0.13% | 68,800 | $23.3M | Add +2.8% |
| HDV iShares Core High Dividend E | 0.13% | 819,098 | $22.5M | Reduce -2.5% |
| MCD McDonald's Corp. | 0.13% | 82,678 | $22.3M | Reduce -4.9% |
| VEA Vanguard Ftse Developed ETF | 0.12% | 309,577 | $22.1M | Add +4.9% |
| VONG Vanguard Russell 1000 Growth | 0.12% | 169,616 | $21.7M | Reduce -0.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.12% | 221,946 | $21.4M | Add +2.4% |
| DGRO iShares Core Dividend Growth | 0.12% | 274,583 | $20.8M | Reduce -2.2% |
Options reported separately and not counted above: AAPL puts ($4.5M), NVDA puts ($3.4M), TROW puts ($3.4M), JPM puts ($2.0M), AMZN puts ($1.9M), SPY calls ($1.3M), NUE puts ($1.2M), CTSH puts ($941K), INFY puts ($904K), EPAM puts ($897K), PRU puts ($853K), MKC puts ($696K), and 6 more.
Other holdings (1): bonds, preferreds, convertibles and warrants · $242K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 209 | $242K | Add +1.5% |
Total filed on the 13F, all lines: $17.8B.
Portfolio Sells Q1 2026 → Q2 2026
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.38 |
| ALB Albemarle Corp. | Reduce -5.2% | 0.29% | −0.18 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.14 |
| SLDE Slide Insurance Holdings Inc. | Reduce -83.9% | 0.02% | −0.09 |
| WMT Walmart Inc. | Reduce -2.3% | 0.27% | −0.08 |
| ACN Accenture PLC Class A | Reduce -0.6% | 0.08% | −0.07 |
| HTRB Hartford TTL RTRN BND ETF | Reduce -10.9% | 0.20% | −0.06 |
| NFLX Netflix Inc. | Reduce -4.3% | 0.09% | −0.06 |
| JSCP JPMorgan Short Duration Core | Reduce -11.4% | 0.18% | −0.05 |
| JNJ Johnson & Johnson | Reduce -0.8% | 0.43% | −0.05 |
| MCD McDonald's Corp. | Reduce -4.9% | 0.13% | −0.05 |
| MINT PIMCO Enhanced Short Maturit | Reduce -12.0% | 0.15% | −0.05 |
| PEP Pepsico Inc. | Reduce -0.9% | 0.11% | −0.04 |
| Z Zillow Group Inc. Class C | Reduce -48.9% | 0.02% | −0.04 |
| PLTR Palantir Technologies Inc. Class A | Reduce -5.3% | 0.06% | −0.03 |
| RTX RTX Corp. | Reduce -0.5% | 0.17% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -0.3% | 0.22% | −0.03 |
| ISRG Intuitive Surgical Inc. | Reduce -14.6% | 0.05% | −0.03 |
| ICE Intercontinental Exchange Inc. | Reduce -1.5% | 0.05% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -1.8% | 0.93% | −0.02 |
| FDX FedEx Corp. | Reduce -9.6% | 0.05% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -8.2% | 0.07% | −0.02 |
| HDV iShares Core High Dividend E | Reduce -2.5% | 0.13% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -3.9% | 0.05% | −0.02 |
| GPC Genuine Parts Co. | Reduce -33.2% | 0.04% | −0.02 |
| UBER Uber Technologies Inc. | Reduce -11.7% | 0.06% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -11.4% | 0.07% | −0.02 |
| TROW T Rowe Price Group Inc. | Reduce -11.2% | 0.56% | −0.02 |
| DHR Danaher Corp. | Reduce -13.1% | 0.05% | −0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -18.9% | 0.07% | −0.02 |
| CRM Salesforce Inc. | Reduce -9.3% | 0.03% | −0.02 |
| ADBE Adobe Inc. | Reduce -43.2% | 0.01% | −0.02 |
| GILD Gilead Sciences Inc. | Reduce -10.3% | 0.04% | −0.02 |
| RSG Republic Services Inc. | Reduce -23.5% | 0.03% | −0.02 |
| INTU Intuit Inc. | Reduce -30.3% | 0.01% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -7.0% | 0.03% | −0.01 |
| MDT Medtronic PLC | Reduce -2.8% | 0.04% | −0.01 |
| VT Vanguard Tot World STK ETF | Reduce -12.9% | 0.08% | −0.01 |
| AVDV Avantis Intl S/C Value ETF | Reduce -10.2% | 0.05% | −0.01 |
| MUB iShares National Muni Bond E | Reduce -64.2% | 0.01% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -14.1% | 0.05% | −0.01 |
| CB Chubb Ltd. | Reduce -3.3% | 0.09% | −0.01 |
| ACWV iShares MSCI Global Min Vol | Reduce -0.2% | 0.08% | −0.01 |
| NOW ServiceNow Inc. | Reduce -23.3% | 0.02% | −0.01 |
| MCK McKesson Corp. | Reduce -1.2% | 0.04% | −0.01 |
| NOC Northrop Grumman Corp. | Reduce -0.3% | 0.02% | −0.01 |
| DFAU Dimensional US Core Equity M | Reduce -2.2% | 0.36% | −0.01 |
| VGSH Vanguard Short-Term Treasury | Reduce -31.2% | 0.02% | −0.01 |
| SHW The Sherwin-Williams Co. | Reduce -12.4% | 0.05% | −0.01 |
| SCHW Schwab (charles) Corp. | Reduce -16.6% | 0.03% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| AVUS Avantis U.S. Equity ETF | Add +4.9% | 4.33% | +0.19 |
| MU Micron Technology Inc. | Add +4.8% | 0.27% | +0.18 |
| SHOP Shopify Inc. Class A | Add +2377.7% | 0.18% | +0.17 |
| DFAX Dimensional World Ex US Core | Add +1470.7% | 0.16% | +0.15 |
| QLTY GMO U.S. Quality ETF | Add +13.5% | 1.52% | +0.14 |
| JMST JPM Ultra-Short Muni Income | Add +28.1% | 0.94% | +0.09 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +100.3% | 0.17% | +0.08 |
| AMAT Applied Materials Inc. | Add +6.0% | 0.16% | +0.08 |
| KLAC KLA Corp. | Add +2.7% | 0.15% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +3.5% | 0.71% | +0.07 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.4% | 17.34% | +0.07 |
| VOO Vanguard S&P 500 ETF | Add +8.3% | 0.82% | +0.06 |
| LLY Eli Lilly & Co. | Add +2.3% | 0.43% | +0.06 |
| UNH Unitedhealth Group Inc. | Add +18.9% | 0.14% | +0.05 |
| IJR iShares Core S&P Small-Cap E | Add +21.2% | 0.25% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3.2% | 1.98% | +0.05 |
| IEMG iShares Core MSCI Emerging | Add +174.7% | 0.07% | +0.05 |
| DUHP Dimensional US High Profi Et | Add +12.1% | 0.52% | +0.05 |
| AVEM Avantis Emerging Markets Eq | Add +4.5% | 0.60% | +0.05 |
| DVY iShares Select Dividend ETF | Add +47.7% | 0.17% | +0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +15.0% | 0.27% | +0.04 |
| AVGO Broadcom Inc. | Add +1.8% | 0.57% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.2% | 0.40% | +0.04 |
| TXN Texas Instruments Inc. | Add +2.5% | 0.14% | +0.04 |
| BND Vanguard Total Bond Market | Add +218.8% | 0.06% | +0.04 |
| MKC McCormick & Co.-Non VTG SHRS | Add +91.4% | 0.09% | +0.04 |
| VEU Vanguard Ftse All-World Ex-U | Add +11.4% | 0.54% | +0.04 |
| BAC Bank of America Corp. | Add +25.5% | 0.17% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +11.0% | 0.14% | +0.04 |
| NVDA Nvidia Corp. | Add +3.2% | 1.28% | +0.03 |
| WDC Western Digital Corp. | Add +5.8% | 0.06% | +0.03 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +1386.0% | 0.03% | +0.03 |
| ATLC Atlanticus Holdings Corp. | Add +0.1% | 0.07% | +0.03 |
| MRVL Marvell Technology Inc. | Add +17.3% | 0.04% | +0.03 |
| AZN Astrazeneca PLC | New | 0.03% | +0.03 |
| DELL Dell Technologies -C | Add +35.6% | 0.04% | +0.03 |
| GSLC Goldman Activebeta US LC ETF | Add +4.6% | 1.04% | +0.03 |
| EIPI FT Energy Income ETF | New | 0.03% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +16.2% | 0.18% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +3.8% | 0.06% | +0.03 |
| STX Seagate Technology Holdings | Add +11.8% | 0.04% | +0.02 |
| ICSH iShares Ultra Short Duration | New | 0.02% | +0.02 |
| FMDE Fidelity Enhanced Mid Cap Co. | New | 0.02% | +0.02 |
| IQLT iShares MSCI International Q | Add +313.1% | 0.03% | +0.02 |
| CRWV Coreweave Inc. Class A | New | 0.02% | +0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +24.6% | 0.11% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +23.1% | 0.10% | +0.02 |
| DAL Delta Air Lines Inc. | Add +1.6% | 0.09% | +0.02 |
| DDOG Datadog Inc. Class A | Add +95.2% | 0.02% | +0.02 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.02% | +0.02 |
Options Activity Q1 2026 → Q2 2026
| AAPL Apple Inc. | put | Reduce -30.2% | 15,700 | $4.5M |
| NVDA Nvidia Corp. | put | Reduce -7.1% | 17,100 | $3.4M |
| IWM iShares Russell 2000 ETF | call | Sold out | 10,900 | $2.7Mbefore exit |
| SPY SS SPDR S&P 500 ETF Trust-US | call | Reduce -85.4% | 1,800 | $1.3M |
| EFA iShares MSCI Eafe ETF | call | Sold out | 13,000 | $1.3Mbefore exit |
| NUE Nucor Corp. | put | Reduce -12.9% | 5,400 | $1.2M |
| EEM iShares MSCI Emerging Market | call | Sold out | 17,400 | $983Kbefore exit |
| CTSH Cognizant Tech Solutions-A | put | Add +224.0% | 24,300 | $941K |
| INFY Infosys Ltd.-SP ADR | put | Add +260.7% | 86,200 | $904K |
| EPAM Epam Systems Inc. | put | Add +465.0% | 11,300 | $897K |
| DIS The Walt Disney Co. | put | Sold out | 8,700 | $838Kbefore exit |
| MKC McCormick & Co.-Non VTG SHRS | put | Reduce -80.7% | 13,800 | $696K |
| BX Blackstone Inc. | put | Sold out | 5,300 | $609Kbefore exit |
| NVDA Nvidia Corp. | call | New | 1,000 | $200K |
| ON On Semiconductor | call | Reduce -50.0% | 100 | $9K |
| UAA Under Armour Inc. Class A | put | New | 100 | $639 |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2026 → Q2 2026
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Add +1.5% | 209 | $242K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,700 | $17.8B | VTI, VIG, AVUS, JCPB, VXUS |
| Q1 2026 | 1,525 | $15.4B | VTI, VIG, JCPB, AVUS, VXUS |
| Q4 2025 | 1,366 | $15.4B | VTI, VIG, AVUS, JCPB, VXUS |
| Q3 2025 | 1,302 | $14.7B | VTI, VIG, VXUS, AVUS, JCPB |
| Q2 2025 | 1,142 | $12.5B | VTI, VIG, JPST, VXUS, SPYG |
| Q1 2025 | 1,178 | $11.9B | VTI, VIG, JPST, SPYG, VXUS |
| Q4 2024 | 1,040 | $9.8B | VTI, VIG, JPST, SPYG, MINT |
| Q3 2024 | 948 | $9.3B | VTI, VIG, JPST, SPYG, VXUS |
| Q2 2024 | 896 | $8.6B | VTI, VIG, JPST, SPYG, VXUS |
| Q1 2024 | 839 | $7.9B | VTI, VIG, JPST, VXUS, SPYG |