Hobbs Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Hobbs Wealth Management, LLC reported 41 stock positions worth $87.5 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 22.3% of the portfolio, followed by iShares S&P 500 Growth ETF (IVW, 10.6%) and iShares MSCI USA Quality Fac (QUAL, 9.1%).
- Most Recent 13F
- Q2 2026
- Location
- ZIONSVILLE, IN
- CIK
- 0002019202
- Portfolio Value
- $87.5M (Q4 2024)
- SEC Filing
- 0002019202-25-000003 ↗ filed Feb 13, 2025
Holdings Value
Holdings 41 stocks · $87.5M
| SPYM Ste STR SPDR PT S&P 500 ETF | 22.25% | 282,540 | $19.5M | — |
| IVW iShares S&P 500 Growth ETF | 10.57% | 91,109 | $9.3M | — |
| QUAL iShares MSCI USA Quality Fac | 9.11% | 44,792 | $8.0M | — |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 8.62% | 147,227 | $7.5M | — |
| EFG iShares MSCI Eafe Growth ETF | 6.96% | 62,929 | $6.1M | — |
| EFV iShares MSCI Eafe Value ETF | 6.91% | 115,303 | $6.0M | — |
| IVE iShares S&P 500 Value ETF | 4.78% | 21,934 | $4.2M | — |
| EMXC iShares MSCI Emr MRK Ex Chna | 3.59% | 56,742 | $3.1M | — |
| IYW iShares Ustechnology ETF | 3.53% | 19,347 | $3.1M | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.43% | 47,056 | $2.1M | — |
| SPMO Invesco S&P 500 Momentum ETF | 2.42% | 22,249 | $2.1M | — |
| AAPL Apple Inc. | 1.63% | 5,707 | $1.4M | — |
| IEMG iShares Core MSCI Emerging | 1.54% | 25,800 | $1.3M | — |
| MSFT Microsoft Corp. | 1.41% | 2,924 | $1.2M | — |
| NVDA Nvidia Corp. | 1.40% | 9,099 | $1.2M | — |
| LLY Eli Lilly & Co. | 1.28% | 1,447 | $1.1M | — |
| SCHZ Schwab US Aggregate Bond ETF | 1.14% | 44,047 | $1000K | — |
| IFRA iShares US Infrastructure | 0.87% | 16,359 | $757K | — |
| MBB iShares MBS ETF | 0.84% | 7,988 | $732K | — |
| AMZN Amazon.com Inc. | 0.80% | 3,175 | $697K | — |
| GOOGL Alphabet Inc. Class A | 0.59% | 2,747 | $520K | — |
| TSLA Tesla Inc. | 0.57% | 1,237 | $500K | — |
| AVGO Broadcom Inc. | 0.55% | 2,082 | $483K | — |
| META Meta Platforms Inc. Class A | 0.54% | 812 | $475K | — |
| WMT Walmart Inc. | 0.49% | 4,728 | $427K | — |
| TLT iShares 20+ Year Treasury BD | 0.43% | 4,351 | $380K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.43% | 832 | $377K | — |
| GOOG Alphabet Inc. Class C | 0.39% | 1,807 | $344K | — |
| JPM JPMorgan Chase & Co. | 0.39% | 1,422 | $341K | — |
| BINC iShares Flex I A ETF-Usd Inc. | 0.36% | 6,002 | $312K | — |
| CRM Salesforce Inc. | 0.33% | 871 | $291K | — |
| V Visa Inc. Class A | 0.33% | 921 | $291K | — |
| IVV iShares Core S&P 500 ETF | 0.31% | 468 | $276K | — |
| MA Mastercard Inc. Class A | 0.31% | 521 | $274K | — |
| HD Home Depot Inc. | 0.31% | 696 | $271K | — |
| UNH Unitedhealth Group Inc. | 0.28% | 480 | $243K | — |
| XOM Exxon Mobil Corp. | 0.27% | 2,171 | $234K | — |
| COST Costco Wholesale Corp. | 0.27% | 254 | $233K | — |
| CSCO Cisco Systems Inc. | 0.26% | 3,914 | $232K | — |
| PG The Procter & Gamble Co. | 0.25% | 1,318 | $221K | — |
| KO The Coca-Cola Co. | 0.25% | 3,481 | $217K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 23 | $118.3M | SPYM, DYNF, IVW, IVE, CORO |
| Q1 2026 | 23 | $101.1M | SPYM, IVE, DYNF, IVW, CORO |
| Q4 2025 | 21 | $102.7M | SPYM, DYNF, IVE, IVW, XLG |
| Q3 2025 | 57 | $119.2M | SPYM, QUAL, DYNF, IVW, XLG |
| Q2 2025 | 49 | $104.8M | SPYM, QUAL, EFV, IVW, DYNF |
| Q1 2025Amended | 51 | $90.1M | SPYM, IVW, QUAL, DYNF, IVE |
| Q4 2024 | 41 | $87.5M | SPYM, IVW, QUAL, DYNF, EFG |