Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Hobbs Wealth Management, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Hobbs Wealth Management, LLC (CIK 2019202) reported $118.3M across 23 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPYM ($31.1M, 26.28%), DYNF ($12.4M, 10.51%), IVW ($11.3M, 9.56%), IVE ($11.2M, 9.50%), CORO ($8.3M, 6.97%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYMSPDR SERIES TRUST$31.1M26.28%353,834Added
2DYNFBLACKROCK ETF TRUST$12.4M10.51%182,880Trimmed
3IVWISHARES TR$11.3M9.56%82,247Added
4IVEISHARES TR$11.2M9.50%49,504Trimmed
5COROBLACKROCK ETF TRUST$8.3M6.97%225,437Added
6ACWXISHARES TR$7.6M6.45%100,223Added
7BAIBLACKROCK ETF TRUST$6.5M5.46%122,585Trimmed
8SPMOINVESCO EXCH TRADED FD TR II$5.1M4.35%31,860Trimmed
9BLCRBLACKROCK ETF TRUST$4.2M3.54%83,141Added
10SHLDGLOBAL X FDS$3.9M3.28%64,926Added
11AVEMAMERICAN CENTY ETF TR$3.5M2.95%36,215Trimmed
12THROBLACKROCK ETF TRUST$3.5M2.92%80,165Trimmed
13IUSBISHARES TR$2.8M2.34%59,903Added
14SCHZSCHWAB STRATEGIC TR$1.4M1.15%58,974Added
15XTENBONDBLOXX ETF TRUST$1.2M1.00%25,872Trimmed
16MBBISHARES TR$826,7660.70%8,747Added
17GOVTISHARES TR$822,3810.70%36,101Added
18IALTBLACKROCK ETF TRUST$811,5710.69%28,933New
19GGOVBLACKROCK ETF TRUST II$506,9230.43%10,080New
20EFVISHARES TR$402,1170.34%5,253Trimmed
21QUALISHARES TR$373,0310.32%1,700Trimmed
22GLDMWORLD GOLD TR$369,8590.31%4,657Added
23IEMGISHARES INC$312,9700.26%3,778Trimmed
24BINCBLACKROCK ETF TRUST II$00.00%0Exited
25IAGGISHARES TR$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-06-30