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HOBBS WEALTH MANAGEMENT, LLC
HOBBS WEALTH MANAGEMENT, LLC
Latest filing: 2026-06-30
HOBBS WEALTH MANAGEMENT, LLC runs HOBBS WEALTH MANAGEMENT, LLC and currently holds 23 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $118.32M. Their top holdings are DYNF, IVW, IVE, CORO, ACWX. The top five represent 43.0% of reported portfolio weight. HOBBS WEALTH MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, HOBBS WEALTH MANAGEMENT, LLC initiated 2 new positions. They added to 10 existing positions. They trimmed 10 positions. Their current best-performing preview position is BAI with returns of +60.00%.
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23 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DYNF BLACKROCK ETF TRUST | 10.51% | $52.20 | $69.07 | +32.32% | Trimmed -1.00% |
 IVW ISHARES TR | 9.56% | $102.45 | $138.86 | +35.54% | Added +3.58% |
 IVE ISHARES TR | 9.50% | $198.04 | $237.18 | +19.76% | Trimmed -4.70% |
CO CORO BLACKROCK ETF TRUST | 6.97% | $32.21 | $37.15 | +15.34% | Added +1.35% |
 ACWX ISHARES TR | 6.45% | $68.99 | $77.94 | +12.97% | Added +7.37% |
 BAI BLACKROCK ETF TRUST | 5.46% | $31.71 | $44.27 | +39.61% | Trimmed -7.80% |
 SPMO INVESCO EXCH TRADED FD TR II | 4.35% | $104.28 | $148.77 | +42.66% | Trimmed -19.33% |
 BLCR BLACKROCK ETF TRUST | 3.54% | $41.21 | $49.12 | +19.19% | Added +1.59% |
 SHLD GLOBAL X FDS | 3.28% | $67.08 | $67.07 | -0.02% | Added +37.34% |
 AVEM AMERICAN CENTY ETF TR | 2.95% | $76.15 | $94.23 | +23.74% | Trimmed -28.62% |
Showing 1-10 of 23