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HOBBS WEALTH MANAGEMENT, LLC 13F portfolio summary

HOBBS WEALTH MANAGEMENT, LLC of HOBBS WEALTH MANAGEMENT, LLC has 22 current stock holdings with a reported portfolio value of $101.1M. The portfolio 1 year return is +18.20%. Top holdings include XTEN (0.00%), SPLG (16.63%), IVE (11.89%), DYNF (11.65%), IVW (9.73%).

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HOBBS WEALTH MANAGEMENT, LLC

HOBBS WEALTH MANAGEMENT, LLC
Latest filing: 2026-03-31

HOBBS WEALTH MANAGEMENT, LLC runs HOBBS WEALTH MANAGEMENT, LLC and currently holds 22 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $101.05M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. HOBBS WEALTH MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, HOBBS WEALTH MANAGEMENT, LLC's portfolio at HOBBS WEALTH MANAGEMENT, LLC has delivered returns of +18.20%. Their 3-year annualized return is +14.58%. Looking at the 5-year horizon, HOBBS WEALTH MANAGEMENT, LLC has achieved +14.58% annualized returns at HOBBS WEALTH MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+18.20%
#0/1000
3 Year
+14.58%
#0/1000
5 Year
+14.58%
#0/1000

Portfolio Value

$101.05M

Alpha Score

13.7

#0 of 1000

Holdings

22

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change