Holdings
HB Wealth Management, LLC
As of Jun 30, 2026, HB Wealth Management, LLC reported 1,167 positions worth US$5.36B. Largest: Apple Inc, Alphabet Inc (google) Class C and Home Depot, Inc. (the). What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 1.6M | US$462M | +8,123 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 803K | US$287M | +2,848 | Jun 30, 2026 |
| Home Depot, Inc. (the) | 680K | US$240M | +601 | Jun 30, 2026 |
| Nvidia Corporation | 1.14M | US$229M | +35,585 | Jun 30, 2026 |
| Microsoft Corp. | 553K | US$206M | +12,197 | Jun 30, 2026 |
| Amazon.com, Inc. | 651K | US$155M | +11,767 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 221K | US$111M | +2,365 | Jun 30, 2026 |
| Broadcom Inc. | 271K | US$102M | +4,815 | Jun 30, 2026 |
| T. Rowe Price Group, Inc. | 871K | US$99M | −109K | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 259K | US$84.8M | +1,353 | Jun 30, 2026 |