Holdings

Hobbs Wealth Management, LLC

As of Sep 30, 2026, Hobbs Wealth Management, LLC reported 21 positions worth US$122M. Largest: State Street SPDR Portfolio S&P 500 ETF, iShares MSCI ACWI ex U.S. ETF and iShares U.S. Equity Factor Rotation Active ETF. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
State Street SPDR Portfolio S&P 500 ETF369KUS$33.1Mfirst reportSep 30, 2026
iShares MSCI ACWI ex U.S. ETF220KUS$16.7Mfirst reportSep 30, 2026
iShares U.S. Equity Factor Rotation Active ETF184KUS$12.8Mfirst reportSep 30, 2026
iShares S&P 500 Growth ETF85,947US$12.2Mfirst reportSep 30, 2026
iShares S&P 500 Value ETF49,834US$11.4Mfirst reportSep 30, 2026
iShares International Country Rotation Active ETF234KUS$8.49Mfirst reportSep 30, 2026
iShares A.I. Innovation and Tech Active ETF109KUS$5.13Mfirst reportSep 30, 2026
iShares Large Cap Core Active ETF100KUS$4.91Mfirst reportSep 30, 2026
Global X Defense Tech ETF62,232US$3.74Mfirst reportSep 30, 2026
iShares U.S. Thematic Rotation Active ETF82,284US$3.62Mfirst reportSep 30, 2026