HB Wealth Management, LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 15,461,427
- Description
- Atlanta Georgia based fiduciary portfolio advisory practice with a manager led operating structure and a cycle aware and portfolio focused investment mandate. The approach emphasizes active stewardship and governance oversight, planning integrated mandate design, and valuation discipline and downside awareness for planning centered advisory portfolios. Portfolio governance emphasizes clear accountability, measured exposure, and resilient implementation through portfolio concentration discipline and decision traceability.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/28/2026 | 1,404 | 15,461,427 | 13F-HR | HB Wealth Management, LLC |
| Q3 2025 | 10/23/2025 | 1,341 | 14,768,341 | 13F-HR | HB Wealth Management, LLC |
| Q2 2025 | 7/17/2025 | 1,162 | 12,581,502 | 13F-HR | HB Wealth Management, LLC |
| Q1 2025 | 5/7/2025 | 1,221 | 11,944,635 | 13F-HR | HB Wealth Management, LLC |
| Q4 2024 | 1/15/2025 | 1,076 | 9,787,129 | 13F-HR | HB Wealth Management, LLC |
| Q3 2024 | 10/15/2024 | 979 | 9,322,341 | 13F-HR | HB Wealth Management, LLC |
| Q2 2024 | 7/26/2024 | 935 | 8,572,254 | 13F-HR | HB Wealth Management, LLC |
| Q1 2024 | 4/30/2024 | 847 | 7,947,048 | 13F-HR | HB Wealth Management, LLC |
| Q4 2023 | 1/16/2024 | 787 | 6,958,380 | 13F-HR | HB Wealth Management, LLC |
| Q3 2023 | 10/13/2023 | 759 | 6,193,941 | 13F-HR | HB Wealth Management, LLC |
| Q2 2023 | 7/13/2023 | 729 | 6,265,288 | 13F-HR | HB Wealth Management, LLC |
| Q1 2023 | 4/13/2023 | 716 | 5,763,848 | 13F-HR | HB Wealth Management, LLC |
| Q4 2022 | 1/20/2023 | 690 | 5,493,340 | 13F-HR | HB Wealth Management, LLC |
| Q3 2022 | 10/19/2022 | 577 | 4,701,764 | 13F-HR | HB Wealth Management, LLC |
| Q2 2022 | 7/15/2022 | 574 | 4,875,992 | 13F-HR | HB Wealth Management, LLC |
| Q1 2022 | 5/16/2022 | 590 | 5,394,122 | 13F-HR | HB Wealth Management, LLC |
| Q4 2021 | 2/15/2022 | 520 | 4,971,211 | 13F-HR | HB Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
40.99 K
(0.3% of total reported value)
· QoQ Δ:
-3.751 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 10.75 M | 69.7% | 430.5 K | 0 | 430.5 K |
| ETFs | 4.65 M | 30.2% | 264.7 K | 0 | 264.7 K |
| Debt | 17.97 K | 0.1% | 1.459 K | 0 | 1.459 K |
| Other | 2.354 K | 0.0% | 156 | 0 | 156 |
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Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
15,461,427
Holdings
1404
QoQ value change ($000)
693,086
(4.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.