Hobbs Wealth Management, LLC
All 13F Filings
- Location
- Zionsville, IN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 118,321
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 23 | 118,321 | 13F-HR | Hobbs Wealth Management, LLC |
| Q1 2026 | 4/28/2026 | 23 | 101,053 | 13F-HR | Hobbs Wealth Management, LLC |
| Q4 2025 | 1/29/2026 | 21 | 102,719 | 13F-HR | Hobbs Wealth Management, LLC |
| Q3 2025 | 11/5/2025 | 57 | 119,241 | 13F-HR | Hobbs Wealth Management, LLC |
| Q2 2025 | 8/13/2025 | 49 | 104,782 | 13F-HR | Hobbs Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| ETFs | 118.3 K | 100.0% | 17.27 K | 0 | 17.27 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
118,321
Holdings
23
QoQ value change ($000)
17,268
(17.1%)
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.