Hobbs Wealth Management, LLC
All 13F Filings
- Location
- Zionsville, IN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 102,719
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 | 1/29/2026 | 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 |
|---|---|---|---|---|---|
| Stocks | 48.1 K | 46.8% | 0 | 20.33 K | -20.33 K |
| ETFs | 53.27 K | 51.9% | 3.676 K | 0 | 3.676 K |
| Other | 1.351 K | 1.3% | 132 | 0 | 132 |
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Fund Snapshot
Q4 2025
Latest filed
1/29/2026
Total value ($000)
102,719
Holdings
21
QoQ value change ($000)
-16,522
(-13.9%)
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.