Long-term investor
Hb Wealth Management, LLC @hbwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001911253).
Record
- Tracked since 2025-06-30 (441 days), 36 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +7.4% · all +7.4%
- Max drawdown n/a · win rate 12% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 17.3% · long · since 2025-12-31
- VIG · 7.7% · long · since 2025-12-31
- AVUS · 4.3% · long · since 2025-12-31
- JCPB · 4.1% · long · since 2025-12-31
- VXUS · 4.0% · long · since 2025-12-31
- JPST · 2.8% · long · since 2025-12-31
- AAPL · 2.6% · long · since 2025-12-31
- SPY · 2.0% · long · since 2025-12-31
- IVW · 1.7% · long · since 2025-12-31
- SPYG · 1.6% · long · since 2025-12-31
- QLTY · 1.5% · long · since 2025-12-31
- HD · 1.3% · long · since 2025-12-31