Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001911253

HB Wealth Management, LLC

Atlanta, GA · File #028-22228

Latest AUM
$15.46B
Positions
1,404
Top-10 Concentration
66.9%
Filings
12

Sector Allocation

Technology
8.4%$1.30B
Financials
3.6%$553.4M
Healthcare
2.4%$374.7M
Industrials
1.7%$268.3M
Consumer Staples
1.0%$151.6M
Energy
0.7%$103.2M
Materials
0.5%$79.6M
Utilities
0.3%$39.0M
Real Estate
0.2%$30.6M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS9229087698,648,161$2.76B23.86%
2VANGUARD SPECIALIZED FUNDS9219088445,705,891$1.24B10.73%
3AMERICAN CENTY ETF TR0250728855,248,830$586.7M5.07%
4J P MORGAN EXCHANGE TRADED F46641Q67012,380,010$586.2M5.07%
5VANGUARD STAR FDS9219097687,608,929$570.8M4.93%
6SPDR SERIES TRUST78464A4094,781,932$489.3M4.23%
7J P MORGAN EXCHANGE TRADED F46641Q8379,443,109$475.3M4.11%
8APPLE INCAAPL1,540,363$418.8M3.62%
9SPDR S&P 500 ETF TRSPY461,430$314.7M2.72%
10ISHARES TR4642873092,372,059$292.4M2.53%
11MICROSOFT CORPMSFT530,310$256.5M2.22%
12HOME DEPOT INCHD684,670$235.6M2.04%
13NVIDIA CORPORATIONNVDA1,017,240$189.7M1.64%
14SCHWAB STRATEGIC TR8085241026,688,619$175.4M1.52%
15GOLDMAN SACHS ETF TRNVGLF1,211,257$160.3M1.39%
16ISHARES TR4642871501,020,678$151.8M1.31%
17ISHARES TR464287200216,099$148.0M1.28%
18AMAZON COM INCAMZN618,057$142.7M1.23%
19AMERICAN CENTY ETF TR0250727031,675,774$137.9M1.19%
20ALPHABET INCGOOG433,552$135.7M1.17%