Institutional Manager · CIK 0002019202
Hobbs Wealth Management, LLC
ZIONSVILLE, IN · File #028-25043
Latest AUM
$102.7M
Positions
21
Top-10 Concentration
83.3%
Filings
6
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78464A854 | 180,796 | $14.5M | 14.12% |
| 2 | BLACKROCK ETF TRUST | BLK | 182,871 | $11.1M | 10.83% |
| 3 | ISHARES TR | 464287408 | 51,695 | $11.0M | 10.67% |
| 4 | ISHARES TR | 464287309 | 79,968 | $9.9M | 9.60% |
| 5 | INVESCO EXCHANGE TRADED FD T | IVZ | 157,257 | $9.3M | 9.08% |
| 6 | ISHARES TR | 464288877 | 112,653 | $8.0M | 7.83% |
| 7 | ISHARES INC | 46434G103 | 105,672 | $7.1M | 6.92% |
| 8 | ISHARES TR | 46432F339 | 26,967 | $5.4M | 5.21% |
| 9 | INVESCO EXCH TRADED FD TR II | IVZ | 38,982 | $4.7M | 4.53% |
| 10 | BLACKROCK ETF TRUST | BLK | 120,466 | $4.6M | 4.52% |
| 11 | BLACKROCK ETF TRUST | BLK | 130,993 | $4.4M | 4.25% |
| 12 | AMERICAN CENTY ETF TR | 025072604 | 50,154 | $3.9M | 3.76% |
| 13 | GLOBAL X FDS | 37960A529 | 40,513 | $2.6M | 2.56% |
| 14 | BONDBLOXX ETF TRUST | 09789C812 | 30,344 | $1.4M | 1.37% |
| 15 | ISHARES TR | 46434V613 | 29,032 | $1.4M | 1.32% |
| 16 | SCHWAB STRATEGIC TR | 808524839 | 46,932 | $1.1M | 1.07% |
| 17 | WORLD GOLD TR | GLDW | 8,131 | $694,143 | 0.68% |
| 18 | ISHARES TR | 464288588 | 6,482 | $617,216 | 0.60% |
| 19 | ISHARES TR | 46435G672 | 11,487 | $574,465 | 0.56% |
| 20 | BLACKROCK ETF TRUST II | BLK | 6,414 | $338,467 | 0.33% |