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The Analysis of Hobbs Wealth Management, LLC's Holdings & P&L

Currently, Hobbs Wealth Management, LLC holds 23 types of securities in its portfolio with a total value $101.1M. In the most recent quarter, they have increased their positions in CORO (+222.4K shares, valued at $7.2M), ACWX (+93.3K shares, valued at $6.4M), BLCR (+81.8K shares, valued at $3.4M); decreased their positions in IEMG (-101.6K shares, valued at $7.1M), EFV (-48.8K shares, valued at $3.6M), GLDM (-3.8K shares, valued at $351.0K); initiated new positions in CORO (+222.4K shares, valued at $7.2M), ACWX (+93.3K shares, valued at $6.4M), BLCR (+81.8K shares, valued at $3.4M).

1M P&L

+5.7M+5.22%

3M P&L

+7.7M+7.21%

HY P&L

+14.0M+13.91%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A101.1M

100.0%

Top Industries by Stock Count

1N/A23 stocks

100.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST200.5K shares10.88%2026-03-312026-04-28

IVE ISHARES TR51.9K shares0.48%2026-03-312026-04-28

DYNF BLACKROCK ETF TRUST184.7K shares1.02%2026-03-312026-04-28

IVW ISHARES TR79.4K shares-0.70%2026-03-312026-04-28

CORO BLACKROCK ETF TRUST222.4K sharesnew addition2026-03-312026-04-28

ACWX ISHARES TR93.3K sharesnew addition2026-03-312026-04-28

QUAL ISHARES TR25.7K shares-4.74%2026-03-312026-04-28

EFV ISHARES TR63.9K shares-43.29%2026-03-312026-04-28

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THRO BLACKROCK ETF TRUST122.8K shares1.90%2026-03-312026-04-28

SPMO INVESCO EXCH TRADED FD TR II39.5K shares1.31%2026-03-312026-04-28

BAI BLACKROCK ETF TRUST133.0K shares1.50%2026-03-312026-04-28

AVEM AMERICAN CENTY ETF TR50.7K shares1.16%2026-03-312026-04-28

BLCR BLACKROCK ETF TRUST81.8K sharesnew addition2026-03-312026-04-28

SHLD GLOBAL X FDS47.3K shares16.69%2026-03-312026-04-28

IUSB ISHARES TR35.8K shares23.19%2026-03-312026-04-28

XTEN BONDBLOXX ETF TRUST35.3K shares16.38%2026-03-312026-04-28

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SCHZ SCHWAB STRATEGIC TR54.1K shares15.22%2026-03-312026-04-28

IAGG ISHARES TR15.5K shares35.29%2026-03-312026-04-28

MBB ISHARES TR7.8K shares19.82%2026-03-312026-04-28

GOVT ISHARES TR31.8K sharesnew addition2026-03-312026-04-28

GLDM WORLD GOLD TR4.3K shares-46.57%2026-03-312026-04-28

IEMG ISHARES INC4.1K shares-96.14%2026-03-312026-04-28

BINC BLACKROCK ETF TRUST II5.4K shares-15.42%2026-03-312026-04-28

SPYM

SPDR SERIES TRUST

10.88%

Shares200.5K

Event2026-03-31

Filed2026-04-28

IVE

ISHARES TR

0.48%

Shares51.9K

Event2026-03-31

Filed2026-04-28

DYNF

BLACKROCK ETF TRUST

1.02%

Shares184.7K

Event2026-03-31

Filed2026-04-28

IVW

ISHARES TR

-0.70%

Shares79.4K

Event2026-03-31

Filed2026-04-28

CORO

BLACKROCK ETF TRUST

New

Shares222.4K

Event2026-03-31

Filed2026-04-28

ACWX

ISHARES TR

New

Shares93.3K

Event2026-03-31

Filed2026-04-28

QUAL

ISHARES TR

-4.74%

Shares25.7K

Event2026-03-31

Filed2026-04-28

EFV

ISHARES TR

-43.29%

Shares63.9K

Event2026-03-31

Filed2026-04-28

THRO

BLACKROCK ETF TRUST

1.90%

Shares122.8K

Event2026-03-31

Filed2026-04-28

SPMO

INVESCO EXCH TRADED FD TR II

1.31%

Shares39.5K

Event2026-03-31

Filed2026-04-28

BAI

BLACKROCK ETF TRUST

1.50%

Shares133.0K

Event2026-03-31

Filed2026-04-28

AVEM

AMERICAN CENTY ETF TR

1.16%

Shares50.7K

Event2026-03-31

Filed2026-04-28

BLCR

BLACKROCK ETF TRUST

New

Shares81.8K

Event2026-03-31

Filed2026-04-28

SHLD

GLOBAL X FDS

16.69%

Shares47.3K

Event2026-03-31

Filed2026-04-28

IUSB

ISHARES TR

23.19%

Shares35.8K

Event2026-03-31

Filed2026-04-28

XTEN

BONDBLOXX ETF TRUST

16.38%

Shares35.3K

Event2026-03-31

Filed2026-04-28

SCHZ

SCHWAB STRATEGIC TR

15.22%

Shares54.1K

Event2026-03-31

Filed2026-04-28

IAGG

ISHARES TR

35.29%

Shares15.5K

Event2026-03-31

Filed2026-04-28

MBB

ISHARES TR

19.82%

Shares7.8K

Event2026-03-31

Filed2026-04-28

GOVT

ISHARES TR

New

Shares31.8K

Event2026-03-31

Filed2026-04-28

GLDM

WORLD GOLD TR

-46.57%

Shares4.3K

Event2026-03-31

Filed2026-04-28

IEMG

ISHARES INC

-96.14%

Shares4.1K

Event2026-03-31

Filed2026-04-28

BINC

BLACKROCK ETF TRUST II

-15.42%

Shares5.4K

Event2026-03-31

Filed2026-04-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available