Sponsored

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

Currently, Hubbell Strickland Wealth Management, LLC holds 83 types of securities in its portfolio with a total value $250.9M. In the most recent quarter, they have increased their positions in N/A (+52.6K shares, valued at $1.3M), IEFA (+10.2K shares, valued at $927.8K), VWO (+16.3K shares, valued at $878.9K); decreased their positions in VIG (-1.7K shares, valued at $369.5K), MSFT (-643 shares, valued at $238.0K), PHYS (-4.0K shares, valued at $140.9K); initiated new positions in N/A (+52.6K shares, valued at $1.3M), IYE (+4.0K shares, valued at $256.8K), COP (+1.8K shares, valued at $238.5K).

1M P&L

+5.1M+2.03%

3M P&L

-58.8M-18.53%

HY P&L

-46.8M-15.32%

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/A219.2M

89.6%

2Oil & Gas Integrated5.9M

2.4%

3Software - Infrastructure4.7M

1.9%

Top Industries by Stock Count

1N/A51 stocks

65.4%

2Drug Manufacturers - General2 stocks

2.6%

3Oil & Gas Integrated2 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VIG VANGUARD SPECIALIZED FUNDS342.5K shares-0.50%2026-03-312026-04-29

IVV ISHARES TR40.7K shares2.54%2026-03-312026-04-29

IJH ISHARES TR240.4K shares1.25%2026-03-312026-04-29

SDY SPDR SERIES TRUST106.0K shares1.54%2026-03-312026-04-29

VUG VANGUARD INDEX FDS27.1K shares0.69%2026-03-312026-04-29

PHYS SPROTT ASSET MANAGEMENT LP250.7K shares-1.56%2026-03-312026-04-29

DGRO ISHARES TR112.6K shares6.87%2026-03-312026-04-29

IEFA ISHARES TR82.8K shares14.13%2026-03-312026-04-29

Sponsored

IXUS ISHARES TR76.1K shares7.12%2026-03-312026-04-29

ONEQ FIDELITY COMWLTH TR61.3K shares3.73%2026-03-312026-04-29

VTV VANGUARD INDEX FDS21.8K shares2.00%2026-03-312026-04-29

MSFT MICROSOFT CORP11.6K shares-5.27%2026-03-312026-04-29

SGOV ISHARES TR41.2K shares-2.37%2026-03-312026-04-29

IJR ISHARES TR32.1K shares0.76%2026-03-312026-04-29

XOM EXXON MOBIL CORP22.6K shares0.08%2026-03-312026-04-29

VANGUARD INDEX FDS VANGUARD INDEX FDS4.8K shares-3.49%2026-03-312026-04-29

Sponsored

EFA ISHARES TR26.6K shares6.87%2026-03-312026-04-29

VIGI VANGUARD WHITEHALL FDS27.2K shares3.73%2026-03-312026-04-29

VTI VANGUARD INDEX FDS6.6K shares10.12%2026-03-312026-04-29

CVX CHEVRON CORPORATION10.1K shares-0.38%2026-03-312026-04-29

MCD MCDONALDS CORP5.9K shares-1.18%2026-03-312026-04-29

IUSG ISHARES TR10.1K shares-0.38%2026-03-312026-04-29

AAPL APPLE INC5.8K shares-4.84%2026-03-312026-04-29

JNJ JOHNSON & JOHNSON5.9K shares0.26%2026-03-312026-04-29

Sponsored

NVDA NVIDIA CORPORATION8.2K shares-2.13%2026-03-312026-04-29

VWO VANGUARD INTL EQUITY INDEX F25.6K shares174.76%2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.8K shares0.00%2026-03-312026-04-29

VT VANGUARD INTL EQUITY INDEX F9.6K shares0.21%2026-03-312026-04-29

DOUBLELINE ETF TRUST DOUBLELINE ETF TRUST52.6K sharesnew addition2026-03-312026-04-29

FBTC FIDELITY WISE ORIGIN BITCOIN20.1K shares1.38%2026-03-312026-04-29

WMT WALMART INC9.0K shares-2.26%2026-03-312026-04-29

FDVV FIDELITY COVINGTON TRUST19.4K shares25.53%2026-03-312026-04-29

Sponsored

ABBV ABBVIE INC4.7K shares0.36%2026-03-312026-04-29

IDV ISHARES TR22.1K shares0.17%2026-03-312026-04-29

XLK SELECT SECTOR SPDR TR6.8K shares0.06%2026-03-312026-04-29

IWF ISHARES TR2.0K shares0.10%2026-03-312026-04-29

CSCO CISCO SYS INC10.5K shares-4.64%2026-03-312026-04-29

IJK ISHARES TR6.9K shares-4.51%2026-03-312026-04-29

IEMG ISHARES INC9.9K shares11.41%2026-03-312026-04-29

VEA VANGUARD TAX-MANAGED FDS10.8K shares3.54%2026-03-312026-04-29

Sponsored

SPY STATE STR SPDR S&P 500 ETF T1.1K shares-0.09%2026-03-312026-04-29

VYM VANGUARD WHITEHALL FDS4.5K shares0.22%2026-03-312026-04-29

ABT ABBOTT LABORATORIES6.5K shares0.08%2026-03-312026-04-29

IJS ISHARES TR5.2K shares-0.46%2026-03-312026-04-29

VXUS VANGUARD STAR FDS7.0K shares11.25%2026-03-312026-04-29

PG PROCTER & GAMBLE CO3.7K shares4.67%2026-03-312026-04-29

RRBI RED RIVER BANCSHARES INC5.1K shares0.00%2026-03-312026-04-29

AFL AFLAC INC4.2K shares0.07%2026-03-312026-04-29

Sponsored

HD HOME DEPOT INC1.4K shares4.04%2026-03-312026-04-29

AOR ISHARES TR6.8K shares0.00%2026-03-312026-04-29

IBM INTERNATIONAL BUSINESS MACHS1.8K shares0.00%2026-03-312026-04-29

IGM ISHARES TR3.6K shares0.06%2026-03-312026-04-29

MGK VANGUARD WORLD FD1.1K shares2.69%2026-03-312026-04-29

PLTR PALANTIR TECHNOLOGIES INC2.8K shares0.00%2026-03-312026-04-29

DIA STATE STR SPDR DOW JONES IND873 shares1.51%2026-03-312026-04-29

ALPHABET INC ALPHABET INC1.4K shares9.56%2026-03-312026-04-29

Sponsored

IVW ISHARES TR3.3K shares-1.69%2026-03-312026-04-29

JEPI J P MORGAN EXCHANGE TRADED F6.5K shares1.12%2026-03-312026-04-29

IYY ISHARES TR2.3K shares0.09%2026-03-312026-04-29

PEP PEPSICO INC2.3K shares0.70%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO1.2K shares0.25%2026-03-312026-04-29

AMZN AMAZON COM INC1.7K shares0.00%2026-03-312026-04-29

PM PHILIP MORRIS INTL INC2.0K shares0.62%2026-03-312026-04-29

VO VANGUARD INDEX FDS987 shares8.22%2026-03-312026-04-29

Sponsored

INTC INTEL CORP6.3K shares-23.09%2026-03-312026-04-29

DOL WISDOMTREE TR4.1K shares0.30%2026-03-312026-04-29

COMT ISHARES U S ETF TR8.1K shares-17.49%2026-03-312026-04-29

MGC VANGUARD WORLD FD1.1K shares0.27%2026-03-312026-04-29

SYY SYSCO CORP3.7K shares-7.33%2026-03-312026-04-29

IUSV ISHARES TR2.5K shares0.40%2026-03-312026-04-29

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.3K shares0.37%2026-03-312026-04-29

IYE ISHARES TR4.0K sharesnew addition2026-03-312026-04-29

Sponsored

SYLD CAMBRIA ETF TR3.3K shares-5.36%2026-03-312026-04-29

DVY ISHARES TR1.6K shares0.77%2026-03-312026-04-29

COP CONOCOPHILLIPS1.8K sharesnew addition2026-03-312026-04-29

TMC TMC THE METALS COMPANY INC49.6K shares28.97%2026-03-312026-04-29

PDEC INNOVATOR ETFS TRUST5.2K shares0.00%2026-03-312026-04-29

VBR VANGUARD INDEX FDS992 shares0.61%2026-03-312026-04-29

SCHB SCHWAB STRATEGIC TR8.5K shares0.28%2026-03-312026-04-29

CL COLGATE PALMOLIVE CO2.5K sharesnew addition2026-03-312026-04-29

Sponsored

MMM 3M CO1.5K shares0.00%2026-03-312026-04-29

OEF ISHARES TR662 shares2.00%2026-03-312026-04-29

JPST J P MORGAN EXCHANGE TRADED F4.0K sharesnew addition2026-03-312026-04-29

VIG

VANGUARD SPECIALIZED FUNDS

-0.50%

Shares342.5K

Event2026-03-31

Filed2026-04-29

IVV

ISHARES TR

2.54%

Shares40.7K

Event2026-03-31

Filed2026-04-29

IJH

ISHARES TR

1.25%

Shares240.4K

Event2026-03-31

Filed2026-04-29

SDY

SPDR SERIES TRUST

1.54%

Shares106.0K

Event2026-03-31

Filed2026-04-29

VUG

VANGUARD INDEX FDS

0.69%

Shares27.1K

Event2026-03-31

Filed2026-04-29

PHYS

SPROTT ASSET MANAGEMENT LP

-1.56%

Shares250.7K

Event2026-03-31

Filed2026-04-29

DGRO

ISHARES TR

6.87%

Shares112.6K

Event2026-03-31

Filed2026-04-29

IEFA

ISHARES TR

14.13%

Shares82.8K

Event2026-03-31

Filed2026-04-29

IXUS

ISHARES TR

7.12%

Shares76.1K

Event2026-03-31

Filed2026-04-29

ONEQ

FIDELITY COMWLTH TR

3.73%

Shares61.3K

Event2026-03-31

Filed2026-04-29

VTV

VANGUARD INDEX FDS

2.00%

Shares21.8K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

-5.27%

Shares11.6K

Event2026-03-31

Filed2026-04-29

SGOV

ISHARES TR

-2.37%

Shares41.2K

Event2026-03-31

Filed2026-04-29

IJR

ISHARES TR

0.76%

Shares32.1K

Event2026-03-31

Filed2026-04-29

XOM

EXXON MOBIL CORP

0.08%

Shares22.6K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

-3.49%

Shares4.8K

Event2026-03-31

Filed2026-04-29

EFA

ISHARES TR

6.87%

Shares26.6K

Event2026-03-31

Filed2026-04-29

VIGI

VANGUARD WHITEHALL FDS

3.73%

Shares27.2K

Event2026-03-31

Filed2026-04-29

VTI

VANGUARD INDEX FDS

10.12%

Shares6.6K

Event2026-03-31

Filed2026-04-29

CVX

CHEVRON CORPORATION

-0.38%

Shares10.1K

Event2026-03-31

Filed2026-04-29

MCD

MCDONALDS CORP

-1.18%

Shares5.9K

Event2026-03-31

Filed2026-04-29

IUSG

ISHARES TR

-0.38%

Shares10.1K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

-4.84%

Shares5.8K

Event2026-03-31

Filed2026-04-29

JNJ

JOHNSON & JOHNSON

0.26%

Shares5.9K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

-2.13%

Shares8.2K

Event2026-03-31

Filed2026-04-29

VWO

VANGUARD INTL EQUITY INDEX F

174.76%

Shares25.6K

Event2026-03-31

Filed2026-04-29

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-29

VANGUARD INTL EQUITY INDEX F

0.21%

Shares9.6K

Event2026-03-31

Filed2026-04-29

DOUBLELINE ETF TRUST

New

Shares52.6K

Event2026-03-31

Filed2026-04-29

FBTC

FIDELITY WISE ORIGIN BITCOIN

1.38%

Shares20.1K

Event2026-03-31

Filed2026-04-29

WMT

WALMART INC

-2.26%

Shares9.0K

Event2026-03-31

Filed2026-04-29

FDVV

FIDELITY COVINGTON TRUST

25.53%

Shares19.4K

Event2026-03-31

Filed2026-04-29

ABBV

ABBVIE INC

0.36%

Shares4.7K

Event2026-03-31

Filed2026-04-29

IDV

ISHARES TR

0.17%

Shares22.1K

Event2026-03-31

Filed2026-04-29

XLK

SELECT SECTOR SPDR TR

0.06%

Shares6.8K

Event2026-03-31

Filed2026-04-29

IWF

ISHARES TR

0.10%

Shares2.0K

Event2026-03-31

Filed2026-04-29

CSCO

CISCO SYS INC

-4.64%

Shares10.5K

Event2026-03-31

Filed2026-04-29

IJK

ISHARES TR

-4.51%

Shares6.9K

Event2026-03-31

Filed2026-04-29

IEMG

ISHARES INC

11.41%

Shares9.9K

Event2026-03-31

Filed2026-04-29

VEA

VANGUARD TAX-MANAGED FDS

3.54%

Shares10.8K

Event2026-03-31

Filed2026-04-29

SPY

STATE STR SPDR S&P 500 ETF T

-0.09%

Shares1.1K

Event2026-03-31

Filed2026-04-29

VYM

VANGUARD WHITEHALL FDS

0.22%

Shares4.5K

Event2026-03-31

Filed2026-04-29

ABT

ABBOTT LABORATORIES

0.08%

Shares6.5K

Event2026-03-31

Filed2026-04-29

IJS

ISHARES TR

-0.46%

Shares5.2K

Event2026-03-31

Filed2026-04-29

VXUS

VANGUARD STAR FDS

11.25%

Shares7.0K

Event2026-03-31

Filed2026-04-29

PROCTER & GAMBLE CO

4.67%

Shares3.7K

Event2026-03-31

Filed2026-04-29

RRBI

RED RIVER BANCSHARES INC

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-29

AFL

AFLAC INC

0.07%

Shares4.2K

Event2026-03-31

Filed2026-04-29

HOME DEPOT INC

4.04%

Shares1.4K

Event2026-03-31

Filed2026-04-29

AOR

ISHARES TR

0.00%

Shares6.8K

Event2026-03-31

Filed2026-04-29

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-29

IGM

ISHARES TR

0.06%

Shares3.6K

Event2026-03-31

Filed2026-04-29

MGK

VANGUARD WORLD FD

2.69%

Shares1.1K

Event2026-03-31

Filed2026-04-29

PLTR

PALANTIR TECHNOLOGIES INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-29

DIA

STATE STR SPDR DOW JONES IND

1.51%

Shares873

Event2026-03-31

Filed2026-04-29

ALPHABET INC

9.56%

Shares1.4K

Event2026-03-31

Filed2026-04-29

IVW

ISHARES TR

-1.69%

Shares3.3K

Event2026-03-31

Filed2026-04-29

JEPI

J P MORGAN EXCHANGE TRADED F

1.12%

Shares6.5K

Event2026-03-31

Filed2026-04-29

IYY

ISHARES TR

0.09%

Shares2.3K

Event2026-03-31

Filed2026-04-29

PEP

PEPSICO INC

0.70%

Shares2.3K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

0.25%

Shares1.2K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-29

PHILIP MORRIS INTL INC

0.62%

Shares2.0K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

8.22%

Shares987

Event2026-03-31

Filed2026-04-29

INTC

INTEL CORP

-23.09%

Shares6.3K

Event2026-03-31

Filed2026-04-29

DOL

WISDOMTREE TR

0.30%

Shares4.1K

Event2026-03-31

Filed2026-04-29

COMT

ISHARES U S ETF TR

-17.49%

Shares8.1K

Event2026-03-31

Filed2026-04-29

MGC

VANGUARD WORLD FD

0.27%

Shares1.1K

Event2026-03-31

Filed2026-04-29

SYY

SYSCO CORP

-7.33%

Shares3.7K

Event2026-03-31

Filed2026-04-29

IUSV

ISHARES TR

0.40%

Shares2.5K

Event2026-03-31

Filed2026-04-29

INVESCO EXCHANGE TRADED FD T

0.37%

Shares1.3K

Event2026-03-31

Filed2026-04-29

IYE

ISHARES TR

New

Shares4.0K

Event2026-03-31

Filed2026-04-29

SYLD

CAMBRIA ETF TR

-5.36%

Shares3.3K

Event2026-03-31

Filed2026-04-29

DVY

ISHARES TR

0.77%

Shares1.6K

Event2026-03-31

Filed2026-04-29

COP

CONOCOPHILLIPS

New

Shares1.8K

Event2026-03-31

Filed2026-04-29

TMC

TMC THE METALS COMPANY INC

28.97%

Shares49.6K

Event2026-03-31

Filed2026-04-29

PDEC

INNOVATOR ETFS TRUST

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-29

VBR

VANGUARD INDEX FDS

0.61%

Shares992

Event2026-03-31

Filed2026-04-29

SCHB

SCHWAB STRATEGIC TR

0.28%

Shares8.5K

Event2026-03-31

Filed2026-04-29

COLGATE PALMOLIVE CO

New

Shares2.5K

Event2026-03-31

Filed2026-04-29

MMM

3M CO

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-29

OEF

ISHARES TR

2.00%

Shares662

Event2026-03-31

Filed2026-04-29

JPST

J P MORGAN EXCHANGE TRADED F

New

Shares4.0K

Event2026-03-31

Filed2026-04-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available