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 $118.3M. In the most recent quarter, they have increased their positions in N/A (+153.4K shares, valued at $13.5M), IUSB (+24.1K shares, valued at $1.1M), SHLD (+17.7K shares, valued at $1.1M); decreased their positions in QUAL (-24.0K shares, valued at $5.3M), EFV (-58.6K shares, valued at $4.5M), THRO (-42.6K shares, valued at $1.8M); initiated new positions in N/A (+28.9K shares, valued at $811.6K), N/A (+10.1K shares, valued at $506.9K).


1M P&L
+552.6K+0.65%
3M P&L
+3.2M+3.91%
HY P&L
+9.2M+11.97%

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/A85.5M
100.0%

Top Industries by Stock Count

1N/A19 stocks
100.0%
Stock Holdings
SPDR SERIES TRUST
SPDR SERIES TRUST
76.50%
Shares353.8K
Event2026-06-30
Filed2026-08-06
DYNF
BLACKROCK ETF TRUST
-1.00%
Shares182.9K
Event2026-06-30
Filed2026-08-06
IVW
ISHARES TR
3.58%
Shares82.2K
Event2026-06-30
Filed2026-08-06
IVE
ISHARES TR
-4.70%
Shares49.5K
Event2026-06-30
Filed2026-08-06
CORO
BLACKROCK ETF TRUST
1.35%
Shares225.4K
Event2026-06-30
Filed2026-08-06
ACWX
ISHARES TR
7.37%
Shares100.2K
Event2026-06-30
Filed2026-08-06
BAI
BLACKROCK ETF TRUST
-7.80%
Shares122.6K
Event2026-06-30
Filed2026-08-06
SPMO
INVESCO EXCH TRADED FD TR II
-19.33%
Shares31.9K
Event2026-06-30
Filed2026-08-06
BLCR
BLACKROCK ETF TRUST
1.59%
Shares83.1K
Event2026-06-30
Filed2026-08-06
SHLD
GLOBAL X FDS
37.34%
Shares64.9K
Event2026-06-30
Filed2026-08-06
AVEM
AMERICAN CENTY ETF TR
-28.62%
Shares36.2K
Event2026-06-30
Filed2026-08-06
THRO
BLACKROCK ETF TRUST
-34.69%
Shares80.2K
Event2026-06-30
Filed2026-08-06
IUSB
ISHARES TR
67.50%
Shares59.9K
Event2026-06-30
Filed2026-08-06
SCHZ
SCHWAB STRATEGIC TR
9.06%
Shares59.0K
Event2026-06-30
Filed2026-08-06
XTEN
BONDBLOXX ETF TRUST
-26.74%
Shares25.9K
Event2026-06-30
Filed2026-08-06
MBB
ISHARES TR
12.62%
Shares8.7K
Event2026-06-30
Filed2026-08-06
GOVT
ISHARES TR
13.56%
Shares36.1K
Event2026-06-30
Filed2026-08-06
BLACKROCK ETF TRUST
BLACKROCK ETF TRUST
New
Shares28.9K
Event2026-06-30
Filed2026-08-06
BLACKROCK ETF TRUST II
BLACKROCK ETF TRUST II
New
Shares10.1K
Event2026-06-30
Filed2026-08-06
EFV
ISHARES TR
-91.78%
Shares5.3K
Event2026-06-30
Filed2026-08-06
QUAL
ISHARES TR
-93.38%
Shares1.7K
Event2026-06-30
Filed2026-08-06
WORLD GOLD TR
WORLD GOLD TR
7.21%
Shares4.7K
Event2026-06-30
Filed2026-08-06
IEMG
ISHARES INC
-7.45%
Shares3.8K
Event2026-06-30
Filed2026-08-06

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Hobbs Wealth Management, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo