Sponsored
The Analysis of Hubbell Strickland Wealth Management, LLC's Holdings & P&L
Currently, Hubbell Strickland Wealth Management, LLC holds 87 types of securities in its portfolio with a total value $277.1M. In the most recent quarter, they have increased their positions in VUG (+141.0K shares, valued at $12.1M), IWF (+6.1K shares, valued at $760.3K), DGRO (+8.6K shares, valued at $654.5K); decreased their positions in VIG (-3.6K shares, valued at $854.7K), INTC (-1.3K shares, valued at $178.0K), SGOV (-1.7K shares, valued at $175.1K); initiated new positions in QCOM (+1.3K shares, valued at $247.1K), VEU (+2.7K shares, valued at $225.6K), LLY (+186 shares, valued at $222.8K).
1M P&L
-284.8K-0.13%
3M P&L
+9.5M+4.40%
HY P&L
-50.6M-18.33%
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/A206.9M
90.7%
2Software - Infrastructure4.3M
1.9%
3Semiconductors2.6M
1.1%
Top Industries by Stock Count
1N/A52 stocks
68.4%
2Semiconductors3 stocks
3.9%
3Household & Personal Products2 stocks
2.6%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
VIG
-1.05%VANGUARD SPECIALIZED FUNDS
Shares338.9K
Event2026-06-30
Filed2026-07-29
ISHARES TR
-0.36%ISHARES TR
Shares40.5K
Event2026-06-30
Filed2026-07-29
IJH
2.34%ISHARES TR
Shares246.0K
Event2026-06-30
Filed2026-07-29
SDY
-0.38%SPDR SERIES TRUST
Shares105.6K
Event2026-06-30
Filed2026-07-29
VUG
520.83%VANGUARD INDEX FDS
Shares168.1K
Event2026-06-30
Filed2026-07-29
DGRO
7.67%ISHARES TR
Shares121.2K
Event2026-06-30
Filed2026-07-29
ISHARES TR
6.49%ISHARES TR
Shares88.1K
Event2026-06-30
Filed2026-07-29
IXUS
8.68%ISHARES TR
Shares82.7K
Event2026-06-30
Filed2026-07-29
PHYS
0.84%SPROTT ASSET MANAGEMENT LP
Shares252.8K
Event2026-06-30
Filed2026-07-29
ONEQ
0.46%FIDELITY COMWLTH TR
Shares61.6K
Event2026-06-30
Filed2026-07-29
IJR
3.60%ISHARES TR
Shares33.3K
Event2026-06-30
Filed2026-07-29
VTV
0.34%VANGUARD INDEX FDS
Shares21.9K
Event2026-06-30
Filed2026-07-29
MSFT
-0.35%MICROSOFT CORP
Shares11.5K
Event2026-06-30
Filed2026-07-29
SGOV
-4.22%ISHARES TR
Shares39.5K
Event2026-06-30
Filed2026-07-29
VOO
-0.19%VANGUARD INDEX FDS
Shares4.8K
Event2026-06-30
Filed2026-07-29
EXXON MOBIL CORP
0.93%EXXON MOBIL CORP
Shares22.8K
Event2026-06-30
Filed2026-07-29
EFA
2.84%ISHARES TR
Shares27.4K
Event2026-06-30
Filed2026-07-29
VIGI
1.09%VANGUARD WHITEHALL FDS
Shares27.5K
Event2026-06-30
Filed2026-07-29
VANGUARD INDEX FDS
2.19%VANGUARD INDEX FDS
Shares6.8K
Event2026-06-30
Filed2026-07-29
IUSG
0.68%ISHARES TR
Shares10.2K
Event2026-06-30
Filed2026-07-29
VWO
16.88%VANGUARD INTL EQUITY INDEX F
Shares29.9K
Event2026-06-30
Filed2026-07-29
AAPL
-0.02%APPLE INC
Shares5.8K
Event2026-06-30
Filed2026-07-29
CVX
0.54%CHEVRON CORPORATION
Shares10.2K
Event2026-06-30
Filed2026-07-29
NVDA
-0.02%NVIDIA CORPORATION
Shares8.2K
Event2026-06-30
Filed2026-07-29
MCD
0.02%MCDONALDS CORP
Shares5.9K
Event2026-06-30
Filed2026-07-29
VT
0.31%VANGUARD INTL EQUITY INDEX F
Shares9.7K
Event2026-06-30
Filed2026-07-29
JNJ
0.20%JOHNSON & JOHNSON
Shares5.9K
Event2026-06-30
Filed2026-07-29
BRK.B
0.00%BERKSHIRE HATHAWAY INC DEL
Shares2.8K
Event2026-06-30
Filed2026-07-29
DSCO
-0.40%DOUBLELINE ETF TRUST
Shares52.4K
Event2026-06-30
Filed2026-07-29
XLK
0.06%SELECT SECTOR SPDR TR
Shares6.8K
Event2026-06-30
Filed2026-07-29
ABBVIE INC
0.13%ABBVIE INC
Shares4.7K
Event2026-06-30
Filed2026-07-29
CISCO SYS INC
-7.08%CISCO SYS INC
Shares9.7K
Event2026-06-30
Filed2026-07-29
FDVV
-2.37%FIDELITY COVINGTON TRUST
Shares18.9K
Event2026-06-30
Filed2026-07-29
IWF
300.15%ISHARES TR
Shares8.2K
Event2026-06-30
Filed2026-07-29
FBTC
-1.72%FIDELITY WISE ORIGIN BITCOIN
Shares19.7K
Event2026-06-30
Filed2026-07-29
WMT
-1.02%WALMART INC
Shares8.9K
Event2026-06-30
Filed2026-07-29
IDV
1.05%ISHARES TR
Shares22.3K
Event2026-06-30
Filed2026-07-29
VEA
13.79%VANGUARD TAX-MANAGED FDS
Shares12.2K
Event2026-06-30
Filed2026-07-29
IEMG
2.83%ISHARES INC
Shares10.2K
Event2026-06-30
Filed2026-07-29
IJK
0.04%ISHARES TR
Shares6.9K
Event2026-06-30
Filed2026-07-29
STATE STR SPDR S&P 500 ETF T
-0.47%STATE STR SPDR S&P 500 ETF T
Shares1.1K
Event2026-06-30
Filed2026-07-29
VYM
0.24%VANGUARD WHITEHALL FDS
Shares4.5K
Event2026-06-30
Filed2026-07-29
IJS
0.97%ISHARES TR
Shares5.2K
Event2026-06-30
Filed2026-07-29
INTC
-20.14%INTEL CORP
Shares5.1K
Event2026-06-30
Filed2026-07-29
VXUS
2.78%VANGUARD STAR FDS
Shares7.2K
Event2026-06-30
Filed2026-07-29
ABT
2.25%ABBOTT LABORATORIES
Shares6.6K
Event2026-06-30
Filed2026-07-29
IGM
0.03%ISHARES TR
Shares3.6K
Event2026-06-30
Filed2026-07-29
PG
0.25%PROCTER & GAMBLE CO
Shares3.7K
Event2026-06-30
Filed2026-07-29
IBM
0.00%INTERNATIONAL BUSINESS MACHS
Shares1.8K
Event2026-06-30
Filed2026-07-29
MGK
400.44%VANGUARD WORLD FD
Shares5.7K
Event2026-06-30
Filed2026-07-29
AFL
0.05%AFLAC INC
Shares4.2K
Event2026-06-30
Filed2026-07-29
DIA
4.70%STATE STR SPDR DOW JONES IND
Shares914
Event2026-06-30
Filed2026-07-29
AOR
0.22%ISHARES TR
Shares6.8K
Event2026-06-30
Filed2026-07-29
RRBI
0.00%RED RIVER BANCSHARES INC
Shares5.1K
Event2026-06-30
Filed2026-07-29
HD
-7.12%HOME DEPOT INC
Shares1.3K
Event2026-06-30
Filed2026-07-29
GOOGL
-8.65%ALPHABET INC
Shares1.3K
Event2026-06-30
Filed2026-07-29
IVW
-0.82%ISHARES TR
Shares3.3K
Event2026-06-30
Filed2026-07-29
JPMORGAN CHASE & CO
9.66%JPMORGAN CHASE & CO
Shares1.3K
Event2026-06-30
Filed2026-07-29
IYY
0.04%ISHARES TR
Shares2.3K
Event2026-06-30
Filed2026-07-29
AMZN
0.00%AMAZON COM INC
Shares1.7K
Event2026-06-30
Filed2026-07-29
JEPI
0.86%J P MORGAN EXCHANGE TRADED F
Shares6.6K
Event2026-06-30
Filed2026-07-29
VO
360.28%VANGUARD INDEX FDS
Shares4.5K
Event2026-06-30
Filed2026-07-29
PM
0.61%PHILIP MORRIS INTL INC
Shares2.0K
Event2026-06-30
Filed2026-07-29
PALANTIR TECHNOLOGIES INC
0.00%PALANTIR TECHNOLOGIES INC
Shares2.8K
Event2026-06-30
Filed2026-07-29
PEP
-0.39%PEPSICO INC
Shares2.3K
Event2026-06-30
Filed2026-07-29
WISDOMTREE TR
1.36%WISDOMTREE TR
Shares4.1K
Event2026-06-30
Filed2026-07-29
SYY
-1.14%SYSCO CORP
Shares3.6K
Event2026-06-30
Filed2026-07-29
RSP
-0.07%INVESCO EXCHANGE TRADED FD T
Shares1.3K
Event2026-06-30
Filed2026-07-29
IUSV
-3.17%ISHARES TR
Shares2.4K
Event2026-06-30
Filed2026-07-29
MGC
-12.86%VANGUARD WORLD FD
Shares969
Event2026-06-30
Filed2026-07-29
SYLD
0.39%CAMBRIA ETF TR
Shares3.3K
Event2026-06-30
Filed2026-07-29
OEF
3.93%ISHARES TR
Shares688
Event2026-06-30
Filed2026-07-29
DVY
0.76%ISHARES TR
Shares1.6K
Event2026-06-30
Filed2026-07-29
QCOM
NewQUALCOMM INC
Shares1.3K
Event2026-06-30
Filed2026-07-29
SCHB
0.26%SCHWAB STRATEGIC TR
Shares8.5K
Event2026-06-30
Filed2026-07-29
COMT
0.00%ISHARES U S ETF TR
Shares8.1K
Event2026-06-30
Filed2026-07-29
VBR
0.40%VANGUARD INDEX FDS
Shares996
Event2026-06-30
Filed2026-07-29
PDEC
0.00%INNOVATOR ETFS TRUST
Shares5.2K
Event2026-06-30
Filed2026-07-29
3M CO
0.07%3M CO
Shares1.5K
Event2026-06-30
Filed2026-07-29
CL
0.08%COLGATE PALMOLIVE CO
Shares2.5K
Event2026-06-30
Filed2026-07-29
VEU
NewVANGUARD INTL EQUITY INDEX F
Shares2.7K
Event2026-06-30
Filed2026-07-29
IYE
0.33%ISHARES TR
Shares4.0K
Event2026-06-30
Filed2026-07-29
LLY
NewELI LILLY & CO
Shares186
Event2026-06-30
Filed2026-07-29
TMC
0.00%TMC THE METALS COMPANY INC
Shares49.6K
Event2026-06-30
Filed2026-07-29
RFV
NewINVESCO EXCHANGE TRADED FD T
Shares1.5K
Event2026-06-30
Filed2026-07-29
FNDB
NewSCHWAB STRATEGIC TR
Shares6.9K
Event2026-06-30
Filed2026-07-29
JPST
1.01%J P MORGAN EXCHANGE TRADED F
Shares4.0K
Event2026-06-30
Filed2026-07-29
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available