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%
Stock Holdings
VIG
VANGUARD SPECIALIZED FUNDS
-1.05%
Shares338.9K
Event2026-06-30
Filed2026-07-29
ISHARES TR
ISHARES TR
-0.36%
Shares40.5K
Event2026-06-30
Filed2026-07-29
IJH
ISHARES TR
2.34%
Shares246.0K
Event2026-06-30
Filed2026-07-29
SDY
SPDR SERIES TRUST
-0.38%
Shares105.6K
Event2026-06-30
Filed2026-07-29
VUG
VANGUARD INDEX FDS
520.83%
Shares168.1K
Event2026-06-30
Filed2026-07-29
DGRO
ISHARES TR
7.67%
Shares121.2K
Event2026-06-30
Filed2026-07-29
ISHARES TR
ISHARES TR
6.49%
Shares88.1K
Event2026-06-30
Filed2026-07-29
IXUS
ISHARES TR
8.68%
Shares82.7K
Event2026-06-30
Filed2026-07-29
PHYS
SPROTT ASSET MANAGEMENT LP
0.84%
Shares252.8K
Event2026-06-30
Filed2026-07-29
ONEQ
FIDELITY COMWLTH TR
0.46%
Shares61.6K
Event2026-06-30
Filed2026-07-29
IJR
ISHARES TR
3.60%
Shares33.3K
Event2026-06-30
Filed2026-07-29
VTV
VANGUARD INDEX FDS
0.34%
Shares21.9K
Event2026-06-30
Filed2026-07-29
MSFT
MICROSOFT CORP
-0.35%
Shares11.5K
Event2026-06-30
Filed2026-07-29
SGOV
ISHARES TR
-4.22%
Shares39.5K
Event2026-06-30
Filed2026-07-29
VOO
VANGUARD INDEX FDS
-0.19%
Shares4.8K
Event2026-06-30
Filed2026-07-29
EXXON MOBIL CORP
EXXON MOBIL CORP
0.93%
Shares22.8K
Event2026-06-30
Filed2026-07-29
EFA
ISHARES TR
2.84%
Shares27.4K
Event2026-06-30
Filed2026-07-29
VIGI
VANGUARD WHITEHALL FDS
1.09%
Shares27.5K
Event2026-06-30
Filed2026-07-29
VANGUARD INDEX FDS
VANGUARD INDEX FDS
2.19%
Shares6.8K
Event2026-06-30
Filed2026-07-29
IUSG
ISHARES TR
0.68%
Shares10.2K
Event2026-06-30
Filed2026-07-29
VWO
VANGUARD INTL EQUITY INDEX F
16.88%
Shares29.9K
Event2026-06-30
Filed2026-07-29
AAPL
APPLE INC
-0.02%
Shares5.8K
Event2026-06-30
Filed2026-07-29
CVX
CHEVRON CORPORATION
0.54%
Shares10.2K
Event2026-06-30
Filed2026-07-29
NVDA
NVIDIA CORPORATION
-0.02%
Shares8.2K
Event2026-06-30
Filed2026-07-29
MCD
MCDONALDS CORP
0.02%
Shares5.9K
Event2026-06-30
Filed2026-07-29
VT
VANGUARD INTL EQUITY INDEX F
0.31%
Shares9.7K
Event2026-06-30
Filed2026-07-29
JNJ
JOHNSON & JOHNSON
0.20%
Shares5.9K
Event2026-06-30
Filed2026-07-29
BRK.B
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares2.8K
Event2026-06-30
Filed2026-07-29
DSCO
DOUBLELINE ETF TRUST
-0.40%
Shares52.4K
Event2026-06-30
Filed2026-07-29
XLK
SELECT SECTOR SPDR TR
0.06%
Shares6.8K
Event2026-06-30
Filed2026-07-29
ABBVIE INC
ABBVIE INC
0.13%
Shares4.7K
Event2026-06-30
Filed2026-07-29
CISCO SYS INC
CISCO SYS INC
-7.08%
Shares9.7K
Event2026-06-30
Filed2026-07-29
FDVV
FIDELITY COVINGTON TRUST
-2.37%
Shares18.9K
Event2026-06-30
Filed2026-07-29
IWF
ISHARES TR
300.15%
Shares8.2K
Event2026-06-30
Filed2026-07-29
FBTC
FIDELITY WISE ORIGIN BITCOIN
-1.72%
Shares19.7K
Event2026-06-30
Filed2026-07-29
WMT
WALMART INC
-1.02%
Shares8.9K
Event2026-06-30
Filed2026-07-29
IDV
ISHARES TR
1.05%
Shares22.3K
Event2026-06-30
Filed2026-07-29
VEA
VANGUARD TAX-MANAGED FDS
13.79%
Shares12.2K
Event2026-06-30
Filed2026-07-29
IEMG
ISHARES INC
2.83%
Shares10.2K
Event2026-06-30
Filed2026-07-29
IJK
ISHARES TR
0.04%
Shares6.9K
Event2026-06-30
Filed2026-07-29
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
-0.47%
Shares1.1K
Event2026-06-30
Filed2026-07-29
VYM
VANGUARD WHITEHALL FDS
0.24%
Shares4.5K
Event2026-06-30
Filed2026-07-29
IJS
ISHARES TR
0.97%
Shares5.2K
Event2026-06-30
Filed2026-07-29
INTC
INTEL CORP
-20.14%
Shares5.1K
Event2026-06-30
Filed2026-07-29
VXUS
VANGUARD STAR FDS
2.78%
Shares7.2K
Event2026-06-30
Filed2026-07-29
ABT
ABBOTT LABORATORIES
2.25%
Shares6.6K
Event2026-06-30
Filed2026-07-29
IGM
ISHARES TR
0.03%
Shares3.6K
Event2026-06-30
Filed2026-07-29
PG
PROCTER & GAMBLE CO
0.25%
Shares3.7K
Event2026-06-30
Filed2026-07-29
IBM
INTERNATIONAL BUSINESS MACHS
0.00%
Shares1.8K
Event2026-06-30
Filed2026-07-29
MGK
VANGUARD WORLD FD
400.44%
Shares5.7K
Event2026-06-30
Filed2026-07-29
AFL
AFLAC INC
0.05%
Shares4.2K
Event2026-06-30
Filed2026-07-29
DIA
STATE STR SPDR DOW JONES IND
4.70%
Shares914
Event2026-06-30
Filed2026-07-29
AOR
ISHARES TR
0.22%
Shares6.8K
Event2026-06-30
Filed2026-07-29
RRBI
RED RIVER BANCSHARES INC
0.00%
Shares5.1K
Event2026-06-30
Filed2026-07-29
HD
HOME DEPOT INC
-7.12%
Shares1.3K
Event2026-06-30
Filed2026-07-29
GOOGL
ALPHABET INC
-8.65%
Shares1.3K
Event2026-06-30
Filed2026-07-29
IVW
ISHARES TR
-0.82%
Shares3.3K
Event2026-06-30
Filed2026-07-29
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
9.66%
Shares1.3K
Event2026-06-30
Filed2026-07-29
IYY
ISHARES TR
0.04%
Shares2.3K
Event2026-06-30
Filed2026-07-29
AMZN
AMAZON COM INC
0.00%
Shares1.7K
Event2026-06-30
Filed2026-07-29
JEPI
J P MORGAN EXCHANGE TRADED F
0.86%
Shares6.6K
Event2026-06-30
Filed2026-07-29
VO
VANGUARD INDEX FDS
360.28%
Shares4.5K
Event2026-06-30
Filed2026-07-29
PM
PHILIP MORRIS INTL INC
0.61%
Shares2.0K
Event2026-06-30
Filed2026-07-29
PALANTIR TECHNOLOGIES INC
PALANTIR TECHNOLOGIES INC
0.00%
Shares2.8K
Event2026-06-30
Filed2026-07-29
PEP
PEPSICO INC
-0.39%
Shares2.3K
Event2026-06-30
Filed2026-07-29
WISDOMTREE TR
WISDOMTREE TR
1.36%
Shares4.1K
Event2026-06-30
Filed2026-07-29
SYY
SYSCO CORP
-1.14%
Shares3.6K
Event2026-06-30
Filed2026-07-29
RSP
INVESCO EXCHANGE TRADED FD T
-0.07%
Shares1.3K
Event2026-06-30
Filed2026-07-29
IUSV
ISHARES TR
-3.17%
Shares2.4K
Event2026-06-30
Filed2026-07-29
MGC
VANGUARD WORLD FD
-12.86%
Shares969
Event2026-06-30
Filed2026-07-29
SYLD
CAMBRIA ETF TR
0.39%
Shares3.3K
Event2026-06-30
Filed2026-07-29
OEF
ISHARES TR
3.93%
Shares688
Event2026-06-30
Filed2026-07-29
DVY
ISHARES TR
0.76%
Shares1.6K
Event2026-06-30
Filed2026-07-29
QCOM
QUALCOMM INC
New
Shares1.3K
Event2026-06-30
Filed2026-07-29
SCHB
SCHWAB STRATEGIC TR
0.26%
Shares8.5K
Event2026-06-30
Filed2026-07-29
COMT
ISHARES U S ETF TR
0.00%
Shares8.1K
Event2026-06-30
Filed2026-07-29
VBR
VANGUARD INDEX FDS
0.40%
Shares996
Event2026-06-30
Filed2026-07-29
PDEC
INNOVATOR ETFS TRUST
0.00%
Shares5.2K
Event2026-06-30
Filed2026-07-29
3M CO
3M CO
0.07%
Shares1.5K
Event2026-06-30
Filed2026-07-29
CL
COLGATE PALMOLIVE CO
0.08%
Shares2.5K
Event2026-06-30
Filed2026-07-29
VEU
VANGUARD INTL EQUITY INDEX F
New
Shares2.7K
Event2026-06-30
Filed2026-07-29
IYE
ISHARES TR
0.33%
Shares4.0K
Event2026-06-30
Filed2026-07-29
LLY
ELI LILLY & CO
New
Shares186
Event2026-06-30
Filed2026-07-29
TMC
TMC THE METALS COMPANY INC
0.00%
Shares49.6K
Event2026-06-30
Filed2026-07-29
RFV
INVESCO EXCHANGE TRADED FD T
New
Shares1.5K
Event2026-06-30
Filed2026-07-29
FNDB
SCHWAB STRATEGIC TR
New
Shares6.9K
Event2026-06-30
Filed2026-07-29
JPST
J P MORGAN EXCHANGE TRADED F
1.01%
Shares4.0K
Event2026-06-30
Filed2026-07-29

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Hubbell Strickland Wealth Management, LLC Institutional Holdings, Portfolio & P&L — TradeFomo