Hubbell Strickland Wealth Management, LLC
CIK: 0001791555SEC EDGAR →
Portfolio Value
$248.5M
Holdings
80
As of
Q4 2025
New Positions
80
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SPECIALIZED FUNDS | 344,235 | $75.7M | 30.44% |
| 2 | ISHARES TR | 39,670 | $27.2M | 10.93% |
| 3 | ISHARES TR | 237,459 | $15.7M | 6.31% |
| 4 | SPDR SERIES TRUST | 104,437 | $14.5M | 5.85% |
| 5 | VANGUARD INDEX FDS | 26,886 | $13.1M | 5.28% |
| 6 | SPROTT ASSET MANAGEMENT LP | 254,693 | $8.4M | 3.38% |
| 7 | ISHARES TR | 105,370 | $7.3M | 2.94% |
| 8 | ISHARES TR | 72,512 | $6.5M | 2.61% |
| 9 | ISHARES TR | 71,058 | $6.0M | 2.42% |
| 10 | MICROSOFT CORP | 12,199 | $5.9M | 2.37% |
Quarterly Changes
New Positions (80)
$75.7M · 344K shares
$27.2M · 40K shares
$15.7M · 237K shares
$14.5M · 104K shares
$13.1M · 27K shares
$8.4M · 255K shares
$7.3M · 105K shares
$6.5M · 73K shares
$6.0M · 71K shares
$5.9M · 12K shares
$5.4M · 59K shares
$4.2M · 42K shares
$4.1M · 21K shares
$3.8M · 32K shares
$3.1M · 5K shares
$2.7M · 23K shares
$2.4M · 26K shares
$2.4M · 25K shares
$2.0M · 6K shares
$1.8M · 6K shares
$1.7M · 10K shares
$1.7M · 6K shares
$1.6M · 8K shares
$1.5M · 10K shares
$1.5M · 20K shares
$1.4M · 3K shares
$1.4M · 10K shares
$1.2M · 6K shares
$1.1M · 5K shares
$1.0M · 9K shares
$978K · 7K shares
$964K · 2K shares
$875K · 15K shares
$870K · 22K shares
$847K · 11K shares
$811K · 6K shares
$721K · 1K shares
$699K · 7K shares
$648K · 10K shares
$647K · 5K shares
$598K · 9K shares
$588K · 5K shares
$534K · 2K shares
$500K · 3K shares
$500K · 3K shares
$500K · 9K shares
$473K · 6K shares
$462K · 4K shares
$461K · 1K shares
$459K · 4K shares
$459K · 1K shares
$443K · 7K shares
$414K · 3K shares
$413K · 860 shares
$396K · 1K shares
$382K · 1K shares
$381K · 2K shares
$377K · 2K shares
$368K · 6K shares
$366K · 5K shares
$326K · 2K shares
$312K · 2K shares
$303K · 8K shares
$292K · 4K shares
$278K · 1K shares
$266K · 4K shares
$264K · 912 shares
$257K · 3K shares
$256K · 1K shares
$243K · 10K shares
$242K · 3K shares
$237K · 38K shares
$233K · 1K shares
$226K · 1K shares
$226K · 5K shares
$222K · 649 shares
$221K · 8K shares
$220K · 2K shares
$208K · 986 shares
$203K · 452 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 49 | $205.7M | 82.8% |
| Unknown | 7 | $18.1M | 7.3% |
| Technology | 8 | $11.5M | 4.6% |
| Energy | 2 | $4.3M | 1.7% |
| Healthcare | 3 | $3.1M | 1.2% |
| Consumer Cyclical | 4 | $2.9M | 1.2% |
| Consumer Defensive | 4 | $2.1M | 0.9% |
| Communication Services | 1 | $396K | 0.2% |
| Basic Materials | 1 | $237K | 0.1% |
| Industrials | 1 | $233K | 0.1% |