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W. Travis McKinney

Hb Wealth Management, Llc

Assets Managed
$15.45B
Holdings
1526
Last Quarter
2026 - Q1
Filed Date
1mo 28d ago
Growth Rate
-0.07%(2Q avg: 2.32%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Hb Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1526 positions.

Assets under management

The assets under management (AUM) of Hb Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 15.45B in assets, with a quarterly growth rate of -0.07% and a 2-quarter average growth rate of 2.32%. The portfolio is managed by W. Travis McKinney, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.91%
17.24%
$2.663B
8.726M shares@ $305.14 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 1.02%
7.94%
$1.227B
5.764M shares@ $212.82 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 16.5%
4.38%
$676.223M
14.422M shares@ $46.89 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 9.45%
4.14%
$638.692M
5.745M shares@ $111.18 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 5.97%
4.01%
$618.262M
8.063M shares@ $76.68 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 1.15%
3.12%
$480.897M
9.551M shares@ $50.36 avg price
AAPL
Apple Inc
Recent Activity
Increased 3.11%
2.65%
$408.941M↓ Put
1.611M shares@ $253.79 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -1.02%
1.98%
$304.912M
468,856 shares@ $650.34 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Decreased -5.7%
1.64%
$252.987M
2.237M shares@ $113.12 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -42.13%
1.63%
$251.314M
2.767M shares@ $90.83 avg price

1-10 of 1526