Hobbs Wealth Management, LLC ETF holdings
Zionsville, IN
Reported $118.3M in 23 ETFs in its Form 13F for June 30, 2026.
ETF value
$118.3M
ETFs held
23
Change from prior quarter
+17.1%
With price moves
ETFs as a share of its 13F
100.0%
of $118.3M
Top 10 of 23 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $31.1M | 353,834 | +153,362 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $12.4M | 182,880 | −1,855 shares |
| IVW | iShares S&P 500 Growth ETF | $11.3M | 82,247 | +2,839 shares |
| IVE | iShares S&P 500 Value ETF | $11.2M | 49,504 | −2,439 shares |
| CORO | iShares International Country Rotation Active ETF | $8.3M | 225,437 | +3,006 shares |
| ACWX | iShares MSCI ACWI ex U.S. ETF | $7.6M | 100,223 | +6,880 shares |
| BAI | iShares A.I. Innovation and Tech Active ETF | $6.5M | 122,585 | −10,371 shares |
| SPMO | Invesco S&P 500 Momentum ETF | $5.1M | 31,860 | −7,633 shares |
| BLCR | iShares Large Cap Core Active ETF | $4.2M | 83,141 | +1,301 shares |
| SHLD | Global X Defense Tech ETF | $3.9M | 64,926 | +17,653 shares |
13 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002019202. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Hobbs Wealth Management, LLC own?
Hobbs Wealth Management, LLC reported 23 ETF positions worth $118.3M in its Form 13F for June 30, 2026. The largest was SPYM, at $31.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.