HB Wealth Management, LLC
HB Wealth Management, LLC is an SEC-registered investment advisory firm headquartered in Atlanta, Georgia. Founded in 2021, the firm manages investment portfolios and provides financial planning services to individuals, families, institutions, and businesses. As of July 2025, it employs approximately 215 people, focusing on comprehensive wealth management solutions tailored to client needs. Its registrations and filings demonstrate active status as of 2025.
Investment Strategy
HB Wealth Management, LLC primarily offers broad-based investment advisory services centered on portfolio management. Its investment approach utilizes diversified asset allocations including ETFs, mutual funds, and equities, with a focus on balancing risk and return based on each client's financial goals. The firm prioritizes strategic diversification and implements a disciplined investment process designed to preserve and grow client wealth over time while adhering to fiduciary standards.
Latest 13F Filing Activity
HB Wealth Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 1,287 equity positions and 19 options positions with a total 13F market value of $15B. The fund increased holdings in Vanguard Index FDS, American Centy Etf TR, J P Morgan Exchange Traded F among other positions. HB Wealth Management, LLC reduced exposure to PIMCO Etf TR, American Centy Etf TR, J P Morgan Exchange Traded F among others.
Top Holdings
Equity Positions (1,287)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 18.15% | $2.68B | 8,551,906 | $249.29 | $328.17 | +$320.0M |
V VIG | VANGUARD SPECIALIZED FUNDS | 7.97% | $1.18B | 5,511,314 | $160.70 | $215.79 | +$109.7M |
V VXUS | VANGUARD STAR FDS | 3.57% | $526.7M | 7,209,032 | $56.47 | $73.46 | +$83.3M |
A AVUS | AMERICAN CENTY ETF TR | 3.50% | $517.6M | 4,762,043 | $100.22 | $108.70 | +$141.0M |
J JCPB | J P MORGAN EXCHANGE TRADED F | 3.36% | $495.7M | 10,425,820 | $47.18 | $47.55 | +$130.2M |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | Sold | Call | $9.1M | 136 | $666.18 | $599.04 | -434 | -$26.2M |
A AAPL | APPLE INC | Sold | Put | $5.7M | 225 | $254.63 | $222.13 | -2 | +$1.1M |
E EFA | ISHARES TR | Sold | Call | $5.3M | 565 | $93.37 | $81.73 | -185 | -$1.4M |
M MKC | MCCORMICK & CO INC | — | Put | $4.3M | 641 | $66.91 | $82.31 | 0 | -$571.1K |
N NVDA | NVIDIA CORPORATION | Sold | Put | $3.4M | 182 | $186.58 | $124.30 | -60 | -$427.2K |
Industry Allocation
Investment Team (24)
| Name | Role | Location | |
|---|---|---|---|
D David Citron | CIO | Baltimore, MD , United States | |
 | Principal | Atlanta, GA , United States | |
 | Principal | Tampa, FL , United States | |
J Josh Rowe | Principal | Baltimore, MD , United States | |
K Kerstin Wiles | Senior Associate | Suwanee, GA , United States | |
 | Senior Associate | Alpharetta, GA , United States | |
N Noreen Frost | Partner, Portfolio Manager | Towson, MD , United States | |
 | Senior Trader and Associate Portfolio Manager | Towson, MD , United States | |
 | Partner | Denver, CO , United States | |
 | Partner | Cockeysville, MD , United States |
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