Institutional manager
HB Wealth Management, LLC
Holds positions in 504 of the S&P 500, worth $4.42bn as reported for the quarter ended 31-mar-2026.
Positions held504of 488 index companies covered
Reported value$4.42bnS&P 500 positions only
Top ten weight39%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 504 held. The rest are smaller than every one of these.
Apple Inc.AAPL1.6m$403mInformation TechnologyAlphabet Inc. (Class A)GOOGL801,346$230mCommunication ServicesHome Depot (The)HD679,680$224mConsumer DiscretionaryMicrosoftMSFT540,626$200mInformation TechnologyNvidiaNVDA1.1m$193mInformation TechnologyAmazonAMZN638,805$133mConsumer DiscretionaryBerkshire HathawayBRK.B178,170$105mFinancialsT. Rowe PriceTROW980,026$88mFinancialsBroadcomAVGO266,035$82mInformation TechnologyJPMorgan ChaseJPM257,834$76mFinancialsJohnson & JohnsonJNJ303,233$74mHealth CareAlbemarle CorporationALB403,557$72mMaterialsExxonMobilXOM348,977$59mEnergyVisa Inc.V194,330$59mFinancialsLilly (Eli)LLY63,028$58mHealth CareMeta PlatformsMETA100,664$58mCommunication ServicesWalmartWMT437,733$54mConsumer StaplesCoca-Cola Company (The)KO629,106$48mConsumer StaplesTesla, Inc.TSLA117,245$44mConsumer DiscretionaryProcter & GamblePG269,183$39mConsumer StaplesChevron CorporationCVX187,340$39mEnergyCaterpillar Inc.CAT46,888$33mIndustrialsCiscoCSCO422,373$33mInformation TechnologyAT&TT1.1m$32mCommunication ServicesRTX CorporationRTX163,866$32mIndustrialsAbbVieABBV141,104$31mHealth CareCostcoCOST30,632$31mConsumer StaplesMerck & Co.MRK241,439$29mHealth CareOracle CorporationORCL185,529$27mInformation TechnologyMcDonald'sMCD86,975$27mConsumer DiscretionaryMastercardMA52,428$26mFinancialsLam ResearchLRCX114,207$24mInformation TechnologyAccentureACN117,501$23mInformation TechnologyPepsiCoPEP149,599$23mConsumer StaplesNetflixNFLX237,387$23mCommunication ServicesIBMIBM94,006$23mInformation TechnologyHoneywell TechnologiesHON92,990$21mIndustrialsBank of AmericaBAC427,643$21mFinancialsNextEra EnergyNEE220,760$21mUtilitiesAmerican ExpressAXP66,907$20mFinancialsAmgenAMGN56,143$20mHealth CareMorgan StanleyMS112,615$19mFinancialsSouthern CompanySO191,309$18mUtilitiesAbbott LaboratoriesABT179,588$18mHealth CarePhilip Morris InternationalPM102,958$17mConsumer StaplesTexas InstrumentsTXN83,589$16mInformation TechnologyGoldman SachsGS19,083$16mFinancialsChubb LimitedCB47,449$15mFinancialsTaiwan Semiconductor ManufacturingTSM45,536$15mGeneral DynamicsGD43,760$15mIndustrialsUnion Pacific CorporationUNP61,174$15mIndustrialsAdvanced Micro DevicesAMD71,721$15mInformation TechnologyPalantir TechnologiesPLTR96,614$14mInformation TechnologyGE VernovaGEV15,964$14mIndustrialsU.S. BancorpUSB263,377$14mFinancialsLowe'sLOW57,577$14mConsumer DiscretionaryMicron TechnologyMU40,117$14mInformation TechnologyUnitedHealth GroupUNH49,228$13mHealth CareThermo Fisher ScientificTMO26,063$13mHealth CareIntuitive SurgicalISRG27,536$13mHealth Care
What this page is not
Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.