DOSSIER · 13F-HR · Q2 2026

Hubbell Strickland Wealth Management, LLC

$277M in tracked AUM across 87 positions as of Q2 2026.

HS
CIK 0001791555 · last filed Jun 30, 2026
Total AUM
$277M
as of Q2 2026
Holdings
87
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: Hubbell Strickland Wealth Management, LLC
1. Portfolio Overview

Hubbell Strickland Wealth Management, LLC has reported a significant expansion in its portfolio management operations for the period ending December 31, 2025. The total portfolio value surged by 363.2%, growing from $53.66M in the previous quarter to $248.55M. This dramatic increase in assets under management (AUM) suggests substantial capital inflows, the acquisition of a ...

The portfolio now comprises 80 holdings, reflecting a highly diversified approach. The investment strategy is characterized by a heavy reliance on passive indexing and Exchange Traded Funds (ETFs), which account for approximately 80.8% of the total portfolio value. The structure indicates a core-satellite approach, where the "core" is built upon broad market exposure, while "satellite" positions include specific sector bets and individual equities.

2. Key Holdings

The portfolio is dominated by a few massive positions in large-cap ETFs, creating a top-heavy allocation.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VIG
VANGUARD SPECIALIZED FUNDS
$80M339K28.9%
02
IVV
ISHARES TR
$30M41K11.0%
03
IJH
ISHARES TR
$19M246K6.8%
04
SDY
SPDR SERIES TRUST
$16M106K5.8%
05
VUG
VANGUARD INDEX FDS
$14M168K5.2%
06
DGRO
ISHARES TR
$9M121K3.3%
07
IEFA
ISHARES TR
$9M88K3.1%
08
IXUS
ISHARES TR
$8M83K2.8%
09
PHYS
SPROTT ASSET MANAGEMENT LP
$8M253K2.8%
10
ONEQ
FIDELITY COMWLTH TR
$6M62K2.3%

Filing history

2026Q2Jun 30
$277M▲ 10.4%
87 positionsView →
2026Q1Mar 31
$251M▲ 0.9%
83 positionsView →
2025Q4Dec 31
$249M▲ 2.3%
80 positionsView →
2025Q3Sep 30
$243M▲ 7.2%
82 positionsLocked
2025Q2Jun 30
$227M▲ 7.3%
82 positionsLocked
2025Q1Mar 31
$211M▲ 0.2%
78 positionsLocked
2024Q4Dec 31
$211M▼ 1.3%
79 positionsLocked
2024Q3Sep 30
$214M▲ 7.3%
80 positionsLocked
2024Q2Jun 30
$199M▲ 0.8%
78 positionsLocked
2024Q1Mar 31
$198M▲ 8.2%
78 positionsLocked
2023Q4Dec 31
$183M▲ 9.5%
74 positionsLocked
2023Q3Sep 30
$167M▼ 3.3%
70 positionsLocked
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