Hubbell Strickland Wealth Management, LLC
Sector Allocation
- Other86.0%$238.4M
- Financials4.4%$12.2M
- Technology4.0%$11.0M
- Energy1.7%$4.8M
- Healthcare1.4%$3.7M
- Consumer Discretionary1.0%$2.7M
- Consumer Staples0.9%$2.4M
- Industrials0.6%$1.5M
- Materials0.1%$219,588
AUM History
13fpro.ai/research/fund/hubbell-strickland-wealth-management-llc-1791555
Conviction and streaks
Stable · top 10 = 72.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$80.2M
- ISHARES$30.4M
- ISHARES$19.0M
- SPDR$16.1M
- VANGUARD$14.5M
- ISHARES$9.2M
- ISHARES$8.5M
- ISHARES$7.9M
PHYS
$7.6M- FIDELITY$6.4M
- ISHARES$4.9M
- VANGUARD$4.8M
MSFT
$4.3M- ISHARES$4.0M
- VANGUARD$3.3M
XOM.R34088
$3.1M- ISHARES$2.8M
- VANGUARD$2.6M
- VANGUARD$2.5M
- ISHARES$1.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/hubbell-strickland-wealth-management-llc-1791555
Hubbell Strickland Wealth Management, LLC 13F holdings — Q2 2026
$277.1M portfolio (+10.4% QoQ) · 87 holdings · Q2 2026 13F · top 10 are 72% of the stock portfolio
- 1
VANGUARD SPECIALIZED FUNDS - DIV APP ETF
$80.2M
28.9% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - CORE S&P500 ETF
$30.4M
10.9% of stocks
-0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - CORE S&P MCP ETF
$19.0M
6.8% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
SPDR SERIES TRUST - ST STR SP DIV
$16.1M
5.8% of stocks
-0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD INDEX FDS - GROWTH ETF
$14.5M
5.2% of stocks
+521%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - CORE DIV GRWTH
$9.2M
3.3% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - CORE MSCI EAFE
$8.5M
3.1% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - CORE MSCI TOTAL
$7.9M
2.9% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— $7.6M
2.8% of stocks
+0.8%This quarter-0.8%Since filed10+ qtrsHeld- 10
FIDELITY COMWLTH TR - NASDAQ COMPSIT
$6.4M
2.3% of stocks
+0.5%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $80.2M | 28.9% | -1% | — | — | — | — | |
| 2 | ISHARES TR - CORE S&P500 ETF | $30.4M | 10.9% | -0.4% | — | — | — | — | |
| 3 | ISHARES TR - CORE S&P MCP ETF | $19.0M | 6.8% | +2% | — | — | — | — | |
| 4 | SPDR SERIES TRUST - ST STR SP DIV | $16.1M | 5.8% | -0.4% | — | — | — | — | |
| 5 | VANGUARD INDEX FDS - GROWTH ETF | $14.5M | 5.2% | +521% | — | — | — | — | |
| 6 | ISHARES TR - CORE DIV GRWTH | $9.2M | 3.3% | +8% | — | — | — | — | |
| 7 | ISHARES TR - CORE MSCI EAFE | $8.5M | 3.1% | +6% | — | — | — | — | |
| 8 | ISHARES TR - CORE MSCI TOTAL | $7.9M | 2.9% | +9% | — | — | — | — | |
| 9 | $7.6M | 2.8% | +0.8% | -0.8% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | FIDELITY COMWLTH TR - NASDAQ COMPSIT | $6.4M | 2.3% | +0.5% | — | — | — | — |
All holdings — Hubbell Strickland Wealth Management, LLC (Q2 2026)
87 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $4.9M | 1.8% | 33K | +4% | — | — | 13F |
| 12 | — | VANGUARD INDEX FDS - VALUE ETFetf/fund | — | $4.8M | 1.7% | 22K | +0.3% | — | — | 13F |
| 13 | MICROSOFT CORP | Technology | $4.3M | 1.6% | 12K | -0.3% | 10+ qtrs | 79.8 | 13F | |
| 14 | — | ISHARES TR - 0-3 MTH TREASURYetf/fund | — | $4.0M | 1.4% | 39K | -4% | — | — | 13F |
| 15 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $3.3M | 1.2% | 4,777 | -0.2% | — | — | 13F |
| 16 | EXXON MOBIL CORP | Energy | $3.1M | 1.1% | 23K | +0.9% | 10+ qtrs | 57.8 | 13F | |
| 17 | — | ISHARES TR - MSCI EAFE ETFetf/fund | — | $2.8M | 1.0% | 27K | +3% | — | — | 13F |
| 18 | — | VANGUARD WHITEHALL FDS - INTL DVD ETFetf/fund | — | $2.6M | 0.9% | 28K | +1% | — | — | 13F |
| 19 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $2.5M | 0.9% | 6,773 | +2% | — | — | 13F |
| 20 | — | ISHARES TR - CORE S&P US GWTetf/fund | — | $1.9M | 0.7% | 10K | +0.7% | — | — | 13F |
| 21 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund | — | $1.8M | 0.6% | 30K | +17% | — | — | 13F |
| 22 | Apple Inc. | Technology | $1.7M | 0.6% | 5,838 | -0.0% | 10+ qtrs | 75.7 | 13F | |
| 23 | CHEVRON CORP | Energy | $1.7M | 0.6% | 10K | +0.5% | 10+ qtrs | 63.7 | 13F | |
| 24 | NVIDIA CORP | Technology | $1.6M | 0.6% | 8,193 | -0.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | MCDONALDS CORP | Consumer Discretionary | $1.6M | 0.6% | 5,878 | +0.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $DOV | DOVER Corp | Industrials | $1.5M | 0.6% | 9,675 | +0.3% | |||
| 27 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.5M | 0.5% | 5,906 | +0.2% | |||
| 28 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.4M | 0.5% | 2,829 | — | |||
| 29 | — | DOUBLELINE ETF TRUST - SECUR CR ETF | — | $1.3M | 0.5% | 52K | -0.4% | |||
| 30 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $1.3M | 0.5% | 6,802 | +0.1% | |||
| 31 | $ABBV | AbbVie Inc. | Healthcare | $1.2M | 0.4% | 4,682 | +0.1% | |||
| 32 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.1M | 0.4% | 9,747 | -7% | |||
| 33 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | — | $1.1M | 0.4% | 19K | -2% | |||
| 34 | — | ISHARES TR - RUS 1000 GRW ETF | — | $1.0M | 0.4% | 8,163 | +300% | |||
| 35 | $FBTC | Fidelity Wise Origin Bitcoin Fund | Financials | $1.0M | 0.4% | 20K | -2% | |||
| 36 | $WMT | Walmart Inc. | Consumer Staples | $1.0M | 0.4% | 8,867 | -1% | |||
| 37 | — | ISHARES TR - INTL SEL DIV ETF | — | $925K | 0.3% | 22K | +1% | |||
| 38 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $872K | 0.3% | 12K | +14% | |||
| 39 | — | ISHARES INC - CORE MSCI EMKT | — | $845K | 0.3% | 10K | +3% | |||
| 40 | — | ISHARES TR - S&P MC 400GR ETF | — | $811K | 0.3% | 6,902 | +0.0% | |||
| 41 | $SPY | SPDR S&P 500 ETF TRUST | — | $785K | 0.3% | 1,051 | -0.5% | |||
| 42 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $717K | 0.3% | 4,535 | +0.2% | |||
| 43 | — | ISHARES TR - SP SMCP600VL ETF | — | $711K | 0.3% | 5,202 | +1.0% | |||
| 44 | $INTC | INTEL CORP | Technology | $706K | 0.3% | 5,056 | -20% | |||
| 45 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $613K | 0.2% | 7,174 | +3% | |||
| 46 | $ABT | ABBOTT LABORATORIES | Healthcare | $601K | 0.2% | 6,626 | +2% | |||
| 47 | — | ISHARES TR - EXPND TEC SC ETF | — | $586K | 0.2% | 3,582 | +0.0% | |||
| 48 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $537K | 0.2% | 3,664 | +0.2% | |||
| 49 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $507K | 0.2% | 1,804 | — | |||
| 50 | — | VANGUARD WORLD FD - MEGA GRWTH IND | — | $505K | 0.2% | 5,740 | +400% | |||
| 51 | $AFL | AFLAC INC | Financials | $489K | 0.2% | 4,171 | +0.0% | |||
| 52 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $477K | 0.2% | 914 | +5% | |||
| 53 | — | ISHARES TR - CORE 60 BALA ETF | — | $475K | 0.2% | 6,829 | +0.2% | |||
| 54 | $RRBI | RED RIVER BANCSHARES INC | Financials | $468K | 0.2% | 5,124 | — | |||
| 55 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $455K | 0.2% | 1,291 | -7% | |||
| 56 | $GOOGL | Alphabet Inc. | Technology | $453K | 0.2% | 1,267 | -9% | |||
| 57 | — | ISHARES TR - S&P 500 GRWT ETF | — | $451K | 0.2% | 3,282 | -0.8% | |||
| 58 | $JPM | JPMORGAN CHASE & CO | Financials | $427K | 0.1% | 1,306 | +10% | |||
| 59 | — | ISHARES TR - DOW JONES US ETF | — | $415K | 0.1% | 2,278 | +0.0% | |||
| 60 | $AMZN | AMAZON COM INC | Consumer Discretionary | $394K | 0.1% | 1,653 | — | |||
| 61 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $371K | 0.1% | 6,565 | +0.9% | |||
| 62 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $366K | 0.1% | 4,543 | +360% | |||
| 63 | $PM | Philip Morris International Inc. | Consumer Staples | $357K | 0.1% | 1,971 | +0.6% | |||
| 64 | $PLTR | Palantir Technologies Inc. | Technology | $329K | 0.1% | 2,817 | — | |||
| 65 | $PEP | PEPSICO INC | Consumer Staples | $309K | 0.1% | 2,285 | -0.4% | |||
| 66 | $WT | WisdomTree, Inc. | Financials | $306K | 0.1% | 4,108 | +1% | |||
| 67 | $SYY | SYSCO CORP | Consumer Discretionary | $304K | 0.1% | 3,636 | -1% | |||
| 68 | $IVZ | Invesco Ltd. | Financials | $285K | 0.1% | 1,341 | -0.1% | |||
| 69 | — | ISHARES TR - CORE S&P US VLU | — | $269K | 0.1% | 2,444 | -3% | |||
| 70 | — | VANGUARD WORLD FD - MEGA CAP INDEX | — | $265K | 0.1% | 969 | -13% | |||
| 71 | — | CAMBRIA ETF TR - SHSHLD YIELD ETF | — | $262K | 0.1% | 3,318 | +0.4% | |||
| 72 | — | ISHARES TR - S&P 100 ETF | — | $252K | 0.1% | 688 | +4% | |||
| 73 | — | ISHARES TR - SELECT DIVID ETF | — | $249K | 0.1% | 1,590 | +0.8% | |||
| 74 | $QCOM | QUALCOMM INC/DE | Technology | $247K | 0.1% | 1,337 | New | |||
| 75 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $246K | 0.1% | 8,501 | +0.3% | |||
| 76 | — | ISHARES U S ETF TR - GSCI CMDTY STGY | — | $246K | 0.1% | 8,085 | — | |||
| 77 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $242K | 0.1% | 996 | +0.4% | |||
| 78 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $240K | 0.1% | 5,231 | — | |||
| 79 | $MMM | 3M CO | Healthcare | $237K | 0.1% | 1,462 | +0.1% | |||
| 80 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $229K | 0.1% | 2,494 | +0.1% | |||
| 81 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $226K | 0.1% | 2,694 | New | |||
| 82 | — | ISHARES TR - U.S. ENERGY ETF | — | $225K | 0.1% | 3,977 | +0.3% | |||
| 83 | $LLY | ELI LILLY & Co | Healthcare | $223K | 0.1% | 186 | New | |||
| 84 | $TMC | TMC the metals Co Inc. | Materials | $220K | 0.1% | 50K | — | |||
| 85 | $IVZ | Invesco Ltd. | Financials | $215K | 0.1% | 1,507 | New | |||
| 86 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US B | — | $212K | 0.1% | 6,948 | New | |||
| 87 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $202K | 0.1% | 4,001 | +1% |
What changed in Q2 2026
Against the previous quarter's 13F: 4 new, 51 added to, 23 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.
New positions (4)
Added to (51)
- VANGUARD INDEX FDS - GROWTH ETF+521%
now $14.5M
- ISHARES TR - RUS 1000 GRW ETF+300%
now $1.0M
- ISHARES TR - CORE DIV GRWTH+8%
now $9.2M
- ISHARES TR - CORE MSCI TOTAL+9%
now $7.9M
- ISHARES TR - CORE MSCI EAFE+6%
now $8.5M
- ISHARES TR - CORE S&P MCP ETF+2%
now $19.0M
+45 more in the Excel export
Trimmed (23)
- VANGUARD SPECIALIZED FUNDS - DIV APP ETF-1%
now $80.2M
$INTCINTEL CORP-20%
now $706K · held 4 qtrs, 2 trims in a row
- ISHARES TR - 0-3 MTH TREASURY-4%
now $4.0M
- ISHARES TR - CORE S&P500 ETF-0.4%
now $30.4M
$CSCOCISCO SYSTEMS, INC.-7%
now $1.1M · held 10+ qtrs, 2 trims in a row
- SPDR SERIES TRUST - ST STR SP DIV-0.4%
now $16.1M
+17 more in the Excel export
Sold out (1)
$COPCONOCOPHILLIPSwas $239K
held 1 qtr
Holdings by quarter
Every 13F Hubbell Strickland Wealth Management, LLC has filed, 27 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Jul 29, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Hubbell Strickland Wealth Management's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+9.4%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 3% over the last 4
Top 10 weight
72%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Hubbell Strickland Wealth Management, LLC disclosed 87 positions worth $277.1M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 4 new positions and exited 1 — including a new stake in $QCOM and a full exit from $COP. The portfolio is most concentrated in Other (86.0% of disclosed assets). All figures are sourced directly from Hubbell Strickland Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1791555.
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AI-Powered Hedge Fund Analysis: Hubbell Strickland Wealth Management, LLC
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Every holding in Hubbell Strickland Wealth Management, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.