Latest Hubbell Strickland Wealth Management, LLC Stock Portfolio

Hubbell Strickland Wealth Management, LLC Performance:

2025 Q3: 2.44%YTD: 4.05%2024: -0.98%

Performance for 2025 Q3 is 2.44%, and YTD is 4.05%, and 2024 is -0.98%.

About Hubbell Strickland Wealth Management, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Hubbell Strickland Wealth Management, LLC reported an equity portfolio of $243 Millions as of 30 Sep, 2025.

The top stock holdings of Hubbell Strickland Wealth Management, LLC are VIG, IJR, IJR. The fund has invested 30.8% of it's portfolio in VANGUARD SPECIALIZED FUNDS and 10.7% of portfolio in ISHARES TR.

The fund managers got completely rid off VANGUARD CHARLOTTE FDS (BNDX), COLGATE PALMOLIVE CO (CL) and J P MORGAN EXCHANGE TRADED F (BBAX) stocks. They significantly reduced their stock positions in ISHARES U S ETF TR (CCRV), ISHARES TR (IJR) and ISHARES TR (AOA). Hubbell Strickland Wealth Management, LLC opened new stock positions in INTEL CORP (INTC), TESLA INC (TSLA) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to FIDELITY WISE ORIGIN BITCOIN, FIDELITY COMWLTH TR (ONEQ) and FIDELITY COVINGTON TRUST (FBCG).

Hubbell Strickland Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Hubbell Strickland Wealth Management, LLC made a return of 2.44% in the last quarter. In trailing 12 months, it's portfolio return was 4.1%.

New Buys

Ticker	$ Bought
intel corp	276,176
tesla inc	207,824
vanguard index fds	203,854

New stocks bought by Hubbell Strickland Wealth Management, LLC

Additions

Ticker	% Inc.
fidelity wise origin bitcoin	26.6
fidelity comwlth tr	24.6
fidelity covington trust	13.69
vanguard star fds	11.47
ishares tr	8.34
vanguard intl equity index f	7.23
vanguard index fds	6.41
ishares tr	3.4

Additions to existing portfolio by Hubbell Strickland Wealth Management, LLC

Reductions

Ticker	% Reduced
ishares u s etf tr	-19.58
ishares tr	-13.49
ishares tr	-7.28
vanguard whitehall fds	-4.98
ishares tr	-4.62
spdr dow jones indl average	-4.29
cambria etf tr	-4.2
vanguard whitehall fds	-3.74

Hubbell Strickland Wealth Management, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
vanguard charlotte fds	-237,008
j p morgan exchange traded f	-211,471
colgate palmolive co	-225,886

Hubbell Strickland Wealth Management, LLC got rid off the above stocks

Sector Distribution

Hubbell Strickland Wealth Management, LLC has about 88.8% of it's holdings in Others sector.

Sector	%
Others	88.8
Technology	5.2
Energy	1.7
Healthcare	1.3
Consumer Cyclical	1.2

Market Cap. Distribution

Hubbell Strickland Wealth Management, LLC has about 10.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	88.8
MEGA-CAP	8.2
LARGE-CAP	2.7

Stocks belong to which Index?

About 10.6% of the stocks held by Hubbell Strickland Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	89.2
S&P 500	10.6

Top 5 Winners (%)		%
GOOG	alphabet inc	37.9 %
PLTR	palantir technologies inc	33.8 %
ABBV	abbvie inc	24.6 %
AAPL	apple inc	24.1 %
JNJ	johnson & johnson	21.3 %

Top 5 Winners ($)		$
IJR	ishares tr	1.8 M
IJR	ishares tr	0.8 M
AAPL	apple inc	0.4 M
IJR	ishares tr	0.3 M
MSFT	microsoft corp	0.3 M

Top 5 Losers (%)		%
PM	philip morris intl inc	-10.9 %
IBM	international business machs	-4.3 %
COIN	coinbase global inc	-3.7 %
PG	procter and gamble co	-3.5 %
TMC	tmc the metals company inc	-3.4 %

Top 5 Losers ($)		$
PM	philip morris intl inc	0.0 M
IBM	international business machs	0.0 M
PG	procter and gamble co	0.0 M
ABT	abbott labs	0.0 M
CSCO	cisco sys inc	0.0 M

Hubbell Strickland Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Hubbell Strickland Wealth Management, LLC

Hubbell Strickland Wealth Management, LLC has 82 stocks in it's portfolio. About 72.7% of the portfolio is in top 10 stocks. PM proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Hubbell Strickland Wealth Management, LLC last quarter.

Last Reported on: 21 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.76	7,210	1,836,000	added	0.08

AAXJ	ishares tr	0.34	22,736	830,999	reduced	-2.11

ABBV	abbvie inc	0.46	4,813	1,114,400	added	0.38

ABT	abbott labs	0.36	6,466	865,992	reduced	-0.2

ACWF	ishares tr	2.91	103,935	7,078,970	added	0.16

AFL	aflac inc	0.19	4,164	465,105	added	0.07

AGZD	wisdomtree tr	0.10	4,017	250,098	added	0.42

AMZN	amazon com inc	0.16	1,763	387,103	unchanged	0.00

AOA	ishares tr	0.18	6,962	448,244	reduced	-7.28

BAPR	innovator etfs trust	0.09	5,231	219,807	unchanged	0.00

BBAX	j p morgan exchange traded f	0.15	6,341	362,081	added	1.77

BBAX	j p morgan exchange traded f	0.00	0.00	0.00	sold off	-100

BIL	spdr series trust	6.07	105,388	14,759,700	reduced	-2.3

BLDG	cambria etf tr	0.10	3,463	237,777	reduced	-4.2

BNDX	vanguard charlotte fds	0.00	0.00	0.00	sold off	-100

CCRV	ishares u s etf tr	0.12	10,996	295,247	reduced	-19.58

CL	colgate palmolive co	0.00	0.00	0.00	sold off	-100

COIN	coinbase global inc	0.10	711	239,955	unchanged	0.00

CSCO	cisco sys inc	0.31	10,973	750,757	added	0.26

CSD	invesco exchange traded fd t	0.11	1,399	265,316	added	0.5