Latest Hubbell Strickland Wealth Management, LLC Stock Portfolio

Hubbell Strickland Wealth Management, LLC Performance:

2025 Q2: 2.85%YTD: 1.6%2024: -0.7%

Performance for 2025 Q2 is 2.85%, and YTD is 1.6%, and 2024 is -0.7%.

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 $226.7 Millions as of 30 Jun, 2025.

The top stock holdings of Hubbell Strickland Wealth Management, LLC are VIG, IJR, BIL. The fund has invested 31.4% of it's portfolio in VANGUARD SPECIALIZED FUNDS and 10.3% of portfolio in ISHARES TR.

The fund managers got completely rid off LONGEVITY HEALTH HLDGS INC stocks. They significantly reduced their stock positions in MCDONALDS CORP (MCD), ISHARES TR (IJR) and VANGUARD CHARLOTTE FDS (BNDX). Hubbell Strickland Wealth Management, LLC opened new stock positions in COINBASE GLOBAL INC (COIN), ALPHABET INC (GOOG) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), WALMART INC (WMT) and VANGUARD TAX-MANAGED FDS (VEA).

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 2.85% in the last quarter. In trailing 12 months, it's portfolio return was 3.5%.

New Buys

Ticker	$ Bought
coinbase global inc	249,198
alphabet inc	222,694
ishares tr	222,295
schwab strategic tr	221,459
innovator etfs trust	209,292

New stocks bought by Hubbell Strickland Wealth Management, LLC

Additions

Ticker	% Inc.
vanguard index fds	13.97
walmart inc	13.29
vanguard tax-managed fds	12.36
colgate palmolive co	9.47
ishares tr	8.97
ishares tr	8.74
johnson & johnson	8.37
vanguard star fds	8.1

Additions to existing portfolio by Hubbell Strickland Wealth Management, LLC

Reductions

Ticker	% Reduced
mcdonalds corp	-26.94
ishares tr	-9.00
vanguard charlotte fds	-8.38
ishares tr	-8.17
ishares tr	-5.78
vanguard intl equity index f	-5.62
sysco corp	-3.88
ishares tr	-2.88

Hubbell Strickland Wealth Management, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
longevity health hldgs inc	-11,266

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

Sector Distribution

Hubbell Strickland Wealth Management, LLC has about 88.9% of it's holdings in Others sector.

Sector	%
Others	88.9
Technology	5
Energy	1.7
Healthcare	1.2
Consumer Defensive	1.2
Consumer Cyclical	1.2

Market Cap. Distribution

Hubbell Strickland Wealth Management, LLC has about 10.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	88.9
MEGA-CAP	8
LARGE-CAP	2.8

Stocks belong to which Index?

About 10.5% of the stocks held by Hubbell Strickland Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	89.3
S&P 500	10.5

Top 5 Winners (%)		%
TMC	tmc the metals company inc	283.7 %
PLTR	palantir technologies inc	61.3 %
NVDA	nvidia corporation	45.3 %
COIN	coinbase global inc	44.4 %
MSFT	microsoft corp	32.5 %

Top 5 Winners ($)		$
IJR	ishares tr	2.2 M
MSFT	microsoft corp	1.6 M
IJR	ishares tr	0.9 M
NVDA	nvidia corporation	0.4 M
IJR	ishares tr	0.2 M

Top 5 Losers (%)		%
CL	colgate palmolive co	-14.5 %
CVX	chevron corp new	-14.3 %
PEP	pepsico inc	-11.8 %
ABBV	abbvie inc	-11.4 %
XOM	exxon mobil corp	-9.3 %

Top 5 Losers ($)		$
XOM	exxon mobil corp	-0.2 M
CVX	chevron corp new	-0.2 M
MCD	mcdonalds corp	-0.1 M
AAPL	apple inc	-0.1 M
ABBV	abbvie inc	-0.1 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 73.2% of the portfolio is in top 10 stocks. XOM 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: 22 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	VIG	vanguard specialized funds	31.41	347,959	71,216,900	reduced	-0.71
Historical Trend of VANGUARD SPECIALIZED FUNDS Position Held By Hubbell Strickland Wealth Management, LLC What % of Portfolio is VIG?: Number of VIG shares held: Change in No. of Shares Held:
	IJR	ishares tr	10.32	37,669	23,388,600	added	1.64

	BIL	spdr series trust	6.46	107,869	14,641,100	reduced	-2.68

	IJR	ishares tr	6.41	234,310	14,531,900	reduced	-1.84

	VB	vanguard index fds	5.23	27,042	11,855,100	reduced	-0.78

	ACWF	ishares tr	2.93	103,768	6,634,900	added	8.97

	PHYS	sprott physical gold tr	2.91	259,978	6,590,450	reduced	-2.21

	MSFT	microsoft corp	2.83	12,905	6,418,960	reduced	-0.22

	IBCE	ishares tr	2.42	65,729	5,487,090	added	8.74

	IBCE	ishares tr	2.25	65,854	5,091,160	added	7.3

	DMXF	ishares tr	1.75	39,439	3,971,100	reduced	-8.17

	VB	vanguard index fds	1.65	21,189	3,744,950	added	0.17

	IJR	ishares tr	1.50	31,118	3,400,890	reduced	-9.00

	ONEQ	fidelity comwlth tr	1.40	39,504	3,164,270	added	4.69

	VB	vanguard index fds	1.27	5,073	2,881,450	added	2.24

	VIGI	vanguard whitehall fds	1.12	28,120	2,534,190	added	4.58

	XOM	exxon mobil corp	1.07	22,458	2,420,980	added	0.2

	IJR	ishares tr	0.79	20,053	1,792,530	added	1.99

	MCD	mcdonalds corp	0.77	5,946	1,737,260	reduced	-26.94

	VB	vanguard index fds	0.76	5,691	1,729,780	added	3.68