Latest Hubbell Strickland Wealth Management, LLC Stock Portfolio

Hubbell Strickland Wealth Management, LLC Performance:

2026 Q1: -1.29%YTD: -1.29%2025: 14.48%

Performance for 2026 Q1 is -1.29%, and YTD is -1.29%, and 2025 is 14.48%.

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

On 2026-04-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Hubbell Strickland Wealth Management, LLC reported an equity portfolio of $250.9 Millions as of 31 Mar, 2026.

The top stock holdings of Hubbell Strickland Wealth Management, LLC are VIG, IJR, IJR. The fund has invested 29.4% of it's portfolio in VANGUARD SPECIALIZED FUNDS and 10.6% of portfolio in ISHARES TR.

The fund managers got completely rid off QUALCOMM INC (QCOM) and TESLA INC (TSLA) stocks. They significantly reduced their stock positions in INTEL CORP (INTC), ISHARES U S ETF TR (CCRV) and SYSCO CORP (SYY). Hubbell Strickland Wealth Management, LLC opened new stock positions in DOUBLELINE ETF TRUST, ISHARES TR (IJR) and CONOCOPHILLIPS (COP). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INTL EQUITY INDEX F (VEU), TMC THE METALS COMPANY INC (TMC) 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 -1.29% in the last quarter. In trailing 12 months, it's portfolio return was 14.12%.

Performance
S&P 500

New Buys

Ticker	$ Bought
doubleline etf trust	1,306,470
ishares tr	256,774
conocophillips	238,517
colgate palmolive co	212,362
j p morgan exchange traded f	200,451

New stocks bought by Hubbell Strickland Wealth Management, LLC

Additions

Ticker	% Inc.
vanguard intl equity index f	174
tmc the metals company inc	28.97
fidelity covington trust	25.53
ishares tr	14.13
ishares inc	11.41
vanguard star fds	11.25
vanguard index fds	10.12
alphabet inc	9.56

Additions to existing portfolio by Hubbell Strickland Wealth Management, LLC

Reductions

Ticker	% Reduced
intel corp	-23.09
ishares u s etf tr	-17.49
sysco corp	-7.33
cambria etf tr	-5.36
microsoft corp	-5.27
apple inc	-4.84
cisco sys inc	-4.64
ishares tr	-4.51

Hubbell Strickland Wealth Management, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
qualcomm inc	-226,241
tesla inc	-203,415

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

Sector Distribution

Hubbell Strickland Wealth Management, LLC has about 89.7% of it's holdings in Others sector.

Sector	%
Others	89.7
Technology	3.6
Energy	2.5
Healthcare	1.2
Consumer Defensive	1.1

Market Cap. Distribution

Hubbell Strickland Wealth Management, LLC has about 9.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	89.7
MEGA-CAP	9.2

Stocks belong to which Index?

About 9.9% of the stocks held by Hubbell Strickland Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	89.9
S&P 500	9.9

Top 5 Winners (%)		%
XOM	exxon mobil corp	41.0 %
CVX	chevron corporation	35.7 %
CCRV	ishares u s etf tr	32.7 %
RRBI	red river bancshares inc	26.6 %
JNJ	johnson & johnson	18.1 %

Top 5 Winners ($)		$
XOM	exxon mobil corp	1.1 M
BIL	spdr series trust	0.7 M
PHYS	sprott asset management lp	0.6 M
CVX	chevron corporation	0.6 M
IJR	ishares tr	0.4 M

Top 5 Losers (%)		%
MSFT	microsoft corp	-22.8 %
	fidelity wise origin bitcoin	-22.4 %
TMC	tmc the metals company inc	-22.2 %
IBM	international business machs	-18.2 %
ABT	abbott laboratories	-18.1 %

Top 5 Losers ($)		$
VIG	vanguard specialized funds	-1.6 M
VB	vanguard index fds	-1.4 M
MSFT	microsoft corp	-1.3 M
IJR	ishares tr	-1.3 M
ONEQ	fidelity comwlth tr	-0.4 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 83 stocks in it's portfolio. About 71.7% of the portfolio is in top 10 stocks. VIG proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Hubbell Strickland Wealth Management, LLC last quarter.

Last Reported on: 29 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.59	5,839	1,481,900	reduced	-4.84

AAXJ	ishares tr	0.38	22,091	940,202	added	0.17

ABBV	abbvie inc	0.41	4,676	1,016,880	added	0.36

ABT	abbott laboratories	0.26	6,480	665,284	added	0.08

ACWF	ishares tr	3.15	112,608	7,902,810	added	6.87

AFL	aflac inc	0.18	4,169	457,371	added	0.07

AGZD	wisdomtree tr	0.11	4,053	275,557	added	0.3

AMZN	amazon com inc	0.14	1,653	344,352	unchanged	0.00

AOA	ishares tr	0.17	6,814	438,505	unchanged	0.00

BAPR	innovator etfs trust	0.09	5,231	222,318	unchanged	0.00

BBAX	j p morgan exchange traded f	0.15	6,509	368,920	added	1.12

BBAX	j p morgan exchange traded f	0.08	3,961	200,451	new

BIL	spdr series trust	6.17	106,049	15,476,800	added	1.54

BLDG	cambria etf tr	0.10	3,305	249,244	reduced	-5.36

CCRV	ishares u s etf tr	0.11	8,085	273,363	reduced	-17.49

CL	colgate palmolive co	0.09	2,492	212,362	new

COP	conocophillips	0.10	1,807	238,517	new

CSCO	cisco sys inc	0.32	10,490	813,893	reduced	-4.64

CSD	invesco exchange traded fd t	0.10	1,342	257,600	added	0.37

CVX	chevron corporation	0.83	10,104	2,090,570	reduced	-0.38