Grufity logo
Grufity logo

Latest Hubbell Strickland Wealth Management, LLC Stock Portfolio

$277Million | No. of Holdings #87

Hubbell Strickland Wealth Management, LLC Performance

2026 Q2-5.59%
YTD-6.81%
2025+14.48%

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

On 2026-07-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Hubbell Strickland Wealth Management, LLC reported an equity portfolio of $277.1 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Hubbell Strickland Wealth Management, LLC are VIG, IJR, IJR. The fund has invested 28.9% of it's portfolio in VANGUARD SPECIALIZED FUNDS and 10.9% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off CONOCOPHILLIPS (COP) stocks. They significantly reduced their stock positions in INTEL CORP (INTC), VANGUARD WORLD FD (EDV) and ALPHABET INC (GOOG). Hubbell Strickland Wealth Management, LLC opened new stock positions in QUALCOMM INC (QCOM), VANGUARD INTL EQUITY INDEX F (VEU) and ELI LILLY & CO (LLY). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), VANGUARD WORLD FD (EDV) and ISHARES TR (IJR).
Hubbell Strickland Wealth Management, LLC Equity Portfolio Value
Last Reported on: 29 Jul, 2026
$277Million
  as of Jul 29, 2026

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 -5.59% in the last quarter. In trailing 12 months, it's portfolio return was 0.85%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
qualcomm inc247,139
vanguard intl equity index f225,645
eli lilly & co222,771
invesco exchange traded fd t215,464
schwab strategic tr211,637
New stocks bought by Hubbell Strickland Wealth Management, LLC

Additions

Ticker% Inc.
vanguard index fds520
vanguard world fd400
vanguard index fds360
ishares tr300
vanguard intl equity index f16.88
vanguard tax-managed fds13.79
jpmorgan chase & co9.66
ishares tr8.68
Additions to existing portfolio by Hubbell Strickland Wealth Management, LLC

Reductions

Ticker% Reduced
intel corp-20.14
vanguard world fd-12.86
alphabet inc-8.65
home depot inc-7.12
cisco sys inc-7.08
ishares tr-4.22
ishares tr-3.17
fidelity covington trust-2.37
Hubbell Strickland Wealth Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
conocophillips-238,517
Hubbell Strickland Wealth Management, LLC got rid off the above stocks

Sector Distribution

Hubbell Strickland Wealth Management, LLC has about 90.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Energy
  • Healthcare
Sector%
Others90.5
Technology3.8
Energy1.7
Healthcare1.3

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.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED90.5
MEGA-CAP7.8
LARGE-CAP1.4

Stocks belong to which Index?

About 9.1% of the stocks held by Hubbell Strickland Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others90.7
S&P 5009.1
Top 5 Winners (%)%
INTC
intel corp
194.6 %
CSCO
cisco sys inc
49.6 %
XLB
select sector spdr tr
43.3 %
IJR
ishares tr
38.0 %
GOOG
alphabet inc
23.3 %
Top 5 Winners ($)$
VIG
vanguard specialized funds
7.3 M
IJR
ishares tr
3.9 M
IJR
ishares tr
2.3 M
ONEQ
fidelity comwlth tr
1.1 M
IJR
ishares tr
0.8 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.3 %
EDV
vanguard world fd
-65.6 %
VB
vanguard index fds
-61.0 %
IJR
ishares tr
-60.3 %
PLTR
palantir technologies inc
-20.2 %
Top 5 Losers ($)$
VB
vanguard index fds
-34.2 M
IJR
ishares tr
-1.5 M
PHYS
sprott asset management lp
-1.3 M
EDV
vanguard world fd
-1.0 M
XOM
exxon mobil corp
-0.7 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 87 stocks in it's portfolio. About 72% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VIG was the most profitable stock for Hubbell Strickland Wealth Management, LLC last quarter.

$277.13MTotal Value
88.00Positions
29 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Hubbell Strickland Wealth Management, LLC, last reported on 29 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Hubbell Strickland Wealth Management, LLC's holding in Ishares Tr over time
0.33%22,323
$924.9K
0.33%
increased 1.05 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Hubbell Strickland Wealth Management, LLC's holding in Ishares Tr over time
3.32%121,244
$9.19M
3.32%
increased 7.67 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Hubbell Strickland Wealth Management, LLC's holding in Wisdomtree Tr over time
0.11%4,108
$305.5K
0.11%
increased 1.36 percentadded
AOA
Ishares Tr

Ishares Tr

AOA
Hubbell Strickland Wealth Management, LLC's holding in Ishares Tr over time
0.17%6,829
$474.6K
0.17%
increased 0.22 percentadded
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Hubbell Strickland Wealth Management, LLC's holding in Innovator Etfs Trust over time
0.09%5,231
$240.1K
0.09%
unchanged 0 percentunchanged
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Hubbell Strickland Wealth Management, LLC's holding in J P Morgan Exchange Traded F over time
0.13%6,565
$370.8K
0.13%
increased 0.86 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Hubbell Strickland Wealth Management, LLC's holding in J P Morgan Exchange Traded F over time
0.07%4,001
$202.4K
0.07%
increased 1.01 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Hubbell Strickland Wealth Management, LLC's holding in Spdr Series Trust over time
5.8%105,649
$16.08M
5.8%
decreased 0.38 percentreduced
BLDG
Cambria Etf Tr

Cambria Etf Tr

BLDG
Hubbell Strickland Wealth Management, LLC's holding in Cambria Etf Tr over time
0.1%3,318
$262.4K
0.1%
increased 0.39 percentadded
CCRV
Ishares U S Etf Tr

Ishares U S Etf Tr

CCRV
Hubbell Strickland Wealth Management, LLC's holding in Ishares U S Etf Tr over time
0.09%8,085
$245.6K
0.09%
unchanged 0 percentunchanged
CSD
Invesco Exchange Traded Fd T

Invesco Exchange Traded Fd T

CSD
Hubbell Strickland Wealth Management, LLC's holding in Invesco Exchange Traded Fd T over time
0.1%1,341
$285.4K
0.1%
decreased 0.07 percentreduced
CSD
Invesco Exchange Traded Fd T

Invesco Exchange Traded Fd T

CSD
Hubbell Strickland Wealth Management, LLC's holding in Invesco Exchange Traded Fd T over time
0.08%1,507
$215.5K
0.08%
new position