Latest Hubbell Strickland Wealth Management, LLC Stock Portfolio

Hubbell Strickland Wealth Management, LLC Performance:

2025 Q4: 1.37%YTD: 14.14%2024: -2.48%

Performance for 2025 Q4 is 1.37%, and YTD is 14.14%, and 2024 is -2.48%.

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 $248.5 Millions as of 31 Dec, 2025.

The top stock holdings of Hubbell Strickland Wealth Management, LLC are VIG, IJR, IJR. The fund has invested 30.4% of it's portfolio in VANGUARD SPECIALIZED FUNDS and 10.9% of portfolio in ISHARES TR.

The fund managers got completely rid off WISDOMTREE TR (JAMF) and COINBASE GLOBAL INC (COIN) stocks. They significantly reduced their stock positions in APPLE INC (AAPL), ISHARES TR (IJR) and ISHARES U S ETF TR (CCRV). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), VANGUARD TAX-MANAGED FDS (VEA) and VANGUARD STAR FDS (VXUS).

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 1.37% in the last quarter. In trailing 12 months, it's portfolio return was 14.14%.

Performance
S&P 500

New Buys

No new stocks were added by Hubbell Strickland Wealth Management, LLC

Additions

Ticker	% Inc.
select sector spdr tr	100
vanguard tax-managed fds	32.69
vanguard star fds	20.91
fidelity comwlth tr	20.14
ishares tr	14.66
ishares tr	12.26
ishares inc	12.07
vanguard intl equity index f	9.5

Additions to existing portfolio by Hubbell Strickland Wealth Management, LLC

Reductions

Ticker	% Reduced
apple inc	-14.9
ishares tr	-11.1
ishares u s etf tr	-10.89
schwab strategic tr	-9.28
ishares tr	-7.95
amazon com inc	-6.24
vanguard world fd	-5.98
invesco exchange traded fd t	-4.43

Hubbell Strickland Wealth Management, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
wisdomtree tr	-251,090
coinbase global inc	-239,955

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

Sector Distribution

Hubbell Strickland Wealth Management, LLC has about 89.4% of it's holdings in Others sector.

Sector	%
Others	89.4
Technology	4.6
Energy	1.7
Healthcare	1.2
Consumer Cyclical	1.2

Market Cap. Distribution

Hubbell Strickland Wealth Management, LLC has about 10.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	89.4
MEGA-CAP	7.8
LARGE-CAP	2.6

Stocks belong to which Index?

About 10.1% of the stocks held by Hubbell Strickland Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	89.7
S&P 500	10.1

Top 5 Winners (%)		%
GOOG	alphabet inc	28.7 %
CSCO	cisco sys inc	12.6 %
JNJ	johnson & johnson	11.6 %
PHYS	sprott asset management lp	11.4 %
RRBI	red river bancshares inc	10.2 %

Top 5 Winners ($)		$
VIG	vanguard specialized funds	1.4 M
PHYS	sprott asset management lp	0.9 M
IJR	ishares tr	0.6 M
VB	vanguard index fds	0.2 M
IJR	ishares tr	0.2 M

Top 5 Losers (%)		%
XLB	select sector spdr tr	-41.8 %
	fidelity wise origin bitcoin	-23.2 %
HD	home depot inc	-15.0 %
SYY	sysco corp	-10.3 %
CCRV	ishares u s etf tr	-6.9 %

Top 5 Losers ($)		$
XLB	select sector spdr tr	-0.7 M
	fidelity wise origin bitcoin	-0.5 M
MSFT	microsoft corp	-0.4 M
BIL	spdr series trust	-0.1 M
HD	home depot 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 80 stocks in it's portfolio. About 72.5% of the portfolio is in top 10 stocks. XLB 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.

Last Reported on: 20 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.67	6,136	1,668,250	reduced	-14.9

AAXJ	ishares tr	0.35	22,054	870,017	reduced	-3.00

ABBV	abbvie inc	0.43	4,659	1,064,590	reduced	-3.2

ABT	abbott labs	0.33	6,475	811,229	added	0.14

ACWF	ishares tr	2.94	105,370	7,314,800	added	1.38

AFL	aflac inc	0.18	4,166	459,423	added	0.05

AGZD	wisdomtree tr	0.11	4,041	266,073	added	0.6

AMZN	amazon com inc	0.15	1,653	381,635	reduced	-6.24

AOA	ishares tr	0.18	6,814	443,003	reduced	-2.13

BAPR	innovator etfs trust	0.09	5,231	226,921	unchanged	0.00

BBAX	j p morgan exchange traded f	0.15	6,437	368,434	added	1.51

BIL	spdr series trust	5.85	104,437	14,533,500	reduced	-0.9

BLDG	cambria etf tr	0.10	3,492	242,740	added	0.84

CCRV	ishares u s etf tr	0.10	9,799	243,941	reduced	-10.89

COIN	coinbase global inc	0.00	0.00	0.00	sold off	-100

CSCO	cisco sys inc	0.34	11,000	847,339	added	0.25

CSD	invesco exchange traded fd t	0.10	1,337	256,036	reduced	-4.43

CVX	chevron corp new	0.62	10,143	1,545,840	unchanged	0.00

DIA	spdr dow jones indl average	0.17	860	413,156	added	1.53

DMXF	ishares tr	1.71	42,226	4,238,600	added	12.26