Institutional manager
HB Wealth Management, LLC
Holds positions in 482 of the S&P 500, worth $5.32bn as reported for the quarter ended 31-mar-2026.
Positions held482of 488 index companies covered
Reported value$5.32bnS&P 500 positions only
Top ten weight47%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 482 held. The rest are smaller than every one of these.
State Street CorporationSTT3.9m$615mFinancialsApple Inc.AAPL1.6m$403mInformation TechnologyGoldman SachsGS4.8m$324mFinancialsAlphabet Inc. (Class A)GOOGL801,346$230mCommunication ServicesHome Depot (The)HD679,680$224mConsumer DiscretionaryMicrosoftMSFT540,626$200mInformation TechnologyNvidiaNVDA1.1m$193mInformation TechnologyAmazonAMZN638,805$133mConsumer DiscretionaryBerkshire HathawayBRK.B178,170$105mFinancialsT. Rowe PriceTROW980,026$88mFinancialsBroadcomAVGO266,035$82mInformation TechnologyJPMorgan ChaseJPM257,834$76mFinancialsJohnson & JohnsonJNJ303,233$74mHealth CareAlbemarle CorporationALB403,557$72mMaterialsExxonMobilXOM348,977$59mEnergyVisa Inc.V194,330$59mFinancialsLilly (Eli)LLY63,028$58mHealth CareMeta PlatformsMETA100,664$58mCommunication ServicesInvescoIVZ122,739$57mFinancialsWalmartWMT437,733$54mConsumer StaplesCoca-Cola Company (The)KO629,106$48mConsumer StaplesTesla, Inc.TSLA117,245$44mConsumer DiscretionaryProcter & GamblePG269,183$39mConsumer StaplesChevron CorporationCVX187,340$39mEnergyCaterpillar Inc.CAT46,888$33mIndustrialsCiscoCSCO422,373$33mInformation TechnologyAT&TT1.1m$32mCommunication ServicesRTX CorporationRTX163,866$32mIndustrialsAbbVieABBV141,104$31mHealth CareCostcoCOST30,632$31mConsumer StaplesMerck & Co.MRK241,439$29mHealth CareOracle CorporationORCL185,529$27mInformation TechnologyMcDonald'sMCD86,975$27mConsumer DiscretionaryMastercardMA52,428$26mFinancialsLam ResearchLRCX114,207$24mInformation TechnologyAccentureACN117,501$23mInformation TechnologyPepsiCoPEP149,599$23mConsumer StaplesNetflixNFLX237,387$23mCommunication ServicesIBMIBM94,006$23mInformation TechnologyBank of AmericaBAC427,643$21mFinancialsNextEra EnergyNEE220,760$21mUtilitiesAmerican ExpressAXP66,907$20mFinancialsAmgenAMGN56,143$20mHealth CareMorgan StanleyMS112,615$19mFinancialsSouthern CompanySO191,309$18mUtilitiesAbbott LaboratoriesABT179,588$18mHealth CarePhilip Morris InternationalPM102,958$17mConsumer StaplesTexas InstrumentsTXN83,589$16mInformation TechnologyChubb LimitedCB47,449$15mFinancialsGeneral DynamicsGD43,760$15mIndustrialsUnion Pacific CorporationUNP61,174$15mIndustrialsAdvanced Micro DevicesAMD71,721$15mInformation TechnologyPalantir TechnologiesPLTR96,614$14mInformation TechnologyGE VernovaGEV15,964$14mIndustrialsU.S. BancorpUSB263,377$14mFinancialsLowe'sLOW57,577$14mConsumer DiscretionaryMicron TechnologyMU40,117$14mInformation TechnologyUnitedHealth GroupUNH49,228$13mHealth CareThermo Fisher ScientificTMO26,063$13mHealth CareIntuitive SurgicalISRG27,536$13mHealth Care
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.