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Portfolio (Quarterly) Guide ↗

Hobbs Wealth Management, LLC

· CIK 0002019202
13F Portfolio $119M AUM Filed Nov 5, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 57 New
Page 2 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 4,629.0 $1.0M 0.85% NEW $219.57 +22.3%
22 EFG ISHARES TR 8,857.0 $1.0M 0.85% NEW $113.88 +6.6%
23 AVGO BROADCOM INC Technology 2,755.0 $909K 0.76% NEW $329.91 +25.7%
24 GOOGL ALPHABET INC Communication Services 3,254.0 $791K 0.66% NEW $243.10 +59.5%
25 META META PLATFORMS INC Communication Services 948.0 $696K 0.58% NEW $734.38 -17.3%
26 GOOG ALPHABET INC Communication Services 2,467.0 $601K 0.50% NEW $243.55 +57.5%
27 MBB ISHARES TR 6,057.0 $576K 0.48% NEW $95.15 -1.3%
28 GLDM WORLD GOLD TR Financial Services 7,458.0 $570K 0.48% NEW $76.45 +17.6%
29 JPM JPMORGAN CHASE & CO. Financial Services 1,709.0 $539K 0.45% NEW $315.43 -3.9%
30 TSLA TESLA INC Consumer Cyclical 1,170.0 $520K 0.44% NEW $444.72 -6.2%
31 BERKSHIRE HATHAWAY INC DEL 1,029.0 $517K 0.43% NEW $502.74
32 IAGG ISHARES TR 9,995.0 $512K 0.43% NEW $51.23 -2.4%
33 ORCL ORACLE CORP Technology 1,393.0 $392K 0.33% NEW $281.24 -32.5%
34 V VISA INC Financial Services 1,111.0 $379K 0.32% NEW $341.38 -3.1%
35 MA MASTERCARD INCORPORATED Financial Services 613.0 $349K 0.29% NEW $568.81 -12.2%
36 NFLX NETFLIX INC Communication Services 280.0 $336K 0.28% NEW $1198.92 -92.6%
37 CSCO CISCO SYS INC Technology 4,896.0 $335K 0.28% NEW $68.42 +72.8%
38 BINC BLACKROCK ETF TRUST II 6,283.0 $335K 0.28% NEW $53.24 -2.0%
39 HD HOME DEPOT INC Consumer Cyclical 822.0 $333K 0.28% NEW $405.19 -22.6%
40 PLTR PALANTIR TECHNOLOGIES INC Technology 1,748.0 $319K 0.27% NEW $182.42 -24.8%
Page 2 of 3  ·  57 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.3%
Communication Services 14.9%
Financial Services 10.7%
Consumer Cyclical 9.8%
Healthcare 9.6%
Consumer Defensive 5.4%
Energy 2.7%
Industrials 2.6%