Hubbell Strickland Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 29, 2026, Hubbell Strickland Wealth Management, Llc disclosed 87 stock positions valued at approximately $277.13M as of quarter-end June 30, 2026. The largest holdings include VANGUARD SPECIALIZED FUNDS, ISHARES TR, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 87
- Portfolio Value
- $277.13M
Holdings by Sector
Hubbell Strickland Wealth Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 28.94% | 338,905 | -3,612 | -1.05% | $80,191,650 |
| ISHARES TR | IVV | Other | 10.95% | 40,531 | -147 | -0.36% | $30,353,478 |
| ISHARES TR | IJH | Other | 6.85% | 246,040 | +5,618 | +2.34% | $18,972,111 |
| SPDR SERIES TRUST | SDY | Other | 5.80% | 105,649 | -400 | -0.38% | $16,077,621 |
| VANGUARD INDEX FDS | VUG | Other | 5.22% | 168,070 | +140,998 | +520.83% | $14,477,535 |
| ISHARES TR | DGRO | Other | 3.32% | 121,244 | +8,636 | +7.67% | $9,189,069 |
| ISHARES TR | IEFA | Other | 3.07% | 88,130 | +5,369 | +6.49% | $8,511,641 |
| ISHARES TR | IXUS | Other | 2.85% | 82,722 | +6,607 | +8.68% | $7,894,941 |
| SPROTT ASSET MANAGEMENT LP | PHYS | Other | 2.75% | 252,812 | +2,095 | +0.84% | $7,627,352 |
| FIDELITY COMWLTH TR | ONEQ | Other | 2.30% | 61,622 | +281 | +0.46% | $6,360,654 |
| ISHARES TR | IJR | Other | 1.78% | 33,251 | +1,155 | +3.60% | $4,931,422 |
| VANGUARD INDEX FDS | VTV | Other | 1.72% | 21,890 | +75 | +0.34% | $4,770,567 |
| MICROSOFT CORP | MSFT | Technology | 1.55% | 11,516 | -40 | -0.35% | $4,295,817 |
| ISHARES TR | SGOV | Other | 1.43% | 39,486 | -1,739 | -4.22% | $3,975,020 |
| VANGUARD INDEX FDS | VOO | Other | 1.18% | 4,777 | -9 | -0.19% | $3,280,961 |
| EXXON MOBIL CORP | XOM | Energy | 1.12% | 22,783 | +210 | +0.93% | $3,114,872 |
| ISHARES TR | EFA | Other | 1.03% | 27,376 | +756 | +2.84% | $2,843,768 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 0.93% | 27,524 | +297 | +1.09% | $2,570,163 |
| VANGUARD INDEX FDS | VTI | Other | 0.90% | 6,773 | +145 | +2.19% | $2,506,462 |
| ISHARES TR | IUSG | Other | 0.69% | 10,171 | +69 | +0.68% | $1,913,068 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.64% | 29,878 | +4,314 | +16.88% | $1,783,397 |
| APPLE INC | AAPL | Technology | 0.61% | 5,838 | -1 | -0.02% | $1,689,170 |
| CHEVRON CORPORATION | CVX | Energy | 0.61% | 10,159 | +55 | +0.54% | $1,684,024 |
| NVIDIA CORPORATION | NVDA | Technology | 0.59% | 8,193 | -2 | -0.02% | $1,639,276 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.57% | 5,878 | +1 | +0.02% | $1,588,847 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.55% | 9,675 | +30 | +0.31% | $1,518,443 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.54% | 5,906 | +12 | +0.20% | $1,499,903 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.51% | 2,829 | - | - | $1,415,797 |
| DOUBLELINE ETF TRUST | DSCO | Other | 0.47% | 52,376 | -209 | -0.40% | $1,305,744 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.47% | 6,802 | +4 | +0.06% | $1,295,844 |
Showing 30 of 87 holdings in the latest reporting period.