Hubbell Strickland Wealth Management, LLC — 13F Holdings & Portfolio
CIK 1791555 · latest 13F-HR filed 2026-04-29
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$250.9M
Long-equity book
83
Distinct positions
2026-03-31
Filed 2026-04-29
+5 / −2 / ↑23 / ↓22
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EXXON MOBIL CORP$1.1M +41.1%
- ISHARES TR$1.0M +15.5%
- SPDR SERIES TRUST$943.3K +6.5%
- VANGUARD INTL EQUITY INDEX F$881.5K +176.2%
- ISHARES TR$588.0K +8.0%
Top Trims
- MICROSOFT CORP-$1.6M -27.5%
- VANGUARD INDEX FDS-$1.3M -9.8%
- FIDELITY WISE ORIGIN BITCOIN-$324.6K -21.5%
- VANGUARD INDEX FDS-$249.8K -8.0%
- APPLE INC-$186.3K -11.2%
New Positions
- DOUBLELINE ETF TRUST$1.3M
- ISHARES TR$256.8K
- CONOCOPHILLIPS$238.5K
- COLGATE PALMOLIVE CO$212.4K
- J P MORGAN EXCHANGE TRADED F$200.5K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $73.7M | 29.36% | 342,517 | SH |
| 2 | ISHARES TR | IVV | 464287200 | $26.6M | 10.59% | 40,678 | SH |
| 3 | ISHARES TR | IJH | 464287507 | $16.2M | 6.47% | 240,422 | SH |
| 4 | SPDR SERIES TRUST | SDY | 78464A763 | $15.5M | 6.17% | 106,049 | SH |
| 5 | VANGUARD INDEX FDS | VUG | 922908736 | $11.8M | 4.71% | 27,072 | SH |
| 6 | SPROTT ASSET MANAGEMENT LP | PHYS | 85207H104 | $8.9M | 3.54% | 250,717 | SH |
| 7 | ISHARES TR | DGRO | 46434V621 | $7.9M | 3.15% | 112,608 | SH |
| 8 | ISHARES TR | IEFA | 46432F842 | $7.5M | 2.99% | 82,761 | SH |
| 9 | ISHARES TR | IXUS | 46432F834 | $6.6M | 2.63% | 76,115 | SH |
| 10 | FIDELITY COMWLTH TR | ONEQ | 315912808 | $5.2M | 2.08% | 61,341 | SH |
| 11 | VANGUARD INDEX FDS | VTV | 922908744 | $4.3M | 1.71% | 21,815 | SH |
| 12 | MICROSOFT CORP | MSFT | 594918104 | $4.3M | 1.70% | 11,556 | SH |
| 13 | ISHARES TR | SGOV | 46436E718 | $4.1M | 1.65% | 41,225 | SH |
| 14 | ISHARES TR | IJR | 464287804 | $4.0M | 1.59% | 32,096 | SH |
| 15 | EXXON MOBIL CORP | XOM | 30231G102 | $3.8M | 1.53% | 22,573 | SH |
| 16 | VANGUARD INDEX FDS | VOO | 922908363 | $2.9M | 1.14% | 4,786 | SH |
| 17 | ISHARES TR | EFA | 464287465 | $2.6M | 1.03% | 26,620 | SH |
| 18 | VANGUARD WHITEHALL FDS | VIGI | 921946810 | $2.4M | 0.96% | 27,227 | SH |
| 19 | VANGUARD INDEX FDS | VTI | 922908769 | $2.1M | 0.85% | 6,628 | SH |
| 20 | CHEVRON CORPORATION | CVX | 166764100 | $2.1M | 0.83% | 10,104 | SH |
| 21 | MCDONALDS CORP | MCD | 580135101 | $1.8M | 0.73% | 5,877 | SH |
| 22 | ISHARES TR | IUSG | 464287671 | $1.6M | 0.62% | 10,102 | SH |
| 23 | APPLE INC | AAPL | 037833100 | $1.5M | 0.59% | 5,839 | SH |
| 24 | JOHNSON & JOHNSON | JNJ | 478160104 | $1.4M | 0.57% | 5,894 | SH |
| 25 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.4M | 0.57% | 8,195 | SH |
| 26 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $1.4M | 0.55% | 25,564 | SH |
| 27 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.4M | 0.54% | 2,829 | SH |
| 28 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $1.3M | 0.53% | 9,645 | SH |
| 29 | DOUBLELINE ETF TRUST | DSCO | 25861R881 | $1.3M | 0.52% | 52,585 | SH |
| 30 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 315948109 | $1.2M | 0.47% | 20,083 | SH |
| 31 | WALMART INC | WMT | 931142103 | $1.1M | 0.44% | 8,958 | SH |
| 32 | FIDELITY COVINGTON TRUST | FDVV | 316092840 | $1.1M | 0.43% | 19,388 | SH |
| 33 | ABBVIE INC | ABBV | 00287Y109 | $1.0M | 0.41% | 4,676 | SH |
| 34 | ISHARES TR | IDV | 464288448 | $940.2K | 0.37% | 22,091 | SH |
| 35 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $903.4K | 0.36% | 6,798 | SH |
| 36 | ISHARES TR | IWF | 464287614 | $869.7K | 0.35% | 2,040 | SH |
| 37 | CISCO SYS INC | CSCO | 17275R102 | $813.9K | 0.32% | 10,490 | SH |
| 38 | ISHARES TR | IJK | 464287606 | $694.2K | 0.28% | 6,899 | SH |
| 39 | ISHARES INC | IEMG | 46434G103 | $692.1K | 0.28% | 9,922 | SH |
| 40 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $689.2K | 0.27% | 10,755 | SH |
| 41 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $686.5K | 0.27% | 1,056 | SH |
| 42 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $670.0K | 0.27% | 4,524 | SH |
| 43 | ABBOTT LABORATORIES | ABT | 002824100 | $665.3K | 0.27% | 6,480 | SH |
| 44 | ISHARES TR | IJS | 464287879 | $610.3K | 0.24% | 5,152 | SH |
| 45 | VANGUARD STAR FDS | VXUS | 921909768 | $538.3K | 0.21% | 6,980 | SH |
| 46 | PROCTER & GAMBLE CO | PG | 742718109 | $528.0K | 0.21% | 3,655 | SH |
| 47 | RED RIVER BANCSHARES INC | RRBI | 75686R202 | $463.4K | 0.18% | 5,124 | SH |
| 48 | AFLAC INC | AFL | 001055102 | $457.4K | 0.18% | 4,169 | SH |
| 49 | HOME DEPOT INC | HD | 437076102 | $457.3K | 0.18% | 1,390 | SH |
| 50 | ISHARES TR | AOR | 464289867 | $438.5K | 0.17% | 6,814 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-29 | $250.9M | 83 | 0001062993-26-002195 |
| 2025-12-31 | 2026-01-20 | $248.5M | 80 | 0001062993-26-000339 |