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.

Loading holdings…
AUM

$250.9M

Long-equity book

Holdings

83

Distinct positions

Period

2026-03-31

Filed 2026-04-29

Q/Q Activity

+5 / −2 / ↑23 / ↓22

vs 2025-12-31

Firm Profile & Key People
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%
Show all 23

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%
Show all 22

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
Show all 5

Exited Positions

  • QUALCOMM INC$226.2K
  • TESLA INC$203.4K
Show all 2
All Holdings

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
Filing History
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