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Hubbell Strickland Wealth Management, LLC — 13F Holdings & Portfolio

CIK 1791555 · latest 13F-HR filed 2026-07-29

Backtest portfolio

Hubbell Strickland Wealth Management, LLC manages $277.1M in 13F-reported U.S. long-equity assets across 87 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VIG (28.94%), IVV (10.95%), IJH (6.85%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions and exited 1; 55 existing positions rose in reported value and 12 fell.

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
$277.1M

Long-equity book

Holdings
87

Distinct positions

Period
2026-06-30

Filed 2026-07-29

Q/Q Activity
+5 / −1 / ↑55 / ↓12

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
VIG28.9% · -1%IVV11.0% · -0%IJH6.8% · +2%SDY5.8% · -0%VUG5.2% · +521%DGRO3.3% · +8%IEFA3.1% · +6%IXUS2.8% · +9%PHYS2.8% · +1%ONEQ2.3% · +0%IJR1.8% · +4%VTV1.7% · +0%MSFT1.6% · -0%SGOV1.4% · -4%VOO1.2% · -0%XOM1.1% · +1%EFA1.0% · +3%VIGI0.9% · +1%VTI0.9% · +2%IUSG0.7% · +1%VWO0.6% · +17%AAPL0.6% · -0%CVX0.6% · +0%NVDA0.6% · -0%MCD0.6% · 0%VT0.5% · +0%JNJ0.5% · +0%BRK.B0.5% · 0%DSCO0.5% · -0%XLK0.5% · +0%ABBV0.4% · +0%CSCO0.4% · -7%FDVV0.4% · -2%IWF0.4% · +300%FBTC0.4% · -2%WMT0.4% · -1%IDV0.3% · +1%VEA0.3% · +14%IEMG0.3% · +3%IJK0.3% · 0%SPY0.3% · -0%VYM0.3% · +0%IJS0.3% · +1%INTC0.3% · -20%VXUS0.2% · +3%ABT0.2% · +2%IGM0.2% · 0%PG0.2% · +0%IBM0.2% · 0%MGK0.2% · +400%AFL0.2% · 0%DIA0.2% · +5%AOR0.2% · +0%RRBI0.2% · 0%HD0.2% · -7%GOOGL0.2% · -9%IVW0.2% · -1%JPM0.2% · +10%IYY0.1% · 0%AMZN0.1% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 72%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 19, 2026.

Assets Under Management
$617.9M
Discretionary
$573.7M
Employees
3
Accounts
1,236
Address
1100 POYDRAS STREET
SUITE 2010
NEW ORLEANS, LA 70163
Phone
(504) 832-3921
Website
Name Title / Status Ownership Type
HUBBELL CAPITAL MANAGEMENT, LLC ControlOWNER
since Apr 2019
50–75%Domestic Entity
STRICKLAND, CARSON, WAYNE ControlCHIEF COMPLIANCE OFFICER
since Jul 2019
Less than 5%Individual
STRICKLAND CAPITAL MANAGEMENT, LLCOWNER
since Apr 2019
10–25%Domestic Entity
TSH CAPITAL MANAGEMENT, LLCOWNER
since Apr 2019
10–25%Domestic Entity
HUBBELL, STEVEN, JOHN Control
Indirect owner via HUBBELL CAPITAL MANAGEMENT, LLC
MANAGING MEMBER
since Apr 2019
75% or moreIndividual
HUBBELL, TODD, STEVEN Control
Indirect owner via TSH CAPITAL MANAGEMENT, LLC
SOLE MEMBER
since Apr 2019
75% or moreIndividual
STRICKLAND, CARSON, WAYNE Control
Indirect owner via STRICKLAND CAPITAL MANAGEMENT, LLC
SOLE MEMBER
since Apr 2019
75% or moreIndividual
Ownership & leadership changes · 1 filing with changes since Apr 9, 2019

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jul 17, 2019 filing
  • No longer listedHUBBELL, TODD, STEVEN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Apr 2019
  • AddedSTRICKLAND, CARSON, WAYNE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Apr 9, 2019 filing (earliest on record)
  • ListedHUBBELL CAPITAL MANAGEMENT, LLC · OWNER · 50–75% · control person
  • ListedHUBBELL, STEVEN, JOHN · MANAGING MEMBER · 75% or more · indirect via HUBBELL CAPITAL MANAGEMENT, LLC · control person
  • ListedHUBBELL, TODD, STEVEN · SOLE MEMBER · 75% or more · indirect via TSH CAPITAL MANAGEMENT, LLC · control person
  • ListedHUBBELL, TODD, STEVEN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedSTRICKLAND CAPITAL MANAGEMENT, LLC · OWNER · 10–25%
  • ListedSTRICKLAND, CARSON, WAYNE · SOLE MEMBER · 75% or more · indirect via STRICKLAND CAPITAL MANAGEMENT, LLC · control person
  • ListedTSH CAPITAL MANAGEMENT, LLC · OWNER · 10–25%

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 55 →

Top Trims

Show all 12 →

New Positions

Show all 5 →

Exited Positions

Show all 1 →

Hubbell Strickland Wealth Management, LLC Holdings (2026-06-30)

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 $80.2M 28.94% 338,905 SH
2 ISHARES TR IVV 464287200 $30.4M 10.95% 40,531 SH
3 ISHARES TR IJH 464287507 $19.0M 6.85% 246,040 SH
4 SPDR SERIES TRUST SDY 78464A763 $16.1M 5.80% 105,649 SH
5 VANGUARD INDEX FDS VUG 922908736 $14.5M 5.22% 168,070 SH
6 ISHARES TR DGRO 46434V621 $9.2M 3.32% 121,244 SH
7 ISHARES TR IEFA 46432F842 $8.5M 3.07% 88,130 SH
8 ISHARES TR IXUS 46432F834 $7.9M 2.85% 82,722 SH
9 SPROTT ASSET MANAGEMENT LP PHYS 85207H104 $7.6M 2.75% 252,812 SH
10 FIDELITY COMWLTH TR ONEQ 315912808 $6.4M 2.30% 61,622 SH
11 ISHARES TR IJR 464287804 $4.9M 1.78% 33,251 SH
12 VANGUARD INDEX FDS VTV 922908744 $4.8M 1.72% 21,890 SH
13 MICROSOFT CORP MSFT 594918104 $4.3M 1.55% 11,516 SH
14 ISHARES TR SGOV 46436E718 $4.0M 1.43% 39,486 SH
15 VANGUARD INDEX FDS VOO 922908363 $3.3M 1.18% 4,777 SH
16 EXXON MOBIL CORP XOM 30231G102 $3.1M 1.12% 22,783 SH
17 ISHARES TR EFA 464287465 $2.8M 1.03% 27,376 SH
18 VANGUARD WHITEHALL FDS VIGI 921946810 $2.6M 0.93% 27,524 SH
19 VANGUARD INDEX FDS VTI 922908769 $2.5M 0.90% 6,773 SH
20 ISHARES TR IUSG 464287671 $1.9M 0.69% 10,171 SH
21 VANGUARD INTL EQUITY INDEX F VWO 922042858 $1.8M 0.64% 29,878 SH
22 APPLE INC AAPL 037833100 $1.7M 0.61% 5,838 SH
23 CHEVRON CORPORATION CVX 166764100 $1.7M 0.61% 10,159 SH
24 NVIDIA CORPORATION NVDA 67066G104 $1.6M 0.59% 8,193 SH
25 MCDONALDS CORP MCD 580135101 $1.6M 0.57% 5,878 SH
26 VANGUARD INTL EQUITY INDEX F VT 922042742 $1.5M 0.55% 9,675 SH
27 JOHNSON & JOHNSON JNJ 478160104 $1.5M 0.54% 5,906 SH
28 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.4M 0.51% 2,829 SH
29 DOUBLELINE ETF TRUST DSCO 25861R881 $1.3M 0.47% 52,376 SH
30 SELECT SECTOR SPDR TR XLK 81369Y803 $1.3M 0.47% 6,802 SH
31 ABBVIE INC ABBV 00287Y109 $1.2M 0.43% 4,682 SH
32 CISCO SYS INC CSCO 17275R102 $1.1M 0.41% 9,747 SH
33 FIDELITY COVINGTON TRUST FDVV 316092840 $1.1M 0.41% 18,928 SH
34 ISHARES TR IWF 464287614 $1.0M 0.37% 8,163 SH
35 FIDELITY WISE ORIGIN BITCOIN FBTC 315948109 $1.0M 0.36% 19,737 SH
36 WALMART INC WMT 931142103 $1.0M 0.36% 8,867 SH
37 ISHARES TR IDV 464288448 $924.9K 0.33% 22,323 SH
38 VANGUARD TAX-MANAGED FDS VEA 921943858 $872.0K 0.31% 12,238 SH
39 ISHARES INC IEMG 46434G103 $845.2K 0.30% 10,203 SH
40 ISHARES TR IJK 464287606 $811.0K 0.29% 6,902 SH
41 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $785.2K 0.28% 1,051 SH
42 VANGUARD WHITEHALL FDS VYM 921946406 $716.6K 0.26% 4,535 SH
43 ISHARES TR IJS 464287879 $711.0K 0.26% 5,202 SH
44 INTEL CORP INTC 458140100 $706.0K 0.25% 5,056 SH
45 VANGUARD STAR FDS VXUS 921909768 $613.3K 0.22% 7,174 SH
46 ABBOTT LABORATORIES ABT 002824100 $601.2K 0.22% 6,626 SH
47 ISHARES TR IGM 464287549 $586.0K 0.21% 3,582 SH
48 PROCTER & GAMBLE CO PG 742718109 $537.3K 0.19% 3,664 SH
49 INTERNATIONAL BUSINESS MACHS IBM 459200101 $507.4K 0.18% 1,804 SH
50 VANGUARD WORLD FD MGK 921910816 $504.6K 0.18% 5,740 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-29 $277.1M 87 0001062993-26-003898
2026-03-31 2026-04-29 $250.9M 83 0001062993-26-002195
2025-12-31 2026-01-20 $248.5M 80 0001062993-26-000339
Filer Information
Address
1100 POYDRAS STREET
SUITE 2010
NEW ORLEANS, LA 70163
Phone
(504) 832-3921
Filing Manager
Hubbell Strickland Wealth Management, LLC
NEW ORLEANS, LA
Signatory
Steven J. Hubbell
Owner