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Hobbs Group Advisors, LLC — 13F Holdings & Portfolio

CIK 2012280 · latest 13F-HR filed 2026-08-13

Backtest portfolio

Hobbs Group Advisors, LLC manages $380.1M in 13F-reported U.S. long-equity assets across 205 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GQQQ (10.34%), SPDW (7.44%), ROE (7.37%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 11 new positions and exited 7; 86 existing positions rose in reported value and 25 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.

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AUM
$380.1M

Long-equity book

Holdings
205

Distinct positions

Period
2026-06-30

Filed 2026-08-13

Q/Q Activity
+11 / −7 / ↑86 / ↓25

vs 2026-03-31

Portfolio charts

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

Portfolio map

Q2 26
GQQQ10.5% · +4%SPDW7.5% · -1%ROE7.5% · -0%AGGA5.5% · +10%PPI4.6% · -0%SPYM4.3% · -2%DMBS4.1% · +49%IEMG4.1% · -10%SPTI2.3% · -29%PYLD1.9% · +40%ALLW1.8% · +8%DGRW1.5% · -0%KBWB1.5% · +41%BAB1.4% · +6%SPTS1.2% · +2%GOOGL1.1% · 0%SPIB1.1% · -1%AAPL1.0% · +2%GLW1.0% · +6%IEFA0.9% · +4%USMV0.9% · -2%GLDM0.9% · -7%BUXX0.8% · newIBTH0.8% · newMYCF0.8% · +54%IHDG0.8% · -3%LRGF0.7% · 0%TSM0.7% · -3%VTI0.7% · +1%WTMY0.6% · +0%C0.6% · +2%AMZN0.6% · +2%NVDA0.6% · +11%ITOT0.6% · 0%WTMU0.6% · +0%MYCG0.6% · +88%RSP0.6% · -0%DGRE0.6% · 0%CLOX0.5% · newXONE0.5% · newVCIT0.5% · 0%GS0.5% · -6%GOOG0.5% · 0%QQQ0.5% · -1%XHLF0.5% · -46%IQDG0.4% · -0%MSFT0.4% · -1%BAC0.4% · +1%COKE0.4% · 0%UTES0.4% · newQUAL0.4% · 0%VRT0.3% · -26%WMT0.3% · 0%AOA0.3% · +22%BBIB0.3% · 0%KMI0.3% · +1%VO0.3% · +294%SPMD0.3% · 0%HEFA0.3% · 0%SGOV0.3% · +5%

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

4 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 = 52.4%

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

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 17, 2026.

Assets Under Management
$584.4M
Discretionary
$471.4M
Employees
8
Accounts
1,329
Address
1727 LAUREL STREET
COLUMBIA, SC 29201
Phone
(803) 540-3034
Website
Name Title / Status Ownership Type
HOBBS, MARK, THOMAS ControlPRESIDENT
since Nov 2006
75% or moreIndividual
PIGEON, PETER, A ControlCHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER
since Nov 2006
25–50%Individual
STRANGE, DAVID, GARETOWNER
since Jan 2024
5–10%Individual
Ownership & leadership changes · 1 filing with changes since Mar 29, 2018

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.

Mar 27, 2024 filing
  • AddedSTRANGE, DAVID, GARET · OWNER · 5–10%
Mar 29, 2018 filing (earliest on record)
  • ListedHOBBS, MARK, THOMAS · PRESIDENT · 75% or more · control person
  • ListedPIGEON, PETER, A · CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER · 25–50% · control person

Quarter-over-quarter changes

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

Hobbs Group Advisors, 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 EA SERIES TRUST GQQQ 02072L185 $39.3M 10.34% 1,082,119 SH
2 SPDR INDEX SHS FDS SPDW 78463X889 $28.3M 7.44% 561,259 SH
3 EA SERIES TRUST ROE 02072L433 $28.0M 7.37% 657,419 SH
4 EA SERIES TRUST AGGA 02072Q663 $21.1M 5.55% 839,138 SH
5 INVESTMENT MANAGERS SER TR I PPI 46141T117 $17.2M 4.52% 806,540 SH
6 SPDR SERIES TRUST SPYM 78464A854 $16.2M 4.25% 183,795 SH
7 DOUBLELINE ETF TRUST DMBS 25861R402 $15.7M 4.13% 319,516 SH
8 ISHARES INC IEMG 46434G103 $15.4M 4.06% 186,080 SH
9 SPDR SERIES TRUST SPTI 78464A672 $8.9M 2.34% 313,210 SH
10 PIMCO ETF TR PYLD 72201R585 $7.2M 1.89% 271,562 SH
11 SSGA ACTIVE TR ALLW 78470P630 $6.9M 1.83% 237,364 SH
12 WISDOMTREE TR DGRW 97717X669 $5.7M 1.50% 59,710 SH
13 INVESCO EXCH TRADED FD TR II KBWB 46138E628 $5.6M 1.47% 60,166 SH
14 INVESCO EXCH TRADED FD TR II BAB 46138G805 $5.3M 1.39% 196,857 SH
15 SPDR SERIES TRUST SPTS 78468R101 $4.6M 1.22% 160,091 SH
16 ALPHABET INC GOOGL 02079K305 $4.2M 1.10% 11,702 SH
17 SPDR SERIES TRUST SPIB 78464A375 $4.1M 1.08% 122,276 SH
18 CORNING INC GLW 219350105 $3.7M 0.98% 14,597 SH
19 APPLE INC AAPL 037833100 $3.7M 0.97% 12,731 SH
20 ISHARES TR IEFA 46432F842 $3.6M 0.95% 37,322 SH
21 WORLD GOLD TR GLDM 98149E303 $3.4M 0.90% 42,928 SH
22 ISHARES TR USMV 46429B697 $3.4M 0.89% 35,168 SH
23 EA SERIES TRUST BUXX 02072L441 $3.0M 0.79% 149,229 SH
24 ISHARES TR IBTH 46436E841 $3.0M 0.79% 134,164 SH
25 SSGA ACTIVE TR MYCF 78470P820 $2.9M 0.77% 116,681 SH
26 WISDOMTREE TR IHDG 97717X594 $2.9M 0.77% 55,675 SH
27 ISHARES TR LRGF 46434V282 $2.7M 0.72% 36,134 SH
28 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $2.7M 0.70% 5,563 SH
29 VANGUARD INDEX FDS VTI 922908769 $2.6M 0.68% 7,035 SH
30 WISDOMTREE TR WTMY 97717Y378 $2.5M 0.65% 96,549 SH
31 CITIGROUP INC C 172967424 $2.3M 0.61% 16,443 SH
32 AMAZON COM INC AMZN 023135106 $2.3M 0.60% 9,502 SH
33 ISHARES TR ITOT 464287150 $2.2M 0.58% 13,433 SH
34 NVIDIA CORPORATION NVDA 67066G104 $2.2M 0.58% 11,008 SH
35 WISDOMTREE TR WTMU 97717Y386 $2.2M 0.57% 84,843 SH
36 SSGA ACTIVE TR MYCG 78470P812 $2.2M 0.57% 86,439 SH
37 WISDOMTREE TR DGRE 97717W323 $2.1M 0.55% 51,387 SH
38 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $2.1M 0.55% 9,824 SH
39 SERIES PORTFOLIOS TR CLOX 81752T486 $2.0M 0.53% 78,734 SH
40 BONDBLOXX ETF TRUST XONE 09789C861 $2.0M 0.53% 40,544 SH
41 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $2.0M 0.52% 23,947 SH
42 GOLDMAN SACHS GROUP INC GS 38141G104 $2.0M 0.52% 1,956 SH
43 ALPHABET INC GOOG 02079K107 $1.9M 0.49% 5,312 SH
44 INVESCO QQQ TR QQQ 46090E103 $1.8M 0.49% 2,507 SH
45 BONDBLOXX ETF TRUST XHLF 09789C788 $1.8M 0.48% 36,480 SH
46 WISDOMTREE TR IQDG 97717X131 $1.7M 0.44% 39,034 SH
47 BANK OF AMER CORP BAC 060505104 $1.4M 0.38% 25,294 SH
48 COCA COLA CONS INC COKE 191098102 $1.4M 0.38% 7,476 SH
49 MICROSOFT CORP MSFT 594918104 $1.4M 0.37% 3,722 SH
50 ETFIS SER TR I UTES 26923G806 $1.4M 0.36% 16,899 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $380.1M 205 0002012280-26-000003
2026-03-31 2026-05-20 $334.4M 160 0002012280-26-000002
2025-12-31 2026-01-28 $331.4M 164 0002012280-26-000001
2025-09-30 2025-11-13 $321.3M 157 0002012280-25-000006
Filer Information
Address
1727 LAUREL ST
COLUMBIA, SC 29201
Phone
(803) 540-3034
Filing Manager
Hobbs Group Advisors, LLC
COLUMBIA, SC
Signatory
D. Garet Strange
Chief Operating Officer