Managers / Q4 2022 · view latest →
HB Wealth Management, LLC
CIK 0001911253 · 3550 LENOX RD., SUITE 2700, ATLANTA, GA, 30026 · 404-264-1400
Reported Value
$5.49T
Q4 2022
Positions
690
Filings on Record
18
2019–present window
Filed
Jan 20, 2023
original filing
Summary
Hb Wealth Management, Llc reported $5.49T in U.S.-listed holdings across 690 positions for Q4 2022.
The portfolio is heavily concentrated: VTI alone accounts for 23.1% of reported value.
Compared with Q3 2022, the fund opened 136 new positions and exited 29.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2022
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $15.5B | 1,547 | Apr 27, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $15.5B | 1,404 | Jan 28, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $14.8B | 1,341 | Oct 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $12.6B | 1,162 | Jul 17, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $11.9B | 1,221 | May 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $9.8B | 1,076 | Jan 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $9.3B | 979 | Oct 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $8.6B | 935 | Jul 26, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $7.9B | 847 | Apr 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $7.0B | 787 | Jan 16, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $6.2B | 759 | Oct 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $6.3B | 729 | Jul 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $5.8B | 716 | Apr 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $5.49T | 690 | Jan 20, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $4.7B | 577 | Oct 19, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $4.9B | 574 | Jul 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $5.4B | 590 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $5.0B | 520 | Feb 15, 2022 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.