SEC 13F Intelligence

Managers / Q2 2025 · view latest →

Hobbs Group Advisors, LLC

CIK 0002012280 · 1727 LAUREL ST, COLUMBIA, SC, 29201 · 8035403034

Reported Value
$292M
Q2 2025
Positions
148
Filings on Record
9
2019–present window
Filed
Jul 25, 2025
original filing

Summary

Hobbs Group Advisors, LLC reported $292M in U.S.-listed holdings across 148 positions for Q2 2025.

Its largest position, Ea Series, represents 10.9% of the portfolio.

Compared with Q1 2025, the fund opened 20 new positions and exited 17.

Portfolio Metrics

Turnover
+12.7%
vs prior filed quarter
Top-10 Concentration
+48.6%
share of reported value
Largest Position
+10.9%
Ea Series
New / Exited
20 / 17
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $224MQ4 ’23Q2 ’24: $263MQ3 ’24: $279MQ3 ’24Q4 ’24: $266MQ1 ’25: $263MQ1 ’25Q2 ’25: $292MQ3 ’25: $321MQ3 ’25Q4 ’25: $331MQ1 ’26: $334MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 86.4%Common Stock: 12.3%ADR: 0.6%Other: 0.5%MLP: 0.4%
  • ETP · 86.4% · $253M
  • Common Stock · 12.3% · $36M
  • ADR · 0.6% · $2M
  • Other · 0.5% · $1M
  • MLP · 0.4% · $1M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
EA SERIES TRUSTNEW+457.8K457.8K+$12M$12M
WISDOMTREE TRNEW+90.7K90.7K+$2M$2M
WISDOMTREE TRNEW+84.7K84.7K+$2M$2M
XLESELECT SECTOR SPDR TRNEW+11.4K11.4K+$965,834$965,834
INVESCO EXCH TRADED FD TR IINEW+3.1K3.1K+$702,162$702,162
VRTVERTIV HOLDINGS CONEW+4.6K4.6K+$590,007$590,007
KRKROGER CONEW+7.3K7.3K+$523,812$523,812
VANGUARD MUN BD FDSNEW+10.6K10.6K+$517,463$517,463

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2025

29 positions
#IssuerClass% PortfolioValueShares
1EA SERIES TRUSTASTORIA US EQUAL · ASTORIA US QUALI · ASTORIA DYNAMIC21.73%$64M2.19M
2SPDR SERIES TRUSTPORTFLI INTRMDIT · PORTFOLIO INTRMD · PORTFOLIO S&P500 · PORTFOLIO LN TSR · PORTFOLIO SH TSR · PORT MTG BK ETF14.14%$41M1.30M
3WISDOMTREE TRITL HDG QTLY DIV · US QTLY DIV GRT · HIGH INCOME LADD · CORE LADDERED MU · EM MKTS QTLY DIV · INTL QULTY DIV6.98%$20M499.8K
4ISHARES TRMSCI USA MIN VOL · CORE MSCI EAFE · U S EQUITY FACTR · 0-3 MNTH TREASRY · MSCI USA QLT FCT · CORE S&P TTL STK · CORE 80/20 AGGRE · 20 YR TR BD ETF6.59%$19M206.3K
5SPDR INDEX SHS FDSPORTFOLIO DEVLPD5.88%$17M424.7K
6INVESTMENT MANAGERS SER TR IASTORIA REAL4.16%$12M744.7K
7DOUBLELINE ETF TRUSTMORTGAGE ETF3.31%$10M197.0K
8ISHARES INCCORE MSCI EMKT2.78%$8M135.6K
9BONDBLOXX ETF TRUSTBLOOMBERG SIX MN1.72%$5M99.7K
10INVESCO EXCH TRADED FD TR IITAXABLE MUN BD1.55%$5M170.7K
11WORLD GOLD TRSPDR GLD MINIS1.28%$4M57.3K
12VGSHVANGUARD SCOTTSDALE FDSINT-TERM CORP · SHORT TERM TREAS1.28%$4M53.6K
13BSCPINVESCO EXCH TRD SLF IDX FDBULSHS 2025 CB · BULSHS 2026 CB1.16%$3M167.1K
14COLLABORATIVE INVESTMNT SERRAREVIEW TOTL RT1.01%$3M118.1K
15AAPLAPPLE INCCOM0.97%$3M13.8K
16MSFTMICROSOFT CORPCOM0.82%$2M4.8K
17GOOGLALPHABET INCCAP STK CL A0.74%$2M12.3K
18AMZNAMAZON COM INCCOM0.73%$2M9.7K
19VANGUARD INDEX FDSTOTAL STK MKT0.72%$2M7.0K
20METAMETA PLATFORMS INCCL A0.64%$2M2.6K
21INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT0.61%$2M9.8K
22NDQINVESCO QQQ TRUNIT SER 10.59%$2M3.1K
23PIMCO ETF TRMULTISECTOR BD0.58%$2M63.6K
24NVDANVIDIA CORPORATIONCOM0.57%$2M10.5K
25GSGOLDMAN SACHS GROUP INCCOM0.50%$1M2.1K
26KMIKINDER MORGAN INC DELCOM0.49%$1M48.4K
27BACBANK AMERICA CORPCOM0.45%$1M27.8K
28J P MORGAN EXCHANGE TRADED FBETABUILDERS US0.41%$1M11.9K
29VRTXVERTEX PHARMACEUTICALS INCCOM0.40%$1M2.6K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$334M160May 20, 202613F-HRchanges · EDGAR ↗
Q4 2025$331M164Jan 28, 202613F-HRchanges · EDGAR ↗
Q3 2025$321M157Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$292M148Jul 25, 202513F-HRchanges · EDGAR ↗
Q1 2025$263M145May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$266M145Feb 12, 202513F-HRchanges · EDGAR ↗
Q3 2024$279M660Nov 18, 202413F-HRchanges · EDGAR ↗
Q2 2024$263M619Jul 22, 202413F-HRchanges · EDGAR ↗
Q4 2023$224M541Feb 16, 202413F-HRchanges · 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 ↗.