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13F holdings · Q3 2026

Hubbell Strickland Wealth Management

New Orleans, LA · files as Hubbell Strickland Wealth Management, LLC
Holdings as of Sep 30, 2026Filed Oct 29, 2026Next filing due Feb 15, 2027CIK 1791555

Hubbell Strickland Wealth Management reported 88 stocks worth $280M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are VIG (27.6%), IVV (11.1%) and IJH (6.5%). Compared with Q2 2026, the fund opened new positions in XOM and COP, added to IJH, SDY and DGRO, trimmed VIG, IVV and VUG and sold out of XOM.

Reported value$280M+0.9% vs last quarter
Stocks held882 new · 1 sold out
Top 5 weight56.2%fairly concentrated
Turnover5%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
VIG
Vanguard Dividend Appreciation ETF
$77.3M27.6%331K−7,718 (−2%)8 of 8
2
IVV
Ishares TR
$31M11.1%40K−77 (−0%)8 of 8
3
IJH
Ishares TR
$18.3M6.5%254K+8,030 (+3%)8 of 8
4
SDY
State Street Spdr S&P Div ETF
$15.6M5.6%106K+805 (+1%)8 of 8
5
VUG
Vanguard Index Fds
$15.1M5.4%168K−496 (−0%)8 of 8
6
DGRO
Ishares TR
$9.7M3.5%128K+6,830 (+6%)8 of 8
7
IEFA
Ishares TR
$8.8M3.2%91K+3,109 (+4%)8 of 8
8
IXUS
Ishares Core Msci Totl
$8M2.9%85K+1,924 (+2%)8 of 8
9
PHYS
Sprott Physical Gold TR
$7.8M2.8%250K−2,373 (−1%)8 of 8
10
ONEQ
Fidelity Comwlth TR
$6.7M2.4%63K+1,486 (+2%)8 of 8
🔒 78 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
XOM
Exxon Mobil Corp
$3.1M23K

Reported value

last 8 quarters
$211MQ4 '24
$211MQ1 '25
$227MQ2 '25
$243MQ3 '25
$249MQ4 '25
$251MQ1 '26
$277MQ2 '26
$280MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 29, 202613F-HRQ3 2026SEC filing ↗

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Hubbell Strickland Wealth Management 13F FAQ

What does Hubbell Strickland Wealth Management own?

Hubbell Strickland Wealth Management reported 88 stocks worth $280M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are VIG (27.6%), IVV (11.1%) and IJH (6.5%). The table above lists every position in the filing (the top 10 without an account).

What did Hubbell Strickland Wealth Management buy and sell in Q3 2026?

Compared with Q2 2026: 2 new positions, 46 added to, 23 trimmed and 1 sold out. New positions include XOM and COP. It sold all of XOM.

When will Hubbell Strickland Wealth Management file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Hubbell Strickland Wealth Management's portfolio worth?

The Q3 2026 filing reports $280M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.