HB Wealth Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 1,885 securities held by the firm.
The report identifies W. Travis McKinney, Chief Compliance Officer, as the authorized signatory for the document. The firm’s headquarters is listed at 3550 Lenox Rd. Suite 2700 in Atlanta, Georgia.
The portfolio includes a diverse mix of common stocks and exchange-traded funds. Notable common stock holdings include Apple Inc., with 1,674,087 shares; Amazon.com Inc., with 701,687 shares; and Alphabet Inc. Class A, with 476,684 shares. The filing also lists significant positions in American Century ETF Trust funds, including the US Equity ETF with 6,449,045 shares and the International Equity ETF with 1,767,293 shares.
The filing details specific positions across various sectors, including healthcare, technology, and financial services. Notable healthcare positions include AbbVie Inc. with 152,446 shares and Amgen Inc. with 57,767 shares. Technology holdings include Nvidia Corp. with 71,949 shares and Broadcom Inc. with 165,743 shares.
The report includes both long positions and a limited number of short positions. The short positions include 1,400 shares of Amazon.com Inc. and 15,100 shares of Apple Inc. The filing also lists a small number of call options, including 200 shares of Backblaze Inc.
