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Manager record

Hobbs Wealth Management, LLC

Zionsville, IN · CIK 2019202 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$121.90MReported 13F valueQ3 2026 · as filed
21Holdings listed
+3.0%vs prior quartervalue change includes market moves
6Quarters on record
Oct 20Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $104.8M$104.8MQ2 202549 holdingsQ3 2025: $119.2M$119.2MQ3 202557 holdingsQ4 2025: $102.7M$102.7MQ4 202521 holdingsQ1 2026: $101.1M$101.1MQ1 202623 holdingsQ2 2026: $118.3M$118.3MQ2 202623 holdingsQ3 2026: $121.9M$121.9MQ3 202621 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 20 2026 13F-HR · period Q3 2026

$121.90M · 21 holdings listed · View original SEC filing ↗
Aug 06 2026 13F-HR · period Q2 2026

$118.32M · 23 holdings listed · View original SEC filing ↗
Apr 28 2026 13F-HR · period Q1 2026

$101.05M · 23 holdings listed · View original SEC filing ↗
Jan 29 2026 13F-HR · period Q4 2025

$102.72M · 21 holdings listed · View original SEC filing ↗
Nov 05 2025 13F-HR · period Q3 2025

$119.24M · 57 holdings listed · View original SEC filing ↗
Aug 13 2025 13F-HR · period Q2 2025

$104.78M · 49 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 20, 2026 · Change methodology