Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Hubbell Strickland Wealth Management, LLC

•CIK: 1791555•Filing: Q4 2025

**Hubbell Strickland Wealth Management, LLC** manages $249M across a diversified portfolio of 80 positions. The strategy shows significant allocations to core US equity indices, notably VIG ($75.7M) and IVV ($27.2M). Further concentration is evident in sector-specific plays, including IJH ($15.7M) and SDY ($14.5M). The top holdings reflect a disciplined approach emphasizing established market leaders and broad market exposure.

Total AUM

$248.5M

QoQ Performance

+2.3%

Positions

53

Top 10 Concentration

72.5%

Latest Filing

Q4 2025

Top Holdings Allocation

VIG

IVV

IJH

SDY

VUG

VIG30.4%

IVV10.9%

IJH6.3%

SDY5.8%

VUG5.3%

PHYS/U3.4%

DGRO2.9%

IEFA2.6%

📈 Biggest Buys

FIDELITY COMWLTH TR

+20.1%

2.2% of portfolio

ISHARES TR

+2.0%

10.9% of portfolio

SELECT SECTOR SPDR TR

+100.1%

0.4% of portfolio

ISHARES TR

+12.3%

1.7% of portfolio

ISHARES TR

+6.7%

2.6% of portfolio

📉 Biggest Sells

VANGUARD SPECIALIZED FUNDS

-0.7%

30.4% of portfolio

APPLE INC

-14.9%

0.7% of portfolio

MICROSOFT CORP

-4.2%

2.4% of portfolio

SPDR SERIES TRUST

-0.9%

5.8% of portfolio

SPROTT ASSET MANAGEMENT LP

-1.4%

3.4% of portfolio

Sector Breakdown

Other78.1%

ETF12.5%

Technology4.6%

Consumer1.6%

Healthcare1.2%

Energy1.1%

Financial0.7%

Consumer Staples0.1%

🚪 Exited Positionssold since Q3 2025

WISDOMTREE TR

SOLD

$251.1K

COINBASE GLOBAL INC

SOLD

$240.0K

Changes from Q3 2025

↑46 increased

↓27 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VANGUARD SPECIALIZED FUNDS

SPDR SERIES TRUST

VANGUARD INDEX FDS

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