Hobbs Wealth Management, LLC has disclosed its latest investment holdings in a recent SEC filing, indicating a total value of approximately $121.9 million in assets under management as of September 30, 2026. This filing is significant as it provides insights into the firm’s investment strategies and its positions in various exchange-traded funds (ETFs).
The filing, submitted on October 20, 2026, highlights Hobbs Wealth Management's approach to wealth management, which appears to focus on a diversified portfolio. The report includes substantial investments in several ETFs, particularly those managed by BlackRock and iShares, showcasing the firm's strategy to leverage these popular investment vehicles.
Background
Hobbs Wealth Management, LLC is a wealth management firm based in Zionsville, Indiana. The company is registered with the SEC under CIK 0002019202. It specializes in investment management and advisory services, catering to a diverse clientele. The firm has been active in filing various reports with the SEC, including multiple 13F-HR filings that detail its investment holdings.
What the Filing Says
The recent filing reveals that Hobbs Wealth Management holds 21 different positions, with a total reported value of $121,903,323. Notably, the firm has invested in multiple ETFs, including:
"BLACKROCK ETF TRUST II, ISHA GLO USD ETF, BLACKROCK ETF TRUST, ISHARES US EQUIT, and many others."
These investments reflect a strategic focus on ETFs, which are increasingly popular among wealth management firms for their liquidity and diversification benefits.
Impact
This filing may affect various stakeholders, including clients of Hobbs Wealth Management who rely on the firm for investment guidance. Additionally, competitors in the wealth management industry may analyze Hobbs' strategies to refine their own investment approaches. The report serves as a benchmark for other firms in the sector, particularly those focusing on ETF investments.
What's Next
The filing does not specify what happens next for Hobbs Wealth Management. However, it is expected that the firm will continue to monitor its portfolio and make adjustments as necessary in response to market conditions.