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Home > Institutional Investor > Hubbell Strickland Wealth Management, Llc > Profile

Instuitional Investor - Hubbell Strickland Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Hubbell Strickland Wealth Management, Llc
Portfolio Value $226,722,819
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Funds - DIV APP ETF
 347,959 $71,216,855 31.41%
2.
Ishares Trust
 IEF 37,669 $23,388,637 10.32%
3.
Spdr Series Trust
 107,869 $14,641,066 6.46%
4.
Ishares Trust
 IEF 234,310 $14,531,924 6.41%
5.
Vanguard Index Fds - GROWTH ETF
 27,042 $11,855,089 5.23%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)