HUB Investment Partners, LLC
1,007 holdingsFiling period: 2026-03-31Current AUM: $4.72Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 2.32M | $404.5M | $465.6M | 9.85% | -303,392 | 2026-03-31 |
| 2 | AAPL | APPLE INC | 1.37M | $347.5M | $423.0M | 8.95% | +61.6K | 2026-03-31 |
| 3 | VTI | VANGUARD INDEX FDS | 360.3K | $115.6M | $132.7M | 2.81% | +41.4K | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 279.3K | $103.4M | $129.8M | 2.75% | +76.6K | 2026-03-31 |
| 5 | AVLV | AMERICAN CENTY ETF TR | 1.13M | $91.1M | $104.2M | 2.20% | +48.5K | 2026-03-31 |
| 6 | AMZN | AMAZON COM INC | 415.2K | $86.5M | $112.7M | 2.39% | +16.7K | 2026-03-31 |
| 7 | FBND | FIDELITY MERRIMACK STR TR | 1.36M | $62.0M | $60.7M | 1.29% | +122.0K | 2026-03-31 |
| 8 | AVDE | AMERICAN CENTY ETF TR | 681.3K | $57.8M | $62.1M | 1.32% | +39.6K | 2026-03-31 |
| 9 | GOOGL | ALPHABET INC | 195.4K | $56.2M | $69.6M | 1.47% | -114,275 | 2026-03-31 |
| 10 | META | META PLATFORMS INC | 85.1K | $48.7M | $47.4M | 1.00% | +10.8K | 2026-03-31 |
| 11 | BINC | BLACKROCK ETF TRUST II | 928.1K | $48.2M | $48.3M | 1.02% | +103.8K | 2026-03-31 |
| 12 | JEPI | J P MORGAN EXCHANGE TRADED F | 836.3K | $47.4M | $48.0M | 1.02% | +111.0K | 2026-03-31 |
| 13 | JPM | JPMORGAN CHASE & CO | 160.3K | $47.2M | $56.4M | 1.19% | +3.8K | 2026-03-31 |
| 14 | VOE | VANGUARD INDEX FDS | 235.9K | $43.5M | $48.3M | 1.02% | +153.1K | 2026-03-31 |
| 15 | AVGO | BROADCOM INC | 139.4K | $43.1M | $54.3M | 1.15% | +14.6K | 2026-03-31 |
| 16 | PYLD | PIMCO ETF TR | 1.60M | $41.8M | $41.8M | 0.88% | +157.4K | 2026-03-31 |
| 17 | VTV | VANGUARD INDEX FDS | 207.1K | $40.6M | $45.6M | 0.96% | -12,168 | 2026-03-31 |
| 18 | XOM | EXXON MOBIL CORP | 235.6K | $40.0M | $36.6M | 0.78% | +43.3K | 2026-03-31 |
| 19 | XOM | EXXON MOBIL CORP | 235.6K | $40.0M | $36.6M | 0.78% | +43.3K | 2026-03-31 |
| 20 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 83.3K | $39.9M | $39.9M | 0.85% | +25.0K | 2026-03-31 |
| 21 | WMT | WALMART INC | 321.0K | $39.9M | $35.7M | 0.76% | -111 | 2026-03-31 |
| 22 | VCRB | VANGUARD MALVERN FDS | 513.2K | $39.7M | $39.0M | 0.82% | +73.1K | 2026-03-31 |
| 23 | CGUS | CAPITAL GROUP CORE EQUITY ET | 1.03M | $39.5M | $46.0M | 0.97% | -110,951 | 2026-03-31 |
| 24 | TSLA | TESLA INC | 105.2K | $39.1M | $32.7M | 0.69% | +4.2K | 2026-03-31 |
| 25 | JGRO | J P MORGAN EXCHANGE TRADED F | 404.5K | $34.2M | $37.1M | 0.78% | +78.0K | 2026-03-31 |
← Scroll →
Page 1 of 41