Hobbs Wealth Management, LLC EFV — ISHARES TR

Ownership history in Hobbs Wealth Management, LLC  ·  6 quarters on record

AI Ownership Summary

Hobbs Wealth Management, LLC reported ISHARES TR (EFV) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 9.92% in 2025 Q2. The latest visible filing shows EFV at 4.70% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EFV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hobbs Wealth Management, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EFV was reported at 4.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.92% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EFV stock page Hobbs Wealth Management, LLC fund profile Hobbs Wealth Management, LLC full holdings
How Hobbs Wealth Management, LLC held EFV — position size vs. price
% of Fund (quarterly)    EFV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 63,884 -48,769 -43.3% 4.70% $4.7M 2026-04-28 $76.60
2025 Q4 REDUCED — — — 112,653 -3,998 -3.4% 7.83% $8.0M 2026-01-29 $75.90
2025 Q3 REDUCED 28.8% +7.8% ❌ 116,651 -47,078 -28.8% 6.64% $7.9M 2025-11-05 $66.97
2025 Q2 ADDED — — — 163,729 +48,426 +42.0% 9.92% $10.4M 2025-08-13 $65.38
2025 Q1 UNCHANGED — — — 115,303 — 0% 6.91% $6.0M 2025-04-24 $57.73
2024 Q4 INITIATED — — — 115,303 — — 6.91% $6.0M 2025-02-13 $54.45

🏢 Other funds also holding EFV

As of 2026 Q1 — sorted by position size

BRAVE ASSET MANAGEMENT INC 3Y 7Y 12.85% hemming& Wealth Management, Inc. 11.86% WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 8.39% Shum Financial Group, Inc. 7.89% Auto-Owners Insurance Co 3Y 7.14% LiftPoint Family Wealth Advisors LLC 7.01% Gilbert Capital Group, Inc. 6.49% Cardinal Strategic Wealth Guidance 3Y 6.44% Integrated Capital Management, LLC 5.81% CORE WEALTH ADVISORS, LLC 5.72%

FAQ About Hobbs Wealth Management, LLC and EFV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hobbs Wealth Management, LLC reported owning EFV?

Hobbs Wealth Management, LLC reported EFV across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported EFV position in Hobbs Wealth Management, LLC's portfolio?

The largest reported portfolio weight for EFV was 9.92% in 2025 Q2.

What is the latest reported EFV position on this page?

The most recent filing on this page is 2026 Q1, when Hobbs Wealth Management, LLC reported 63,884 shares, equal to 4.70% of portfolio, with an estimated market value of $4.7M.

What does the chart on this EFV ownership page compare?

The chart compares Hobbs Wealth Management, LLC's quarterly EFV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Hobbs Wealth Management, LLC time their EFV position?

Based on 13F filing dates vs. subsequent EFV price moves, Hobbs Wealth Management, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on EFV relative to SPY over the holding period was +15.4%.

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