Hobart Private Capital, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, Hobart Private Capital, LLC held in its portfolio 114 assets valued at $512,485,368 (i.e. $512.49M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($88.16M), FIRST TR EXCHANGE TRADED FD ($35.03M), and SPDR S&P 500 ETF TR ($30.99M).
The chart below shows the top 10 valuable assets, and the table below shows the top 114 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Hobart Private Capital, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 1692643 | 88162280 | STATE STREET SPD |
| FIRST TR EXCHANGE TRADED FD | 504239 | 35029472 | RISNG DIVD ACHIV |
| SPDR S&P 500 ETF TR | 45441 | 30987145 | TR UNIT |
| FIRST TR EXCHANGE-TRADED FD | 644421 | 29161239 | SHS |
| FIRST TR EXCH TRADED FD III | 307110 | 21801739 | LNG/SHT EQUITY |
| VANGUARD BD INDEX FDS | 288050 | 21335864 | TOTAL BND MRKT |
| FIRST TR EXCHANGE-TRADED FD | 465061 | 16440280 | GROWTH STRENGTH |
| FIRST TR EXCHNG TRADED FD VI | 432814 | 14828208 | FT VEST LADDERED |
| SPDR INDEX SHS FDS | 290928 | 13618359 | PORTFOLIO EMG MK |
| VANGUARD WORLD FD | 17786 | 13406732 | INF TECH ETF |
| VANGUARD WORLD FD | 50358 | 12648424 | MEGA CAP INDEX |
| SPDR INDEX SHS FDS | 133003 | 12059396 | MSCI EAFE STRTGC |
| VANGUARD WORLD FD | 29211 | 11506799 | CONSUM DIS ETF |
| SELECT SECTOR SPDR TR | 66220 | 10250866 | STATE STREET HEA |
| VANGUARD WELLINGTON FD | 47769 | 7328247 | US QUALITY |
| FIRST TR EXCHANGE TRADED FD | 102526 | 7325514 | NASDAQ CYB ETF |
| NVIDIA CORPORATION | 37539 | 7001025 | COM |
| VANGUARD SCOTTSDALE FDS | 147079 | 6924480 | MTG-BKD SECS ETF |
| GLOBAL X FDS | 135620 | 6897633 | ARTIFICIAL ETF |
| MICROSOFT CORP | 13640 | 6596586 | COM |
| FIRST TR EXCHANGE-TRADED FD | 171922 | 6588055 | SMID RISNG ETF |
| FIRST TR EXCHANGE-TRADED FD | 173203 | 6559195 | NO AMER ENERGY |
| VANGUARD SCOTTSDALE FDS | 80885 | 6448966 | SHRT TRM CORP BD |
| VANGUARD WELLINGTON FD | 31458 | 6016344 | US MOMENTUM |
| FIRST TR EXCHANGE TRADED FD | 278845 | 5730255 | S&P INTL DIVID |
| COLUMBIA ETF TR I | 312109 | 5728761 | DIVERSIFID FXD |
| FIRST TR EXCHANGE TRADED FD | 56709 | 5491739 | NASD TECH DIV |
| WISDOMTREE TR | 104562 | 5261571 | FLOATNG RAT TREA |
| ISHARES TR | 45671 | 4891821 | NATIONAL MUN ETF |
| SPDR SERIES TRUST | 140653 | 4516368 | BLOOMBERG INTL |
| APPLE INC | 15855 | 4310220 | COM |
| AMAZON COM INC | 17358 | 4006574 | COM |
| FIRST TR EXCHANGE TRADED FD | 39924 | 3925328 | RBA INDL ETF |
| META PLATFORMS INC | 4812 | 3176354 | CL A |
| FIRST TR EXCHANGE-TRADED FD | 177055 | 3098465 | COMMON SHS |
| ISHARES TR | 4251 | 2911680 | CORE S&P500 ETF |
| ELI LILLY & CO | 2600 | 2794169 | COM |
| ALPHABET INC | 8884 | 2780692 | CAP STK CL A |
| FIRST TR EXCHANGE-TRADED FD | 50708 | 2492312 | FT VEST S&P 500 |
| SERVICENOW INC | 14430 | 2210532 | COM |
| SELECT SECTOR SPDR TR | 13032 | 1876217 | STATE STREET TEC |
| ISHARES TR | 17480 | 1865116 | SHRT NAT MUN ETF |
| VISA INC | 5237 | 1836668 | COM CL A |
| BROADCOM INC | 5140 | 1778955 | COM |
| SNOWFLAKE INC | 7534 | 1652658 | COM SHS |
| ADOBE INC | 4444 | 1555356 | COM |
| DOORDASH INC | 6701 | 1517643 | CL A |
| VANGUARD SCOTTSDALE FDS | 16668 | 1395965 | INT-TERM CORP |
| FIDELITY COVINGTON TRUST | 25176 | 1380660 | BLUE CHIP GRWTH |
| PROSHARES TR | 17444 | 1368025 | INVT INT RT HG |
| PGIM ETF TR | 26617 | 1364400 | AAA CLO ETF |
| BOSTON SCIENTIFIC CORP | 13356 | 1273495 | COM |
| INVESCO QQQ TR | 1991 | 1223091 | UNIT SER 1 |
| FIRST TR EXCH TRADED FD III | 56667 | 1135890 | SHRT DUR MNG MUN |
| TESLA INC | 2499 | 1123851 | COM |
| JPMORGAN CHASE & CO. | 3375 | 1087493 | COM |
| WALMART INC | 9174 | 1022075 | COM |
| FIRST TR EXCHNG TRADED FD VI | 27798 | 984883 | MLT MNGD LRG GRW |
| VANGUARD SPECIALIZED FUNDS | 4380 | 962636 | DIV APP ETF |
| HARTFORD FDS EXCHANGE TRADED | 26627 | 944726 | STRATEGIC INCOME |
| FIRST TR EXCH TRADED FD III | 18380 | 881034 | MUNI HI INCM ETF |
| FIRST TR EXCH TRADED FD III | 17139 | 876403 | MANAGD MUN ETF |
| ADVANCED MICRO DEVICES INC | 3748 | 802672 | COM |
| GE AEROSPACE | 2588 | 797182 | COM NEW |
| VANGUARD TAX-MANAGED FDS | 12253 | 765445 | VAN FTSE DEV MKT |
| MASTERCARD INCORPORATED | 1339 | 764408 | CL A |
| VANGUARD ADMIRAL FDS INC | 1717 | 763361 | 500 GRTH IDX F |
| ALPHABET INC | 2375 | 745275 | CAP STK CL C |
| CAPITAL GROUP CORE EQUITY ET | 17726 | 713117 | SHS CREATION UNI |
| PRINCIPAL EXCHANGE TRADED FD | 36608 | 695742 | ACTIVE HIGH YL |
| VANGUARD SCOTTSDALE FDS | 7830 | 593909 | LG-TERM COR BD |
| UBER TECHNOLOGIES INC | 7090 | 579324 | COM |
| VANGUARD ADMIRAL FDS INC | 4738 | 569510 | MIDCP 400 GRTH |
| DISNEY WALT CO | 4660 | 530204 | COM |
| QUEST DIAGNOSTICS INC | 2940 | 510178 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 826 | 498309 | UTSER1 S&PDCRP |
| STRYKER CORPORATION | 1313 | 461479 | COM |
| EXXON MOBIL CORP | 3813 | 458829 | COM |
| BANK AMERICA CORP | 8188 | 450340 | COM |
| VANGUARD INDEX FDS | 918 | 447971 | GROWTH ETF |
| ISHARES TR | 6072 | 433602 | EAFE VALUE ETF |
| ISHARES TR | 4173 | 392930 | MSCI USA MIN VOL |
| ISHARES TR | 3340 | 380493 | EAFE GRWTH ETF |
| VANGUARD ADMIRAL FDS INC | 3756 | 379394 | MIDCP 400 VAL |
| VANGUARD INDEX FDS | 601 | 376905 | S&P 500 ETF SHS |
| PALANTIR TECHNOLOGIES INC | 2113 | 375586 | CL A |
| ABBVIE INC | 1614 | 368870 | COM |
| ISHARES TR | 1824 | 362283 | MSCI USA QLT FCT |
| BERKSHIRE HATHAWAY INC DEL | 695 | 349342 | CL B NEW |
| VANGUARD WORLD FD | 1199 | 345132 | HEALTH CAR ETF |
| J P MORGAN EXCHANGE TRADED F | 7082 | 344893 | INTL BD OPP ETF |
| VANGUARD INDEX FDS | 1013 | 339629 | TOTAL STK MKT |
| ISHARES TR | 1634 | 326277 | U.S. TECH ETF |
| NEWMONT CORP | 3203 | 319820 | COM |
| KRANESHARES TRUST | 8558 | 317331 | MSCI EMG EX CH |
| AT&T INC | 12169 | 302286 | COM |
| HOME DEPOT INC | 857 | 294894 | COM |
| VANGUARD STAR FDS | 3842 | 289841 | VG TL INTL STK F |
| EOG RES INC | 2756 | 289408 | COM |
| CHEVRON CORP NEW | 1722 | 262489 | COM |
| NEW JERSEY RES CORP | 5195 | 239593 | COM |
| PHILIP MORRIS INTL INC | 1485 | 238194 | COM |
| CAPITAL GROUP CORE BALANCED | 6619 | 233849 | SHS |
| L3HARRIS TECHNOLOGIES INC | 793 | 232830 | COM |
| WELLS FARGO CO NEW | 2480 | 231136 | COM |
| UNITEDHEALTH GROUP INC | 696 | 229756 | COM |
| JOHNSON & JOHNSON | 1098 | 227231 | COM |
| ISHARES INC | 3301 | 221893 | CORE MSCI EMKT |
| DUKE ENERGY CORP NEW | 1866 | 218672 | COM NEW |
| ISHARES TR | 1768 | 217924 | S&P 500 GRWT ETF |
| NETFLIX INC | 2313 | 216867 | COM |
| CISCO SYS INC | 2747 | 211628 | COM |
| ISHARES TR | 1394 | 207678 | ESG AWR MSCI USA |
| MERCK & CO INC | 1924 | 202528 | COM |
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