HBE Wealth Management, LLC
HBE Wealth Management, LLC reported 59 positions worth $139.2M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: BSVO (13.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BSVO | SH | $18.1M | 13.02% | 620,965 | — | — | |
| ▸ 2 | ITOT | SH | $15.0M | 10.76% | 91,194 | — | — | |
| ▸ 3 | VGIT | SH | $12.6M | 9.04% | 213,462 | — | — | |
| ▸ 4 | AVDV | SH | $10.7M | 7.71% | 104,095 | — | — | |
| ▸ 5 | DFSD | SH | $9.2M | 6.63% | 193,228 | — | — | |
| ▸ 6 | VTIP | SH | $9.0M | 6.44% | 178,545 | — | — | |
| ▸ 7 | DFEM | SH | $8.3M | 5.94% | 203,626 | — | — | |
| ▸ 8 | DFAC | SH | $7.7M | 5.50% | 172,746 | — | — | |
| ▸ 9 | IDEV | SH | $6.5M | 4.69% | 73,346 | — | — | |
| ▸ 10 | DIHP | SH | $4.5M | 3.21% | 130,887 | — | — |
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Frequently Asked Questions
What stocks does HBE Wealth Management, LLC hold as of Q2 2026?
HBE Wealth Management, LLC reported 59 positions worth $139.2M in its Q2 2026 13F filing. Largest positions: BSVO (13.0%), ITOT (10.8%), VGIT (9.0%), AVDV (7.7%) and DFSD (6.6%).
What did HBE Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did HBE Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.