HBE Wealth Management, LLC
CIK 0002104442 · LINCOLN, NE · Quarter end: 2026-06-30 · Filed on: 2026-07-13 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$139.2M
2026 Q2
Positions
59
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
72.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
BSVO
EA SERIES TRUST
13.0%
ITOT
ISHARES TR
10.8%
VGIT
VANGUARD SCOTTSDALE FDS
9.0%
AVDV
AMERICAN CENTY ETF TR
7.7%
DFSD
DIMENSIONAL ETF TRUST
6.6%
VTIP
VANGUARD MALVERN FDS
6.4%
DFEM
DIMENSIONAL ETF TRUST
5.9%
DFAC
DIMENSIONAL ETF TRUST
5.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.