HBE Wealth Management, LLC: 13F holdings
CIK 21044422026Q2
| Positions | 59 |
|---|
| Reported value | $139.2m |
|---|
| Filed | 2026-07-13 |
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Change since last quarter
| Positions | 59 (+6 vs prior quarter) |
|---|
| Reported value | $139.2m (+21.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BSVO EA SERIES TRUST | 620,965 | $18.1m | 13.0% |
| ITOT ISHARES TR | 91,194 | $15.0m | 10.8% |
| VGIT VANGUARD SCOTTSDALE FDS | 213,462 | $12.6m | 9.0% |
| AVDV AMERICAN CENTY ETF TR | 104,095 | $10.7m | 7.7% |
| DFSD DIMENSIONAL ETF TRUST | 193,228 | $9.2m | 6.6% |
| VTIP VANGUARD MALVERN FDS | 178,545 | $9.0m | 6.4% |
| DFEM DIMENSIONAL ETF TRUST | 203,626 | $8.3m | 5.9% |
| DIMENSIONAL ETF TRUST | 172,746 | $7.7m | 5.5% |
| VGK ISHARES TR | 73,346 | $6.5m | 4.7% |
| DIHP DIMENSIONAL ETF TRUST | 130,887 | $4.5m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2104442")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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