account_balance

Investment manager · 13F filer · SEC CIK 2104442

HBE Wealth Management, LLC

Reported value$141Mas of Sep 30, 2026
Positions55 2 new, 6 sold out
Top 10 weight73.0%BSVO alone is 12%
FiledNov 637 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
BSVO Ea Series Trust 12.4% Held
ITOT iShares Tr 11.2% Added +4%
VGIT Vanguard Scottsdale FDS 8.5% Held
AVDV American Centy ETF Tr 8.4% Added +3%
DFSD Dimensional ETF Trust 6.7% Added +5%
VTIP Vanguard Malvern FDS 6.3% Held
DFEM Dimensional ETF Trust 5.9% Added +3%
DFAC Dimensional ETF Trust 5.4% Held
IDEV iShares Tr 4.8% Added +2%
DIHP Dimensional ETF Trust 3.5% Added +11%
DUHP Dfa Invt Dimensions Group In 3.4% Added +14%
AVUV American Centy ETF Tr 1.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 6, 2026, compared with the Jul 13, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • DFAU −22%
  • IEMG −5%
  • DFAX −3%
remove_circleSold out
  • VOO $406K
  • HD $295K
  • WDC $252K
  • MUB $249K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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