—

HBE Wealth Management, LLC

Q1 2026 13F Holdings

  • Location
    lincoln, NE
  • Num holdings

    53

  • Value ($000)

    $114,726

  • Date Filed
    04/28/2026
  • Form type
    13F-HR
  • CIK
    0002104442
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BSVO

EA SERIES TRUST

EA BRIDGEWAY OMN
02072L532
$15.7M
14 %

618,827

---

VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
92206C706
$11.94M
10 %

200,527

I
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$11.19M
10 %

78,576

D
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
25434V864
$8.84M
8 %

184,651

V
VTIP

VANGUARD MALVERN FDS

STRM INFPROIDX
922020805
$8.38M
7 %

167,794

A
AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
025072802
$7.75M
7 %

77,615

D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$6.47M
6 %

166,377

D
DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
25434V732
$5.48M
5 %

158,508

I
IDEV

ISHARES TR

CORE MSCI INTL
46435G326
$4.6M
4 %

55,066

D
DUHP

DIMENSIONAL ETF TRUST

US HIGH PROFITAB
25434V831
$3.35M
3 %

91,116

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 53