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HBE Wealth Management, LLC

Q2 2026 13F Holdings

  • Location
    lincoln, NE
  • Num holdings

    59

  • Value ($000)

    $139,227

  • Date Filed
    07/13/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BSVO

EA SERIES TRUST

BRID OMN SMA ETF
02072L532
$18.13M
13 %

620,965

I
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$14.98M
11 %

91,194

---

VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
92206C706
$12.59M
9 %

213,462

A
AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
025072802
$10.73M
8 %

104,095

D
DFSD

DIMENSIONAL ETF TRUST

SHOR DUR FIX ETF
25434V864
$9.23M
7 %

193,228

V
VTIP

VANGUARD MALVERN FDS

STRM INFPROIDX
922020805
$8.97M
6 %

178,545

D
DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
25434V732
$8.28M
6 %

203,626

D
DFAC

DIMENSIONAL ETF TRUST

US COR EQU 2 ETF
25434V708
$7.66M
6 %

172,746

I
IDEV

ISHARES TR

CORE MSCI INTL
46435G326
$6.53M
5 %

73,346

D
DIHP

DIMENSIONAL ETF TRUST

INTL HIGH PROFIT
25434V765
$4.47M
3 %

130,887

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