HBE Wealth Management, LLC
13F Portfolio Filings
Most recent 13F Q2 2026Location lincoln, NECIK 0002104442All SEC filings
Q2 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
59 | $139.23M | BSVO, ITOT, VANGUARD SCOTTSDALE FDS, AVDV | 13F-HR | Jul 13, 2026 | 000210444226000003 | ||
53 | $114.73M | BSVO, VANGUARD SCOTTSDALE FDS, ITOT, DFSD | 13F-HR | Apr 28, 2026 | 000210444226000002 | ||
48 | $106.3M | BSVO, ITOT, VANGUARD SCOTTSDALE FDS, DFSD | 13F-HR | Jan 20, 2026 | 000210444226000001 |