—

HBE Wealth Management, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    lincoln, NE
  • CIK
    0002104442
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

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