StockDriftsStockDriftsTop 50 HBE Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSVO | EA SERIES TRUST | 13.02% | 621.0K | $18.1M | +0.35%(+2.14K) | $23.08(+30.22%) | 2026-06-30 | |
| ITOT | ISHARES TR | 10.76% | 91.2K | $15.0M | +16.06%(+12.62K) | $147.68(+15.00%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 9.04% | 213.5K | $12.6M | +6.45%(+12.94K) | $59.92(-2.56%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 7.7% | 104.1K | $10.7M | +34.12%(+26.48K) | $93.62(+18.62%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 6.63% | 193.2K | $9.2M | +4.64%(+8.58K) | $48.05(-1.24%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 6.44% | 178.5K | $9.0M | +6.41%(+10.75K) | $50.05(-0.68%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 5.94% | 203.6K | $8.3M | +28.46%(+45.12K) | $33.63(+20.13%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 5.5% | 172.7K | $7.7M | +3.83%(+6.37K) | $39.17(+17.56%) | 2026-06-30 | |
| IDEV | ISHARES TR | 4.69% | 73.3K | $6.5M | +33.20%(+18.28K) | $82.18(+13.66%) | 2026-06-30 | |
| DIHP | DIMENSIONAL ETF TRUST | 3.21% | 130.9K | $4.5M | +52.44%(+45.03K) | $31.66(+12.35%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.23% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.47% |
HBE Wealth Management, LLC reports $139.23M in US-listed equity holdings across 59 positions in its most recent 13F filing. Its largest disclosed positions are BSVO (13.0%), ITOT (10.8%) and VGIT (9.0%). The top 20 holdings account for 87.38% of reported assets. Its disclosed equity book has returned +10.23% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from HBE Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2104442). View HBE Wealth Management, LLC’s 13F filings on SEC