Top 50 Hbw Advisory Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ACYN | FIRST TR EXCHANGE-TRADED FD | 7.77% | 3.76M | $78.5M | +218.26%(+2.58M) | $21.33(-2.76%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 6.05% | 87.2K | $61.1M | +4.13%(+3.46K) | $385.00(+83.01%) | 2026-09-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 2.6% | 173.2K | $26.2M | -34.21%(-90.04K) | $94.43(+50.36%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 2.49% | 34.0K | $25.1M | -40.77%(-23.40K) | $413.07(+73.91%) | 2026-09-30 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 2.21% | 596.5K | $22.4M | -12.19%(-82.80K) | $30.81(+22.31%) | 2026-09-30 | |
| SPTM | SPDR SERIES TRUST | 1.89% | 207.4K | $19.1M | +0.28%(+586) | $56.76(+63.17%) | 2026-09-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 1.55% | 51.5K | $15.7M | +28.83%(+11.53K) | $218.82(+35.17%) | 2026-09-30 | |
| SCHG | SCHWAB STRATEGIC TR | 1.53% | 429.6K | $15.4M | +6.57%(+26.50K) | $29.61(+20.15%) | 2026-09-30 | |
| AAPL | APPLE INC | 1.53% | 46.3K | $15.4M | -7.33%(-3.66K) | $156.32(+119.39%) | 2026-09-30 | |
| AIRR | FIRST TR EXCHANGE TRADED FD | 1.51% | 147.7K | $15.3M | +33.58%(+37.14K) | $100.55(-1.76%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.57% | +46.49% | +8.79% | +52.42% |
| Top 20 Holdings Unweighted | +11.64% | +39.16% | +7.77% | +45.39% |
Hbw Advisory Services LLC reports $1.01B in US-listed equity holdings across 440 positions in its most recent 13F filing. Its largest disclosed positions are ACYN (7.8%), VOO (6.0%) and SPMO (2.6%). The top 20 holdings account for 41.17% of reported assets. Its disclosed equity book has returned +46.49% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Hbw Advisory Services LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Hbw Advisory Services LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1790525). View Hbw Advisory Services LLCโs 13F filings on SEC