Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HBE Wealth Management, LLC (CIK 2104442) reported $139.2M across 59 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BSVO ($18.1M, 13.02%), ITOT ($15.0M, 10.76%), VGIT ($12.6M, 9.04%), AVDV ($10.7M, 7.70%), DFSD ($9.2M, 6.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BSVO | EA SERIES TRUST | $18.1M | 13.02% | 620,965 | Added |
| 2 | ITOT | ISHARES TR | $15.0M | 10.76% | 91,194 | Added |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | $12.6M | 9.04% | 213,462 | Added |
| 4 | AVDV | AMERICAN CENTY ETF TR | $10.7M | 7.70% | 104,095 | Added |
| 5 | DFSD | DIMENSIONAL ETF TRUST | $9.2M | 6.63% | 193,228 | Added |
| 6 | VTIP | VANGUARD MALVERN FDS | $9.0M | 6.44% | 178,545 | Added |
| 7 | DFEM | DIMENSIONAL ETF TRUST | $8.3M | 5.94% | 203,626 | Added |
| 8 | DFAC | DIMENSIONAL ETF TRUST | $7.7M | 5.50% | 172,746 | Added |
| 9 | IDEV | ISHARES TR | $6.5M | 4.69% | 73,346 | Added |
| 10 | DIHP | DIMENSIONAL ETF TRUST | $4.5M | 3.21% | 130,887 | Added |
| 11 | DUHP | DIMENSIONAL ETF TRUST | $4.2M | 3.04% | 101,467 | Added |
| 12 | AVUV | AMERICAN CENTY ETF TR | $2.6M | 1.89% | 21,037 | Trimmed |
| 13 | VTI | VANGUARD INDEX FDS | $2.4M | 1.73% | 6,518 | Trimmed |
| 14 | DFAT | DIMENSIONAL ETF TRUST | $2.2M | 1.57% | 31,364 | Trimmed |
| 15 | DFIV | DIMENSIONAL ETF TRUST | $1.8M | 1.30% | 33,401 | Hold |
| 16 | DFAX | DIMENSIONAL ETF TRUST | $1.5M | 1.05% | 39,772 | Trimmed |
| 17 | AME | AMETEK INC | $1.5M | 1.05% | 6,027 | Added |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.3M | 0.95% | 2,634 | Added |
| 19 | DFSV | DIMENSIONAL ETF TRUST | $1.3M | 0.94% | 33,788 | Hold |
| 20 | DISV | DIMENSIONAL ETF TRUST | $1.3M | 0.93% | 32,320 | Added |
| 21 | IEI | ISHARES TR | $1.2M | 0.85% | 10,027 | Added |
| 22 | AAPL | APPLE INC | $995,109 | 0.71% | 3,439 | Added |
| 23 | NVDA | NVIDIA CORPORATION | $959,031 | 0.69% | 4,793 | Added |
| 24 | MSFT | MICROSOFT CORP | $894,875 | 0.64% | 2,399 | Added |
| 25 | BSV | VANGUARD BD INDEX FDS | $788,984 | 0.57% | 10,127 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30