13F Insight
DOSSIER · 13F-HR · Q3 2026

HBE Wealth Management, LLC

$141M in tracked AUM across 55 positions as of Q3 2026.

HW
CIK 0002104442 · last filed Sep 30, 2026
Total AUM
$141M
as of Q3 2026
Holdings
55
−4 QoQ
positions
Whale Score
60
60
tracked
Activity
56
+4 new, −8 sold
changes this Q
AI Analysis · Q3 2026

HBE Wealth Management, LLC filed its latest 13F-HR for Q3 2026. 56 position changes this quarter — 4 new, 8 exited, 28 added, 16 trimmed.

Quarter at a glance — Q3 2026

56 material changes this filing.

NEW
DUHPDFA INVT DIMENSIONS GROUP IN
+115K sh
+$5M
3.4%
EXIT
DUHPDIMENSIONAL ETF TRUST
-101K sh
$-4M
—
EXIT
DFSVDIMENSIONAL ETF TRUST
-34K sh
$-1M
—
NEW
DFSVDFA INVT DIMENSIONS GROUP IN
+34K sh
+$1M
0.9%
ADD
AVDVAMERICAN CENTY ETF TR
+3K sh
+$1M
8.4%
ADD
ITOTISHARES TR
+4K sh
+$795K
11.2%
ADD
BSVOEA SERIES TRUST
+496 sh
$-750K
12.4%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
BSVO
EA SERIES TRUST
$17M621K12.4%02
ITOT
ISHARES TR
$16M95K11.2%03
VGIT
VANGUARD SCOTTSDALE FDS
$12M211K8.5%04
AVDV
AMERICAN CENTY ETF TR
$12M108K8.4%05
DFSD
DIMENSIONAL ETF TRUST
$9M202K6.7%06
VTIP
VANGUARD MALVERN FDS
$9M180K6.3%07
DFEM
DIMENSIONAL ETF TRUST
$8M209K5.9%08
DFAC
DIMENSIONAL ETF TRUST
$8M171K5.4%09
IDEV
ISHARES TR
$7M75K4.8%10
DIHP
DIMENSIONAL ETF TRUST
$5M145K3.5%

Filing history

2026Q3Sep 30
$141M▲ 0.9%
55 positionsView →2026Q2Jun 30
$139M▲ 21.4%
59 positionsView →2026Q1Mar 31
$115M▲ 7.9%
53 positionsView →2025Q4Dec 31
$106M—
48 positionsView →