AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of HBE Wealth Management, LLC SEC 13F Filing
1. Portfolio Overview
HBE Wealth Management, LLC manages a portfolio with a total value of approximately $106.3 million, distributed across 48 holdings. The portfolio is characterized by a highly structured, model-based approach that relies heavily on Exchange Traded Funds (ETFs) to achieve broad diversification. The composition suggests a "Core-Satellite" strategy, where the vast majority of assets are invested i...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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