DOSSIER · 13F-HR · Q2 2026
HBE Wealth Management, LLC
$139M in tracked AUM across 59 positions as of Q2 2026.
HW
CIK 0002104442 · last filed Jun 30, 2026
AI Analysis · Q2 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...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.