Viewing historical filing for 2026Q2. View latest →
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
Total AUM
$139M
as of Q2 2026
Holdings
59
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…