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Manager Profile

HBE Wealth Management, LLC

Diversified · Technology 3%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

LINCOLN, NE

Portfolio Value

$139.2M

Latest reported 13F value

Holdings

59

Distinct positions in last filing

Top Position

EA SERIES TRUST

Latest disclosed holding

Top 4

02072L532 464287150 92206C706 025072802 25434V864

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Technology
3.4%
Financial Services
1.2%
Industrials
1%
Communication Services
0.8%
Consumer Cyclical
0.7%
Healthcare
0.6%
Energy
0.2%
Basic Materials
0%
Consumer Defensive
0%
Real Estate
0%
Utilities
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
EA SERIES TRUST

Shares: 621K

18.1M

Position Value
2
ISHARES TR

Shares: 91.2K

15M

Position Value
3
VANGUARD SCOTTSDALE FDS

Shares: 213.5K

12.6M

Position Value
4
AMERICAN CENTY ETF TR

Shares: 104.1K

10.7M

Position Value
5
DIMENSIONAL ETF TRUST

Shares: 193.2K

9.2M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID