§ 13F · FUND PROFILE
HBE Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 48Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$106.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BSVO | EA SERIES TRUST | 576K | $13.4T | 12.6% | NEW |
| 2 | ITOT | ISHARES TR | 75K | $11.2T | 10.5% | NEW |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | 185K | $11.1T | 10.4% | NEW |
| 4 | DFSD | DIMENSIONAL ETF TRUST | 184K | $8.8T | 8.3% | NEW |
| 5 | VTIP | VANGUARD MALVERN FDS | 170K | $8.4T | 7.9% | NEW |
| 6 | AVDV | AMERICAN CENTY ETF TR | 78K | $7.3T | 6.9% | NEW |
| 7 | DFAC | DIMENSIONAL ETF TRUST | 150K | $5.9T | 5.6% | NEW |
| 8 | DFEM | DIMENSIONAL ETF TRUST | 147K | $4.8T | 4.6% | NEW |
| 9 | IDEV | ISHARES TR | 57K | $4.7T | 4.4% | NEW |
| 10 | DUHP | DIMENSIONAL ETF TRUST | 81K | $3.1T | 2.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HBE SIGNAL
AC read
HBE Wealth Management, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed