§ 13F · FUND PROFILE
HBW ADVISORY SERVICES LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $811M (13F)Positions · 399Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$23M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 85K | $51M | 5.3% | +2% |
| 2 | QQQ | INVESCO QQQ TR | 54K | $31M | 3.3% | −5% |
| 3 | SPMO | INVESCO EXCH TRADED FD TR II | 243K | $27M | 2.9% | +6% |
| 4 | JEPI | J P MORGAN EXCHANGE TRADED F | 433K | $25M | 2.6% | −6% |
| 5 | BUFR | FIRST TR EXCHNG TRADED FD VI | 651K | $22M | 2.3% | +24% |
| 6 | QVOY | ULTIMUS MANAGERS TR | 766K | $22M | 2.3% | ±0% |
| 7 | JPIE | J P MORGAN EXCHANGE TRADED F | 411K | $19M | 2.0% | +142% |
| 8 | COWZ | PACER FDS TR | 268K | $17M | 1.8% | −15% |
| 9 | SPTM | SPDR SERIES TRUST | 203K | $16M | 1.7% | +1% |
| 10 | PAVE | GLOBAL X FDS | 285K | $14M | 1.5% | −19% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HBW SIGNAL
AC read
HBW ADVISORY SERVICES LLC is a Other fund managing $811 million in assets. The fund runs a broad portfolio of 399 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed