§ 13F · FUND PROFILE
HBW ADVISORY SERVICES LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $811.1T (13F)Positions · 399Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$920.3T 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 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 83K | $52.0T | 5.7% | NEW |
| 2 | QQQ | INVESCO QQQ TR | 57K | $34.7T | 3.8% | NEW |
| 3 | SPMO | INVESCO EXCH TRADED FD TR II | 231K | $27.5T | 3.0% | NEW |
| 4 | JEPI | J P MORGAN EXCHANGE TRADED F | 461K | $26.4T | 2.9% | NEW |
| 5 | QVOY | ULTIMUS MANAGERS TR | 766K | $20.6T | 2.2% | NEW |
| 6 | COWZ | PACER FDS TR | 315K | $18.9T | 2.1% | NEW |
| 7 | BUFR | FIRST TR EXCHNG TRADED FD VI | 524K | $18.0T | 2.0% | NEW |
| 8 | MOAT | VANECK ETF TRUST | 171K | $17.7T | 1.9% | NEW |
| 9 | PAVE | GLOBAL X FDS | 353K | $16.9T | 1.8% | NEW |
| 10 | SPTM | SPDR SERIES TRUST | 201K | $16.6T | 1.8% | NEW |
§ 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 $811065.5 trillion in assets. The fund runs a broad portfolio of 399 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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