HBE Wealth Management, LLC - Portfolio overview
HBE Wealth Management, LLC has 53 reported holdings in this dataset, with the latest filing dated 2026-04-28.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- BSVO - EA SERIES TRUST, 13.68%
- VGIT - VANGUARD SCOTTSDALE FDS, 10.41%
- ITOT - ISHARES TR, 9.76%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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