Institutions / HBE Wealth Management, LLC

HBE Wealth Management, LLC

CIK 2104442 · Institution · as of Dec 31, 2025
Portfolio value
$106.30M
Positions
48
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 48 →
CompanyClassValueShares% of portfolio
Ea Series Trust—$13.43M576,33412.6%
iShares MSCI UAE ETF—$11.21M75,39110.5%
Vanguard Scottsdale Fds—$11.08M184,96110.4%
Dimensional ETF Trust—$8.83M184,1168.3%
Vanguard Malvern Fds—$8.39M169,6527.9%
American Centy ETF Tr—$7.32M77,9006.9%
Dimensional ETF Trust—$5.93M149,8175.6%
Dimensional ETF Trust—$4.85M146,5814.6%
iShares MSCI UAE ETF—$4.67M56,5904.4%
Dimensional ETF Trust—$3.09M81,1992.9%
Dimensional ETF Trust—$2.52M79,5902.4%
Dimensional ETF Trust—$2.02M33,9421.9%
American Centy ETF Tr—$1.92M18,8361.8%
Vanguard Index Fds—$1.73M5,1631.6%
Dimensional ETF Trust—$1.70M34,1291.6%
Dimensional ETF Trust—$1.31M39,9561.2%
Warren E. Buffett—$1.30M2,5951.2%
AMETEK Inc—$1.24M6,0251.2%
iShares Tr—$1.17M9,8381.1%
Dimensional ETF Trust—$1.09M33,0971.0%
Microsoft Corp—$888.9K1,8380.8%
Dimensional ETF Trust—$865.9K22,7870.8%
Vanguard Bd Index Fds—$811.3K10,2940.8%
NVIDIA Corp—$746.4K4,0020.7%
Alphabet Inc.—$643.9K2,0520.6%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.