HBE Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, HBE Wealth Management, LLC held in its portfolio 48 assets valued at $106,297,223 (i.e. $106.30M).
The most valuable assets in the portfolio included: EA SERIES TRUST ($13.43M), ISHARES TR ($11.21M), and VANGUARD SCOTTSDALE FDS ($11.09M).
The chart below shows the top 10 valuable assets, and the table below shows the top 48 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
HBE Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| EA SERIES TRUST | 576334 | 13428589 | EA BRIDGEWAY OMN |
| ISHARES TR | 75391 | 11209928 | CORE S&P TTL STK |
| VANGUARD SCOTTSDALE FDS | 184961 | 11084691 | INTER TERM TREAS |
| DIMENSIONAL ETF TRUST | 184116 | 8828377 | SHORT DURATION F |
| VANGUARD MALVERN FDS | 169652 | 8390995 | STRM INFPROIDX |
| AMERICAN CENTY ETF TR | 77900 | 7320254 | INTL SMCP VLU |
| DIMENSIONAL ETF TRUST | 149817 | 5931258 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 146581 | 4848885 | EMERGING MKTS CO |
| ISHARES TR | 56590 | 4667569 | CORE MSCI INTL |
| DIMENSIONAL ETF TRUST | 81199 | 3088016 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 79590 | 2520233 | INTL HIGH PROFIT |
| DIMENSIONAL ETF TRUST | 33942 | 2020906 | US TARGETED VLU |
| AMERICAN CENTY ETF TR | 18836 | 1920895 | US SML CP VALU |
| VANGUARD INDEX FDS | 5163 | 1730999 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 34129 | 1703037 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 39956 | 1307770 | WORLD EX US CORE |
| BERKSHIRE HATHAWAY INC DEL | 2595 | 1304377 | CL B NEW |
| AMETEK INC | 6025 | 1236993 | COM |
| ISHARES TR | 9838 | 1174178 | 3 7 YR TREAS BD |
| DIMENSIONAL ETF TRUST | 33097 | 1088560 | US SMALL CAP VAL |
| MICROSOFT CORP | 1838 | 888894 | COM |
| DIMENSIONAL ETF TRUST | 22787 | 865919 | INTL SMALL CAP V |
| VANGUARD BD INDEX FDS | 10294 | 811261 | SHORT TRM BOND |
| NVIDIA CORPORATION | 4002 | 746373 | COM |
| ALPHABET INC | 2052 | 643918 | CAP STK CL C |
| DIMENSIONAL ETF TRUST | 12964 | 604001 | US MKTWIDE VALUE |
| AMAZON COM INC | 2543 | 586975 | COM |
| APPLE INC | 1960 | 532846 | COM |
| DIMENSIONAL ETF TRUST | 10434 | 488311 | US CORE EQT MKT |
| VANGUARD TAX-MANAGED FDS | 6724 | 420048 | VAN FTSE DEV MKT |
| ISHARES INC | 6150 | 413392 | CORE MSCI EMKT |
| ISHARES TR | 3563 | 405184 | SP SMCP600VL ETF |
| VANGUARD INDEX FDS | 554 | 347430 | S&P 500 ETF SHS |
| ALPHABET INC | 1023 | 320199 | CAP STK CL A |
| SPDR INDEX SHS FDS | 7096 | 315133 | PORTFOLIO DEVLPD |
| DIMENSIONAL ETF TRUST | 9027 | 311084 | INTL CORE EQUITY |
| WALMART INC | 2473 | 275482 | COM |
| MERCK & CO INC | 2449 | 257767 | COM |
| ISHARES TR | 6680 | 254174 | MSCI INTL VLU FT |
| ELI LILLY & CO | 233 | 250400 | COM |
| INTEL CORP | 6731 | 248374 | COM |
| ISHARES TR | 2314 | 247853 | NATIONAL MUN ETF |
| SPDR SERIES TRUST | 2800 | 231000 | STATE STREET SPD |
| CHUBB LIMITED | 694 | 216611 | COM |
| EXPEDIA GROUP INC | 736 | 208516 | COM NEW |
| BROADCOM INC | 592 | 204891 | COM |
| PEPSICO INC | 1421 | 203942 | COM |
| PG&E CORP | 11869 | 190735 | COM |
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