HBE Wealth Management, LLC
•CIK: 2104442•Filing: Q4 2025
HBE Wealth Management, LLC manages $106M across a diversified portfolio of 48 positions. The firm maintains significant exposure to fixed income and broad market indices, highlighted by top holdings in BSVO ($13.4M), ITOT ($11.2M), and VGIT ($11.1M). Further allocations include substantial positions in DFSD ($8.8M) and VTIP ($8.4M). This structure suggests a tactical allocation favoring income-generating and diversified asset classes.
Total AUM
$106.3M
QoQ Performance
N/A
Positions
28
Top 10 Concentration
74.1%
Latest Filing
Q4 2025
Top Holdings Allocation
BSVO
ITOT
VGIT
DFSD
VTIP
AVDV
DFAC
BSVO12.6%
ITOT10.5%
VGIT10.4%
DFSD8.3%
VTIP7.9%
AVDV6.9%
DFAC5.6%
DFEM4.6%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other93.4%
Technology3.4%
Financial1.4%
Consumer0.8%
Healthcare0.5%
ETF0.3%
Consumer Staples0.2%