HBE Wealth Management, LLC: summary

HBE Wealth Management, LLC reported 55 positions with a reported value of $140.53M in its 13F for Q3 2026. Compared with Q2 2026: 4 new positions, 8 exited.

Top positions

• EA SERIES TRUST
• ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
• VANGUARD INTERMEDIATE-TERM TREASURY ETF
• AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
• DIMENSIONAL ETF TRUST
• VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
• DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
• DIMENSIONAL ETF TRUST
• ISHARES TRUST
• DIMENSIONAL ETF TRUST