Hbe Wealth Management, LLC New Holdings in Q4 2025

Hbe Wealth Management, LLC

  • $106 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Ea Series Trust
576K
New
N/A
576K $13.4B
ITOT
Ishares Core S&P Total U.S. St

ETFs
75.4K
New
$142.79 - $150.05 $10.8M - $11.3M
75.4K $11.2B
VGIT
Vanguard Intermediate Term Tre

ETFs
185K
New
$59.84 - $60.54 $11.1M - $11.2M
185K $11.1B
DFSD
Dimensional ETF Tr Short Durat

ETFs
184K
New
$48.17 - $48.5 $8.87M - $8.93M
184K $8.83B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
170K
New
$49.98 - $50.22 $8.48M - $8.52M
170K $8.39B
AVDV
American Centy ETF Tr Avantis

ETFs
77.9K
New
$87.37 - $90.92 $6.81M - $7.08M
77.9K $7.32B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
150K
New
$37.61 - $39.41 $5.63M - $5.9M
150K $5.93B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
147K
New
$31.28 - $33.46 $4.59M - $4.9M
147K $4.85B
IDEV
Ishares Core Msci Intl Develop

ETFs
56.6K
New
$79.1 - $82.39 $4.48M - $4.66M
56.6K $4.67B
DUHP
Dimensional ETF Tr Dimensional

ETFs
81.2K
New
$37.18 - $38.47 $3.02M - $3.12M
81.2K $3.09B
DFAT
Dimensional ETF Tr U S Target

ETFs
33.9K
New
$55.75 - $58.83 $1.89M - $2M
33.9K $2.02B
AVUV
American Centy ETF Tr Avantis

ETFs
18.8K
New
$95.19 - $100.66 $1.79M - $1.9M
18.8K $1.92B
VTI
Vanguard Total Stock Market Et

ETFs
5.16K
New
$321.8 - $337.95 $1.66M - $1.74M
5.16K $1.73B
DFIV
Dimensional ETF Tr

ETFs
34.1K
New
$45.13 - $48.25 $1.54M - $1.65M
34.1K $1.7B
DFAX
Dimensional ETF Tr
40K
New
$30.71 - $32.34 $1.23M - $1.29M
40K $1.31B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.6K
New
$475.68 - $513.11 $1.23M - $1.33M
2.6K $1.3B
AME
Ametek Inc

Industrials
6.03K
New
$179.28 - $202.11 $1.08M - $1.22M
6.03K $1.24B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
9.84K
New
$119.13 - $120.38 $1.17M - $1.18M
9.84K $1.17B
DFSV
Dimensional ETF Tr Dimensional

ETFs
33.1K
New
$30.55 - $32.35 $1.01M - $1.07M
33.1K $1.09B
MSFT
Microsoft Corp

Technology
1.84K
New
$496.82 - $542.07 $913K - $996K
1.84K $889M
DISV
Dimensional ETF Tr Dimensional

ETFs
22.8K
New
$35.06 - $36.3 $799K - $827K
22.8K $866M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
10.3K
New
$78.65 - $79.19 $810K - $815K
10.3K $811M
NVDA
Nvidia Corp

Technology
4K
New
$179.83 - $207.04 $720K - $829K
4K $746M
GOOG
Alphabet Inc.

Communication Services
2.05K
New
$237.49 - $291.74 $487K - $599K
2.05K $644M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
13K
New
$43.57 - $45.71 $565K - $593K
13K $604M
AMZN
Amazon Com Inc

Consumer Cyclical
2.54K
New
$213.04 - $254.0 $542K - $646K
2.54K $587M
AAPL
Apple Inc.

Technology
1.96K
New
$245.27 - $275.25 $481K - $539K
1.96K $533M
DFAU
Dimensional ETF Tr

ETFs
10.4K
New
$44.77 - $47.01 $467K - $491K
10.4K $488M
VEA
Vanguard Ftse Developed Market

ETFs
6.72K
New
$59.18 - $62.09 $398K - $417K
6.72K $420M
IEMG
Ishares Inc

ETFs
6.15K
New
N/A
6.15K $413M
IJS
Ishares S&P Smallcap 600 Value

ETFs
3.56K
New
$105.91 - $113.18 $377K - $403K
3.56K $405M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
554
New
$600.51 - $631.95 $333K - $350K
554 $347M
GOOGL
Alphabet Inc.

Communication Services
1.02K
New
$236.57 - $291.31 $242K - $298K
1.02K $320M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.1K
New
$42.26 - $44.28 $300K - $314K
7.1K $315M
DFIC
Dimensional ETF Tr Dimensional

ETFs
9.03K
New
$32.24 - $33.72 $291K - $304K
9.03K $311M
WMT
Walmart Inc.

Consumer Defensive
2.47K
New
$101.18 - $109.03 $250K - $270K
2.47K $275M
MRK
Merck & Co., Inc.

Healthcare
2.45K
New
$82.49 - $92.93 $202K - $228K
2.45K $258M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
6.68K
New
$34.7 - $37.35 $232K - $249K
6.68K $254M
LLY
Eli Lilly & CO

Healthcare
233
New
$799.57 - $1025.28 $186K - $239K
233 $250M
INTC
Intel Corp

Technology
6.73K
New
$34.71 - $41.53 $234K - $280K
6.73K $248M
MUB
Ishares National Muni Bond ETF

ETFs
2.31K
New
$106.36 - $107.61 $246K - $249K
2.31K $248M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.8K
New
$78.97 - $83.03 $221K - $232K
2.8K $231M
CB
Chubb LTD

Financial Services
694
New
$268.2 - $296.22 $186K - $206K
694 $217M
EXPE
Expedia Group, Inc.

Consumer Cyclical
736
New
$210.33 - $273.65 $155K - $201K
736 $209M
AVGO
Broadcom Inc.

Technology
592
New
$324.63 - $385.98 $192K - $229K
592 $205M
PEP
Pepsico Inc

Consumer Defensive
1.42K
New
$138.84 - $153.71 $197K - $218K
1.42K $204M
PCG
Pg&E Corp

Utilities
11.9K
New
$15.63 - $16.81 $186K - $200K
11.9K $191M
Activity Summary
Buys All Purchases 48 New Holdings 48 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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