Hbe Wealth Management, LLC Portfolio Holdings

Hbe Wealth Management, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $106 Billion distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ea Series Trust with a value of $13.4B, Ishares Core S&P Total U.S. St with a value of $11.2B, Vanguard Intermediate Term Tre with a value of $11.1B, Dimensional ETF Tr Short Durat with a value of $8.83B, and Vanguard Sht Trm Inflt Prot Fd with a value of $8.39B.

Examining the 13F form we can see an increase of $106B in the current position value.

Hbe Wealth Management, LLC is based out at Lincoln, NE

Below you can find more details about Hbe Wealth Management, LLC portfolio as well as his latest detailed transactions.