HBE Wealth Management, LLC

Q4 2025 13F-HR Holdings

Location
Lincoln, NE
Holdings as of
12/31/2025
Date filed
1/20/2026
Form type
13F-HR
Num holdings
48
Total value ($000)
$106,297
Net value change ($000)
—
New positions
47
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: — SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BSVO 13,429 —
ITOT 11,210 —
VGIT 11,085 —
DFSD 8,828 —
VTIP 8,391 —
AVDV 7,320 —
DFAC 5,931 —
DFEM 4,849 —
IDEV 4,668 —
DUHP 3,088 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type