HBW ADVISORY SERVICES LLC
All 13F Filings
- Location
- Simi Valley, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 948,793
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/4/2026 | 444 | 948,793 | 13F-HR | HBW ADVISORY SERVICES LLC |
| Q4 2025 | 1/23/2026 | 424 | 920,340 | 13F-HR | HBW ADVISORY SERVICES LLC |
| Q3 2025 | 10/16/2025 | 416 | 888,674 | 13F-HR | HBW ADVISORY SERVICES LLC |
| Q2 2025 | 7/2/2025 | 398 | 811,065 | 13F-HR | HBW ADVISORY SERVICES LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 429.1 K | 45.3% | 0 | 306.6 K | -306.6 K |
| ETFs | 514.3 K | 54.3% | 338.8 K | 0 | 338.8 K |
| Debt | 2.989 K | 0.3% | 0 | 3.829 K | -3.829 K |
| Other | 0 | 0.0% | 0 | 131 | -131 |
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Fund Snapshot
Q1 2026
Latest filed
5/4/2026
Total value ($000)
948,793
Holdings
444
QoQ value change ($000)
28,453
(3.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.