HBW ADVISORY SERVICES LLC
All 13F Filings
- Location
- Simi Valley, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,105,426
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/16/2026 | 463 | 1,105,426 | 13F-HR | HBW ADVISORY SERVICES LLC |
| 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 | 448.7 K | 40.7% | 19.56 K | 0 | 19.56 K |
| ETFs | 651.2 K | 59.0% | 136.9 K | 0 | 136.9 K |
| Debt | 3.492 K | 0.3% | 503 | 0 | 503 |
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Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
1,105,426
Holdings
463
QoQ value change ($000)
156,633
(16.5%)
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.