HBE Wealth Management, LLC
All 13F Filings
- Location
- Lincoln, NE
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 139,227
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/13/2026 | 59 | 139,227 | 13F-HR | HBE Wealth Management, LLC |
| Q1 2026 | 4/28/2026 | 53 | 114,726 | 13F-HR | HBE Wealth Management, LLC |
| Q4 2025 | 1/20/2026 | 48 | 106,297 | 13F-HR | HBE Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 12.02 K | 8.6% | 0 | 13.24 K | -13.24 K |
| ETFs | 126.4 K | 90.8% | 37.77 K | 0 | 37.77 K |
| Debt | 789 | 0.6% | 0 | 31 | -31 |
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Fund Snapshot
Q2 2026
Latest filed
7/13/2026
Total value ($000)
139,227
Holdings
59
QoQ value change ($000)
24,501
(21.4%)
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.