HBE Wealth Management, LLC
Q4 2025 13F Holdings
- Locationlincoln, NE
- Num holdings
48
- Value ($000)
$106,297
- Date Filed01/20/2026
- Form type13F-HR
- CIK0002104442
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
B EA SERIES TRUST | EA BRIDGEWAY OMN | 02072L532 | $13.43M | 13 % | 576,334 | ||
I ISHARES TR | CORE S&P TTL STK | 464287150 | $11.21M | 11 % | 75,391 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $11.08M | 10 % | 184,961 | ||
D DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $8.83M | 8 % | 184,116 | ||
V VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $8.39M | 8 % | 169,652 | ||
A AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $7.32M | 7 % | 77,900 | ||
D DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $5.93M | 6 % | 149,817 | ||
D DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $4.85M | 5 % | 146,581 | ||
I ISHARES TR | CORE MSCI INTL | 46435G326 | $4.67M | 4 % | 56,590 | ||
D DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $3.09M | 3 % | 81,199 |
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