Institutional Fund
Hbe Wealth Management, LLC
Lincoln, NECIK 21044422 filings on record
Portfolio Value
$114.73M
Q1 2026
Holdings
53
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+7.9%
from $106.30M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ea Series Trust13.7%
- Vanguard Scottsdale Fds10.4%
- Ishares Tr9.8%
- Dimensional ETF Trust7.7%
- Vanguard Malvern Fds7.3%
- American Centy ETF Tr6.8%
- Other44.4%
Portfolio Holdings
53 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ea Series Trust | 618.8K | $15.70M | 13.7% | +42.5K | Added |
| 2 | Vanguard Scottsdale Fds | 200.5K | $11.94M | 10.4% | +15.6K | Added |
| 3 | Ishares Tr | 78.6K | $11.19M | 9.8% | +3.2K | Added |
| 4 | Dimensional ETF Trust | 184.7K | $8.84M | 7.7% | +535 | Added |
| 5 | Vanguard Malvern Fds | 167.8K | $8.38M | 7.3% | −1.9K | Reduced |
| 6 | American Centy ETF Tr | 77.6K | $7.75M | 6.8% | −285 | Reduced |
| 7 | Dimensional ETF Trust | 166.4K | $6.47M | 5.6% | +16.6K | Added |
| 8 | Dimensional ETF Trust | 158.5K | $5.48M | 4.8% | +11.9K | Added |
| 9 | Ishares Tr | 55.1K | $4.60M | 4.0% | −1.5K | Reduced |
| 10 | Dimensional ETF Trust | 91.1K | $3.35M | 2.9% | +9.9K | Added |
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