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CIK: 0001790525
Total reported value
$1.1B
$1.1B
444 檔
14.1%
According to the latest 13F quarterly dataset, Hbw Advisory Services LLC managed an equity portfolio of $1.1B at the end of Q1 2026, spanning 444 distinct U.S. exchange-listed positions.
In Q1 2026, Hbw Advisory Services LLC displayed an active expansion posture, initiating 46 new positions and adding to 74 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 444 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.33% | -0.13% | +1.90% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.27% | +0.55% | -4.87% | |
| 3 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.87% | +0.98% | +5.53% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.59% | -0.47% | -6.00% | |
| 5 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.32% | -0.08% | +24.18% | |
| 6 | QVOY | Q3 All-season Active Rot ETF | ETF-Other | 2.27% | -2.11% | +0.02% | |
| 7 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.99% | -0.29% | +141.61% | |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.77% | -0.24% | -14.89% | |
| 9 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.69% | +0.01% | +0.69% | |
| 10 | PAVE | Global X US Infrastructure | ETF-Other | 1.53% | — | -19.29% | |
| 11 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.51% | -0.10% | -13.21% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.25% | +0.06% | -2.04% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.22% | -0.18% | +5.06% | |
| 14 | RDVY | First Trust Rising Dividend | ETF-Other | 1.13% | +0.15% | +4.67% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.12% | +0.11% | +16.01% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | +0.01% | -0.10% | |
| 17 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 1.08% | -0.13% | +3.32% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.07% | -0.12% | +1.19% | |
| 19 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.07% | -0.10% | +3.35% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.04% | -0.13% | +6.96% | |
| 21 | XLK | Ss Technology Select Sector | ETF-Tech | 1.03% | +0.27% | -15.58% | |
| 22 | AIRR | First Trust Rba American Ind | ETF-Other | 1.03% | +0.30% | +11.80% | |
| 23 | CGGR | Cap Group Growth Equity | ETF-Other | 1.03% | +0.03% | +3.67% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.01% | -0.08% | -3.20% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.98% | +0.05% | +4.03% | |
| 26 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 0.89% | +0.03% | -15.32% | |
| 27 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.85% | +0.25% | -2.94% | |
| 28 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.84% | +0.57% | +16.39% | |
| 29 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 0.79% | -0.02% | +18.87% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | +0.06% | -5.89% | |
| 31 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.71% | +0.10% | +431.35% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | -0.10% | -1.95% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.66% | +0.06% | +25.40% | |
| 34 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.59% | -0.17% | +333.90% | |
| 35 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.59% | -0.08% | +1.23% | |
| 36 | NUKZ | Range Nuclear Renaissance | ETF-Other | 0.57% | +0.03% | +18.60% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.55% | -0.02% | -1.61% | |
| 38 | EMLP | First Trust North American E | ETF-Other | 0.55% | -0.07% | -0.22% | |
| 39 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.54% | +0.12% | +279.70% | |
| 40 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 0.53% | -0.04% | +0.90% | |
| 41 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-Other | 0.51% | -0.03% | +9.96% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | -0.05% | +10.94% | |
| 43 | CGDV | Cap Group Dividend Value | ETF-Other | 0.50% | +0.05% | +26.63% | |
| 44 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 0.50% | -0.01% | +19.72% | |
| 45 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.48% | +0.03% | -3.60% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.02% | -5.69% | |
| 47 | ILDR | First Trust Innovation Leade | ETF-Other | 0.47% | +0.14% | +13.26% | |
| 48 | EVMO | Eaton Vance Mortgage Opp ETF | ETF-Other | 0.46% | -0.05% | -1.39% | |
| 49 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.46% | +0.03% | +0.48% | |
| 50 | UTG | Reaves Utility Income Fund | Stock-Other | 0.46% | -0.05% | +1.74% |
According to official SEC Form 13F filings, Hbw Advisory Services LLC reported a total U.S. public equity portfolio value of $1.1B across 444 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, QQQ, SPMO) accounted for 14.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
GDMN
市值: $2.9M
Top Position Liquidated / Trimmed
PJUL
前期市值: $1.1M
During Q1 2026, Hbw Advisory Services LLC's top holdings by market value included VOO (5.3%)、QQQ (3.3%)、SPMO (2.9%). The largest single position, VOO, represented 5.3% of total portfolio value.
In Q1 2026, Hbw Advisory Services LLC made 200 total portfolio adjustments, initiating 46 new buys, adding to 74 positions, trimming 58 holdings, and fully liquidating 22 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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