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CIK: 0001790525
Total reported value
$1.0B
$1.0B
463 檔
19.0%
At the close of Q2 2026, Hbw Advisory Services LLC disclosed equity holdings valued at approximately $1.0B, spread across 463 reported holdings.
In Q2 2026, Hbw Advisory Services LLC displayed an active expansion posture, initiating 37 new positions and adding to 103 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 463 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.20% | +0.85% | -0.97% | |
| 2 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 3.85% | -1.25% | +8.21% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.82% | -1.33% | +6.72% | |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.24% | -0.03% | +4.39% | |
| 5 | ACYN | Ft Lad Autocall Bar Inc ETF | ETF-Other | 2.22% | +5.55% | — | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.12% | -1.48% | -4.24% | |
| 7 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.70% | -0.75% | -0.44% | |
| 8 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.70% | +0.19% | +2.01% | |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.53% | -0.34% | +1.80% | |
| 10 | PAVE | Global X US Infrastructure | ETF-Other | 1.53% | -0.96% | +0.77% | |
| 11 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.41% | +0.06% | +14.85% | |
| 12 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.41% | -0.71% | +1.04% | |
| 13 | AIRR | First Trust Rba American Ind | ETF-Other | 1.33% | +0.18% | +25.52% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.31% | +0.22% | +6.68% | |
| 15 | XLK | Ss Technology Select Sector | ETF-Tech | 1.30% | -0.28% | +2.04% | |
| 16 | RDVY | First Trust Rising Dividend | ETF-Other | 1.28% | +0.23% | +11.03% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.23% | +0.30% | +10.34% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.13% | -0.04% | +2.30% | |
| 19 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.10% | +0.45% | +17.36% | |
| 20 | CGGR | Cap Group Growth Equity | ETF-Other | 1.06% | +0.09% | +3.00% | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.04% | +0.01% | -0.50% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.03% | +0.23% | +7.28% | |
| 23 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.97% | -0.46% | +5.41% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.95% | -0.08% | +0.27% | |
| 25 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 0.95% | -0.58% | +3.41% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.93% | +0.06% | -0.22% | |
| 27 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 0.92% | -0.32% | +1.96% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.91% | +0.39% | +1.72% | |
| 29 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.81% | -0.68% | +18.81% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.80% | -0.02% | +1.33% | |
| 31 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 0.77% | +0.23% | +20.79% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.72% | -0.04% | +4.27% | |
| 33 | TRFK | Pacer Data And Digital Rev | ETF-Other | 0.68% | +0.15% | +13.29% | |
| 34 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.66% | -0.34% | +20.44% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.61% | +0.16% | +1.43% | |
| 36 | ILDR | First Trust Innovation Leade | ETF-Other | 0.61% | +0.29% | +15.55% | |
| 37 | NUKZ | Range Nuclear Renaissance | ETF-Other | 0.60% | +0.03% | +16.76% | |
| 38 | CGDV | Cap Group Dividend Value | ETF-Other | 0.55% | +0.10% | +9.72% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | -0.06% | -0.64% | |
| 40 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.51% | +0.08% | +10.47% | |
| 41 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.51% | +0.02% | +1.44% | |
| 42 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 0.49% | -0.49% | EXIT | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | +0.26% | -2.17% | |
| 44 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.49% | +0.01% | +4.79% | |
| 45 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 0.49% | +0.04% | +5.26% | |
| 46 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-Other | 0.48% | -0.02% | +10.29% | |
| 47 | EMLP | First Trust North American E | ETF-Other | 0.48% | +0.11% | +2.33% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.46% | +0.09% | -8.46% | |
| 49 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.43% | -0.28% | +198.50% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.43% | -0.10% | -0.66% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ACYN | Ft Lad Autocall Bar Inc ETF | +2.2% | NEW | New buy |
| 2 | SPMO | Invesco S&p 500 Momentum ETF | +1% | +8.21% | Add |
| 3 | SMH | Vaneck Semiconductor ETF | +0.6% | +14.85% | Add |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | +6.72% | Add |
| 5 | PHYL | Pgim Active High Yield Bond | +0.4% | NEW | New buy |
| 6 | AIRR | First Trust Rba American Ind | +0.3% | +25.52% | Add |
| 7 | XLK | Ss Technology Select Sector | +0.3% | +2.04% | Add |
| 8 | TRFK | Pacer Data And Digital Rev | +0.3% | +13.29% | Add |
| 9 | QQQM | Invesco Nasdaq 100 ETF | +0.3% | +17.36% | Add |
| 10 | ULTA | Ulta Beauty Inc | +0.2% | +198.50% | Add |
| 11 | RDVY | First Trust Rising Dividend | +0.2% | +11.03% | Add |
| 12 | MU | Micron Technology Inc | +0.2% | +22.80% | Add |
| 13 | ILDR | First Trust Innovation Leade | +0.1% | +15.55% | Add |
| 14 | GRID | First Trst Nasd Cl Edg Sgiif | +0.1% | +20.44% | Add |
| 15 | SPRX | Spear Alpha ETF | +0.1% | +1.43% | Add |
| 16 | ✓ | +0.1% | NEW | New buy | |
| 17 | SCHG | Schwab US Large-cap Growth | +0.1% | +10.34% | Add |
| 18 | XAR | Ss Spdr S&p Aerospace Def | +0.1% | +18.81% | Add |
| 19 | UNH | Unitedhealth Group Inc | +0.1% | -0.66% | Trim |
| 20 | LLY | Eli Lilly & Co | +0.1% | +47.29% | Add |
| 21 | AMD | Advanced Micro Devices | +0.1% | -11.11% | Trim |
| 22 | QLD | Proshares Ultra Qqq | +0.1% | +45.49% | Add |
| 23 | AVLV | Avantis US Large Cap Value | +0.1% | +225.37% | Add |
| 24 | ✓ | +0.1% | NEW | New buy | |
| 25 | FMAY | Ft Vest US Equity Buffer ETF | +0.1% | NEW | New buy |
| 26 | VGT | Vanguard Info Tech ETF | +0.1% | +850.22% | Add |
| 27 | AAPL | Apple Inc | +0.1% | +6.68% | Add |
| 28 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.33% | Add |
| 29 | AVGO | Broadcom Inc | +0.1% | +4.27% | Add |
| 30 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -4.00% | Trim |
| 31 | AVUV | Avantis US Small Cap Value | +0.1% | +73.02% | Add |
| 32 | INTC | Intel CORP | +0.1% | -7.00% | Trim |
| 33 | CIBR | First Trust Nasdaq Cybersecu | +0.1% | NEW | New buy |
| 34 | AVUS | Avantis U.s. Equity ETF | +0.1% | NEW | New buy |
| 35 | IXN | Ishares Global Tech ETF | +0.1% | NEW | New buy |
| 36 | AVDE | Avantis International Equity | +0.1% | NEW | New buy |
| 37 | NVDA | Nvidia CORP | +0.1% | +7.28% | Add |
| 38 | CGDV | Cap Group Dividend Value | +0.1% | +9.72% | Add |
| 39 | CGGO | Cap Group Global Growth | +0.1% | +4.56% | Add |
| 40 | ASML | ASML Holding N.V. | +0.1% | -0.81% | Trim |
| 41 | CAT | Caterpillar Inc | +0.1% | -6.36% | Trim |
| 42 | APXM | Ft Vest US Eq Max Buf Apr | +0.1% | NEW | New buy |
| 43 | AEP | American Electric Power | 0% | +30.46% | Add |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +15.51% | Add |
| 45 | QTEC | First Trust Nasdq 100 Tech I | 0% | +1.32% | Add |
| 46 | DELL | Dell Technologies -c | 0% | -34.07% | Trim |
| 47 | GAPR | Ft Vest US Equity Moderate B | 0% | NEW | New buy |
| 48 | CLCV | Crossmark Largecapvalue ETF | 0% | NEW | New buy |
| 49 | CRAK | Vaneck Oil Refiners ETF | 0% | NEW | New buy |
| 50 | MRVL | Marvell Technology Inc | 0% | +3.32% | Add |
According to official SEC Form 13F filings, Hbw Advisory Services LLC reported a total U.S. public equity portfolio value of $1.0B across 463 disclosed positions in Q2 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, SPMO, QQQ) accounted for 19.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
ACYN
市值: $24.6M
Top Position Liquidated / Trimmed
GDMN
前期市值: $2.9M
During Q2 2026, Hbw Advisory Services LLC's top holdings by market value included VOO (5.2%)、SPMO (3.9%)、QQQ (3.8%). The largest single position, VOO, represented 5.2% of total portfolio value.
In Q2 2026, Hbw Advisory Services LLC made 200 total portfolio adjustments, initiating 37 new buys, adding to 103 positions, trimming 44 holdings, and fully liquidating 16 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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