Christopher M. Bedient

Hbe Wealth Management, Llc

Assets Managed

$139.227M

Holdings

Last Quarter

2026 - Q2

Filed Date

3d ago

Growth Rate

21.36%(2Q avg: 14.65%)

Sustained Growth

2 quarters

Portfolio positions

This chart displays the top 10 holdings in Hbe Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 59 positions.

Assets under management

The assets under management (AUM) of Hbe Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 139.227M in assets, with a quarterly growth rate of 21.36% and a 2-quarter average growth rate of 14.65%. The portfolio is managed by Christopher M. Bedient, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
BSVO Ea Bridgeway Omni Sm-cp Val Recent Activity Increased 0.35%	13.02%	$18.126M 620,965 shares@ $29.19 avg price	Increased 0.35%
ITOT Ishares Core S&p Total U.s. Recent Activity Increased 16.06%	10.76%	$14.98M 91,194 shares@ $164.27 avg price	Increased 16.06%
VGIT Vanguard Intermediate-term T Recent Activity Increased 6.46%	9.05%	$12.59M 213,462 shares@ $58.99 avg price	Increased 6.46%
AVDV Avantis Intl S C Value Etf Recent Activity Increased 34.12%	7.71%	$10.727M 104,095 shares@ $103.06 avg price	Increased 34.12%
DFSD Dimensional Short Duration Recent Activity Increased 4.65%	6.63%	$9.227M 193,228 shares@ $47.76 avg price	Increased 4.65%
VTIP Vanguard Short-term Tips Recent Activity Increased 6.41%	6.45%	$8.968M 178,545 shares@ $50.23 avg price	Increased 6.41%
DFEM Dimensional Emerging Markets Recent Activity Increased 28.47%	5.95%	$8.275M 203,626 shares@ $40.65 avg price	Increased 28.47%
DFAC Dimensional Us Core Equity 2 Recent Activity Increased 3.83%	5.51%	$7.663M 172,746 shares@ $44.36 avg price	Increased 3.83%
IDEV Ishares Core Msci Dev Mkts Recent Activity Increased 33.2%	4.69%	$6.529M 73,346 shares@ $89.01 avg price	Increased 33.2%
DIHP Dimensional International Hi Recent Activity Increased 52.45%	3.21%	$4.467M 130,887 shares@ $34.13 avg price	Increased 52.45%

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