HBW ADVISORY SERVICES LLC
CIK 0001790525 · SIMI VALLEY, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.11B
2026 Q2
Positions
463
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
25.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VOO
VANGUARD INDEX FDS
5.2%
SPMO
INVESCO EXCH TRADED FD TR II
3.8%
QQQ
INVESCO QQQ TR
3.8%
BUFR
FIRST TR EXCHNG TRADED FD VI
2.2%
ACYN
FIRST TR EXCHANGE-TRADED FD
2.2%
JEPI
J P MORGAN EXCHANGE TRADED F
2.1%
JPIE
J P MORGAN EXCHANGE TRADED F
1.7%
SPTM
SPDR SERIES TRUST
1.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.