# EDGAR Filing Document

**Accession Number:** 0002104442
**File Stem:** 0002104442-26-000002
**Filing Date:** 2026-4
**Character Count:** 9080
**Document Hash:** c10a511befc24c2c4440279bcfd3c3d0
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002104442-26-000002.hdr.sgml**: 20260428

**ACCESSION NUMBER**: 0002104442-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260428

**DATE AS OF CHANGE**: 20260428

**EFFECTIVENESS DATE**: 20260428

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** HBE Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0002104442

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** NE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25933
- **FILM NUMBER:** 26906665

**BUSINESS ADDRESS:**
- **STREET 1:** 7140 STEPHANIE LANE
- **CITY:** LINCOLN
- **STATE:** NE
- **ZIP:** 68516
- **BUSINESS PHONE:** 402-423-4343

**MAIL ADDRESS:**
- **STREET 1:** 7140 STEPHANIE LANE
- **CITY:** LINCOLN
- **STATE:** NE
- **ZIP:** 68516

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** HBE Wealth Management LLC<br>**Address:** 7140 STEPHANIE LANE<br>LINCOLN, NE 68516

**Form 13F File Number:** 028-25933

**CRD Number (if applicable):** 000128315

**SEC File Number (if applicable):** 801-119569

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Christopher M. Bedient<br>**Title:** CHIEF COMPLIANCE OFFICER<br>**Phone:** 4024234343

**Signature, Place, and Date of Signing:**

Christopher M. Bedient  Lincoln, NE  04-28-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 53

**Form 13F Information Table Value Total:** $114725843

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 374508 | 1302 | SH |  | SOLE |  | 0 | 0 | 1302 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 588637 | 2052 | SH |  | SOLE |  | 0 | 0 | 2052 |
| AMAZON COM INC | COM | 023135106 |  | 654801 | 3144 | SH |  | SOLE |  | 0 | 0 | 3144 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 2347156 | 21247 | SH |  | SOLE |  | 0 | 0 | 21247 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 |  | 7750659 | 77615 | SH |  | SOLE |  | 0 | 0 | 77615 |
| AMETEK INC | COM | 031100100 |  | 1291519 | 6025 | SH |  | SOLE |  | 0 | 0 | 6025 |
| APPLE INC | COM | 037833100 |  | 798423 | 3146 | SH |  | SOLE |  | 0 | 0 | 3146 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1244003 | 2596 | SH |  | SOLE |  | 0 | 0 | 2596 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 220341 | 3633 | SH |  | SOLE |  | 0 | 0 | 3633 |
| BROADCOM INC | COM | 11135F101 |  | 513477 | 1659 | SH |  | SOLE |  | 0 | 0 | 1659 |
| CHUBB LTD SWITZ | COM | H1467J104 |  | 226195 | 694 | SH |  | SOLE |  | 0 | 0 | 694 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 470782 | 10434 | SH |  | SOLE |  | 0 | 0 | 10434 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 292897 | 7518 | SH |  | SOLE |  | 0 | 0 | 7518 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 6465425 | 166377 | SH |  | SOLE |  | 0 | 0 | 166377 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 1968152 | 31516 | SH |  | SOLE |  | 0 | 0 | 31516 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 1762905 | 33401 | SH |  | SOLE |  | 0 | 0 | 33401 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 1357317 | 39956 | SH |  | SOLE |  | 0 | 0 | 39956 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 |  | 8841084 | 184651 | SH |  | SOLE |  | 0 | 0 | 184651 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 3349415 | 91116 | SH |  | SOLE |  | 0 | 0 | 91116 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 |  | 1183932 | 33788 | SH |  | SOLE |  | 0 | 0 | 33788 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 |  | 2766398 | 85860 | SH |  | SOLE |  | 0 | 0 | 85860 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 |  | 1147284 | 29089 | SH |  | SOLE |  | 0 | 0 | 29089 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 |  | 320354 | 9016 | SH |  | SOLE |  | 0 | 0 | 9016 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 5476444 | 158508 | SH |  | SOLE |  | 0 | 0 | 158508 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 618314 | 12759 | SH |  | SOLE |  | 0 | 0 | 12759 |
| EA SERIES TRUST | EA BRIDGEWAY OMN | 02072L532 |  | 15699644 | 618827 | SH |  | SOLE |  | 0 | 0 | 618827 |
| ELI LILLY  CO | COM | 532457108 |  | 268573 | 292 | SH |  | SOLE |  | 0 | 0 | 292 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 261276 | 1540 | SH |  | SOLE |  | 0 | 0 | 1540 |
| INTEL CORP | COM | 458140100 |  | 241303 | 5468 | SH |  | SOLE |  | 0 | 0 | 5468 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 386200 | 5537 | SH |  | SOLE |  | 0 | 0 | 5537 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 273137 | 1424 | SH |  | SOLE |  | 0 | 0 | 1424 |
| ISHARES TR | MSCI INTL QUALTY | 46434V456 |  | 292728 | 6332 | SH |  | SOLE |  | 0 | 0 | 6332 |
| ISHARES TR | MSCI INTL VLU FT | 46435G409 |  | 228636 | 5762 | SH |  | SOLE |  | 0 | 0 | 5762 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 245631 | 2314 | SH |  | SOLE |  | 0 | 0 | 2314 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 11191573 | 78576 | SH |  | SOLE |  | 0 | 0 | 78576 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 |  | 1156739 | 9753 | SH |  | SOLE |  | 0 | 0 | 9753 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 422037 | 3563 | SH |  | SOLE |  | 0 | 0 | 3563 |
| ISHARES TR | CORE MSCI INTL | 46435G326 |  | 4601869 | 55066 | SH |  | SOLE |  | 0 | 0 | 55066 |
| MERCK  CO INC | COM | 58933Y105 |  | 344617 | 2865 | SH |  | SOLE |  | 0 | 0 | 2865 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 200677 | 594 | SH |  | SOLE |  | 0 | 0 | 594 |
| MICROSOFT CORP | COM | 594918104 |  | 824369 | 2227 | SH |  | SOLE |  | 0 | 0 | 2227 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 789683 | 4528 | SH |  | SOLE |  | 0 | 0 | 4528 |
| PG CORP | COM | 69331C108 |  | 184011 | 10473 | SH |  | SOLE |  | 0 | 0 | 10473 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X889 |  | 323932 | 7096 | SH |  | SOLE |  | 0 | 0 | 7096 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A805 |  | 221368 | 2800 | SH |  | SOLE |  | 0 | 0 | 2800 |
| TECHNIPFMC PLC | COM | G87110105 |  | 210639 | 3047 | SH |  | SOLE |  | 0 | 0 | 3047 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 820321 | 10462 | SH |  | SOLE |  | 0 | 0 | 10462 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 331043 | 554 | SH |  | SOLE |  | 0 | 0 | 554 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2101626 | 6551 | SH |  | SOLE |  | 0 | 0 | 6551 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 8381298 | 167794 | SH |  | SOLE |  | 0 | 0 | 167794 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 11941384 | 200527 | SH |  | SOLE |  | 0 | 0 | 200527 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 430874 | 6724 | SH |  | SOLE |  | 0 | 0 | 6724 |
| WALMART INC | COM | 931142103 |  | 320233 | 2577 | SH |  | SOLE |  | 0 | 0 | 2577 |

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