AiSiWhale

AI & tech investing

HBW ADVISORY SERVICES LLC

CIK 1790525

13F filing for Q2 2026・No. 2,414

Holdings
US$1.11B
Quarter change
+US$156.63M
Entries
463
Net bought (estimate)
−US$273.43M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 58
  • Sold out 39
  • Cut 145
  • Added 249
  • Corporate actions 0
  • Unchanged 11

Largest holdings

463 stocks worth US$1.11B, options and bonds left out.

StockThis quarterValueWeight
VOOVanguard S&P 500 ETFS&P 500 ETF SHSCutUS$57.51M5.20%
INVESCO EXCH TRADED FD TR IIS&P 500 MOMNTMAddedUS$42.52M3.85%
QQQInvesco QQQUNIT SER 1AddedUS$42.26M3.82%
FIRST TR EXCHNG TRADED FD VIFT LADD BUFF ETFAddedUS$24.81M2.24%
FIRST TR EXCHANGE-TRADED FDVEST LADDEREDNewUS$24.58M2.22%
J P MORGAN EXCHANGE TRADED FEQUITY PREMIUMCutUS$23.41M2.12%
J P MORGAN EXCHANGE TRADED FINCOME ETFCutUS$18.83M1.70%
SPDR SERIES TRUSTST STR PR SP1500AddedUS$18.78M1.70%
PACER FDS TRUS CASH COWS 100AddedUS$16.95M1.53%
GLOBAL X FDSUS INFR DEV ETFAddedUS$16.92M1.53%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.