HBW ADVISORY SERVICES LLC

CIK 0001790525 · Q2 2026

13F Equity AUM

$1.1B

+16.5% QoQ

Positions

463

-444 QoQ

AUM Rank

#3,201

Top 26%

Skill Alpha (FF)

-2.4%/yr^ns

No Clear Edge

Rank #5,740 · Top 70%

vs S&P -4.6%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 17.3%Top 10: 25.9%Top 20: 38.5%

VOO5.2%

SPMO3.9%

NDQ3.8%

BUFR2.2%

FIRST TR EXCHANGE-TRADED FD2.2%

JEPI2.1%

JPIE1.7%

SPTM1.7%

COWZ1.5%

PAVE1.5%

Others (453)74.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 463Median: 0.07%Avg: 0.22%

0–0.5%

422(45.5%)

0.5–1%

19(14.0%)

1–3%

19(27.7%)

3–5%

2(7.7%)

5%+

1(5.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 463vs 20 funds

0%Low

463

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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