HBW Advisory Services LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The report lists the firm's contact information, including its address in Simi Valley, California, and the name of its Chief Compliance Officer, Todd Penrod.
The filing provides a comprehensive list of the firm's equity securities. The top holdings include Apple Inc., with 15,412,971 shares; Amazon.com Inc., with 10,989,401 shares; and Alphabet Inc. Class A, with 7,895,652 shares. Other significant positions include Broadcom Inc. with 6,912,817 shares, and Microsoft Corporation with 13,103,607 shares.
The portfolio also includes a variety of exchange-traded funds (ETFs) and other investment vehicles. Notable ETF holdings include the Vanguard S&P 500 ETF Shares (61,110,997 shares), the VanEck Merker Gold ETF (1,717,598 shares), and the iShares Core S&P 500 ETF (4,374,747 shares). The filing lists a total of 440 equity securities held by the firm.