Institutions / Hughes Financial Services, LLC

Hughes Financial Services, LLC

CIK 2054465 · Institution · as of Dec 31, 2025
Portfolio value
$636.68M
Positions
1,276
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 1,276 →
CompanyClassValueShares% of portfolio
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF—$132.73M1,608,86520.8%
JPMorgan Core Plus Bond ETF—$67.90M1,434,02310.7%
JPMorgan International Research Enhanced Equity ETF—$61.60M822,6179.7%
JPMorgan U.S. Quality Factor ETF—$55.37M876,3958.7%
iShares MSCI Emerging Markets Ex China ETF—$51.59M709,7858.1%
JPMorgan U.S. Tech Leaders ETF—$32.99M366,2305.2%
iShares Core Dividend Growth ETF—$30.99M446,3714.9%
JPMorgan International Bond Opportunities ETF of Benef Interest—$21.15M434,2613.3%
State Street SPDR Portfolio Tips ETF—$18.57M715,5892.9%
iShares 1-3 Year Treasury Bond ETF—$14.53M175,4782.3%
iShares MSCI UAE ETF—$12.00M60,4421.9%
Dimensional U.S. Equity Market ETF—$11.20M151,0321.8%
iShares 10-20 Year Treasury Bond ETF—$9.42M92,6971.5%
State Street SPDR MSCI USA Strategicfactors ETF—$7.64M43,8861.2%
Vanguard Short-Term Tax Exempt Bond ETF—$7.33M72,1471.2%
Vanguard Ftse All-World Ex-Us Index Fund—$7.32M99,5211.1%
JPMorgan Hedged Equity Laddered Overlay ETF—$6.71M101,0371.1%
State Street SPDR Portfolio Developed World Ex-Us ETF—$5.79M130,4510.9%
Vanguard Dividend Appreciation ETF—$4.91M22,3430.8%
Vanguard Ftse Developed Markets ETF—$4.74M75,8820.7%
JPMorgan Municipal ETF—$4.19M82,9280.7%
State Street SPDR Portfolio S&P 600 Small Cap ETF—$3.69M78,8060.6%
iShares Core S&P 500 ETF—$3.35M4,8890.5%
State Street SPDR S&P Kensho Future Security ETF—$3.15M36,9240.5%
Innovate Equity ETF—$3.15M43,0750.5%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.