Hughes Financial Services, LLC
Q3 2026 13F filing
Updated 6 days ago2,000 disclosed positions worth $786.2M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $167.3M | 1.80M | 21.28% | — |
| 2 | J JPMORGAN U.S. QUALITY FACTOR ETF | $81M | 1.06M | 10.30% | — |
| 3 | J JPMORGAN CORE PLUS BOND ETF | $79.1M | 1.74M | 10.06% | — |
| 4 | J JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $78.4M | 952.8K | 9.97% | — |
| 5 | E ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $61.9M | 666.7K | 7.88% | — |
| 6 | E ISHARES CORE DIVIDEND GROWTH ETF | $40.8M | 502.6K | 5.19% | — |
| 7 | J JPMORGAN U.S. TECH LEADERS ETF | $39.3M | 396.0K | 5.00% | — |
| 8 | J JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND | $18M | 384.6K | 2.29% | — |
| 9 | S STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $16.8M | 582.5K | 2.13% | — |
| 10 | S STATE STREET SPDR PORTFOLIO TIPS ETF | $16.2M | 652.0K | 2.07% | — |
| 11 | E ISHARES MSCI USA QUALITY FACTOR ETF | $12.4M | 55.3K | 1.58% | — |
| 12 | R DIMENSIONAL U.S. EQUITY MARKET ETF | $12.4M | 147.4K | 1.57% | — |
| 13 | V VANGUARD INTERMEDIATE-TERM TREASURY ETF | $10.9M | 189.9K | 1.39% | — |
| 14 | S STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF | $8.4M | 42.6K | 1.07% | — |
| 15 | E ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $8.1M | 76.5K | 1.03% | — |
| 16 | V VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $7.8M | 95.2K | 0.99% | — |
| 17 | S SCHWAB US TIPS ETF | $7.7M | 298.6K | 0.97% | — |
| 18 | M JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $7.6M | 109.1K | 0.97% | — |
| 19 | E ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $6.6M | 134.1K | 0.84% | — |
| 20 | S STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $6.2M | 123.8K | 0.79% | — |
| 21 | B VANGUARD DIVIDEND APPRECIATION ETF | $5.5M | 22.1K | 0.70% | — |
| 22 | V VANGUARD FTSE DEVELOPED MARKETS ETF | $5.2M | 73.2K | 0.66% | — |
| 23 | P PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $4.8M | 94.9K | 0.62% | — |
| 24 | S STATE STREET SPDR S&P KENSHO FUTURE SECURITY ETF | $4.1M | 35.8K | 0.52% | — |
| 25 | A STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $4M | 72.2K | 0.51% | — |
| 26 | E ISHARES CORE S&P 500 ETF | $3.8M | 4.9K | 0.48% | — |
| 27 | A APPLE INC COM | $3.3M | 9.6K | 0.43% | — |
| 28 | ? N/A INNOVATE EQUITY ETF | $3.3M | 40.6K | 0.42% | — |
| 29 | S STATE STREET SPDR S&P 500 ETF | $2.8M | 3.7K | 0.36% | — |
| 30 | J ISHARES IBONDS DEC 2026 TERM TREASURY ETF | $2.5M | 109.8K | 0.32% | — |
| 31 | E ISHARES IBONDS DEC 2027 TERM TREASURY ETF | $2.5M | 112.2K | 0.32% | — |
| 32 | ? N/A ISHARES IBONDS DEC 2028 TERM TREASURY ETF | $2.5M | 112.2K | 0.31% | — |
| 33 | ? N/A ISHARES IBONDS DEC 2029 TERM TREASURY ETF | $2.4M | 114.0K | 0.31% | — |
| 34 | ? N/A ISHARES IBONDS DEC 2030 TERM TREASURY ETF | $2.4M | 123.5K | 0.30% | — |
| 35 | N NVIDIA CORPORATION COM | $2.1M | 9.6K | 0.26% | — |
| 36 | V VANGUARD FTSE EMERGING MARKETS ETF | $1.7M | 29.9K | 0.22% | — |
| 37 | M MICROSOFT CORP COM | $1.5M | 2.8K | 0.19% | — |
| 38 | J JPMORGAN CHASE & CO COM | $1.3M | 3.8K | 0.16% | — |
| 39 | E ISHARES ESG AWARE MSCI USA ETF | $1.2M | 7.3K | 0.16% | — |
| 40 | V VANGUARD MORNINGSTAR GROWTH ETF | $1.2M | 14.0K | 0.16% | — |
| 41 | S STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF | $1.1M | 17.5K | 0.14% | — |
| 42 | K KINSALE CAP GROUP INC COM | $1.1M | 2.9K | 0.13% | — |
| 43 | V VANGUARD MORNINGSTAR SMALL-CAP ETF | $976K | 3.3K | 0.12% | — |
| 44 | S STATE STREET SPDR PORTFOLIO S&P 500 ETF | $910K | 10.0K | 0.12% | — |
| 45 | S STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $830K | 16.8K | 0.11% | — |
| 46 | A AMAZON COM INC COM | $815K | 3.3K | 0.10% | — |
| 47 | G ALPHABET INC CAP STK CL C | $779K | 2.8K | 0.10% | — |
| 48 | K COCA COLA CO COM | $716K | 7.7K | 0.09% | — |
| 49 | X EXXONMOBIL HOLDINGS CORP COM SHS | $689K | 3.8K | 0.09% | — |
| 50 | D DOMINION ENERGY INC COM | $666K | 10.2K | 0.08% | — |