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Hutchens & Kramer Investment Management Group, LLC

Q3 2026 13F filing

Updated 20 days ago

156 disclosed positions worth $334.7M

Portfolio value
$334.7M
Total holdings
156
New positions
15
Closed positions
19
Increased
72
Decreased
63
Turnover
21.8%
Filed
2026-10-16

Full holdings

Every line item disclosed in Q3 2026

?
1.N/A

AMERICAN CENTY ETF TR

+7.2%
Value
$47.8M
Shares
373.2K
% Port
14.28%
P
2.PDI

PIMCO ETF TR

+2.5%
Value
$22.8M
Shares
897.4K
% Port
6.81%
?
3.N/A

DIMENSIONAL ETF TRUST

-1.1%
Value
$12.5M
Shares
332.9K
% Port
3.74%
?
4.N/A

AMERICAN CENTY ETF TR

+9.7%
Value
$12.5M
Shares
138.2K
% Port
3.72%
E

ISHARES TR

-0.9%
Value
$11.8M
Shares
116.9K
% Port
3.51%
P
6.PDI

PIMCO ETF TR

+6.7%
Value
$11.5M
Shares
114.2K
% Port
3.43%
?
7.N/A

ISHARES TR

-0.1%
Value
$11.3M
Shares
222.9K
% Port
3.37%
P
8.PDI

PIMCO ETF TR

-2.9%
Value
$10.6M
Shares
121.7K
% Port
3.16%
I
9.IVZ

INVESCO EXCH TRADED FD TR II

-0.7%
Value
$9.9M
Shares
65.3K
% Port
2.96%
F
10.FPF

FIRST TR EXCHANGE-TRADED FD

+2.7%
Value
$8.6M
Shares
48.3K
% Port
2.56%
V
11.VGES

VANGUARD INDEX FDS

-0.5%
Value
$8.1M
Shares
11.5K
% Port
2.41%
?
12.N/A

AMERICAN CENTY ETF TR

+7.6%
Value
$6.7M
Shares
71.7K
% Port
2.01%
L
13.LLY

ELI LILLY & CO

+1.3%
Value
$6.6M
Shares
5.7K
% Port
1.98%
H
14.HODL

VANECK ETF TRUST

-2.3%
Value
$5.5M
Shares
9.1K
% Port
1.65%
Q
15.QQQ

INVESCO QQQ TR

+3.5%
Value
$5.4M
Shares
7.3K
% Port
1.62%
?
16.N/A

AMERICAN CENTY ETF TR

+8.4%
Value
$5.1M
Shares
52.0K
% Port
1.53%
?
17.N/A

DIMENSIONAL ETF TRUST

-1.4%
Value
$5M
Shares
126.8K
% Port
1.50%
A
18.AAPL

APPLE INC

-3.3%
Value
$4.9M
Shares
14.8K
% Port
1.48%
?
19.N/A

INVESCO EXCH TRADED FD TR II

+1.2%
Value
$4.9M
Shares
32.7K
% Port
1.47%
S

SPDR SERIES TRUST

+2.7%
Value
$4.7M
Shares
42.2K
% Port
1.40%
?
21.N/A

RBB FD INC

+2.3%
Value
$4.3M
Shares
140.5K
% Port
1.29%
I
22.IVZ

INVESCO EXCHANGE TRADED FD T

+0.9%
Value
$4.1M
Shares
65.2K
% Port
1.24%
S

SCHWAB STRATEGIC TR

-1.2%
Value
$4.1M
Shares
137.1K
% Port
1.23%
N
24.NVDA

NVIDIA CORPORATION

+1.0%
Value
$4M
Shares
17.7K
% Port
1.21%
V
25.VGES

VANGUARD TAX-MANAGED FDS

-0.6%
Value
$4M
Shares
56.3K
% Port
1.19%
?
26.N/A

ARK ETF TR

+2.9%
Value
$3.9M
Shares
32.0K
% Port
1.16%
S

SELECT SECTOR SPDR TR

+11.7%
Value
$3.8M
Shares
19.5K
% Port
1.14%
F
28.FPF

FIRST TR EXCHANGE TRADED FD

+3.5%
Value
$3.7M
Shares
36.1K
% Port
1.11%
E
29.ETHA

ISHARES TR

+0.1%
Value
$2.7M
Shares
3.6K
% Port
0.81%
S

SPDR SERIES TRUST

+30.3%
Value
$2.5M
Shares
28.3K
% Port
0.76%
S

SPDR SERIES TRUST

+1.2%
Value
$2.5M
Shares
20.1K
% Port
0.74%
P
32.PG

PROCTER & GAMBLE CO

+0.2%
Value
$2.4M
Shares
16.3K
% Port
0.71%
G
33.GLD

SPDR GOLD TR

-1.8%
Value
$2.3M
Shares
6.0K
% Port
0.68%
S
34.SPY

STATE STR SPDR S&P 500 ETF T

+7.7%
Value
$2.2M
Shares
2.9K
% Port
0.66%
A
35.AMZN

AMAZON COM INC

+4.3%
Value
$2.2M
Shares
8.8K
% Port
0.66%
M
36.MSFT

MICROSOFT CORP

+2.8%
Value
$2.1M
Shares
4.1K
% Port
0.63%
V
37.VGES

VANGUARD INDEX FDS

+5.9%
Value
$2.1M
Shares
22.9K
% Port
0.61%
G

ALPHABET INC

+2.3%
Value
$2M
Shares
5.8K
% Port
0.59%
E
39.ETHA

INVESCO EXCH TRADED FD TR II

Value
$1.9M
Shares
6.1K
% Port
0.55%
E
40.ETHA

ISHARES TR

-13.8%
Value
$1.8M
Shares
12.8K
% Port
0.55%
H
41.HONA

DIMENSIONAL ETF TRUST

-0.3%
Value
$1.8M
Shares
44.7K
% Port
0.54%
G

ALPHABET INC

+3.9%
Value
$1.7M
Shares
5.1K
% Port
0.52%
V
43.VGES

VANGUARD INDEX FDS

+4.6%
Value
$1.6M
Shares
4.4K
% Port
0.49%
E
44.ETHA

ISHARES TR

+21.5%
Value
$1.5M
Shares
34.9K
% Port
0.46%
M
45.META

META PLATFORMS INC

-0.1%
Value
$1.5M
Shares
2.1K
% Port
0.46%
E
46.ETHA

ISHARES TR

-10.9%
Value
$1.5M
Shares
6.4K
% Port
0.44%
B
47.BLK

ISHARES TR

-4.7%
Value
$1.4M
Shares
16.7K
% Port
0.41%
M
48.MA

MASTERCARD INCORPORATED

-2.8%
Value
$1.2M
Shares
2.2K
% Port
0.36%
V
49.VGES

VANGUARD INTL EQUITY INDEX F

-0.6%
Value
$1.2M
Shares
20.2K
% Port
0.36%
V
50.VGES

VANGUARD INDEX FDS

+10.5%
Value
$1.2M
Shares
5.4K
% Port
0.35%