13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001071061
Total reported value
$7.4B
$7.4B
2414 檔
17.8%
As reported in its official Q3 2025 Form 13F filing, Hantz Financial Services, Inc.'s tracked investment portfolio stood at $7.4B with 2414 total positions.
Hantz Financial Services, Inc. executed strategic sector rebalancing during Q3 2025, establishing 4 new positions while fully exiting 1 holdings and trimming 109 positions.
Showing top 200 holdings (of 2414 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CAML | Congress Large Cap Growth | ETF-Large Cap & Growth | 4.79% | -0.04% | +2.30% | |
| 2 | USSE | Sb&h Select Equity ETF | ETF-Other | 4.04% | +0.25% | +1.27% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.77% | +1.42% | +21.48% | |
| 4 | CSMD | Congress Smid Growth ETF | ETF-Other | 3.64% | +0.10% | +3.09% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.64% | -0.11% | +0.68% | |
| 6 | BUSA | Brandes US Value ETF | ETF-Other | 3.22% | -0.23% | +2.55% | |
| 7 | PCGG | Polen Capital Global Growth | ETF-Other | 2.74% | — | +2.73% | |
| 8 | BINV | Brandes International ETF | ETF-Other | 2.62% | -0.31% | +2.52% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.53% | +0.43% | +20.17% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.17% | -0.31% | +12.77% | |
| 11 | FLCO | Franklin Investment Grade Co | ETF-Corp Bonds | 1.72% | -0.22% | +1.53% | |
| 12 | BSMC | Brandes US Small-mid Cap Val | ETF-Other | 1.67% | -0.08% | +3.02% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.60% | +0.19% | +53.20% | |
| 14 | FLIA | Franklin International Aggre | ETF-Other | 1.53% | -0.20% | +8.63% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.47% | +0.06% | +34.93% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.46% | -0.17% | -8.77% | |
| 17 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 1.31% | +0.75% | +44.98% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.28% | +0.11% | +8.45% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.98% | -0.01% | +63.79% | |
| 20 | FLCB | Franklin U.s. Core Bond ETF | ETF-Other | 0.93% | +0.08% | +43.89% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 0.90% | -0.04% | -15.17% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.87% | +0.02% | +0.79% | |
| 23 | FLBL | Franklin Senior Loan ETF | ETF-Other | 0.86% | -0.18% | +0.56% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.83% | -0.02% | -12.28% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.25% | +0.76% | |
| 26 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 0.78% | -0.10% | -16.23% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.75% | +0.13% | +39.75% | |
| 28 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.69% | +0.06% | +26.00% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | -0.16% | +17.65% | |
| 30 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.68% | -0.25% | -1.44% | |
| 31 | FLHY | Franklin High Yield Corporat | ETF-High Yield | 0.68% | -0.09% | +2.42% | |
| 32 | ✓ | Stock-Other | 0.62% | — | -2.70% | ||
| 33 | ✓ | Stock-Other | 0.59% | — | -5.70% | ||
| 34 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.58% | -0.03% | -14.75% | |
| 35 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.53% | -0.03% | +1.47% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | +0.04% | -25.22% | |
| 37 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.50% | +0.01% | -4.60% | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.49% | +0.02% | -11.06% | |
| 39 | ✓ | Stock-Other | 0.48% | — | -20.49% | ||
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.43% | — | -5.85% | |
| 41 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.39% | — | +7.46% | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.39% | +0.02% | -0.90% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.15% | -3.59% | |
| 44 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.38% | +0.08% | -0.42% | |
| 45 | ZTS | Zoetis Inc | Stock-Healthcare | 0.38% | -0.01% | -2.01% | |
| 46 | CHTH | Cnl Healthcare Properties In | Stock-Other | 0.37% | — | -0.29% | |
| 47 | PH | Parker Hannifin CORP | Stock-Industrials | 0.37% | -0.02% | -4.34% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.36% | +0.05% | -22.56% | |
| 49 | NOW | Servicenow Inc | Stock-Tech | 0.35% | -0.03% | -10.47% | |
| 50 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.34% | -0.12% | +3.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.2% | +21.48% | Add |
| 2 | NVDA | Nvidia CORP | +0.8% | +34.93% | Add |
| 3 | AGG | Ishares Core U.s. Aggregate | +0.7% | +53.20% | Add |
| 4 | IEFA | Ishares Core Msci Eafe ETF | +0.7% | +20.17% | Add |
| 5 | IVOO | Vanguard S&p Mid-cap 400 ETF | +0.7% | +44.98% | Add |
| 6 | AVGO | Broadcom Inc | +0.6% | +63.79% | Add |
| 7 | CAML | Congress Large Cap Growth | +0.5% | +2.30% | Add |
| 8 | MSFT | Microsoft CORP | +0.5% | +12.77% | Add |
| 9 | CSMD | Congress Smid Growth ETF | +0.4% | +3.09% | Add |
| 10 | IEI | Ishares 3-7 Year Treasury Bo | +0.3% | +3.61% | Add |
| 11 | ORCL | Oracle CORP | +0.3% | -15.17% | Trim |
| 12 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.76% | Add |
| 13 | META | Meta Platforms Inc-class A | +0.2% | +17.65% | Add |
| 14 | IDXX | Idexx Laboratories Inc | +0.2% | -11.87% | Add |
| 15 | IWY | Ishares Russell Top 200 Grow | +0.2% | +26.00% | Add |
| 16 | BINV | Brandes International ETF | +0.2% | +2.52% | Add |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +135.91% | Add |
| 18 | SNPS | Synopsys Inc | +0.1% | +188.38% | Add |
| 19 | NET | Cloudflare Inc - Class A | +0.1% | -15.86% | Add |
| 20 | EHC | Encompass Health CORP | +0.1% | -13.86% | Add |
| 21 | ✓ | +0.1% | +15.23% | Add | |
| 22 | UBER | Uber Technologies Inc | +0.1% | +90.30% | Add |
| 23 | BSX | Boston Scientific CORP | +0.1% | +211.92% | Add |
| 24 | TPR | Tapestry Inc | +0.1% | +14321.18% | Add |
| 25 | FAST | Fastenal Co | +0.1% | -12.89% | Add |
| 26 | HEI | Heico CORP | +0.1% | -20.38% | Add |
| 27 | INTU | Intuit Inc | +0.1% | +50.26% | Add |
| 28 | ✓ | +0.1% | +37.24% | Add | |
| 29 | ✓ | +0.1% | +262.47% | Add | |
| 30 | PINS | Pinterest Inc- Class A | +0.1% | -7.53% | Add |
| 31 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +39.75% | Add |
| 32 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +67.34% | Add |
| 33 | VIOO | Vanguard S&p Small-cap 600 E | +0.1% | +42.52% | Add |
| 34 | LHX | L3harris Technologies Inc | +0.1% | -1.11% | Add |
| 35 | CL | Colgate-palmolive Co | +0.1% | +4502.17% | Add |
| 36 | BSMC | Brandes US Small-mid Cap Val | +0.1% | +3.02% | Add |
| 37 | ETN | Eaton Corporation plc | +0.1% | +40.69% | Add |
| 38 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +28.63% | Add |
| 39 | DHI | Dr Horton Inc | +0.1% | +8717.75% | Add |
| 40 | FLIA | Franklin International Aggre | +0.1% | +8.63% | Add |
| 41 | CAVA | Cava Group Inc | +0.1% | +1.79% | Add |
| 42 | ✓ | +0.1% | +0.78% | Add | |
| 43 | PCGG | Polen Capital Global Growth | +0.1% | +2.73% | Add |
| 44 | RRX | Regal Rexnord CORP | +0.1% | -0.53% | Add |
| 45 | APH | Amphenol Corp-cl A | +0.1% | -3.76% | Trim |
| 46 | FICO | Fair Isaac CORP | +0.1% | -19.04% | Add |
| 47 | USSE | Sb&h Select Equity ETF | +0.1% | +1.27% | Add |
| 48 | CAT | Caterpillar Inc | +0.1% | +9.10% | Add |
| 49 | TOST | Toast Inc-class A | +0.1% | +749230.77% | Add |
| 50 | NVS | Novartis Ag-sponsored Adr | +0.1% | +53.84% | Add |
According to official SEC Form 13F filings, Hantz Financial Services, Inc. reported a total U.S. public equity portfolio value of $7.4B across 2414 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CAML, USSE, IVV) accounted for 17.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
ALNY
市值: $6.0M
Top Position Liquidated / Trimmed
SSBUSD
前期市值: $3.3M
During Q3 2025, Hantz Financial Services, Inc.'s top holdings by market value included CAML (4.8%)、USSE (4.0%)、IVV (3.8%). The largest single position, CAML, represented 4.8% of total portfolio value.
In Q3 2025, Hantz Financial Services, Inc. made 200 total portfolio adjustments, initiating 4 new buys, adding to 86 positions, trimming 109 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.