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CIK: 0002054465
Total reported value
$754.5M
$754.5M
1720 檔
50.8%
In Q1 2026, Hughes Financial Services, LLC's U.S. equity holdings reached a combined market value of $754.5M, distributed across 1720 disclosed stock positions.
In Q1 2026, Hughes Financial Services, LLC displayed an active expansion posture, initiating 14 new positions and adding to 118 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1720 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 20.31% | +0.51% | +3.92% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 10.90% | -0.82% | +5.05% | |
| 3 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 9.94% | -0.02% | +3.86% | |
| 4 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 8.99% | +0.71% | +8.82% | |
| 5 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 8.71% | +0.08% | +1.55% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.97% | -0.12% | +3.34% | |
| 7 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 4.64% | +1.00% | +3.74% | |
| 8 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 3.32% | -0.15% | +3.97% | |
| 9 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 3.00% | -0.25% | +4.75% | |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.29% | -2.29% | +2.66% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.74% | -0.09% | -2.57% | |
| 12 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.64% | -0.02% | -0.38% | |
| 13 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.47% | -1.47% | +2.60% | |
| 14 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 1.17% | -0.09% | +4.80% | |
| 15 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 1.15% | -0.09% | -0.75% | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.14% | -0.07% | -0.37% | |
| 17 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.99% | -0.08% | -0.49% | |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.88% | -0.05% | -3.28% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.74% | -0.05% | -0.19% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.73% | -0.04% | -2.09% | |
| 21 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.69% | -0.03% | +7.82% | |
| 22 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.57% | -0.01% | -2.65% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | -0.02% | -0.94% | |
| 24 | FITE | Ss Spdr S&p Kensho Fs ETF | ETF-Other | 0.47% | +0.07% | -2.79% | |
| 25 | GINN | Goldman Sachs Innovate Eqty | ETF-Commodities | 0.44% | -0.01% | -1.87% | |
| 26 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.39% | -0.04% | -1.17% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.38% | -0.01% | -2.05% | |
| 28 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.35% | -0.04% | -0.05% | |
| 29 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 0.34% | -0.04% | +1.24% | |
| 30 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.33% | -0.03% | +1.51% | |
| 31 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-Other | 0.33% | -0.05% | +1.59% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.33% | +0.02% | +1.83% | |
| 33 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.31% | -0.07% | -14.05% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.25% | -0.01% | -0.76% | |
| 35 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-Other | 0.18% | -0.01% | -1.16% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.17% | +0.02% | +34.88% | |
| 37 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 0.17% | -0.03% | +2.50% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.16% | — | +19.07% | |
| 39 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.16% | — | +11.35% | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.16% | — | -4.64% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-Other | 0.13% | — | — | |
| 42 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.13% | -0.01% | -0.17% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.13% | -0.01% | +6.42% | |
| 44 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | — | +2.40% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.10% | +0.02% | +28.30% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.10% | -0.10% | EXIT | |
| 47 | D | Dominion Energy Inc | Stock-Utilities | 0.10% | -0.01% | +5.18% | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.09% | -0.01% | +2.80% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.08% | — | -6.09% | |
| 50 | FULT | Fulton Financial CORP | Stock-Financials | 0.08% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.6% | +1.55% | Add |
| 2 | JQUA | Jpmorgan US Quality Factor | +0.3% | +8.82% | Add |
| 3 | JIRE | Jpmorgan Int Res Enh Eqty | +0.3% | +3.86% | Add |
| 4 | JCPB | Jpmorgan Core Plus Bond ETF | +0.2% | +5.05% | Add |
| 5 | DGRO | Ishares Core Dividend Growth | +0.1% | +3.34% | Add |
| 6 | SPIP | Ss Spdr P Tips ETF | +0.1% | +4.75% | Add |
| 7 | VTES | Vanguard Sh Term Tax-ex Bond | 0% | +4.80% | Add |
| 8 | JMUB | Jpmorgan Municipal ETF | 0% | +7.82% | Add |
| 9 | NVDA | Nvidia CORP | 0% | +34.88% | Add |
| 10 | XOM | Exxon Mobil CORP | 0% | +1.21% | Add |
| 11 | NOC | Northrop Grumman CORP | 0% | +1840.00% | Add |
| 12 | AMZN | Amazon.com Inc | 0% | +53.90% | Add |
| 13 | GEV | GE Vernova Inc | 0% | +14.23% | Add |
| 14 | TMUS | T-mobile US Inc | 0% | +251.32% | Add |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +2.66% | Add |
| 16 | GOOG | Alphabet Inc-cl C | 0% | +28.30% | Add |
| 17 | CVX | Chevron CORP | 0% | +3.05% | Add |
| 18 | DFAC | Dimensional US Core Equity 2 | 0% | +121.68% | Add |
| 19 | WMT | Walmart Inc | 0% | +51.93% | Add |
| 20 | JNJ | Johnson & Johnson | 0% | +20.05% | Add |
| 21 | VZ | Verizon Communications Inc | 0% | +5.50% | Add |
| 22 | D | Dominion Energy Inc | 0% | +5.18% | Add |
| 23 | NFLX | Netflix Inc | 0% | +66.13% | Add |
| 24 | KO | Coca-cola Co/the | 0% | +2.80% | Add |
| 25 | LMT | Lockheed Martin CORP | 0% | +1.10% | Add |
| 26 | ESGU | Ishares Esg Aware Msci USA | 0% | +11.35% | Add |
| 27 | ESGD | Ishares Trust Ishares Esg Aw | 0% | +15.25% | Add |
| 28 | AMAT | Applied Materials Inc | 0% | +6.25% | Add |
| 29 | VTI | Vanguard Total Stock Mkt ETF | 0% | +49.71% | Add |
| 30 | PSIX | Power Solutions Internationa | 0% | +3125.00% | Add |
| 31 | COF | Capital One Financial CORP | 0% | +700.00% | Add |
| 32 | STX | Seagate Technology Holdings plc | 0% | +1011.11% | Add |
| 33 | GD | General Dynamics CORP | 0% | +463.64% | Add |
| 34 | QCOM | Qualcomm Inc | 0% | +720.00% | Add |
| 35 | CSCO | Cisco Systems Inc | 0% | +12.27% | Add |
| 36 | DUK | Duke Energy CORP | 0% | +0.69% | Add |
| 37 | GLW | Corning Inc | 0% | -18.15% | Trim |
| 38 | ASML | ASML Holding N.V. | 0% | — | Unchanged |
| 39 | SRE | Sempra | 0% | +0.53% | Add |
| 40 | OXY | Occidental Petroleum CORP | 0% | +1.16% | Add |
| 41 | BMY | Bristol-myers Squibb Co | 0% | +1.94% | Add |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 0% | +27.27% | Add |
| 43 | WM | Waste Management Inc | 0% | +0.98% | Add |
| 44 | PFE | Pfizer Inc | 0% | +15.94% | Add |
| 45 | DE | Deere & Co | 0% | +6.90% | Add |
| 46 | WMB | Williams Cos Inc | 0% | +3.69% | Add |
| 47 | PM | Philip Morris International | 0% | +4.14% | Add |
| 48 | MO | Altria Group Inc | 0% | +2.75% | Add |
| 49 | SPGM | State Street Spdr Portfolio | 0% | +19.51% | Add |
| 50 | JPIB | Jpmorgan Intl Bnd ETF | — | +3.97% | Add |
According to official SEC Form 13F filings, Hughes Financial Services, LLC reported a total U.S. public equity portfolio value of $754.5M across 1720 disclosed positions in Q1 2026.
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 SPTM, JCPB, JIRE) accounted for 50.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
SW
市值: $141.7K
Top Position Liquidated / Trimmed
CRWV
前期市值: $4.6K
During Q1 2026, Hughes Financial Services, LLC's top holdings by market value included SPTM (20.3%)、JCPB (10.9%)、JIRE (9.9%). The largest single position, SPTM, represented 20.3% of total portfolio value.
In Q1 2026, Hughes Financial Services, LLC made 181 total portfolio adjustments, initiating 14 new buys, adding to 118 positions, trimming 48 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.
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