Hughes Financial Services, LLC: 13F holdings

CIK 20544652026Q2

Positions1,839
Reported value$754.5m
Filed2026-07-20

Change since last quarter

Positions1,839 (+119 vs prior quarter)
Reported value$754.5m (+15.9%)

Top 10 holdings

SecuritySharesValueWeight
SPYM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF1,730,399$157.1m20.8%
JCPB JPMORGAN CORE PLUS BOND ETF1,620,206$76.1m10.1%
JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF907,369$74.8m9.9%
JQUA JPMORGAN U.S. QUALITY FACTOR ETF1,011,274$73.1m9.7%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF647,996$66.3m8.8%
JTEK JPMORGAN U.S. TECH LEADERS ETF381,610$42.6m5.6%
DGRO ISHARES CORE DIVIDEND GROWTH ETF483,103$36.6m4.9%
JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND495,030$23.9m3.2%
SPIP STATE STREET SPDR PORTFOLIO TIPS ETF808,835$20.8m2.8%
SPTS STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF552,224$16.0m2.1%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2054465")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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