CIK 2054465
Hughes Financial Services, LLC
Institutional 13F holdings & portfolio
Holdings
1,276
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,276
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 1.6M | $1M+ | SH |
| JCPB | JPMORGAN CORE PLUS BOND ETF | 1.4M | $1M+ | SH |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | 823K | $1M+ | SH |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | 876K | $1M+ | SH |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 710K | $1M+ | SH |
| JTEK | JPMORGAN U.S. TECH LEADERS ETF | 366K | $1M+ | SH |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 446K | $1M+ | SH |
| JPIB | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST | 434K | $1M+ | SH |
| SPIP | STATE STREET SPDR PORTFOLIO TIPS ETF | 716K | $1M+ | SH |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 175K | $1M+ | SH |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 60K | $1M+ | SH |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | 151K | $1M+ | SH |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | 93K | $1M+ | SH |
| QUS | STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF | 44K | $1M+ | SH |
| VTES | VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | 72K | $1M+ | SH |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 100K | $1M+ | SH |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | 101K | $1M+ | SH |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 130K | $1M+ | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 22K | $1M+ | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 76K | $1M+ | SH |
| JMUB | JPMORGAN MUNICIPAL ETF | 83K | $1M+ | SH |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 79K | $1M+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 5K | $1M+ | SH |
| FITE | STATE STREET SPDR S&P KENSHO FUTURE SECURITY ETF | 37K | $1M+ | SH |
| GINN | INNOVATE EQUITY ETF | 43K | $1M+ | SH |
| SPY | STATE STREET SPDR S&P 500 ETF | 4K | $1M+ | SH |
| TIP | ISHARES TIPS BOND ETF | 23K | $1M+ | SH |
| IBTG | ISHARES IBONDS DEC 2026 TERM TREASURY ETF | 102K | $1M+ | SH |
| IBTH | ISHARES IBONDS DEC 2027 TERM TREASURY ETF | 100K | $1M+ | SH |
| AAPL | APPLE INC COM | 8K | $1M+ | SH |
| IBTI | ISHARES IBONDS DEC 2028 TERM TREASURY ETF | 99K | $1M+ | SH |
| IBTJ | ISHARES IBONDS DEC 2029 TERM TREASURY ETF | 98K | $1M+ | SH |
| IBTK | ISHARES IBONDS DEC 2030 TERM TREASURY ETF | 108K | $1M+ | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 31K | $1M+ | SH |
| KOMP | STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF | 21K | $1M+ | SH |
| KNSL | KINSALE CAP GROUP INC COM | 3K | $1M+ | SH |
| VUG | VANGUARD GROWTH ETF | 2K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 2K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO COM | 3K | $500K+ | SH |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | 7K | $500K+ | SH |
| NVDA | NVIDIA CORPORATION COM | 5K | $500K+ | SH |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | 18K | $500K+ | SH |
| VB | VANGUARD SMALL-CAP ETF | 3K | $500K+ | SH |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 10K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 1K | $500K+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 2K | $500K+ | SH |
| D | DOMINION ENERGY INC COM | 10K | $500K+ | SH |
| KO | COCA COLA CO COM | 7K | $100K–$500K | SH |
| FULT | FULTON FINL CORP PA COM | 25K | $100K–$500K | SH |
| MGK | VANGUARD MEGA CAP GROWTH ETF | 1K | $100K–$500K | SH |