Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Hughes Financial Services, LLC (CIK 2054465) reported $650.9M across 1,700 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPTM ($132.2M, 20.31%), JCPB ($70.9M, 10.90%), JIRE ($64.7M, 9.94%), JQUA ($58.5M, 8.99%), EMXC ($56.7M, 8.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $132.2M | 20.31% | 1.7M | Added |
| 2 | JCPB | JPMORGAN CORE PLUS BOND ETF | $70.9M | 10.90% | 1.5M | Added |
| 3 | JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $64.7M | 9.94% | 854,338 | Added |
| 4 | JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $58.5M | 8.99% | 953,690 | Added |
| 5 | EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $56.7M | 8.71% | 720,812 | Added |
| 6 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $32.4M | 4.97% | 461,279 | Added |
| 7 | JTEK | JPMORGAN U.S. TECH LEADERS ETF | $30.2M | 4.64% | 379,941 | Added |
| 8 | JPIB | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND | $21.6M | 3.32% | 451,493 | Added |
| 9 | SPIP | STATE STREET SPDR PORTFOLIO TIPS ETF | $19.5M | 3.00% | 749,586 | Added |
| 10 | SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $14.9M | 2.29% | 180,139 | Added |
| 11 | QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $11.3M | 1.74% | 58,889 | Trimmed |
| 12 | DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $10.7M | 1.64% | 150,460 | Trimmed |
| 13 | TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $9.6M | 1.47% | 95,109 | Added |
| 14 | VTES | VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | $7.6M | 1.17% | 75,612 | Added |
| 15 | QUS | STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF | $7.5M | 1.15% | 43,559 | Trimmed |
| 16 | VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $7.4M | 1.14% | 99,157 | Trimmed |
| 17 | HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $6.4M | 0.99% | 100,541 | Trimmed |
| 18 | SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $5.8M | 0.88% | 126,173 | Trimmed |
| 19 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $4.8M | 0.74% | 22,301 | Trimmed |
| 20 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $4.8M | 0.73% | 74,296 | Trimmed |
| 21 | JMUB | JPMORGAN MUNICIPAL ETF | $4.5M | 0.69% | 89,417 | Added |
| 22 | SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $3.7M | 0.57% | 76,715 | Trimmed |
| 23 | IVV | ISHARES CORE S&P 500 ETF | $3.2M | 0.49% | 4,843 | Trimmed |
| 24 | FITE | STATE STREET SPDR S&P KENSHO FUTURE SECURITY ETF | $3.1M | 0.47% | 35,894 | Trimmed |
| 25 | GINN | INNOVATE EQUITY ETF | $2.9M | 0.44% | 42,269 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31