account_balance
Investment manager · 13F filer · SEC CIK 2054465
Hughes Financial Services, LLC
Reported value$786Mas of Sep 30, 2026
Positions2,000 313 new, 152 sold out
Top 10 weight76.2%SPTM alone is 21%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
21.3%Added +4%
JQUAJPMorgan U.S. Quality Factor ETF
10.3%Added +4%
JCPBJPMorgan Core Plus Bond ETF
10.1%Added +7%
JIREJPMorgan International Research Enhanced Equity ETF
10.0%Added +5%
EMXCiShares MSCI Emerging Markets Ex China ETF
7.9%Added +3%
DGROiShares Core Dividend Growth ETF
5.2%Added +4%
JTEKJPMorgan U.S. Tech Leaders ETF
5.0%Added +4%
JPIBJPMorgan International Bond Opportunities Fund
2.3%−22%
SPTSState Street SPDR Portfolio Short Term Treasury ETF
2.1%
SPIPState Street SPDR Portfolio Tips ETF
2.1%
QUAL1.6%
DFUS1.6%
SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
21.3%Added +4%
JQUAJPMorgan U.S. Quality Factor ETF
10.3%
JCPBJPMorgan Core Plus Bond ETF
10.1%Added +7%
JIREJPMorgan International Research Enhanced Equity ETF
10.0%Added +5%
EMXCiShares MSCI Emerging Markets Ex China ETF
7.9%+3%
DGRO5.2%
JTEK
JPIB
SPTS
SPIP
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF 21.3% Added +4%
JQUA JPMorgan U.S. Quality Factor ETF 10.3% Added +4%
JCPB JPMorgan Core Plus Bond ETF 10.1% Added +7%
JIRE JPMorgan International Research Enhanced Equity ETF 10.0% Added +5%
EMXC iShares MSCI Emerging Markets Ex China ETF 7.9% Added +3%
DGRO iShares Core Dividend Growth ETF 5.2% Added +4%
JTEK JPMorgan U.S. Tech Leaders ETF 5.0% Added +4%
JPIB JPMorgan International Bond Opportunities Fund 2.3% Trimmed −22%
SPTS State Street SPDR Portfolio Short Term Treasury ETF 2.1% Added +5%
SPIP State Street SPDR Portfolio Tips ETF 2.1% Trimmed −19%
QUAL iShares MSCI USA Quality Factor ETF 1.6% Trimmed −3%
DFUS Dimensional U.S. Equity Market ETF 1.6% Held
What changed
Biggest moves since Jun 30, 2026
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