Hutchens & Kramer Investment Management Group, Llc Portfolio Stock Holdings
Hutchens & Kramer Investment Management Group, Llc disclosed 149 stock positions valued at approximately $316.5 million in its latest SEC 13F filing. The largest holdings include AMERICAN CENTY ETF TR, DIMENSIONAL ETF TRUST, and PIMCO ETF TR. The filing reflects positions held as of March 31, 2026 and was filed on April 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 149
- Portfolio Value
- $316.5M
Holdings by Sector
Hutchens & Kramer Investment Management Group, Llc Portfolio Holdings in Q1 2026
142 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVUS | Other | 10.53% | 299,681 | +23,680 | +8.58% | $33,318,506 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 6.71% | 546,216 | +3,249 | +0.60% | $21,225,950 |
| PIMCO ETF TR | PYLD | Other | 6.40% | 772,672 | +59,441 | +8.33% | $20,244,015 |
| PIMCO ETF TR | BOND | Other | 5.15% | 176,533 | +10,359 | +6.23% | $16,290,427 |
| DIMENSIONAL ETF TRUST | DCOR | Other | 4.52% | 198,297 | -1,421 | -0.71% | $14,293,248 |
| ISHARES TR | SGOV | Other | 3.87% | 121,809 | +18,781 | +18.23% | $12,261,307 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 3.85% | 342,652 | -11 | -0.00% | $12,174,423 |
| ISHARES TR | TFLO | Other | 3.55% | 221,679 | +31,508 | +16.57% | $11,223,602 |
| AMERICAN CENTY ETF TR | AVDE | Other | 2.96% | 110,521 | +7,517 | +7.30% | $9,376,632 |
| FIRST TR EXCHANGE-TRADED FD | GRID | Other | 2.45% | 47,417 | +36,416 | +331.02% | $7,756,473 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 2.28% | 64,241 | +44,595 | +226.99% | $7,202,059 |
| VANGUARD INDEX FDS | VOO | Other | 2.19% | 11,626 | +915 | +8.54% | $6,947,087 |
| AMERICAN CENTY ETF TR | AVEM | Other | 1.61% | 63,064 | +4,572 | +7.82% | $5,081,680 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 1.44% | 132,269 | -2,045 | -1.52% | $4,569,891 |
| ELI LILLY & CO | LLY | Healthcare | 1.32% | 4,548 | -174 | -3.68% | $4,183,178 |
| INVESCO QQQ TR | QQQ | Other | 1.30% | 7,105 | +1,600 | +29.06% | $4,100,669 |
| FIRST TR EXCHANGE TRADED FD | AIRR | Other | 1.21% | 34,460 | +29,424 | +584.27% | $3,817,479 |
| INVESCO EXCHANGE TRADED FD T | XLG | Other | 1.19% | 68,890 | -164 | -0.24% | $3,757,929 |
| SCHWAB STRATEGIC TR | SCHX | Other | 1.15% | 142,047 | -13,647 | -8.77% | $3,642,085 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.15% | 56,706 | +3,179 | +5.94% | $3,633,720 |
| VANECK ETF TRUST | SMH | Other | 1.14% | 9,439 | +7,923 | +522.63% | $3,618,913 |
| INVESCO EXCH TRADED FD TR II | SPHB | Other | 1.14% | 31,156 | +26,044 | +509.47% | $3,612,538 |
| APPLE INC | AAPL | Technology | 1.13% | 14,041 | -127 | -0.90% | $3,563,348 |
| SPDR SERIES TRUST | FITE | Other | 1.08% | 39,950 | +34,314 | +608.84% | $3,417,287 |
| ARK ETF TR | ARKQ | Other | 1.05% | 29,545 | +24,631 | +501.24% | $3,322,335 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 0.93% | 69,561 | -7,113 | -9.28% | $2,936,855 |
| NVIDIA CORPORATION | NVDA | Technology | 0.87% | 15,772 | +752 | +5.01% | $2,750,713 |
| AMERICAN CENTY ETF TR | AVGE | Other | 0.85% | 30,686 | +2,227 | +7.83% | $2,700,964 |
| SPDR GOLD TR | GLD | Other | 0.85% | 6,236 | -278 | -4.27% | $2,683,288 |
| MICROSOFT CORP | MSFT | Technology | 0.81% | 6,906 | -682 | -8.99% | $2,556,532 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.80% | 12,185 | -515 | -4.06% | $2,537,760 |
| PIMCO ETF TR | MINT | Other | 0.80% | 25,025 | +22,309 | +821.39% | $2,516,764 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.74% | 16,232 | - | - | $2,344,550 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.70% | 16,658 | -270 | -1.59% | $2,213,848 |
| SPDR SERIES TRUST | SPYG | Other | 0.60% | 19,370 | +6,048 | +45.40% | $1,896,517 |
| VANGUARD INDEX FDS | VNQ | Other | 0.57% | 20,477 | +428 | +2.13% | $1,816,306 |
| ISHARES TR | IVE | Other | 0.57% | 8,520 | -207 | -2.37% | $1,798,998 |
| ISHARES TR | IVW | Other | 0.54% | 15,178 | +55 | +0.36% | $1,716,784 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.54% | 2,637 | +150 | +6.03% | $1,715,120 |
| ISHARES TR | IVV | Other | 0.52% | 2,497 | -1,524 | -37.90% | $1,631,065 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.45% | 2,821 | -135 | -4.57% | $1,409,704 |
| ISHARES TR | SHY | Other | 0.44% | 16,857 | -453 | -2.62% | $1,391,882 |
| ISHARES TR | EFV | Other | 0.42% | 18,015 | -686 | -3.67% | $1,339,415 |
| ALPHABET INC | GOOG | Communication Services | 0.41% | 4,574 | -489 | -9.66% | $1,312,098 |
| SPDR SERIES TRUST | SPLG | Other | 0.41% | 16,882 | +382 | +2.32% | $1,292,148 |
| VANGUARD INDEX FDS | VTI | Other | 0.40% | 3,939 | +487 | +14.11% | $1,263,781 |
| META PLATFORMS INC | META | Communication Services | 0.37% | 2,070 | -235 | -10.20% | $1,184,595 |
| ISHARES INC | IEMG | Other | 0.37% | 16,760 | -1,270 | -7.04% | $1,169,010 |
| ISHARES TR | QUAL | Other | 0.36% | 5,957 | -428 | -6.70% | $1,142,612 |
| ISHARES TR | IUSB | Other | 0.35% | 23,974 | +466 | +1.98% | $1,107,359 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.35% | 20,468 | +1,449 | +7.62% | $1,106,295 |
| AMPHENOL CORP | APH | Technology | 0.33% | 8,382 | -1,427 | -14.55% | $1,059,020 |
| ISHARES TR | EFG | Other | 0.33% | 9,250 | +3,230 | +53.65% | $1,030,172 |
| EATON CORP PLC | ETN | Other | 0.32% | 2,862 | -90 | -3.05% | $1,023,652 |
| BLACKROCK ETF TRUST | DYNF | Other | 0.32% | 17,373 | -2,386 | -12.08% | $1,010,761 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.32% | 6,314 | -761 | -10.76% | $1,008,311 |
| ALPHABET INC | GOOGL | Communication Services | 0.32% | 3,481 | -1,125 | -24.42% | $1,001,013 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.31% | 10,603 | -94 | -0.88% | $996,455 |
| AMERICAN CENTY ETF TR | AVSF | Other | 0.31% | 21,125 | +21,125 | +100.00% | $988,650 |
| PIMCO ETF TR | LDUR | Other | 0.31% | 10,291 | +10,291 | +100.00% | $986,084 |
| VANGUARD INDEX FDS | VTV | Other | 0.29% | 4,655 | -1 | -0.02% | $913,395 |
| BROADCOM INC | AVGO | Technology | 0.25% | 2,595 | +69 | +2.73% | $803,147 |
| VISA INC | V | Financial Services | 0.24% | 2,564 | -387 | -13.11% | $774,943 |
| INVESCO ACTIVELY MANAGED EXC | GSY | Other | 0.24% | 15,292 | +15,292 | +100.00% | $766,435 |
| ISHARES TR | IXUS | Other | 0.23% | 8,355 | +73 | +0.88% | $723,877 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 0.22% | 19,016 | +4,657 | +32.43% | $699,028 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.21% | 17,492 | +2,211 | +14.47% | $672,043 |
| VANGUARD INDEX FDS | VXF | Other | 0.20% | 3,145 | +60 | +1.94% | $647,241 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.20% | 18,022 | +109 | +0.61% | $631,491 |
| CINTAS CORP | CTAS | Industrials | 0.19% | 3,487 | +1,030 | +41.92% | $589,791 |
| VANGUARD INDEX FDS | VB | Other | 0.18% | 2,226 | +464 | +26.33% | $583,034 |
| ETF SER SOLUTIONS | DSTL | Other | 0.18% | 10,018 | -2,727 | -21.40% | $579,842 |
| CADENCE DESIGN SYSTEM INC | CDNS | Technology | 0.18% | 2,078 | +134 | +6.89% | $577,414 |
| SPDR SERIES TRUST | LGLV | Other | 0.17% | 2,980 | -10 | -0.33% | $530,738 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.17% | 17,124 | +1,199 | +7.53% | $525,368 |
| VANGUARD INDEX FDS | VO | Other | 0.16% | 1,783 | +55 | +3.18% | $511,913 |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 0.16% | 1,174 | +27 | +2.35% | $509,481 |
| LAM RESEARCH CORP | LRCX | Other | 0.15% | 2,285 | -1,517 | -39.90% | $488,213 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 0.15% | 9,856 | -181 | -1.80% | $471,917 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.15% | 1,569 | -63 | -3.86% | $461,610 |
| STRYKER CORPORATION | SYK | Healthcare | 0.14% | 1,350 | +1,350 | +100.00% | $443,596 |
| NETFLIX INC. | NFLX | Communication Services | 0.14% | 4,576 | -218 | -4.55% | $439,982 |
| ISHARES TR | MUB | Other | 0.13% | 3,933 | +3,933 | +100.00% | $417,488 |
| ISHARES TR | SUB | Other | 0.13% | 3,894 | +3,894 | +100.00% | $414,711 |
| LABCORP HOLDINGS INC | LH | Healthcare | 0.13% | 1,547 | - | - | $412,755 |
| ELEVANCE HEALTH INC FORMERLY | ELV | Healthcare | 0.13% | 1,398 | +8 | +0.58% | $409,264 |
| ZOETIS INC | ZTS | Healthcare | 0.13% | 3,430 | +860 | +33.46% | $405,420 |
| BLACKSTONE INC | BX | Financial Services | 0.13% | 3,495 | +95 | +2.79% | $401,890 |
| ISHARES TR | MTUM | Other | 0.13% | 1,669 | -26 | -1.53% | $400,543 |
| IQVIA HLDGS INC | IQV | Healthcare | 0.12% | 2,303 | -758 | -24.76% | $392,754 |
| ISHARES TR | TLH | Other | 0.12% | 3,774 | +219 | +6.16% | $380,117 |
| NISOURCE INC | NI | Utilities | 0.12% | 8,065 | +3 | +0.04% | $376,313 |
| ECOLAB INC | ECL | Basic Materials | 0.12% | 1,398 | -7 | -0.50% | $371,896 |
| ROPER TECHNOLOGIES INC | ROP | Technology | 0.12% | 1,034 | +31 | +3.09% | $365,891 |
| VERISK ANALYTICS INC | VRSK | Industrials | 0.11% | 1,906 | +1,000 | +110.38% | $361,664 |
| EMCOR GROUP INC | EME | Industrials | 0.11% | 488 | -139 | -22.17% | $360,295 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.11% | 1,091 | +1,091 | +100.00% | $358,892 |
| SCHWAB STRATEGIC TR | FNDX | Other | 0.11% | 12,844 | - | - | $357,705 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.11% | 766 | +2 | +0.26% | $354,574 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 0.11% | 13,328 | -117 | -0.87% | $354,258 |