Hutchens & Kramer Investment Management Group, Llc Portfolio Stock Holdings
Hutchens & Kramer Investment Management Group, Llc disclosed 160 stock positions valued at approximately $373.3 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 June 30, 2026 and was filed on July 9, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 160
- Portfolio Value
- $373.3M
Holdings by Sector
Hutchens & Kramer Investment Management Group, Llc Portfolio Holdings in Q2 2026
151 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 | 11.95% | 348,287 | +48,606 | +16.22% | $44,608,591 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 6.31% | 530,816 | -15,400 | -2.82% | $23,547,018 |
| PIMCO ETF TR | PYLD | Other | 6.22% | 875,246 | +102,574 | +13.28% | $23,211,533 |
| DIMENSIONAL ETF TRUST | DCOR | Other | 4.26% | 193,799 | -4,498 | -2.27% | $15,887,642 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 3.36% | 336,621 | -6,031 | -1.76% | $12,542,492 |
| ISHARES TR | SGOV | Other | 3.18% | 117,885 | -3,924 | -3.22% | $11,867,484 |
| PIMCO ETF TR | BOND | Other | 3.09% | 125,252 | -51,281 | -29.05% | $11,549,462 |
| ISHARES TR | TFLO | Other | 3.03% | 223,131 | +1,452 | +0.66% | $11,297,134 |
| AMERICAN CENTY ETF TR | AVDE | Other | 3.01% | 126,016 | +15,495 | +14.02% | $11,240,640 |
| PIMCO ETF TR | MINT | Other | 2.89% | 107,009 | +81,984 | +327.61% | $10,787,580 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 2.85% | 65,767 | +1,526 | +2.38% | $10,624,001 |
| FIRST TR EXCHANGE-TRADED FD | GRID | Other | 2.42% | 47,039 | -378 | -0.80% | $9,019,728 |
| VANGUARD INDEX FDS | VOO | Other | 2.13% | 11,563 | -63 | -0.54% | $7,941,394 |
| ELI LILLY & CO | LLY | Healthcare | 1.82% | 5,658 | +1,110 | +24.41% | $6,786,529 |
| AMERICAN CENTY ETF TR | AVEM | Other | 1.72% | 66,588 | +3,524 | +5.59% | $6,425,050 |
| VANECK ETF TRUST | SMH | Other | 1.63% | 9,295 | -144 | -1.53% | $6,096,498 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 1.40% | 128,595 | -3,674 | -2.78% | $5,226,104 |
| INVESCO QQQ TR | QQQ | Other | 1.40% | 7,080 | -25 | -0.35% | $5,213,463 |
| INVESCO EXCH TRADED FD TR II | SPHB | Other | 1.35% | 32,356 | +1,200 | +3.85% | $5,034,270 |
| AMERICAN CENTY ETF TR | AVGE | Other | 1.27% | 47,965 | +17,279 | +56.31% | $4,753,284 |
| FIRST TR EXCHANGE TRADED FD | AIRR | Other | 1.24% | 34,865 | +405 | +1.18% | $4,645,761 |
| SPDR SERIES TRUST | FITE | Other | 1.24% | 41,097 | +1,147 | +2.87% | $4,618,070 |
| APPLE INC | AAPL | Technology | 1.19% | 15,337 | +1,296 | +9.23% | $4,437,809 |
| ARK ETF TR | ARKQ | Other | 1.10% | 31,049 | +1,504 | +5.09% | $4,105,299 |
| SCHWAB STRATEGIC TR | SCHX | Other | 1.09% | 138,750 | -3,297 | -2.32% | $4,083,412 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.08% | 56,614 | -92 | -0.16% | $4,033,748 |
| INVESCO EXCHANGE TRADED FD T | XLG | Other | 1.06% | 64,645 | -4,245 | -6.16% | $3,958,194 |
| NVIDIA CORPORATION | NVDA | Technology | 0.94% | 17,489 | +1,717 | +10.89% | $3,499,309 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.89% | 17,444 | +786 | +4.72% | $3,323,410 |
| ISHARES TR | IVV | Other | 0.71% | 3,548 | +1,051 | +42.09% | $2,657,062 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.64% | 16,232 | - | - | $2,380,260 |
| SPDR SERIES TRUST | SPYG | Other | 0.63% | 19,889 | +519 | +2.68% | $2,366,592 |
| SPDR GOLD TR | GLD | Other | 0.60% | 6,083 | -153 | -2.45% | $2,240,856 |
| VANGUARD INDEX FDS | VNQ | Other | 0.56% | 21,624 | +1,147 | +5.60% | $2,085,179 |
| ISHARES TR | IVW | Other | 0.55% | 14,880 | -298 | -1.96% | $2,046,446 |
| ALPHABET INC | GOOGL | Communication Services | 0.54% | 5,654 | +2,173 | +62.42% | $2,020,688 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.54% | 8,437 | -3,748 | -30.76% | $2,010,863 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.54% | 2,688 | +51 | +1.93% | $2,007,654 |
| SPDR SERIES TRUST | SPLG | Other | 0.51% | 21,750 | +4,868 | +28.84% | $1,911,390 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 0.51% | 44,778 | -24,783 | -35.63% | $1,890,085 |
| ALPHABET INC | GOOG | Communication Services | 0.46% | 4,879 | +305 | +6.67% | $1,723,916 |
| ISHARES TR | IVE | Other | 0.44% | 7,160 | -1,360 | -15.96% | $1,625,750 |
| VANGUARD INDEX FDS | VTI | Other | 0.42% | 4,188 | +249 | +6.32% | $1,549,718 |
| MICROSOFT CORP | MSFT | Technology | 0.40% | 3,987 | -2,919 | -42.27% | $1,487,417 |
| ISHARES TR | SHY | Other | 0.39% | 17,560 | +703 | +4.17% | $1,441,852 |
| ISHARES TR | IUSB | Other | 0.35% | 28,685 | +4,711 | +19.65% | $1,323,813 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.32% | 20,296 | -172 | -0.84% | $1,211,468 |
| META PLATFORMS INC | META | Communication Services | 0.32% | 2,120 | +50 | +2.42% | $1,193,893 |
| SPDR SERIES TRUST | BIL | Other | 0.31% | 12,787 | +12,787 | +100.00% | $1,171,801 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.31% | 2,257 | -564 | -19.99% | $1,159,375 |
| ISHARES TR | EFG | Other | 0.30% | 8,905 | -345 | -3.73% | $1,107,960 |
| BLACKROCK ETF TRUST | DYNF | Other | 0.29% | 15,663 | -1,710 | -9.84% | $1,065,241 |
| VANGUARD INDEX FDS | VTV | Other | 0.28% | 4,856 | +201 | +4.32% | $1,058,362 |
| AMPHENOL CORP | APH | Technology | 0.28% | 5,978 | -2,404 | -28.68% | $1,053,992 |
| EATON CORP PLC | ETN | Other | 0.28% | 2,444 | -418 | -14.61% | $1,041,437 |
| SPDR SERIES TRUST | FLRN | Other | 0.27% | 33,141 | +33,141 | +100.00% | $1,022,400 |
| INVESCO ACTIVELY MANAGED EXC | GSY | Other | 0.27% | 20,243 | +4,951 | +32.38% | $1,015,186 |
| BROADCOM INC | AVGO | Technology | 0.25% | 2,518 | -77 | -2.97% | $951,158 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.25% | 10,210 | -393 | -3.71% | $942,079 |
| LAM RESEARCH CORP | LRCX | Other | 0.25% | 2,148 | -137 | -6.00% | $930,793 |
| VISA INC | V | Financial Services | 0.25% | 2,708 | +144 | +5.62% | $929,088 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.24% | 5,941 | -373 | -5.91% | $900,038 |
| VANGUARD INDEX FDS | VO | Other | 0.24% | 10,961 | +9,178 | +514.75% | $883,126 |
| ISHARES INC | IEMG | Other | 0.23% | 10,183 | -6,577 | -39.24% | $843,560 |
| ISHARES TR | IXUS | Other | 0.21% | 8,352 | -3 | -0.04% | $797,115 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 0.21% | 19,016 | - | - | $793,538 |
| CADENCE DESIGN SYSTEM INC | CDNS | Technology | 0.21% | 2,061 | -17 | -0.82% | $773,535 |
| ISHARES TR | EFV | Other | 0.20% | 9,991 | -8,024 | -44.54% | $764,811 |
| VANGUARD INDEX FDS | VXF | Other | 0.20% | 3,056 | -89 | -2.83% | $752,418 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.20% | 23,312 | +6,188 | +36.14% | $739,235 |
| QUANTA SVCS INC | PWR | Industrials | 0.19% | 990 | +990 | +100.00% | $712,840 |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 0.19% | 1,673 | +499 | +42.50% | $694,780 |
| KLA CORP | KLAC | Technology | 0.19% | 2,298 | +2,101 | +1066.50% | $693,330 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.19% | 17,819 | -203 | -1.13% | $691,199 |
| ISHARES TR | QUAL | Other | 0.18% | 3,117 | -2,840 | -47.68% | $683,963 |
| CINTAS CORP | CTAS | Industrials | 0.18% | 3,920 | +433 | +12.42% | $666,714 |
| VANECK ETF TRUST | CLOI | Other | 0.17% | 12,039 | +12,039 | +100.00% | $637,465 |
| VANGUARD INDEX FDS | VB | Other | 0.17% | 2,061 | -165 | -7.41% | $624,730 |
| ECOLAB INC | ECL | Basic Materials | 0.16% | 2,127 | +729 | +52.15% | $592,603 |
| ETF SER SOLUTIONS | DSTL | Other | 0.15% | 9,514 | -504 | -5.03% | $569,889 |
| NETFLIX INC. | NFLX | Communication Services | 0.15% | 7,620 | +3,044 | +66.52% | $544,068 |
| SPDR SERIES TRUST | LGLV | Other | 0.14% | 2,971 | -9 | -0.30% | $539,118 |
| FORTINET INC | FTNT | Technology | 0.14% | 3,459 | +2 | +0.06% | $531,372 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.14% | 1,590 | +21 | +1.34% | $520,564 |
| STRYKER CORPORATION | SYK | Healthcare | 0.14% | 1,644 | +294 | +21.78% | $517,597 |
| ISHARES TR | MTUM | Other | 0.13% | 1,450 | -219 | -13.12% | $497,104 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.12% | 1,155 | +653 | +130.08% | $459,320 |
| LABCORP HOLDINGS INC | LH | Healthcare | 0.12% | 1,547 | - | - | $433,160 |
| BLACKSTONE INC | BX | Financial Services | 0.12% | 3,679 | +184 | +5.26% | $432,908 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.12% | 12,995 | -4,497 | -25.71% | $432,604 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.12% | 905 | +29 | +3.31% | $432,201 |
| WW GRAINGER INC | GWW | Industrials | 0.11% | 311 | +12 | +4.01% | $423,084 |
| SCHWAB STRATEGIC TR | FNDX | Other | 0.11% | 12,844 | - | - | $399,448 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.11% | 762 | -4 | -0.52% | $398,262 |
| NISOURCE INC | NI | Utilities | 0.11% | 8,265 | +200 | +2.48% | $393,001 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.10% | 1,099 | +8 | +0.73% | $387,770 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 0.10% | 13,316 | -12 | -0.09% | $385,765 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.10% | 11,264 | -57 | -0.50% | $381,170 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.10% | 7,269 | -74 | -1.01% | $376,389 |
| EMCOR GROUP INC | EME | Industrials | 0.10% | 451 | -37 | -7.58% | $374,276 |