Hutchens & Kramer Investment Management Group, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 16, 2026, Hutchens & Kramer Investment Management Group, Llc disclosed 156 stock positions valued at approximately $334.71M as of quarter-end September 30, 2026. The largest holdings include AMERICAN CENTY ETF TR, PIMCO ETF TR, and DIMENSIONAL ETF TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 156
- Portfolio Value
- $334.71M
Holdings by Sector
Hutchens & Kramer Investment Management Group, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVUS | Other | 14.28% | 373,217 | +24,930 | +7.16% | $47,805,370 |
| PIMCO ETF TR | PYLD | Other | 6.81% | 897,357 | +22,111 | +2.53% | $22,783,887 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 3.74% | 332,863 | -3,758 | -1.12% | $12,518,985 |
| AMERICAN CENTY ETF TR | AVDE | Other | 3.72% | 138,199 | +12,183 | +9.67% | $12,453,067 |
| ISHARES TR | SGOV | Other | 3.51% | 116,852 | -1,033 | -0.88% | $11,764,687 |
| PIMCO ETF TR | MINT | Other | 3.43% | 114,221 | +7,212 | +6.74% | $11,484,934 |
| ISHARES TR | TFLO | Other | 3.37% | 222,912 | -219 | -0.10% | $11,294,946 |
| PIMCO ETF TR | BOND | Other | 3.16% | 121,664 | -3,588 | -2.86% | $10,583,541 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 2.96% | 65,295 | -472 | -0.72% | $9,897,416 |
| FIRST TR EXCHANGE-TRADED FD | GRID | Other | 2.56% | 48,303 | +1,264 | +2.69% | $8,554,944 |
| VANGUARD INDEX FDS | VOO | Other | 2.41% | 11,502 | -61 | -0.53% | $8,061,318 |
| AMERICAN CENTY ETF TR | AVEM | Other | 2.01% | 71,675 | +5,087 | +7.64% | $6,738,928 |
| ELI LILLY & CO | LLY | Healthcare | 1.98% | 5,729 | +71 | +1.25% | $6,629,130 |
| VANECK ETF TRUST | SMH | Other | 1.65% | 9,082 | -213 | -2.29% | $5,530,938 |
| INVESCO QQQ TR | QQQ | Other | 1.62% | 7,327 | +247 | +3.49% | $5,420,132 |
| AMERICAN CENTY ETF TR | AVGE | Other | 1.53% | 51,980 | +4,015 | +8.37% | $5,111,716 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 1.50% | 126,812 | -1,783 | -1.39% | $5,036,985 |
| APPLE INC | AAPL | Technology | 1.48% | 14,835 | -502 | -3.27% | $4,940,262 |
| INVESCO EXCH TRADED FD TR II | SPHB | Other | 1.47% | 32,732 | +376 | +1.16% | $4,933,694 |
| SPDR SERIES TRUST | FITE | Other | 1.40% | 42,190 | +1,093 | +2.66% | $4,675,496 |
| RBB FD INC | SPIT | Other | 1.29% | 140,460 | +3,197 | +2.33% | $4,304,046 |
| INVESCO EXCHANGE TRADED FD T | XLG | Other | 1.24% | 65,226 | +581 | +0.90% | $4,149,004 |
| SCHWAB STRATEGIC TR | SCHX | Other | 1.23% | 137,106 | -1,644 | -1.18% | $4,113,190 |
| NVIDIA CORPORATION | NVDA | Technology | 1.21% | 17,666 | +177 | +1.01% | $4,034,487 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.19% | 56,263 | -351 | -0.62% | $3,972,730 |
| ARK ETF TR | ARKQ | Other | 1.16% | 31,957 | +908 | +2.92% | $3,874,786 |
| SELECT SECTOR SPDR TR | XLK | Other | 1.14% | 19,489 | +2,045 | +11.72% | $3,815,063 |
| FIRST TR EXCHANGE TRADED FD | AIRR | Other | 1.11% | 36,068 | +1,203 | +3.45% | $3,723,660 |
| ISHARES TR | IVV | Other | 0.81% | 3,553 | +5 | +0.14% | $2,721,065 |
| SPDR SERIES TRUST | SPLG | Other | 0.76% | 28,336 | +6,586 | +30.28% | $2,543,439 |
Showing 30 of 156 holdings in the latest reporting period.