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Hughes Financial Services - Q1 2026 13F Filings

HU

Hughes Financial Services, LLC

CIK: 0002054465
Address: Virginia Herndon 2201 Cooperative Way Suite 150
$650.86 M
Portfolio Value
1720
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/20/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. SPTM Spdr Portfolio S&P 1500 Composite Stock Market Etf
+$4.99 M
2. JQUA Jpmorgan Us Quality Factor Etf
+$4.74 M
3. JCPB Jpmorgan Core Plus Bond Etf
+$3.41 M
4. JIRE Jpmorgan Int Res Enh Eqty
+$2.4 M
5. JTEK Jpmorgan Us Tech Leaders Etf
+$1.09 M

Top Sells

Q1 2026
1. IBTG Ishares Ibonds Dec 2026 Term Treasury Etf
−$329,334.38
2. QUAL Ishares Msci Usa Quality Factor Etf
−$297,880.93
3. SPDW Spdr Portfolio Developed World Ex-Us Etf
−$195,290.68
4. VEA Vanguard Ftse Developed Markets Etf
−$101,630.89
5. SPSM Spdr Portfolio S&P 600 Small Cap Etf
−$101,036.47

Asset Allocation

Stocks/ETFs
+2.24%
$650.08 M 99.88%
Options
$0 0.00%
Debt
$0 0.00%
Other
-4.55%
$778,657 0.12%

Sector Allocation (Stocks)

Hughes Financial Services Q1 2026 Filing Summary

Hughes Financial Services, LLC filed its 13F report for Q1 2026 on April 29, 2026. The portfolio totaled 650.86 M reflecting a +2.23% change from the prior quarter, spanning 1,720 assets. The top 10 holdings comprised 77.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 516 new positions and 93 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Hughes Financial Services’s Q1 2026 Filing

Hughes Financial Services submitted their Form 13F-HR for the Q1 2026 period on 04/29/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Hughes Financial Services reported a managed portfolio value of 650.86 M, consisting of 1,720 individual positions.

This page displays the raw filing documents. To see which stocks Hughes Financial Services bought or sold during Q1 2026, please visit Hughes Financial Services's Portfolio Analysis page.