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Hughes Financial Services - Q2 2026 13F Filings

HU

Hughes Financial Services, LLC

CIK: 0002054465
Address: Virginia Herndon 2201 Cooperative Way Suite 150
$754.51 M
Portfolio Value
1839
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/20/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. SPTS Spdr Portfolio Short Term Treasury Etf
+$16.02 M
2. VGIT Vanguard Intermediate-Term Treasury Etf
+$10.56 M
3. JCPB Jpmorgan Core Plus Bond Etf
+$5.34 M
4. SPTM Spdr Portfolio S&P 1500 Composite Stock Market Etf
+$5.31 M
5. JIRE Jpmorgan Int Res Enh Eqty
+$4.37 M

Top Sells

Q2 2026
1. SHY Ishares 1-3 Year Treasury Bond Etf
−$14.78 M
2. TLH Ishares 10-20 Year Treasury Bond Etf
−$9.54 M
3. EMXC Ishares Msci Emerging Markets Ex China Etf
−$7.45 M
4. XOM Exxon Mobil Corporation
−$636,080
5. QUAL Ishares Msci Usa Quality Factor Etf
−$471,555.06

Asset Allocation

Stocks/ETFs
+15.85%
$753.13 M 99.82%
Options
$0 0.00%
Debt
$0 0.00%
Other
+77.74%
$1.38 M 0.18%

Sector Allocation (Stocks)

Hughes Financial Services Q2 2026 Filing Summary

Hughes Financial Services, LLC filed its 13F report for Q2 2026 on July 20, 2026. The portfolio totaled 754.51 M reflecting a +15.92% change from the prior quarter, spanning 1,839 assets. The top 10 holdings comprised 78.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 234 new positions and 121 complete exits.

Report Type

Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Hughes Financial Services’s Q2 2026 Filing

Hughes Financial Services submitted their Form 13F-HR for the Q2 2026 period on 07/20/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Hughes Financial Services reported a managed portfolio value of 754.51 M, consisting of 1,839 individual positions.

This page displays the raw filing documents. To see which stocks Hughes Financial Services bought or sold during Q2 2026, please visit Hughes Financial Services's Portfolio Analysis page.