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Hughes Financial Services - Q4 2025 13F Filings

HU

Hughes Financial Services, LLC

CIK: 0002054465
Address: Virginia Herndon 2201 Cooperative Way Suite 150
$636.68 M
Portfolio Value
1276
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/20/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. JQUA Jpmorgan Us Quality Factor Etf
+$55.02 M
2. JCPB Jpmorgan Core Plus Bond Etf
+$5.98 M
3. IBTJ Ishares Ibonds Dec 2029 Term Treasury Etf
+$2.15 M
4. IBTK Ishares Ibonds Dec 2030 Term Treasury Etf
+$2.15 M
5. JPIB Jpmorgan Intl Bnd Etf
+$1.83 M

Top Sells

Q4 2025
1. QUAL Ishares Msci Usa Quality Factor Etf
−$30.1 M
2. JTEK Jpmorgan Us Tech Leaders Etf
−$15.89 M
3. DGRO Ishares Core Dividend Growth Etf
−$11.37 M
4. EMXC Ishares Msci Emerging Markets Ex China Etf
−$1.99 M
5. SPTM Spdr Portfolio S&P 1500 Composite Stock Market Etf
−$1.78 M

Asset Allocation

Stocks/ETFs
+1.20%
$635.87 M 99.87%
Options
$0 0.00%
Debt
$0 0.00%
Other
+143.33%
$815,795 0.13%

Sector Allocation (Stocks)

Hughes Financial Services Q4 2025 Filing Summary

Hughes Financial Services, LLC filed its 13F report for Q4 2025 on February 11, 2026. The portfolio totaled 636.68 M reflecting a +1.28% change from the prior quarter, spanning 1,276 assets. The top 10 holdings comprised 76.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 294 new positions and 63 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Hughes Financial Services’s Q4 2025 Filing

Hughes Financial Services submitted their Form 13F-HR for the Q4 2025 period on 02/11/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Hughes Financial Services reported a managed portfolio value of 636.68 M, consisting of 1,276 individual positions.

This page displays the raw filing documents. To see which stocks Hughes Financial Services bought or sold during Q4 2025, please visit Hughes Financial Services's Portfolio Analysis page.