Hughes Financial Services, LLC (CIK: 0002054465) is a financial institution headquartered at 2201 Cooperative Way, Suite 150, Herndon, Virginia 20171. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $754.51 M, comprising 1,839 distinct securities. Over its filing history, it has submitted 7 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 78.0%. Quarterly turnover: 5.0%. ▲ 234 new, +899 added, −232 reduced, ×121 exited.

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

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%

Name	Shares	Market Value	Weight	Change	Activity
Spdr Portfolio S&P 1500 Composite Stock Market Etf ETF-SPTM	1.73 M	$157.1 M	20.82%	▲ 58,458	Add 3.5%
Jpmorgan Core Plus Bond Etf ETF-JCPB	1.62 M	$76.05 M	10.08%	▲ 113,708	Add 7.6%
Jpmorgan Int Res Enh Eqty ETF-JIRE	907,369	$74.85 M	9.92%	▲ 53,031	Add 6.2%
Jpmorgan Us Quality Factor Etf ETF-JQUA	1.01 M	$73.09 M	9.69%	▲ 57,584	Add 6.0%
Ishares Msci Emerging Markets Ex China Etf ETF-EMXC	647,996	$66.29 M	8.79%	▼ 72,816	Reduce -10.1%
Jpmorgan Us Tech Leaders Etf ETF-JTEK	381,610	$42.57 M	5.64%	▲ 1,669	Add 0.4%
Ishares Core Dividend Growth Etf ETF-DGRO	483,103	$36.61 M	4.85%	▲ 21,824	Add 4.7%
Jpmorgan Intl Bnd Etf ETF-JPIB	495,030	$23.93 M	3.17%	▲ 43,537	Add 9.6%
Spdr Portfolio Tips Etf ETF-SPIP	808,835	$20.77 M	2.75%	▲ 59,249	Add 7.9%
Spdr Portfolio Short Term Treasury Etf ETF-SPTS	552,224	$16.02 M	2.12%	▲ 552,224	New Buy

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Hughes Financial Services, LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Hughes Financial Services, LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 7 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Hughes Financial Services, LLC Quarterly 13F Statistics

Discover detailed insights into Hughes Financial Services, LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Hughes Financial Services, LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Hughes Financial Services, LLC.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Hughes Financial Services, LLC 13F Filings, Portfolio & Analysis

Hughes Financial Services, LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q2 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Historical Portfolio Charts

Hughes Financial Services, LLC's Portfolio

Hughes Financial Services, LLC Quarterly 13F Statistics

Hughes Financial Services, LLC's All 13F Filings

Insider Trading Activity (SEC Form 4)