Hughes Financial Services, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$628.6B
Holdings
1,034
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (1,034 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPTMSTATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 1,630,436 | $134.3B | 21.36% | |
| 2 | JCPBJPMORGAN CORE PLUS BOND ETF | 1,307,674 | $62.1B | 9.87% | |
| 3 | JIREJPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | 803,917 | $60.4B | 9.61% | |
| 4 | EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF | 737,223 | $53.2B | 8.47% | |
| 5 | JOYTJPMORGAN U.S. TECH LEADERS ETF | 542,662 | $51.2B | 8.15% | |
| 6 | DGROISHARES CORE DIVIDEND GROWTH ETF | 610,197 | $41.5B | 6.61% | |
| 7 | QUALISHARES MSCI USA QUALITY FACTOR ETF | 211,986 | $41.5B | 6.61% | |
| 8 | JPIBJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST | 396,653 | $19.4B | 3.09% | |
| 9 | SPIPSTATE STREET SPDR PORTFOLIO TIPS ETF | 652,659 | $17.1B | 2.72% | |
| 10 | SHYISHARES 1-3 YEAR TREASURY BOND ETF | 157,322 | $13.0B | 2.07% | |
| 11 | DFUSDIMENSIONAL U.S. EQUITY MARKET ETF | 151,428 | $11.2B | 1.78% | |
| 12 | TLHISHARES 10-20 YEAR TREASURY BOND ETF | 82,634 | $8.5B | 1.36% | |
| 13 | HELOJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | 123,160 | $8.1B | 1.29% | |
| 14 | QUSSTATE STREET SPDR MSCI USA STRATEGICFACTORS ETF | 44,512 | $7.7B | 1.22% | |
| 15 | VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 99,950 | $7.3B | 1.16% | |
| 16 | VTESVANGUARD SHORT-TERM TAX EXEMPT BOND ETF | 70,989 | $7.2B | 1.15% | |
| 17 | SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 131,531 | $5.8B | 0.92% | |
| 18 | VIGVANGUARD DIVIDEND APPRECIATION ETF | 22,350 | $4.9B | 0.77% | |
| 19 | VEAVANGUARD FTSE DEVELOPED MARKETS ETF | 77,172 | $4.7B | 0.75% | |
| 20 | JMUBJPMORGAN MUNICIPAL ETF | 80,839 | $4.1B | 0.65% | |
| 21 | SPSMSTATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 79,799 | $3.7B | 0.59% | |
| 22 | IVVISHARES CORE S&P 500 ETF | 4,928 | $3.4B | 0.54% | |
| 23 | GINNINNOVATE EQUITY ETF | 43,841 | $3.3B | 0.52% | |
| 24 | FITESTATE STREET SPDR S&P KENSHO FUTURE SECURITY ETF | 37,275 | $3.2B | 0.52% | |
| 25 | SPYSPDR S&P 500 ETF TRUST | 3,986 | $2.7B | 0.43% | |
| 26 | TIPISHARES TIPS BOND ETF | 23,223 | $2.6B | 0.41% | |
| 27 | IBTGISHARES IBONDS DEC 2026 TERM TREASURY ETF | 102,460 | $2.3B | 0.37% | |
| 28 | IBTHISHARES IBONDS DEC 2027 TERM TREASURY ETF | 100,476 | $2.3B | 0.36% | |
| 29 | IBTIISHARES IBONDS DEC 2028 TERM TREASURY ETF | 99,147 | $2.2B | 0.35% | |
| 30 | AAPLAPPLE INC COM | 8,077 | $2.2B | 0.35% | |
| 31 | VWOVANGUARD FTSE EMERGING MARKETS ETF | 30,957 | $1.7B | 0.27% | |
| 32 | AQLTISHARES IBONDS DEC 2025 TERM TREASURY ETF | 69,230 | $1.6B | 0.26% | |
| 33 | KOMPSTATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF | 20,858 | $1.3B | 0.21% | |
| 34 | KNSLKINSALE CAP GROUP INC COM | 3,159 | $1.2B | 0.20% | |
| 35 | VUGVANGUARD GROWTH ETF | 2,455 | $1.2B | 0.19% | |
| 36 | MSFTMICROSOFT CORP COM | 2,095 | $1.1B | 0.17% | |
| 37 | ESGUISHARES ESG AWARE MSCI USA ETF | 6,886 | $1.0B | 0.16% | |
| 38 | JPMJPMORGAN CHASE & CO. COM | 3,019 | $956.7M | 0.15% | |
| 39 | NVDANVIDIA CORPORATION COM | 4,764 | $948.3M | 0.15% | |
| 40 | SPEMSPDR PORTFOLIO EMERGING MARKETS ETF | 18,363 | $878.1M | 0.14% | |
| 41 | VBVANGUARD SMALL-CAP ETF | 3,344 | $853.6M | 0.14% | |
| 42 | SPYMSTATE STREET SPDR PORTFOLIO S&P 500 ETF | 9,649 | $773.5M | 0.12% | |
| 43 | XOMEXXON MOBIL CORP COM | 4,963 | $586.7M | 0.09% | |
| 44 | DDOMINION ENERGY INC COM | 8,585 | $522.6M | 0.08% | |
| 45 | KOCOCA COLA CO COM | 7,062 | $498.0M | 0.08% | |
| 46 | MGKVANGUARD MEGA CAP GROWTH ETF | 1,137 | $475.2M | 0.08% | |
| 47 | FULTFULTON FINL CORP PA COM | 25,247 | $446.6M | 0.07% | |
| 48 | GOOGALPHABET INC CAP STK CL C | 1,430 | $415.5M | 0.07% | |
| 49 | GOOGLALPHABET INC CAP STK CL A | 1,320 | $382.9M | 0.06% | |
| 50 | AMZNAMAZON COM INC COM | 1,513 | $375.8M | 0.06% | |
| 51 | HDHOME DEPOT INC COM | 998 | $369.7M | 0.06% | |
| 52 | LLYELI LILLY & CO COM | 379 | $365.9M | 0.06% | |
| 53 | MCDMCDONALDS CORP COM | 1,171 | $350.2M | 0.06% | |
| 54 | ESGDISHARES ESG AWARE MSCI EAFE ETF | 3,679 | $349.0M | 0.06% | |
| 55 | JQUAJPMORGAN U.S. QUALITY FACTOR ETF | 5,566 | $348.5M | 0.06% | |
| 56 | AVGOBROADCOM INC COM | 945 | $338.7M | 0.05% | |
| 57 | TMOTHERMO FISHER SCIENTIFIC INC COM | 553 | $318.7M | 0.05% | |
| 58 | GEGE AEROSPACE COM NEW | 965 | $301.0M | 0.05% | |
| 59 | ORCLORACLE CORP COM | 1,223 | $294.5M | 0.05% | |
| 60 | ESGEISHARES ESG AWARE MSCI EM ETF | 6,090 | $274.3M | 0.04% | |
| 61 | PLTRPALANTIR TECHNOLOGIES INC CL A | 1,333 | $258.1M | 0.04% | |
| 62 | COSTCOSTCO WHSL CORP NEW COM | 268 | $245.5M | 0.04% | |
| 63 | GQ9SPDR GOLD SHARES | 645 | $244.1M | 0.04% | |
| 64 | NDQINVESCO QQQ TRUST SERIES I | 367 | $228.7M | 0.04% | |
| 65 | IJRISHARES CORE S&P SMALL CAP ETF | 1,893 | $225.5M | 0.04% | |
| 66 | TSLATESLA INC COM | 491 | $218.6M | 0.03% | |
| 67 | METAMETA PLATFORMS INC CL A | 344 | $217.3M | 0.03% | |
| 68 | DUKDUKE ENERGY CORP NEW COM NEW | 1,753 | $215.5M | 0.03% | |
| 69 | WMTWALMART INC COM | 2,069 | $211.9M | 0.03% | |
| 70 | NVRNVR INC COM | 28 | $205.4M | 0.03% | |
| 71 | CRMSALESFORCE INC COM | 834 | $201.6M | 0.03% | |
| 72 | LGLVSTATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF | 1,155 | $201.2M | 0.03% | |
| 73 | BACVERIZON COMMUNICATIONS INC COM | 5,035 | $200.6M | 0.03% | |
| 74 | VXFVANGUARD EXTENDED MARKET ETF | 943 | $198.2M | 0.03% | |
| 75 | CVXCHEVRON CORP NEW COM | 1,239 | $192.8M | 0.03% | |
| 76 | PNCPNC FINL SVCS GROUP INC COM | 1,041 | $192.7M | 0.03% | |
| 77 | PEPPEPSICO INC COM | 1,348 | $192.3M | 0.03% | |
| 78 | IBMPISHARES IBONDS DEC 2027 TERM MUNI BOND ETF | 7,550 | $191.5M | 0.03% | |
| 79 | LMTLOCKHEED MARTIN CORP COM | 415 | $187.6M | 0.03% | |
| 80 | YUMYUM BRANDS INC COM | 1,264 | $187.4M | 0.03% | |
| 81 | LDOSLEIDOS HOLDINGS INC COM | 906 | $178.4M | 0.03% | |
| 82 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 351 | $174.4M | 0.03% | |
| 83 | GIB/ACGI INC CL A SUB VTG | 2,026 | $173.6M | 0.03% | |
| 84 | PGPROCTER AND GAMBLE CO COM | 1,184 | $172.3M | 0.03% | |
| 85 | IBMOISHARES IBONDS DEC 2026 TERM MUNI BOND ETF | 6,686 | $171.0M | 0.03% | |
| 86 | MARMARRIOTT INTL INC NEW CL A | 550 | $159.8M | 0.03% | |
| 87 | SRESEMPRA COM | 1,699 | $157.9M | 0.03% | |
| 88 | IBMQISHARES IBONDS DEC 2028 TERM MUNI BOND ETF | 5,930 | $151.2M | 0.02% | |
| 89 | FMHIFIRST TRUST MUNICIPAL HIGH INCOME ETF | 3,074 | $147.6M | 0.02% | |
| 90 | TAT&T INC COM | 5,874 | $145.8M | 0.02% | |
| 91 | GEVGE VERNOVA INC COM | 239 | $138.6M | 0.02% | |
| 92 | CEGCONSTELLATION ENERGY CORP COM | 382 | $137.9M | 0.02% | |
| 93 | VOTVANGUARD MID-CAP GROWTH ETF | 476 | $137.1M | 0.02% | |
| 94 | RTXRTX CORPORATION COM | 749 | $134.1M | 0.02% | |
| 95 | ESEVERSOURCE ENERGY COM | 1,837 | $133.2M | 0.02% | |
| 96 | IYRISHARES U.S. REAL ESTATE ETF | 1,386 | $132.3M | 0.02% | |
| 97 | CWBSTATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | 1,427 | $132.1M | 0.02% | |
| 98 | VVVANGUARD LARGE-CAP ETF | 418 | $131.7M | 0.02% | |
| 99 | JNJJOHNSON & JOHNSON COM | 694 | $130.8M | 0.02% | |
| 100 | IJHISHARES CORE S&P MID-CAP ETF | 1,980 | $129.4M | 0.02% |
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