Hutchens & Kramer Investment Management Group, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 8, 2026, for the 2025 Q4 period, Hutchens & Kramer Investment Management Group, LLC held in its portfolio 174 assets valued at $289,503,249 (i.e. $289.50M).
The most valuable assets in the portfolio included: AMERICAN CENTY ETF TR ($30.85M), DIMENSIONAL ETF TRUST ($21.50M), and PIMCO ETF TR ($19.03M).
The chart below shows the top 10 valuable assets, and the table below shows the top 174 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Hutchens & Kramer Investment Management Group, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| AMERICAN CENTY ETF TR | 276001 | 30851429 | US EQT ETF |
| DIMENSIONAL ETF TRUST | 542967 | 21496077 | US CORE EQUITY 2 |
| PIMCO ETF TR | 713231 | 19029016 | MULTISECTOR BD |
| PIMCO ETF TR | 166174 | 15467446 | ACTIVE BD ETF |
| DIMENSIONAL ETF TRUST | 199718 | 14705236 | US CORE EQUITY 1 |
| DIMENSIONAL ETF TRUST | 342663 | 11808159 | INTL CORE EQUITY |
| ISHARES TR | 103028 | 10341923 | 0-3 MNTH TREASRY |
| ISHARES TR | 190171 | 9596019 | TRS FLT RT BD |
| AMERICAN CENTY ETF TR | 103004 | 8479307 | INTL EQT ETF |
| VANGUARD INDEX FDS | 10711 | 6717124 | S&P 500 ETF SHS |
| ELI LILLY & CO | 4722 | 5074640 | COM |
| AMERICAN CENTY ETF TR | 58492 | 4505064 | AVANTIS EMGMKT |
| DIMENSIONAL ETF TRUST | 134314 | 4443103 | EMERGING MKTS CO |
| SCHWAB STRATEGIC TR | 155694 | 4189726 | US LRG CAP ETF |
| INVESCO EXCHANGE TRADED FD T | 69054 | 4093535 | S&P 500 TOP 50 |
| APPLE INC | 14168 | 3851752 | COM |
| SPDR SERIES TRUST | 38448 | 3750961 | STATE STREET SPD |
| MICROSOFT CORP | 7588 | 3669530 | COM |
| INVESCO QQQ TR | 5505 | 3381486 | UNIT SER 1 |
| VANGUARD TAX-MANAGED FDS | 53527 | 3343832 | VAN FTSE DEV MKT |
| DIMENSIONAL ETF TRUST | 76674 | 3263266 | CORE FIXED INCOM |
| AMAZON COM INC | 12700 | 2931402 | COM |
| NVIDIA CORPORATION | 15020 | 2801309 | COM |
| ISHARES TR | 4021 | 2754144 | CORE S&P500 ETF |
| SPDR GOLD TR | 6514 | 2581563 | GOLD SHS |
| AMERICAN CENTY ETF TR | 28459 | 2444912 | AVANTIS ALL EQT |
| SELECT SECTOR SPDR TR | 16928 | 2437177 | STATE STREET TEC |
| INVESCO EXCH TRADED FD TR II | 19646 | 2344161 | S&P 500 MOMNTM |
| PROCTER AND GAMBLE CO | 16232 | 2326208 | COM |
| ISHARES TR | 15123 | 1864061 | S&P 500 GRWT ETF |
| ISHARES TR | 8727 | 1850735 | S&P 500 VAL ETF |
| VANGUARD INDEX FDS | 20049 | 1774146 | REAL ESTATE ETF |
| SPDR S&P 500 ETF TR | 2487 | 1695864 | TR UNIT |
| MASTERCARD INCORPORATED | 2956 | 1687696 | CL A |
| FIRST TR EXCHANGE TRADED FD | 11001 | 1683373 | NASDQ CLN EDGE |
| ALPHABET INC | 5063 | 1588769 | CAP STK CL C |
| META PLATFORMS INC | 2305 | 1521837 | CL A |
| ALPHABET INC | 4606 | 1441679 | CAP STK CL A |
| ISHARES TR | 17310 | 1433614 | 1 3 YR TREAS BD |
| ISHARES TR | 18701 | 1335438 | EAFE VALUE ETF |
| AMPHENOL CORP NEW | 9809 | 1325526 | CL A |
| ISHARES TR | 6385 | 1268189 | MSCI USA QLT FCT |
| ISHARES INC | 18030 | 1211977 | CORE MSCI EMKT |
| BLACKROCK ETF TRUST | 19759 | 1201545 | ISHARES US EQUIT |
| VANGUARD INDEX FDS | 3452 | 1157328 | TOTAL STK MKT |
| ISHARES TR | 23508 | 1094062 | CORE UNIVRSL USD |
| TJX COS INC NEW | 7075 | 1086747 | COM |
| SCHWAB CHARLES CORP | 10697 | 1068704 | COM |
| VISA INC | 2951 | 1034945 | COM CL A |
| INVESCO EXCH TRADED FD TR II | 4075 | 1030649 | NASDAQ 100 ETF |
| VANGUARD INTL EQUITY INDEX F | 19019 | 1022461 | FTSE EMR MKT ETF |
| EATON CORP PLC | 2952 | 940242 | SHS |
| VANGUARD INDEX FDS | 4656 | 889332 | VALUE ETF |
| BROADCOM INC | 2526 | 874188 | COM |
| AUTOMATIC DATA PROCESSING IN | 3135 | 806427 | COM |
| ISHARES BITCOIN TRUST ETF | 15281 | 758702 | SHS BEN INT |
| ETF SER SOLUTIONS | 12745 | 750680 | DISTILLATE US |
| ISHARES TR | 2185 | 749389 | S&P 100 ETF |
| ISHARES TR | 8282 | 700988 | CORE MSCI TOTAL |
| IQVIA HLDGS INC | 3061 | 689980 | COM |
| COOPER COS INC | 8372 | 686169 | COM |
| ISHARES TR | 6020 | 685798 | EAFE GRWTH ETF |
| VANGUARD SCOTTSDALE FDS | 5560 | 676930 | VNG RUS1000GRW |
| LAM RESEARCH CORP | 3802 | 650826 | COM NEW |
| VANGUARD INDEX FDS | 3085 | 645135 | EXTEND MKT ETF |
| WELLTOWER INC | 3294 | 611399 | COM |
| CADENCE DESIGN SYSTEM INC | 1944 | 607656 | COM |
| INVESCO EXCH TRADED FD TR II | 5112 | 597951 | S&P 500 HB ETF |
| DIMENSIONAL ETF TRUST | 17913 | 589159 | US SMALL CAP VAL |
| ARK ETF TR | 4914 | 563439 | AUTNMUS TECHNLGY |
| DIMENSIONAL ETF TRUST | 14359 | 546073 | US HIGH PROFITAB |
| VANECK ETF TRUST | 1516 | 545957 | SEMICONDUCTR ETF |
| JPMORGAN CHASE & CO. | 1632 | 525744 | COM |
| BLACKSTONE INC | 3400 | 524076 | COM |
| VANGUARD INDEX FDS | 1728 | 501537 | MID CAP ETF |
| AMERICAN CENTY ETF TR | 6747 | 496039 | AVANTIS ALL INT |
| FIRST TR EXCHANGE TRADED FD | 5036 | 495140 | RBA INDL ETF |
| ELEVANCE HEALTH INC FORMERLY | 1390 | 487264 | COM |
| DIMENSIONAL ETF TRUST | 10037 | 481284 | SHORT DURATION F |
| BLACKROCK ETF TRUST | 14295 | 476024 | ISHARES A I INNO |
| FAIR ISAAC CORP | 275 | 464920 | COM |
| CINTAS CORP | 2457 | 462088 | COM |
| ABBVIE INC | 2008 | 458854 | COM |
| VANGUARD INDEX FDS | 1762 | 454508 | SMALL CP ETF |
| NETFLIX INC | 4794 | 449485 | COM |
| ROPER TECHNOLOGIES INC | 1003 | 446465 | COM |
| BLACKROCK ETF TRUST | 11538 | 444905 | ISHARES US THEMA |
| MOTOROLA SOLUTIONS INC | 1147 | 439668 | COM NEW |
| SCHWAB STRATEGIC TR | 15925 | 436809 | US DIVIDEND EQ |
| COSTCO WHSL CORP NEW | 501 | 432288 | COM |
| DIGITAL RLTY TR INC | 2790 | 431641 | COM |
| ISHARES TR | 1695 | 424275 | MSCI USA MMENTM |
| KLA CORP | 343 | 416772 | COM NEW |
| LABCORP HOLDINGS INC | 1547 | 388111 | COM SHS |
| AMERICAN TOWER CORP NEW | 2207 | 387483 | COM |
| SCHWAB STRATEGIC TR | 16062 | 386130 | INTL EQTY ETF |
| EMCOR GROUP INC | 627 | 383592 | COM |
| CROWN CASTLE INC | 4178 | 371299 | COM |
| SCHWAB STRATEGIC TR | 11354 | 370379 | US LCAP GR ETF |
| ECOLAB INC | 1405 | 368841 | COM |
| SPDR DOW JONES INDL AVERAGE | 764 | 367363 | UT SER 1 |
| CATERPILLAR INC | 640 | 366637 | COM |
| ISHARES GOLD TR | 4494 | 364778 | ISHARES NEW |
| ISHARES TR | 3555 | 361437 | 10-20 YR TRS ETF |
| DIMENSIONAL ETF TRUST | 13445 | 355217 | GLOBAL REAL EST |
| SPDR INDEX SHS FDS | 7583 | 354960 | PORTFOLIO EMG MK |
| SCHWAB STRATEGIC TR | 12844 | 349485 | FUNDAMENTAL US L |
| ABBOTT LABS | 2770 | 347060 | COM |
| ISHARES TR | 3558 | 338793 | MBS ETF |
| AMETEK INC | 1643 | 337324 | COM |
| NISOURCE INC | 8062 | 336669 | COM |
| PROLOGIS INC. | 2535 | 323618 | COM |
| ZOETIS INC | 2570 | 323305 | CL A |
| WW GRAINGER INC | 319 | 321887 | COM |
| JABIL INC | 1406 | 320596 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1044 | 317261 | SPONSORED ADS |
| HOULIHAN LOKEY INC | 1787 | 311278 | CL A |
| INTUITIVE SURGICAL INC | 549 | 310932 | COM NEW |
| VANGUARD BD INDEX FDS | 3897 | 307123 | SHORT TRM BOND |
| VANGUARD CHARLOTTE FDS | 6286 | 303740 | TOTAL INT BD ETF |
| INTERNATIONAL BUSINESS MACHS | 991 | 293544 | COM |
| PROSHARES TR II | 5210 | 289259 | ULTRA GOLD |
| BERKSHIRE HATHAWAY INC DEL | 562 | 282625 | CL B NEW |
| EQUINIX INC | 366 | 280415 | COM |
| J P MORGAN EXCHANGE TRADED F | 4892 | 280004 | EQUITY PREMIUM |
| GALLAGHER ARTHUR J & CO | 1063 | 275094 | COM |
| PIMCO ETF TR | 5238 | 274522 | INTER MUN BD ACT |
| HEICO CORP NEW | 1087 | 274391 | CL A |
| PIMCO ETF TR | 2716 | 272523 | ENHAN SHRT MA AC |
| 3M CO | 1700 | 272182 | COM |
| TELEDYNE TECHNOLOGIES INC | 532 | 271708 | COM |
| WABTEC | 1263 | 269587 | COM |
| ISHARES TR | 1772 | 263993 | ESG AWR MSCI USA |
| INTUIT | 398 | 263643 | COM |
| ISHARES TR | 1303 | 260183 | U.S. TECH ETF |
| AMERICAN CENTY ETF TR | 4290 | 251995 | AVANTIS US SMALL |
| AMERIPRISE FINL INC | 513 | 251544 | COM |
| BLACKROCK ETF TRUST II | 4743 | 250288 | ISHARES FLEXIBLE |
| MONOLITHIC PWR SYS INC | 272 | 246530 | COM |
| ORACLE CORP | 1230 | 239739 | COM |
| ISHARES TR | 4754 | 237748 | CORE INTL AGGR |
| SIMON PPTY GROUP INC NEW | 1284 | 237635 | COM |
| ADOBE INC | 674 | 235893 | COM |
| COCA COLA CO | 3359 | 234828 | COM |
| RTX CORPORATION | 1266 | 232184 | COM |
| EXTRA SPACE STORAGE INC | 1782 | 232052 | COM |
| HERSHEY CO | 1274 | 231904 | COM |
| LOCKHEED MARTIN CORP | 478 | 231156 | COM |
| EA SERIES TRUST | 2000 | 230200 | ALPHA ARCH 1-3 |
| WEST PHARMACEUTICAL SVSC INC | 833 | 229192 | COM |
| DIMENSIONAL ETF TRUST | 3052 | 226367 | US EQUITY MARKET |
| PALO ALTO NETWORKS INC | 1224 | 225461 | COM |
| OSI SYSTEMS INC | 877 | 223688 | COM |
| HAMILTON LANE INC | 1661 | 223089 | CL A |
| MSCI INC | 385 | 220886 | COM |
| ISHARES TR | 3162 | 220518 | FUTURE EXPONENTI |
| MONSTER BEVERAGE CORP NEW | 2804 | 214983 | COM |
| PENTAIR PLC | 2062 | 214737 | SHS |
| ACUITY INC | 596 | 214584 | COM |
| DOMINOS PIZZA INC | 504 | 210077 | COM |
| ISHARES TR | 976 | 209537 | US AER DEF ETF |
| ENSIGN GROUP INC | 1201 | 209214 | COM |
| VERTEX PHARMACEUTICALS INC | 457 | 207186 | COM |
| AIRBNB INC | 1526 | 207109 | COM CL A |
| HOWMET AEROSPACE INC | 1008 | 206660 | COM |
| CURTISS WRIGHT CORP | 374 | 206175 | COM |
| ROSS STORES INC | 1131 | 203738 | COM |
| UFP TECHNOLOGIES INC | 916 | 203379 | COM |
| IRON MTN INC DEL | 2449 | 203145 | COM |
| VERISK ANALYTICS INC | 906 | 202663 | COM |
| ADVANCED DRAIN SYS INC DEL | 1394 | 201893 | COM |
| EQUIFAX INC | 925 | 200706 | COM |
| TESLA INC | 445 | 200337 | COM |
| BANK AMERICA CORP | 3640 | 200200 | COM |