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Hutchens & Kramer Investment Management Group, LLC
Period ended Sep 30, 2026 · Latest filing Oct 16, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $334,712,037
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- AMERICAN CENTY ETF TR · US EQT ETF · 025072885 · shares: $47,805,370
- PIMCO ETF TR · MULTISECTOR BD · 72201R585 · shares: $22,783,887
- DIMENSIONAL ETF TRUST · INTL CORE EQUITY · 25434V799 · shares: $12,518,985
- AMERICAN CENTY ETF TR · INTL EQT ETF · 025072703 · shares: $12,453,067
- ISHARES TR · 0-3 MTH TREASURY · 46436E718 · shares: $11,764,687
- PIMCO ETF TR · ENHAN SHRT MA AC · 72201R833 · shares: $11,484,934
- ISHARES TR · TRS FLT RT BD · 46434V860 · shares: $11,294,946
- PIMCO ETF TR · ACTIVE BD ETF · 72201R775 · shares: $10,583,541
- INVESCO EXCH TRADED FD TR II · S&P 500 MOMNTM · 46138E339 · shares: $9,897,416
- FIRST TR EXCHANGE-TRADED FD · NASDQ CLN EDGE · 33737A108 · shares: $8,554,944
Reported holdings
156 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | — | 373,217 shares | $47,805,370 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 | — | 897,357 shares | $22,783,887 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | — | 332,863 shares | $12,518,985 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | — | 138,199 shares | $12,453,067 |
| ISHARES TR | 0-3 MTH TREASURY | 46436E718 | — | 116,852 shares | $11,764,687 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | — | 114,221 shares | $11,484,934 |
| ISHARES TR | TRS FLT RT BD | 46434V860 | — | 222,912 shares | $11,294,946 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | — | 121,664 shares | $10,583,541 |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | 46138E339 | — | 65,295 shares | $9,897,416 |
| FIRST TR EXCHANGE-TRADED FD | NASDQ CLN EDGE | 33737A108 | — | 48,303 shares | $8,554,944 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 11,502 shares | $8,061,318 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | — | 71,675 shares | $6,738,928 |
| ELI LILLY & CO | COM | 532457108 | — | 5,729 shares | $6,629,130 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | — | 9,082 shares | $5,530,938 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 7,327 shares | $5,420,132 |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | 025072232 | — | 51,980 shares | $5,111,716 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | — | 126,812 shares | $5,036,985 |
| APPLE INC | COM | 037833100 | — | 14,835 shares | $4,940,262 |
| INVESCO EXCH TRADED FD TR II | S&P 500 HB ETF | 46138E370 | — | 32,732 shares | $4,933,694 |
| SPDR SERIES TRUST | SP KENSHO FUTR | 78468R671 | — | 42,190 shares | $4,675,496 |
| RBB FD INC | F/M EMERALD SPL | 74933W114 | — | 140,460 shares | $4,304,046 |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | 46137V233 | — | 65,226 shares | $4,149,004 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 137,106 shares | $4,113,190 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 17,666 shares | $4,034,487 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 56,263 shares | $3,972,730 |
| ARK ETF TR | AUTNMUS TECHNLGY | 00214Q203 | — | 31,957 shares | $3,874,786 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 19,489 shares | $3,815,063 |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | 33738R704 | — | 36,068 shares | $3,723,660 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 3,553 shares | $2,721,065 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 28,336 shares | $2,543,439 |
| SPDR SERIES TRUST | ST STR P500GRW | 78464A409 | — | 20,121 shares | $2,476,493 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 16,266 shares | $2,363,124 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 5,972 shares | $2,274,376 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 2,895 shares | $2,207,595 |
| AMAZON COM INC | COM | 023135106 | — | 8,801 shares | $2,192,757 |
| MICROSOFT CORP | COM | 594918104 | — | 4,100 shares | $2,102,935 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | — | 22,907 shares | $2,053,140 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 5,782 shares | $1,989,601 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | — | 6,093 shares | $1,856,172 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 12,832 shares | $1,825,480 |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | 25434V872 | — | 44,656 shares | $1,791,585 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 5,067 shares | $1,726,548 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 4,381 shares | $1,639,647 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 | — | 34,856 shares | $1,536,801 |
| META PLATFORMS INC | CL A | 30303M102 | — | 2,118 shares | $1,535,569 |
| ISHARES TR | S&P 500 VAL ETF | 464287408 | — | 6,379 shares | $1,456,198 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | — | 16,741 shares | $1,359,369 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 2,194 shares | $1,210,126 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 20,168 shares | $1,196,164 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 5,368 shares | $1,160,010 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | — | 15,132 shares | $1,048,042 |
| VISA INC | COM CL A | 92826C839 | — | 2,829 shares | $1,016,545 |
| AMPHENOL CORP | CL A | 032095101 | — | 11,702 shares | $986,459 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 | — | 7,874 shares | $943,493 |
| BROADCOM INC | COM | 11135F101 | — | 2,660 shares | $934,172 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 27,890 shares | $907,259 |
| EATON CORP PLC | SHS | G29183103 | — | 2,013 shares | $865,006 |
| 2023 ETF SERIES TRUST | PICT ENHA US ETF | 900934787 | — | 28,819 shares | $822,494 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 | — | 8,350 shares | $793,166 |
| ISHARES TR | MSCI ACWI EX US | 464288240 | — | 9,918 shares | $749,999 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | — | 2,207 shares | $728,718 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | — | 3,042 shares | $704,618 |
| ISHARES TR | EAFE VALUE ETF | 464288877 | — | 8,539 shares | $675,776 |
| BLACKROCK ETF TRUST | ISHA IN CTRY ETF | 09290C764 | — | 18,533 shares | $673,675 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | — | 3,018 shares | $670,720 |
| TJX COS INC NEW | COM | 872540109 | — | 5,061 shares | $669,610 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 2,034 shares | $668,189 |
| CINTAS CORP | COM | 172908105 | — | 3,403 shares | $663,789 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | — | 1,481 shares | $660,482 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 13,933 shares | $659,588 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 6,715 shares | $656,341 |
| AMERICAN CENTY ETF TR | AVANTIS ALL INT | 025072174 | — | 7,680 shares | $637,824 |
| FORTINET INC | COM | 34959E109 | — | 3,525 shares | $630,129 |
| ETF SER SOLUTIONS | DISTILLATE US | 26922A321 | — | 9,251 shares | $591,879 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 2,055 shares | $584,627 |
| QUANTA SVCS INC | COM | 74762E102 | — | 896 shares | $575,689 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 7,049 shares | $552,754 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 1,660 shares | $549,313 |
| ECOLAB INC | COM | 278865100 | — | 1,995 shares | $547,787 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 6,686 shares | $542,636 |
| BLACKROCK ETF TRUST | ISHA LA CORE ETF | 09290C855 | — | 10,814 shares | $529,453 |
| KLA CORP | COM NEW | 482480100 | — | 2,647 shares | $515,980 |
| SPDR SERIES TRUST | ST STR R1K LOWV | 78468R804 | — | 2,947 shares | $513,692 |
| LABCORP HOLDINGS INC | COM SHS | 504922105 | — | 1,547 shares | $476,646 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 511 shares | $465,565 |
| BLACKROCK ETF TRUST | ISHA I IN TE ETF | 09290C780 | — | 9,603 shares | $453,166 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 1,748 shares | $451,089 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 1,048 shares | $426,148 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 399 shares | $424,979 |
| WW GRAINGER INC | COM | 384802104 | — | 336 shares | $418,575 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 906 shares | $413,308 |
| BLACKSTONE INC | COM | 09260D107 | — | 3,686 shares | $413,164 |
| NETAPP INC | COM | 64110D104 | — | 1,935 shares | $406,505 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 11,268 shares | $404,866 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | — | 12,844 shares | $404,201 |
| EMCOR GROUP INC | COM | 29084Q100 | — | 509 shares | $384,035 |
| TEXAS INSTRS INC | COM | 882508104 | — | 1,361 shares | $381,202 |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | 78463X509 | — | 7,254 shares | $375,467 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 | — | 733 shares | $373,008 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 1,820 shares | $370,534 |