Hughes Financial Services, LLC - Portfolio overview

Hughes Financial Services, LLC has 1798 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPTM - STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF, 20.23%
2. JCPB - JPMORGAN CORE PLUS BOND ETF, 10.85%
3. JIRE - JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF, 9.90%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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