Hughes Financial Services, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $629 Billion distributed in 1034 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $134B, J P Morgan Exchange Traded Fd with a value of $62.1B, J P Morgan Exchg Traded Fd Tr with a value of $60.4B, Ishares Inc Msci Emerging Mkts with a value of $53.2B, and Jpmorgan U.S. Tech Leaders ETF with a value of $51.2B.
Examining the 13F form we can see an increase of $46.5B in the current position value, from $582B to 629B.
Hughes Financial Services, LLC is based out at Herndon, VA
Below you can find more details about Hughes Financial Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$629 Billion
ETFs: $538 Billion
Technology: $7.15 Billion
Financial Services: $4.46 Billion
Consumer Cyclical: $2.24 Billion
Utilities: $1.86 Billion
Communication Services: $1.76 Billion
Healthcare: $1.73 Billion
Industrials: $1.6 Billion
Other: $2.96 Billion
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions