Hughes Financial Services, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $582 Billion distributed in 1035 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 $123B, J P Morgan Exchange Traded Fd with a value of $59.4B, J P Morgan Exchg Traded Fd Tr with a value of $54.9B, Jpmorgan U.S. Tech Leaders ETF with a value of $46.3B, and Ishares Inc Msci Emerging Mkts with a value of $46.2B.
Examining the 13F form we can see an increase of $70.9B in the current position value, from $511B to 582B.
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
$582 Billion
ETFs: $498 Billion
Technology: $6.4 Billion
Financial Services: $4.71 Billion
Consumer Cyclical: $2.2 Billion
Utilities: $1.81 Billion
Consumer Defensive: $1.61 Billion
Communication Services: $1.52 Billion
Healthcare: $1.44 Billion
Other: $2.87 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
