H&H Retirement Design & Management Inc Portfolio Holdings

H&H Retirement Design & Management Inc

  • $179 Million
  • Q2 2025

H&H Retirement Design & Management Inc has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $179 Million distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg Convertible Sec with a value of $33.9M, Vanguard Extended Duration Tre with a value of $12.3M, Ishares Tr Tips Bd ETF with a value of $7.98M, Vanguard Bd Index Fd Inc Long with a value of $7.58M, and Vanguard Lg Trm Corp Bd ETF with a value of $7.53M.

Examining the 13F form we can see an increase of $20.4M in the current position value, from $159M to 179M.

Below you can find more details about H&H Retirement Design & Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $179 Million
ETFs: $157 Million
Technology: $6.99 Million
Consumer Cyclical: $3.96 Million
Communication Services: $3.21 Million
Financial Services: $2.77 Million
Healthcare: $2.39 Million
Real Estate: $1.22 Million
Consumer Defensive: $904,000
Other: $857,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33.9 Million 18.91% of portfolio
410,452
Q2 2025 Added 7.31%
$0
$12.3 Million 6.86% of portfolio
182,739
Q2 2025 Added 12.54%
$0
$7.98 Million 4.45% of portfolio
72,508
Q2 2025 Added 6.76%
$0
$7.58 Million 4.23% of portfolio
109,019
Q2 2025 Added 11.5%
$0
$7.53 Million 4.2% of portfolio
99,207
Q2 2025 Added 9.5%
$0
$6 Million 3.35% of portfolio
73,089
Q2 2025 Added 8.43%
$0
$5.83 Million 3.25% of portfolio
39,527
Q2 2025 Added 7.19%
$0
$5.81 Million 3.24% of portfolio
108,988
Q2 2025 Added 10.17%
$0
$5.69 Million 3.17% of portfolio
74,789
Q2 2025 Added 9.47%
$0
$5.46 Million 3.04% of portfolio
171,838
Q2 2025 Added 10.85%
$0
$5.25 Million 2.93% of portfolio
38,936
Q2 2025 Added 12.6%
$0
$4.8 Million 2.67% of portfolio
54,645
Q2 2025 Added 8.98%
$0
$4.78 Million 2.66% of portfolio
18,880
Q2 2025 Added 6.12%
$0
$4.55 Million 2.53% of portfolio
53,609
Q2 2025 Added 11.32%
$0
$4.32 Million 2.41% of portfolio
52,897
Q2 2025 Added 5.26%
$0
$3.69 Million 2.06% of portfolio
87,324
Q2 2025 Added 7.68%
$0
$3.28 Million 1.83% of portfolio
15,108
Q2 2025 Added 8.91%
$0
$2.19 Million 1.22% of portfolio
41,450
Q2 2025 Added 5.88%
$0
$1.92 Million 1.07% of portfolio
38,278
Q2 2025 Added 13.31%
$0
$1.77 Million 0.99% of portfolio
17,220
Q2 2025 Added 9.14%
$0
$1.61 Million 0.9% of portfolio
20,432
Q2 2025 Added 4.6%
$0
$1.56 Million 0.87% of portfolio
29,876
Q2 2025 Added 3.87%
$0
$1.57 Million 0.87% of portfolio
11,541
Q2 2025 Added 14.3%
$0
$1.52 Million 0.85% of portfolio
12,270
Q2 2025 Added 7.6%
$3.95T
$1.47 Million 0.82% of portfolio
2,953
Q2 2025 Added 15.17%
$0
$1.42 Million 0.79% of portfolio
79,778
Q2 2025 Added 8.89%
$2.26T
$1.33 Million 0.74% of portfolio
6,068
Q2 2025 Added 1.83%
$1.21T
$1.25 Million 0.7% of portfolio
7,089
Q2 2025 Added 10.03%
$0
$1.24 Million 0.69% of portfolio
38,335
Q2 2025 Added 5.61%
$1.78T
$1.19 Million 0.67% of portfolio
1,617
Q2 2025 Reduced 16.56%
$0
$1.19 Million 0.66% of portfolio
14,398
Q2 2025 Added 7.01%
$0
$1.16 Million 0.65% of portfolio
13,056
Q2 2025 Added 6.84%
$0
$1.16 Million 0.64% of portfolio
109,454
Q2 2025 Added 15.28%
$0
$1.15 Million 0.64% of portfolio
27,783
Q2 2025 Added 7.99%
$217B
$1.13 Million 0.63% of portfolio
195
Q2 2025 Reduced 0.51%
$1.27T
$1.1 Million 0.61% of portfolio
4,851
Q2 2025 Reduced 3.19%
$179B
$1.05 Million 0.59% of portfolio
11,536
Q2 2025 Added 2.66%
$0
$1.04 Million 0.58% of portfolio
11,184
Q2 2025 Added 13.4%
$0
$994,000 0.55% of portfolio
32,505
Q2 2025 Added 6.54%
$0
$916,000 0.51% of portfolio
28,568
Q2 2025 Added 6.66%
$34.5B
$842,000 0.47% of portfolio
5,349
Q2 2025 Added 32.34%
$207B
$768,000 0.43% of portfolio
6,198
Q2 2025 Added 2.96%
$548B
$731,000 0.41% of portfolio
1,301
Q2 2025 Reduced 18.43%
$551B
$736,000 0.41% of portfolio
2,075
Q2 2025 Reduced 9.35%
$70.7B
$732,000 0.41% of portfolio
1,883
Q2 2025 Added 10.44%
$0
$654,000 0.36% of portfolio
1,054
Q2 2025 Added 167.51%
$3.69T
$653,000 0.36% of portfolio
3,187
Q2 2025 Added 45.79%
$162B
$555,000 0.31% of portfolio
3,037
Q2 2025 Added 2.88%
$108B
$558,000 0.31% of portfolio
6,097
Q2 2025 Reduced 0.54%

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $179 Million
  • Prior Value $159 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
Track This Portfolio

Track H&H Retirement Design & Management Inc Portfolio

Follow H&H Retirement Design & Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of H&H Retirement Design & Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on H&H Retirement Design & Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email