Hughes Financial Services, LLC Portfolio Holdings

Hughes Financial Services, LLC

  • $629 Billion
  • Q3 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.6B
$2.97 Million 0.0% of portfolio
48
Q3 2025 Added 500.0%
$109B
$6.98 Million 0.0% of portfolio
152
Q2 2025 Reduced 82.77%
$6.39B
$541,000 0.0% of portfolio
10
Q3 2025 Added 11.11%
$10.6B
$626,000 0.0% of portfolio
10
Q2 2025 New
$79.2B
$7.73 Million 0.0% of portfolio
184
Q1 2025 New
$30.4B
$1.49 Million 0.0% of portfolio
61
Q3 2025 Added 221.05%
$71.6B
$1.66 Million 0.0% of portfolio
25
Q3 2025 Reduced 21.88%
$42.8B
$3.78 Million 0.0% of portfolio
43
Q2 2025 Added 65.38%
$36.7B
$25.9 Million 0.0% of portfolio
275
Q1 2025 New
$39.2B
$5.6 Million 0.0% of portfolio
61
Q3 2025 Reduced 14.08%
$53.8B
$11.3 Million 0.0% of portfolio
55
Q2 2025 Reduced 19.12%
$1.2B
$752,000 0.0% of portfolio
11
Q2 2025 New
$15.8B
$2.34 Million 0.0% of portfolio
9
Q2 2025 New
$73.2B
$11.2 Million 0.0% of portfolio
3
Q1 2025 New
Blackrock Inc Com
-
$21.7 Million 0.0% of portfolio
-
Q2 2025 Added 53.85%
$2.33B
$2.36 Million 0.0% of portfolio
41
Q3 2025 Added 32.26%
$12.1B
$584,000 0.0% of portfolio
8
Q2 2025 Reduced 46.67%
$0
$50,000 0.0% of portfolio
1
Q1 2025 New
$0
$12.3 Million 0.0% of portfolio
129
Q1 2025 New
$3.11B
$632,000 0.0% of portfolio
21
Q2 2025 New
$35B
$27.2 Million 0.0% of portfolio
242
Q2 2025 Reduced 5.84%
$228B
$11.3 Million 0.0% of portfolio
90
Q3 2025 Reduced 39.6%
$9.56B
$900,000 0.0% of portfolio
4
Q1 2025 New
$4.28B
$3.1 Million 0.0% of portfolio
14
Q1 2025 New
$34.1B
$1.62 Million 0.0% of portfolio
10
Q2 2025 Reduced 50.0%
$14.8B
$9.57 Million 0.0% of portfolio
43
Q3 2025 Added 1,333.33%
$23.1B
$641,000 0.0% of portfolio
2
Q2 2025 New
$191B
$14.9 Million 0.0% of portfolio
3
Q1 2025 New
$25.3B
$8.6 Million 0.0% of portfolio
93
Q2 2025 Added 106.67%
$89.7B
$7.48 Million 0.0% of portfolio
42
Q3 2025 Reduced 16.0%
$31.2B
$1.29 Million 0.0% of portfolio
9
Q2 2025 Reduced 30.77%
$0
$1.44 Million 0.0% of portfolio
7
Q1 2025 New
$76.2B
$823,000 0.0% of portfolio
2
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 1,034
  • Current Value $629 Billion
  • Prior Value $582 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 86 stocks
  • Additional Purchases 176 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 187 stocks
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