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
$99.7B
$41.2 Million 0.01% of portfolio
210
Q2 2025 Reduced 3.23%
$0
$45.2 Million 0.01% of portfolio
176
Q2 2025 Added 14.29%
$0
$33.7 Million 0.01% of portfolio
3,630
Q1 2025 New
$0
$94 Million 0.01% of portfolio
3,510
Q3 2025 Reduced 6.97%
$1.05B
$35.4 Million 0.01% of portfolio
1,332
Q1 2025 New
$0
$60.5 Million 0.01% of portfolio
1,545
Q1 2025 New
$1.57B
$39.7 Million 0.01% of portfolio
850
Q2 2025 Reduced 1.16%
$0
$81.8 Million 0.01% of portfolio
228
Q1 2025 New
$0
$33.5 Million 0.01% of portfolio
774
Q1 2025 New
$405B
$89.3 Million 0.01% of portfolio
86
Q2 2025 Added 10.26%
$4.9B
$63.6 Million 0.01% of portfolio
1,737
Q1 2025 New
$181B
$45.8 Million 0.01% of portfolio
4,300
Q3 2025 New
$26.5B
$46.7 Million 0.01% of portfolio
323
Q3 2025 Reduced 15.89%
$0
$33.3 Million 0.01% of portfolio
2,121
Q1 2025 New
$64.9B
$82.8 Million 0.01% of portfolio
2,477
Q1 2025 New
$269B
$75.8 Million 0.01% of portfolio
368
Q3 2025 Reduced 1.6%
$2.9B
$41.7 Million 0.01% of portfolio
500
Q1 2025 New
$0
$64.2 Million 0.01% of portfolio
668
Q2 2025 Reduced 2.77%
$388B
$58.3 Million 0.01% of portfolio
239
Q3 2025 Reduced 13.09%
$4.89B
$46.6 Million 0.01% of portfolio
508
Q1 2025 New
$7.46B
$61.3 Million 0.01% of portfolio
302
Q1 2025 New
$317B
$41.5 Million 0.01% of portfolio
482
Q3 2025 Added 2.55%
$413B
$43.3 Million 0.01% of portfolio
810
Q3 2025 Reduced 74.35%
$266B
$87.5 Million 0.01% of portfolio
283
Q3 2025 Added 1.07%
$177B
$50.1 Million 0.01% of portfolio
312
Q3 2025 Reduced 25.0%
$0
$60.9 Million 0.01% of portfolio
432
Q1 2025 New
$255B
$46.5 Million 0.01% of portfolio
127
Q3 2025 Added 7.63%
$0
$70.1 Million 0.01% of portfolio
651
Q1 2025 New
$237B
$43 Million 0.01% of portfolio
278
Q3 2025 Reduced 10.03%
$99.5B
$83 Million 0.01% of portfolio
1,756
Q3 2025 Reduced 0.45%
$0
$41.7 Million 0.01% of portfolio
108
Q1 2025 New
$300B
$84.3 Million 0.01% of portfolio
262
Q3 2025 Added 0.38%
$7.28B
$40.7 Million 0.01% of portfolio
122
Q3 2025 New
$67.3B
$35.6 Million 0.01% of portfolio
126
Q3 2025 Added 2.44%
$140B
$63 Million 0.01% of portfolio
270
Q3 2025 Added 1.5%
$23.5B
$33.4 Million 0.01% of portfolio
985
Q3 2025 Reduced 1.7%
$167B
$51.9 Million 0.01% of portfolio
543
Q2 2025 Added 5.85%
$49.4B
$32.2 Million 0.01% of portfolio
212
Q2 2025 Reduced 1.85%
$193B
$84.9 Million 0.01% of portfolio
756
Q3 2025 Added 0.53%
$8.22B
$916,000 0.0% of portfolio
25
Q3 2025 Added 92.31%
$20.5B
$1.51 Million 0.0% of portfolio
20
Q2 2025 Added 33.33%
$28.7B
$1.11 Million 0.0% of portfolio
19
Q2 2025 Added 90.0%
$39.9B
$16.7 Million 0.0% of portfolio
156
Q2 2025 Reduced 14.75%
$29.4B
$3.68 Million 0.0% of portfolio
154
Q2 2025 Added 37.5%
$27.1B
$2.07 Million 0.0% of portfolio
4
Q1 2025 New
$749M
$836,000 0.0% of portfolio
81
Q2 2025 New
$97.3B
$13.5 Million 0.0% of portfolio
159
Q3 2025 Reduced 1.85%
$41.3B
$2.08 Million 0.0% of portfolio
25
Q3 2025 Reduced 19.35%
$13.7B
$579,000 0.0% of portfolio
14
Q1 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
Track This Portfolio

Track Hughes Financial Services, LLC Portfolio

Follow Hughes Financial Services, LLC 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 Hughes Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hughes Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email