Filed: 11/3/2025ACC: 0001951757-25-001251
📋 What this filing means
HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 173 equity positions with a total reported market value of $253.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
173
Positions
$253.80M
Total AUM (reported)
3.66M
Total Shares
Allocation by class
COM$46.03M18.1%
US CORE EQUITY 2$21.45M8.5%
US EQT ETF$20.17M7.9%
MULTISECTOR BD$15.56M6.1%
US CORE EQUITY 1$14.37M5.7%
ACTIVE BD ETF$11.70M4.6%
INTL CORE EQUITY$11.59M4.6%
Portfolio Concentration
Top 3$57.18M22.5%
4–10$63.00M24.8%
11–25$52.30M20.6%
Rest$81.32M32.0%
Top 3 weight
22.5%
Top 10 weight
47.4%
Voting Authority Distribution
Total shares with voting rights: 3.66M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.66M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole173
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings173
Rows:
DIMENSIONAL ETF TRUST
SOLEShares556.14K
TypeSH
Market value$21.45M
8.45%
Sole
0.00
Shared
0.00
None
556.14K
AMERICAN CENTY ETF TR
SOLEShares185.53K
TypeSH
Market value$20.17M
7.95%
Sole
0.00
Shared
0.00
None
185.53K
PIMCO ETF TR
SOLEShares579.65K
TypeSH
Market value$15.56M
6.13%
Sole
0.00
Shared
0.00
None
579.65K
DIMENSIONAL ETF TRUST
SOLEShares199.75K
TypeSH
Market value$14.37M
5.66%
Sole
0.00
Shared
0.00
None
199.75K
PIMCO ETF TR
SOLEShares125.28K
TypeSH
Market value$11.70M
4.61%
Sole
0.00
Shared
0.00
None
125.28K
DIMENSIONAL ETF TRUST
SOLEShares353.37K
TypeSH
Market value$11.59M
4.57%
Sole
0.00
Shared
0.00
None
353.37K
AMERICAN CENTY ETF TR
SOLEShares83.11K
TypeSH
Market value$6.56M
2.58%
Sole
0.00
Shared
0.00
None
83.11K
ELI LILLY & CO
SOLEShares8.44K
TypeSH
Market value$6.44M
2.54%
Sole
0.00
Shared
0.00
None
8.44K
VANGUARD INDEX FDS
SOLEShares10.41K
TypeSH
Market value$6.38M
2.51%
Sole
0.00
Shared
0.00
None
10.41K
ISHARES TR
SOLEShares59.38K
TypeSH
Market value$5.98M
2.36%
Sole
0.00
Shared
0.00
None
59.38K
ISHARES TR
SOLEShares104.06K
TypeSH
Market value$5.26M
2.07%
Sole
0.00
Shared
0.00
None
104.06K
DIMENSIONAL ETF TRUST
SOLEShares137.75K
TypeSH
Market value$4.42M
1.74%
Sole
0.00
Shared
0.00
None
137.75K
SCHWAB STRATEGIC TR
SOLEShares165.89K
TypeSH
Market value$4.37M
1.72%
Sole
0.00
Shared
0.00
None
165.89K
INVESCO EXCHANGE TRADED FD T
SOLEShares74.28K
TypeSH
Market value$4.27M
1.68%
Sole
0.00
Shared
0.00
None
74.28K
MICROSOFT CORP
SOLEShares7.71K
TypeSH
Market value$4.00M
1.57%
Sole
0.00
Shared
0.00
None
7.71K
DIMENSIONAL ETF TRUST
SOLEShares89.32K
TypeSH
Market value$3.82M
1.50%
Sole
0.00
Shared
0.00
None
89.32K
AMERICAN CENTY ETF TR
SOLEShares48.11K
TypeSH
Market value$3.61M
1.42%
Sole
0.00
Shared
0.00
None
48.11K
APPLE INC
SOLEShares13.12K
TypeSH
Market value$3.34M
1.32%
Sole
0.00
Shared
0.00
None
13.12K
VANGUARD TAX-MANAGED FDS
SOLEShares51.90K
TypeSH
Market value$3.11M
1.23%
Sole
0.00
Shared
0.00
None
51.90K
NVIDIA CORPORATION
SOLEShares15.82K
TypeSH
Market value$2.95M
1.16%
Sole
0.00
Shared
0.00
None
15.82K
AMAZON COM INC
SOLEShares13.08K
TypeSH
Market value$2.87M
1.13%
Sole
0.00
Shared
0.00
None
13.08K
ISHARES TR
SOLEShares4.01K
TypeSH
Market value$2.68M
1.06%
Sole
0.00
Shared
0.00
None
4.01K
SPDR GOLD TR
SOLEShares7.20K
TypeSH
Market value$2.56M
1.01%
Sole
0.00
Shared
0.00
None
7.20K
PROCTER AND GAMBLE CO
SOLEShares16.39K
TypeSH
Market value$2.52M
0.99%
Sole
0.00
Shared
0.00
None
16.39K
SELECT SECTOR SPDR TR
SOLEShares8.93K
TypeSH
Market value$2.52M
0.99%
Sole
0.00
Shared
0.00
None
8.93K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 556.14K | SH | $21.45M 8.45% | 0.00 | 0.00 | 556.14K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 185.53K | SH | $20.17M 7.95% | 0.00 | 0.00 | 185.53K |
PIMCO ETF TRSOLE | MULTISECTOR BD | 579.65K | SH | $15.56M 6.13% | 0.00 | 0.00 | 579.65K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 199.75K | SH | $14.37M 5.66% | 0.00 | 0.00 | 199.75K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 125.28K | SH | $11.70M 4.61% | 0.00 | 0.00 | 125.28K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 353.37K | SH | $11.59M 4.57% | 0.00 | 0.00 | 353.37K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 83.11K | SH | $6.56M 2.58% | 0.00 | 0.00 | 83.11K |
ELI LILLY & COSOLE | COM | 8.44K | SH | $6.44M 2.54% | 0.00 | 0.00 | 8.44K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.41K | SH | $6.38M 2.51% | 0.00 | 0.00 | 10.41K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 59.38K | SH | $5.98M 2.36% | 0.00 | 0.00 | 59.38K |
ISHARES TRSOLE | TRS FLT RT BD | 104.06K | SH | $5.26M 2.07% | 0.00 | 0.00 | 104.06K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 137.75K | SH | $4.42M 1.74% | 0.00 | 0.00 | 137.75K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 165.89K | SH | $4.37M 1.72% | 0.00 | 0.00 | 165.89K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 TOP 50 | 74.28K | SH | $4.27M 1.68% | 0.00 | 0.00 | 74.28K |
MICROSOFT CORPSOLE | COM | 7.71K | SH | $4.00M 1.57% | 0.00 | 0.00 | 7.71K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 89.32K | SH | $3.82M 1.50% | 0.00 | 0.00 | 89.32K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 48.11K | SH | $3.61M 1.42% | 0.00 | 0.00 | 48.11K |
APPLE INCSOLE | COM | 13.12K | SH | $3.34M 1.32% | 0.00 | 0.00 | 13.12K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 51.90K | SH | $3.11M 1.23% | 0.00 | 0.00 | 51.90K |
NVIDIA CORPORATIONSOLE | COM | 15.82K | SH | $2.95M 1.16% | 0.00 | 0.00 | 15.82K |
AMAZON COM INCSOLE | COM | 13.08K | SH | $2.87M 1.13% | 0.00 | 0.00 | 13.08K |
ISHARES TRSOLE | CORE S&P500 ETF | 4.01K | SH | $2.68M 1.06% | 0.00 | 0.00 | 4.01K |
SPDR GOLD TRSOLE | GOLD SHS | 7.20K | SH | $2.56M 1.01% | 0.00 | 0.00 | 7.20K |
PROCTER AND GAMBLE COSOLE | COM | 16.39K | SH | $2.52M 0.99% | 0.00 | 0.00 | 16.39K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 8.93K | SH | $2.52M 0.99% | 0.00 | 0.00 | 8.93K |
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