Filed: 1/8/2026ACC: 0001951757-26-000038
📋 What this filing means
HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 177 equity positions with a total reported market value of $289.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
177
Positions
$289.50M
Total AUM (reported)
4.05M
Total Shares
Allocation by class
COM$43.92M15.2%
US EQT ETF$30.85M10.7%
US CORE EQUITY 2$21.50M7.4%
MULTISECTOR BD$19.03M6.6%
ACTIVE BD ETF$15.47M5.3%
US CORE EQUITY 1$14.71M5.1%
INTL CORE EQUITY$11.81M4.1%
Portfolio Concentration
Top 3$71.38M24.7%
4–10$77.12M26.6%
11–25$53.33M18.4%
Rest$87.68M30.3%
Top 3 weight
24.7%
Top 10 weight
51.3%
Voting Authority Distribution
Total shares with voting rights: 4.05M
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
4.05M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole177
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings177
Rows:
AMERICAN CENTY ETF TR
SOLEShares276K
TypeSH
Market value$30.85M
10.66%
Sole
0.00
Shared
0.00
None
276K
DIMENSIONAL ETF TRUST
SOLEShares542.97K
TypeSH
Market value$21.50M
7.43%
Sole
0.00
Shared
0.00
None
542.97K
PIMCO ETF TR
SOLEShares713.23K
TypeSH
Market value$19.03M
6.57%
Sole
0.00
Shared
0.00
None
713.23K
PIMCO ETF TR
SOLEShares166.17K
TypeSH
Market value$15.47M
5.34%
Sole
0.00
Shared
0.00
None
166.17K
DIMENSIONAL ETF TRUST
SOLEShares199.72K
TypeSH
Market value$14.71M
5.08%
Sole
0.00
Shared
0.00
None
199.72K
DIMENSIONAL ETF TRUST
SOLEShares342.66K
TypeSH
Market value$11.81M
4.08%
Sole
0.00
Shared
0.00
None
342.66K
ISHARES TR
SOLEShares103.03K
TypeSH
Market value$10.34M
3.57%
Sole
0.00
Shared
0.00
None
103.03K
ISHARES TR
SOLEShares190.17K
TypeSH
Market value$9.60M
3.31%
Sole
0.00
Shared
0.00
None
190.17K
AMERICAN CENTY ETF TR
SOLEShares103K
TypeSH
Market value$8.48M
2.93%
Sole
0.00
Shared
0.00
None
103K
VANGUARD INDEX FDS
SOLEShares10.71K
TypeSH
Market value$6.72M
2.32%
Sole
0.00
Shared
0.00
None
10.71K
ELI LILLY & CO
SOLEShares4.72K
TypeSH
Market value$5.07M
1.75%
Sole
0.00
Shared
0.00
None
4.72K
AMERICAN CENTY ETF TR
SOLEShares58.49K
TypeSH
Market value$4.51M
1.56%
Sole
0.00
Shared
0.00
None
58.49K
DIMENSIONAL ETF TRUST
SOLEShares134.31K
TypeSH
Market value$4.44M
1.53%
Sole
0.00
Shared
0.00
None
134.31K
SCHWAB STRATEGIC TR
SOLEShares155.69K
TypeSH
Market value$4.19M
1.45%
Sole
0.00
Shared
0.00
None
155.69K
INVESCO EXCHANGE TRADED FD T
SOLEShares69.05K
TypeSH
Market value$4.09M
1.41%
Sole
0.00
Shared
0.00
None
69.05K
APPLE INC
SOLEShares14.17K
TypeSH
Market value$3.85M
1.33%
Sole
0.00
Shared
0.00
None
14.17K
MICROSOFT CORP
SOLEShares7.59K
TypeSH
Market value$3.67M
1.27%
Sole
0.00
Shared
0.00
None
7.59K
INVESCO QQQ TR
SOLEShares5.50K
TypeSH
Market value$3.38M
1.17%
Sole
0.00
Shared
0.00
None
5.50K
VANGUARD TAX-MANAGED FDS
SOLEShares53.53K
TypeSH
Market value$3.34M
1.16%
Sole
0.00
Shared
0.00
None
53.53K
DIMENSIONAL ETF TRUST
SOLEShares76.67K
TypeSH
Market value$3.26M
1.13%
Sole
0.00
Shared
0.00
None
76.67K
AMAZON COM INC
SOLEShares12.70K
TypeSH
Market value$2.93M
1.01%
Sole
0.00
Shared
0.00
None
12.70K
NVIDIA CORPORATION
SOLEShares15.02K
TypeSH
Market value$2.80M
0.97%
Sole
0.00
Shared
0.00
None
15.02K
ISHARES TR
SOLEShares4.02K
TypeSH
Market value$2.75M
0.95%
Sole
0.00
Shared
0.00
None
4.02K
SPDR GOLD TR
SOLEShares6.51K
TypeSH
Market value$2.58M
0.89%
Sole
0.00
Shared
0.00
None
6.51K
AMERICAN CENTY ETF TR
SOLEShares28.46K
TypeSH
Market value$2.44M
0.84%
Sole
0.00
Shared
0.00
None
28.46K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 276K | SH | $30.85M 10.66% | 0.00 | 0.00 | 276K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 542.97K | SH | $21.50M 7.43% | 0.00 | 0.00 | 542.97K |
PIMCO ETF TRSOLE | MULTISECTOR BD | 713.23K | SH | $19.03M 6.57% | 0.00 | 0.00 | 713.23K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 166.17K | SH | $15.47M 5.34% | 0.00 | 0.00 | 166.17K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 199.72K | SH | $14.71M 5.08% | 0.00 | 0.00 | 199.72K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 342.66K | SH | $11.81M 4.08% | 0.00 | 0.00 | 342.66K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 103.03K | SH | $10.34M 3.57% | 0.00 | 0.00 | 103.03K |
ISHARES TRSOLE | TRS FLT RT BD | 190.17K | SH | $9.60M 3.31% | 0.00 | 0.00 | 190.17K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 103K | SH | $8.48M 2.93% | 0.00 | 0.00 | 103K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.71K | SH | $6.72M 2.32% | 0.00 | 0.00 | 10.71K |
ELI LILLY & COSOLE | COM | 4.72K | SH | $5.07M 1.75% | 0.00 | 0.00 | 4.72K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 58.49K | SH | $4.51M 1.56% | 0.00 | 0.00 | 58.49K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 134.31K | SH | $4.44M 1.53% | 0.00 | 0.00 | 134.31K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 155.69K | SH | $4.19M 1.45% | 0.00 | 0.00 | 155.69K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 TOP 50 | 69.05K | SH | $4.09M 1.41% | 0.00 | 0.00 | 69.05K |
APPLE INCSOLE | COM | 14.17K | SH | $3.85M 1.33% | 0.00 | 0.00 | 14.17K |
MICROSOFT CORPSOLE | COM | 7.59K | SH | $3.67M 1.27% | 0.00 | 0.00 | 7.59K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 5.50K | SH | $3.38M 1.17% | 0.00 | 0.00 | 5.50K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 53.53K | SH | $3.34M 1.16% | 0.00 | 0.00 | 53.53K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 76.67K | SH | $3.26M 1.13% | 0.00 | 0.00 | 76.67K |
AMAZON COM INCSOLE | COM | 12.70K | SH | $2.93M 1.01% | 0.00 | 0.00 | 12.70K |
NVIDIA CORPORATIONSOLE | COM | 15.02K | SH | $2.80M 0.97% | 0.00 | 0.00 | 15.02K |
ISHARES TRSOLE | CORE S&P500 ETF | 4.02K | SH | $2.75M 0.95% | 0.00 | 0.00 | 4.02K |
SPDR GOLD TRSOLE | GOLD SHS | 6.51K | SH | $2.58M 0.89% | 0.00 | 0.00 | 6.51K |
AMERICAN CENTY ETF TRSOLE | AVANTIS ALL EQT | 28.46K | SH | $2.44M 0.84% | 0.00 | 0.00 | 28.46K |
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