Filed: 4/15/2026ACC: 0001951757-26-000615
📋 What this filing means
HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 149 equity positions with a total reported market value of $316.51M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
149
Positions
$316.51M
Total AUM (reported)
4.59M
Total Shares
Allocation by class
US EQT ETF$33.32M10.5%
COM$30.88M9.8%
US CORE EQUITY 2$21.23M6.7%
MULTISECTOR BD$20.24M6.4%
ACTIVE BD ETF$16.29M5.1%
US CORE EQUITY 1$14.29M4.5%
0-3 MNTH TREASRY$12.26M3.9%
Portfolio Concentration
Top 3$74.79M23.6%
4–10$83.38M26.3%
11–25$64.67M20.4%
Rest$93.67M29.6%
Top 3 weight
23.6%
Top 10 weight
50.0%
Voting Authority Distribution
Total shares with voting rights: 4.59M
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
4.59M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole149
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings149
Rows:
AMERICAN CENTY ETF TR
SOLEShares299.68K
TypeSH
Market value$33.32M
10.53%
Sole
0.00
Shared
0.00
None
299.68K
DIMENSIONAL ETF TRUST
SOLEShares546.22K
TypeSH
Market value$21.23M
6.71%
Sole
0.00
Shared
0.00
None
546.22K
PIMCO ETF TR
SOLEShares772.67K
TypeSH
Market value$20.24M
6.40%
Sole
0.00
Shared
0.00
None
772.67K
PIMCO ETF TR
SOLEShares176.53K
TypeSH
Market value$16.29M
5.15%
Sole
0.00
Shared
0.00
None
176.53K
DIMENSIONAL ETF TRUST
SOLEShares198.30K
TypeSH
Market value$14.29M
4.52%
Sole
0.00
Shared
0.00
None
198.30K
ISHARES TR
SOLEShares121.81K
TypeSH
Market value$12.26M
3.87%
Sole
0.00
Shared
0.00
None
121.81K
DIMENSIONAL ETF TRUST
SOLEShares342.65K
TypeSH
Market value$12.17M
3.85%
Sole
0.00
Shared
0.00
None
342.65K
ISHARES TR
SOLEShares221.68K
TypeSH
Market value$11.22M
3.55%
Sole
0.00
Shared
0.00
None
221.68K
AMERICAN CENTY ETF TR
SOLEShares110.52K
TypeSH
Market value$9.38M
2.96%
Sole
0.00
Shared
0.00
None
110.52K
FIRST TR EXCHANGE-TRADED FD
SOLEShares47.42K
TypeSH
Market value$7.76M
2.45%
Sole
0.00
Shared
0.00
None
47.42K
INVESCO EXCH TRADED FD TR II
SOLEShares64.24K
TypeSH
Market value$7.20M
2.28%
Sole
0.00
Shared
0.00
None
64.24K
VANGUARD INDEX FDS
SOLEShares11.63K
TypeSH
Market value$6.95M
2.19%
Sole
0.00
Shared
0.00
None
11.63K
AMERICAN CENTY ETF TR
SOLEShares63.06K
TypeSH
Market value$5.08M
1.61%
Sole
0.00
Shared
0.00
None
63.06K
DIMENSIONAL ETF TRUST
SOLEShares132.27K
TypeSH
Market value$4.57M
1.44%
Sole
0.00
Shared
0.00
None
132.27K
ELI LILLY & CO
SOLEShares4.55K
TypeSH
Market value$4.18M
1.32%
Sole
0.00
Shared
0.00
None
4.55K
INVESCO QQQ TR
SOLEShares7.11K
TypeSH
Market value$4.10M
1.30%
Sole
0.00
Shared
0.00
None
7.11K
FIRST TR EXCHANGE TRADED FD
SOLEShares34.46K
TypeSH
Market value$3.82M
1.21%
Sole
0.00
Shared
0.00
None
34.46K
INVESCO EXCHANGE TRADED FD T
SOLEShares68.89K
TypeSH
Market value$3.76M
1.19%
Sole
0.00
Shared
0.00
None
68.89K
SCHWAB STRATEGIC TR
SOLEShares142.05K
TypeSH
Market value$3.64M
1.15%
Sole
0.00
Shared
0.00
None
142.05K
VANGUARD TAX-MANAGED FDS
SOLEShares56.71K
TypeSH
Market value$3.63M
1.15%
Sole
0.00
Shared
0.00
None
56.71K
VANECK ETF TRUST
SOLEShares9.44K
TypeSH
Market value$3.62M
1.14%
Sole
0.00
Shared
0.00
None
9.44K
INVESCO EXCH TRADED FD TR II
SOLEShares31.16K
TypeSH
Market value$3.61M
1.14%
Sole
0.00
Shared
0.00
None
31.16K
APPLE INC
SOLEShares14.04K
TypeSH
Market value$3.56M
1.13%
Sole
0.00
Shared
0.00
None
14.04K
RBB FD INC
SOLEShares132.88K
TypeSH
Market value$3.53M
1.11%
Sole
0.00
Shared
0.00
None
132.88K
SPDR SERIES TRUST
SOLEShares39.95K
TypeSH
Market value$3.42M
1.08%
Sole
0.00
Shared
0.00
None
39.95K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 299.68K | SH | $33.32M 10.53% | 0.00 | 0.00 | 299.68K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 546.22K | SH | $21.23M 6.71% | 0.00 | 0.00 | 546.22K |
PIMCO ETF TRSOLE | MULTISECTOR BD | 772.67K | SH | $20.24M 6.40% | 0.00 | 0.00 | 772.67K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 176.53K | SH | $16.29M 5.15% | 0.00 | 0.00 | 176.53K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 198.30K | SH | $14.29M 4.52% | 0.00 | 0.00 | 198.30K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 121.81K | SH | $12.26M 3.87% | 0.00 | 0.00 | 121.81K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 342.65K | SH | $12.17M 3.85% | 0.00 | 0.00 | 342.65K |
ISHARES TRSOLE | TRS FLT RT BD | 221.68K | SH | $11.22M 3.55% | 0.00 | 0.00 | 221.68K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 110.52K | SH | $9.38M 2.96% | 0.00 | 0.00 | 110.52K |
FIRST TR EXCHANGE-TRADED FDSOLE | NASDQ CLN EDGE | 47.42K | SH | $7.76M 2.45% | 0.00 | 0.00 | 47.42K |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 64.24K | SH | $7.20M 2.28% | 0.00 | 0.00 | 64.24K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 11.63K | SH | $6.95M 2.19% | 0.00 | 0.00 | 11.63K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 63.06K | SH | $5.08M 1.61% | 0.00 | 0.00 | 63.06K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 132.27K | SH | $4.57M 1.44% | 0.00 | 0.00 | 132.27K |
ELI LILLY & COSOLE | COM | 4.55K | SH | $4.18M 1.32% | 0.00 | 0.00 | 4.55K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 7.11K | SH | $4.10M 1.30% | 0.00 | 0.00 | 7.11K |
FIRST TR EXCHANGE TRADED FDSOLE | RBA INDL ETF | 34.46K | SH | $3.82M 1.21% | 0.00 | 0.00 | 34.46K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 TOP 50 | 68.89K | SH | $3.76M 1.19% | 0.00 | 0.00 | 68.89K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 142.05K | SH | $3.64M 1.15% | 0.00 | 0.00 | 142.05K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 56.71K | SH | $3.63M 1.15% | 0.00 | 0.00 | 56.71K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 9.44K | SH | $3.62M 1.14% | 0.00 | 0.00 | 9.44K |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 HB ETF | 31.16K | SH | $3.61M 1.14% | 0.00 | 0.00 | 31.16K |
APPLE INCSOLE | COM | 14.04K | SH | $3.56M 1.13% | 0.00 | 0.00 | 14.04K |
RBB FD INCSOLE | F/M EMERALD SPL | 132.88K | SH | $3.53M 1.11% | 0.00 | 0.00 | 132.88K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 39.95K | SH | $3.42M 1.08% | 0.00 | 0.00 | 39.95K |
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