Hutchens & Kramer Investment Management Group, LLC — 13F Holdings & Portfolio
CIK 1920117 · latest 13F-HR filed 2026-04-15
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$316.5M
Long-equity book
Holdings
149
Distinct positions
Period
2026-03-31
Filed 2026-04-15
Q/Q Activity
+23 / −51 / ↑38 / ↓49
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- FIRST TR EXCHANGE-TRADED FD$6.1M +360.8%
- INVESCO EXCH TRADED FD TR II$4.9M +207.2%
- FIRST TR EXCHANGE TRADED FD$3.3M +671.0%
- VANECK ETF TRUST$3.1M +562.9%
- INVESCO EXCH TRADED FD TR II$3.0M +504.2%
Top Trims
- ISHARES TR-$1.1M -40.8%
- MICROSOFT CORP-$1.1M -30.3%
- ELI LILLY & CO-$891.5K -17.6%
- AUTOMATIC DATA PROCESSING IN-$590.0K -73.2%
- SCHWAB STRATEGIC TR-$547.6K -13.1%
New Positions
- RBB FD INC$3.5M
- AMERICAN CENTY ETF TR$988.6K
- PIMCO ETF TR$986.1K
- INVESCO ACTIVELY MANAGED EXC$766.4K
- MANAGED PORTFOLIO SERIES$547.0K
Exited Positions
- INVESCO EXCH TRADED FD TR II$1.0M
- ISHARES TR$749.4K
- COOPER COS INC$686.2K
- VANGUARD SCOTTSDALE FDS$676.9K
- WELLTOWER INC$611.4K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | AVUS | 025072885 | $33.3M | 10.53% | 299,681 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $21.2M | 6.71% | 546,216 | SH |
| 3 | PIMCO ETF TR | PYLD | 72201R585 | $20.2M | 6.40% | 772,672 | SH |
| 4 | PIMCO ETF TR | BOND | 72201R775 | $16.3M | 5.15% | 176,533 | SH |
| 5 | DIMENSIONAL ETF TRUST | DCOR | 25434V625 | $14.3M | 4.52% | 198,297 | SH |
| 6 | ISHARES TR | SGOV | 46436E718 | $12.3M | 3.87% | 121,809 | SH |
| 7 | DIMENSIONAL ETF TRUST | DFIC | 25434V799 | $12.2M | 3.85% | 342,652 | SH |
| 8 | ISHARES TR | TFLO | 46434V860 | $11.2M | 3.55% | 221,679 | SH |
| 9 | AMERICAN CENTY ETF TR | AVDE | 025072703 | $9.4M | 2.96% | 110,521 | SH |
| 10 | FIRST TR EXCHANGE-TRADED FD | GRID | 33737A108 | $7.8M | 2.45% | 47,417 | SH |
| 11 | INVESCO EXCH TRADED FD TR II | SPMO | 46138E339 | $7.2M | 2.28% | 64,241 | SH |
| 12 | VANGUARD INDEX FDS | VOO | 922908363 | $6.9M | 2.19% | 11,626 | SH |
| 13 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $5.1M | 1.61% | 63,064 | SH |
| 14 | DIMENSIONAL ETF TRUST | DFEM | 25434V732 | $4.6M | 1.44% | 132,269 | SH |
| 15 | ELI LILLY & CO | LLY | 532457108 | $4.2M | 1.32% | 4,548 | SH |
| 16 | INVESCO QQQ TR | QQQ | 46090E103 | $4.1M | 1.30% | 7,105 | SH |
| 17 | FIRST TR EXCHANGE TRADED FD | AIRR | 33738R704 | $3.8M | 1.21% | 34,460 | SH |
| 18 | INVESCO EXCHANGE TRADED FD T | XLG | 46137V233 | $3.8M | 1.19% | 68,890 | SH |
| 19 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $3.6M | 1.15% | 142,047 | SH |
| 20 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $3.6M | 1.15% | 56,706 | SH |
| 21 | VANECK ETF TRUST | SMH | 92189F676 | $3.6M | 1.14% | 9,439 | SH |
| 22 | INVESCO EXCH TRADED FD TR II | SPHB | 46138E370 | $3.6M | 1.14% | 31,156 | SH |
| 23 | APPLE INC | AAPL | 037833100 | $3.6M | 1.13% | 14,041 | SH |
| 24 | RBB FD INC | SPIT | 74933W114 | $3.5M | 1.11% | 132,879 | SH |
| 25 | SPDR SERIES TRUST | FITE | 78468R671 | $3.4M | 1.08% | 39,950 | SH |
| 26 | ARK ETF TR | ARKQ | 00214Q203 | $3.3M | 1.05% | 29,545 | SH |
| 27 | DIMENSIONAL ETF TRUST | DFCF | 25434V872 | $2.9M | 0.93% | 69,561 | SH |
| 28 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.8M | 0.87% | 15,772 | SH |
| 29 | AMERICAN CENTY ETF TR | AVGE | 025072232 | $2.7M | 0.85% | 30,686 | SH |
| 30 | SPDR GOLD TR | GLD | 78463V107 | $2.7M | 0.85% | 6,236 | SH |
| 31 | MICROSOFT CORP | MSFT | 594918104 | $2.6M | 0.81% | 6,906 | SH |
| 32 | AMAZON COM INC | AMZN | 023135106 | $2.5M | 0.80% | 12,185 | SH |
| 33 | PIMCO ETF TR | MINT | 72201R833 | $2.5M | 0.80% | 25,025 | SH |
| 34 | PROCTER & GAMBLE CO | PG | 742718109 | $2.3M | 0.74% | 16,232 | SH |
| 35 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $2.2M | 0.70% | 16,658 | SH |
| 36 | SPDR SERIES TRUST | SPYG | 78464A409 | $1.9M | 0.60% | 19,370 | SH |
| 37 | VANGUARD INDEX FDS | VNQ | 922908553 | $1.8M | 0.57% | 20,477 | SH |
| 38 | ISHARES TR | IVE | 464287408 | $1.8M | 0.57% | 8,520 | SH |
| 39 | ISHARES TR | IVW | 464287309 | $1.7M | 0.54% | 15,178 | SH |
| 40 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $1.7M | 0.54% | 2,637 | SH |
| 41 | ISHARES TR | IVV | 464287200 | $1.6M | 0.52% | 2,497 | SH |
| 42 | MASTERCARD INCORPORATED | MA | 57636Q104 | $1.4M | 0.45% | 2,821 | SH |
| 43 | ISHARES TR | SHY | 464287457 | $1.4M | 0.44% | 16,857 | SH |
| 44 | ISHARES TR | EFV | 464288877 | $1.3M | 0.42% | 18,015 | SH |
| 45 | ALPHABET INC | GOOG | 02079K107 | $1.3M | 0.41% | 4,574 | SH |
| 46 | SPDR SERIES TRUST | SPYM | 78464A854 | $1.3M | 0.41% | 16,882 | SH |
| 47 | VANGUARD INDEX FDS | VTI | 922908769 | $1.3M | 0.40% | 3,939 | SH |
| 48 | META PLATFORMS INC | META | 30303M102 | $1.2M | 0.37% | 2,070 | SH |
| 49 | ISHARES INC | IEMG | 46434G103 | $1.2M | 0.37% | 16,760 | SH |
| 50 | ISHARES TR | QUAL | 46432F339 | $1.1M | 0.36% | 5,957 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-15 | $316.5M | 149 | 0001951757-26-000615 |
| 2025-12-31 | 2026-01-08 | $289.5M | 177 | 0001951757-26-000038 |