HANTZ FINANCIAL SERVICES, INC.
All 13F Filings
- Location
- Southfield, MI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 6,557,904
- Description
- Southfield Michigan based fiduciary portfolio advisory practice with a corporate governance structure and a disciplined and process driven investment mandate. The approach emphasizes planning integrated mandate design, valuation discipline and downside awareness, and fundamental research depth for private client and family mandates. Decision making is guided by risk budgets, governance discipline, and pragmatic portfolio controls through scenario based allocation review and decision traceability.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/1/2026 | 2,577 | 6,557,904 | 13F-HR | HANTZ FINANCIAL SERVICES, INC. |
| Q4 2025 | 2/9/2026 | 2,509 | 6,788,778 | 13F-HR | HANTZ FINANCIAL SERVICES, INC. |
| Q3 2025 | 11/5/2025 | 2,414 | 6,603,035 | 13F-HR | HANTZ FINANCIAL SERVICES, INC. |
| Q2 2025 | 8/4/2025 | 2,283 | 6,184,994 | 13F-HR | HANTZ FINANCIAL SERVICES, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| ETFs | 2.872 M | 43.8% | 2.872 M | 0 | 2.872 M |
| Other | 3.686 M | 56.2% | 0 | 3.103 M | -3.103 M |
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Fund Snapshot
Q1 2026
Latest filed
5/1/2026
Total value ($000)
6,557,904
Holdings
2577
QoQ value change ($000)
-230,874
(-3.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.