Hughes Financial Services, LLC

All 13F Filings

Location
Herndon, VA
Most recent 13F
Q1 2026
Holdings value ($000)
650,863
Description
Website
Founded
Chairman
CEO
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 4/29/2026 1,720 650,863 13F-HR Hughes Financial Services, LLC
Q4 2025 2/11/2026 1,276 636,682 13F-HR Hughes Financial Services, LLC
Q3 2025 11/14/2025 1,034 628,648 13F-HR Hughes Financial Services, LLC
Q2 2025 8/7/2025 1,035 582,150 13F-HR Hughes Financial Services, LLC
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 26.71 K 4.1% 1.844 K 0 1.844 K
ETFs 624.1 K 95.9% 12.28 K 0 12.28 K
Swipe for more columns

Fund Snapshot

Q1 2026
Latest filed
4/29/2026
Total value ($000)
650,863
Holdings
1720
QoQ value change ($000)
14,181 (2.2%)
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.