Hughes Financial Services, LLC

All 13F Filings

Location
Herndon, VA
Most recent 13F
Q3 2026
Holdings value ($000)
786,241
Description
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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
Q3 2026 10/30/2026 2,000 786,241 13F-HR Hughes Financial Services, LLC
Q2 2026 7/20/2026 1,839 754,509 13F-HR Hughes Financial Services, LLC
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
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 36.83 K 4.7% 4.233 K 0 4.233 K
ETFs 749.4 K 95.3% 27.49 K 0 27.49 K
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Fund Snapshot

Q3 2026
Latest filed
10/30/2026
Total value ($000)
786,241
Holdings
2000
QoQ value change ($000)
31,732 (4.2%)
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.