13F-HR filed by Hutchens & Kramer Investment Management Group, LLC
Hutchens & Kramer Investment Management Group, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-08, with 177 holding rows worth $289,503,249.
- Accession
- 0001951757-26-000038
- Filer
- CIK 1920117
- Filed
- 2026-01-08
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 177 entries on the cover page, a total value of $289,503,249 stated on the cover page (in dollars after the unit check, H1), rows summing to $289,503,249 with VALUE read as dollars as filed, 13F file number 028-22538. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Avantis US Equity ETF | 025072885 | SHS | 276,001 | $30,851,429 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 542,967 | $21,496,077 | dollars as filed | |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 72201R585 | ETF | 713,231 | $19,029,016 | dollars as filed | |
| PIMCO ETF TR | 72201R775 | ACTIVE BD ETF | 166,174 | $15,467,446 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V625 | US COR EQU 1 ETF | 199,718 | $14,705,236 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V799 | INTL CORE EQUITY | 342,663 | $11,808,159 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 103,028 | $10,341,923 | dollars as filed | |
| iShares Treasury Floating Rate Bond ETF | 46434V860 | SHS | 190,171 | $9,596,019 | dollars as filed | |
| Avantis International Equity ETF | 025072703 | SHS | 103,004 | $8,479,307 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 10,711 | $6,717,124 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 4,722 | $5,074,640 | dollars as filed | |
| Avantis Emerging Markets Equity ETF | 025072604 | SHS | 58,492 | $4,505,064 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V732 | EMERGING MKTS CO | 134,314 | $4,443,103 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 155,694 | $4,189,726 | dollars as filed | |
| INVESCO S&P 500 TOP 50 ETF | 46137V233 | ETF | 69,054 | $4,093,535 | dollars as filed | |
| Apple Inc | 037833100 | COM | 14,168 | $3,851,752 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 7,588 | $3,669,530 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 5,505 | $3,381,486 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 53,527 | $3,343,832 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V872 | CORE FIXE IN ETF | 76,674 | $3,263,266 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 12,700 | $2,931,402 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 15,020 | $2,801,309 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 4,021 | $2,754,144 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 6,514 | $2,581,563 | dollars as filed | |
| Avantis All Equity Markets ETF | 025072232 | SHS | 28,459 | $2,444,912 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 16,928 | $2,437,177 | dollars as filed | |
| Invesco S&P 500 Momentum ETF | 46138E339 | SHS | 19,646 | $2,344,161 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 16,232 | $2,326,208 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 15,123 | $1,864,061 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 8,727 | $1,850,735 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 20,049 | $1,774,146 | dollars as filed | |
| SPY | 78462F103 | SHS | 2,487 | $1,695,864 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 2,956 | $1,687,696 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33737A108 | NASDQ CLN EDGE | 11,001 | $1,683,373 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 5,063 | $1,588,769 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 2,305 | $1,521,837 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 4,606 | $1,441,679 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 17,310 | $1,433,614 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 13,322 | $1,421,457 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 18,701 | $1,335,438 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 9,809 | $1,325,526 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 16,500 | $1,323,630 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 6,385 | $1,268,189 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 18,030 | $1,211,977 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C103 | ISHARES US EQUIT | 19,759 | $1,201,545 | dollars as filed | |
| VTI | 922908769 | COM | 3,452 | $1,157,328 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 23,508 | $1,094,062 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 7,075 | $1,086,747 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 10,697 | $1,068,704 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 2,951 | $1,034,945 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 4,075 | $1,030,649 | dollars as filed | |
| VWO | 922042858 | SHS | 19,019 | $1,022,461 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 2,952 | $940,242 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 4,656 | $889,332 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 2,526 | $874,188 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 3,135 | $806,427 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 15,281 | $758,702 | dollars as filed | |
| ETF SER SOLUTIONS | 26922A321 | DISTILLATE US | 12,745 | $750,680 | dollars as filed | |
| ISHARES TR | 464287101 | S&P 100 ETF | 2,185 | $749,389 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 8,282 | $700,988 | dollars as filed | |
| IQVIA HLDGS INC COM | 46266C105 | Stock | 3,061 | $689,980 | dollars as filed | |
| COOPER COS INC | 216648501 | COM | 8,372 | $686,169 | dollars as filed | |
| ISHARES MSCI EAFE GROWTH ETF | 464288885 | ETF | 6,020 | $685,798 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C680 | COM | 5,560 | $676,930 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 3,802 | $650,826 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 3,085 | $645,135 | dollars as filed | |
| WELLTOWER INC COM | 95040Q104 | REIT | 3,294 | $611,399 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 1,944 | $607,656 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E370 | S&P 500 HB ETF | 5,112 | $597,951 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V815 | US SMALL CAP ETF | 17,913 | $589,159 | dollars as filed | |
| ARK ETF TR | 00214Q203 | AUTNMUS TECHNLGY | 4,914 | $563,439 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V831 | US HIGH PROF ETF | 14,359 | $546,073 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 1,516 | $545,957 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,632 | $525,744 | dollars as filed | |
| SPDR SERIES TRUST | 78468R804 | ST STR R1K LOWV | 2,990 | $524,954 | dollars as filed | |
| BLACKSTONE INC | 09260D107 | COM | 3,400 | $524,076 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 1,728 | $501,537 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072174 | AVANTIS ALL INT | 6,747 | $496,039 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R704 | RBA INDL ETF | 5,036 | $495,140 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 1,390 | $487,264 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V864 | SHOR DUR FIX ETF | 10,037 | $481,284 | dollars as filed | |
| SPDR SERIES TRUST | 78468R671 | STATE STREET SPD | 5,636 | $480,920 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C780 | ISHA I IN TE ETF | 14,295 | $476,024 | dollars as filed | |
| FAIR ISAAC CORP COM | 303250104 | Stock | 275 | $464,920 | dollars as filed | |
| CINTAS CORP COM | 172908105 | Stock | 2,457 | $462,088 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 2,008 | $458,854 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1,762 | $454,508 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 4,794 | $449,485 | dollars as filed | |
| ROPER TECHNOLOGIES INC COM | 776696106 | Stock | 1,003 | $446,465 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C806 | ISHA US THEM ETF | 11,538 | $444,905 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 1,147 | $439,668 | dollars as filed | |
| SCHD | 808524797 | COM | 15,925 | $436,809 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 501 | $432,288 | dollars as filed | |
| DIGITAL RLTY TR INC COM | 253868103 | REIT | 2,790 | $431,641 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 1,695 | $424,275 | dollars as filed | |
| KLA CORP | 482480100 | COM | 343 | $416,772 | dollars as filed | |
| LABCORP HOLDINGS INC COM SHS | 504922105 | Stock | 1,547 | $388,111 | dollars as filed | |
| American Tower Corporation | 03027X100 | COM | 2,207 | $387,483 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 16,062 | $386,130 | dollars as filed | |
| EMCOR GROUP INC COM | 29084Q100 | Stock | 627 | $383,592 | dollars as filed | |
| CROWN CASTLE INC COM | 22822V101 | REIT | 4,178 | $371,299 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 11,354 | $370,379 | dollars as filed | |
| ECOLAB INC COM | 278865100 | Stock | 1,405 | $368,841 | dollars as filed | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 764 | $367,363 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 640 | $366,637 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 4,494 | $364,778 | dollars as filed | |
| ISHARES TR | 464288653 | 10-20 YR TRS ETF | 3,555 | $361,437 | dollars as filed | |
| Dimensional Global Real Estate ETF | 25434V658 | COM | 13,445 | $355,217 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 7,583 | $354,960 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 12,844 | $349,485 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 2,770 | $347,060 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 3,558 | $338,793 | dollars as filed | |
| AMETEK INC COM | 031100100 | Stock | 1,643 | $337,324 | dollars as filed | |
| NISOURCE INC COM | 65473P105 | Stock | 8,062 | $336,669 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 2,535 | $323,618 | dollars as filed | |
| ZOETIS INC CL A | 98978V103 | Stock | 2,570 | $323,305 | dollars as filed | |
| WW GRAINGER INC COM | 384802104 | Stock | 319 | $321,887 | dollars as filed | |
| JABIL INC COM | 466313103 | Stock | 1,406 | $320,596 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,044 | $317,261 | dollars as filed | |
| HOULIHAN LOKEY INC CL A | 441593100 | Stock | 1,787 | $311,278 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 549 | $310,932 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 3,897 | $307,123 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 6,286 | $303,740 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 991 | $293,544 | dollars as filed | |
| PROSHARES TR II | 74347W601 | ULTRA GOLD | 5,210 | $289,259 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 562 | $282,625 | dollars as filed | |
| EQUINIX INC COM | 29444U700 | REIT | 366 | $280,415 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 4,892 | $280,004 | dollars as filed | |
| GALLAGHER ARTHUR J & CO COM | 363576109 | Stock | 1,063 | $275,094 | dollars as filed | |
| PIMCO ETF TR | 72201R866 | INTER MUN BD ACT | 5,238 | $274,522 | dollars as filed | |
| HEICO CORP NEW | 422806208 | CL A | 1,087 | $274,391 | dollars as filed | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 2,716 | $272,523 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 1,700 | $272,182 | dollars as filed | |
| TELEDYNE TECHNOLOGIES INC COM | 879360105 | Stock | 532 | $271,708 | dollars as filed | |
| WABTEC COM | 929740108 | Stock | 1,263 | $269,587 | dollars as filed | |
| ISHARES TR | 46435G425 | COM | 1,772 | $263,993 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 398 | $263,643 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 1,303 | $260,183 | dollars as filed | |
| Avantis US Small Cap Equity ETF | 025072323 | SHS | 4,290 | $251,995 | dollars as filed | |
| AMERIPRISE FINL INC COM | 03076C106 | Stock | 513 | $251,544 | dollars as filed | |
| BlackRock Flexible Income ETF | 092528603 | SHS | 4,743 | $250,288 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 272 | $246,530 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 1,230 | $239,739 | dollars as filed | |
| ISHARES TR | 46435G672 | CORE INTL AGGR | 4,754 | $237,748 | dollars as filed | |
| SIMON PPTY GROUP INC NEW COM | 828806109 | REIT | 1,284 | $237,635 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 674 | $235,893 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 3,359 | $234,828 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 1,266 | $232,184 | dollars as filed | |
| EXTRA SPACE STORAGE INC COM | 30225T102 | REIT | 1,782 | $232,052 | dollars as filed | |
| HERSHEY CO COM | 427866108 | Stock | 1,274 | $231,904 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 478 | $231,156 | dollars as filed | |
| EA SERIES TRUST | 02072L565 | ALPHA ARCH 1-3 | 2,000 | $230,200 | dollars as filed | |
| WEST PHARMACEUTICAL SVSC INC COM | 955306105 | Stock | 833 | $229,192 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V401 | US EQUI MARK ETF | 3,052 | $226,367 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 1,224 | $225,461 | dollars as filed | |
| OSI SYSTEMS INC | 671044105 | COM | 877 | $223,688 | dollars as filed | |
| HAMILTON LANE INC | 407497106 | CL A | 1,661 | $223,089 | dollars as filed | |
| MSCI INC COM | 55354G100 | Stock | 385 | $220,886 | dollars as filed | |
| ISHARES TR | 46434V381 | FUTU EXPO TE ETF | 3,162 | $220,518 | dollars as filed | |
| MONSTER BEVERAGE CORP NEW COM | 61174X109 | Stock | 2,804 | $214,983 | dollars as filed | |
| PENTAIR PLC SHS | G7S00T104 | Stock | 2,062 | $214,737 | dollars as filed | |
| ACUITY INC COM | 00508Y102 | Stock | 596 | $214,584 | dollars as filed | |
| DOMINOS PIZZA INC COM | 25754A201 | Stock | 504 | $210,077 | dollars as filed | |
| iShares U.S. Aerospace & Defense ETF | 464288760 | SHS | 976 | $209,537 | dollars as filed | |
| ENSIGN GROUP INC | 29358P101 | COM | 1,201 | $209,214 | dollars as filed | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 457 | $207,186 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 1,526 | $207,109 | dollars as filed | |
| HOWMET AEROSPACE INC COM | 443201108 | Stock | 1,008 | $206,660 | dollars as filed | |
| CURTISS WRIGHT CORP COM | 231561101 | Stock | 374 | $206,175 | dollars as filed | |
| ROSS STORES INC COM | 778296103 | Stock | 1,131 | $203,738 | dollars as filed | |
| UFP TECHNOLOGIES INC | 902673102 | COM | 916 | $203,379 | dollars as filed | |
| IRON MTN INC DEL COM | 46284V101 | REIT | 2,449 | $203,145 | dollars as filed | |
| VERISK ANALYTICS INC COM | 92345Y106 | Stock | 906 | $202,663 | dollars as filed | |
| ADVANCED DRAIN SYS INC DEL COM | 00790R104 | Stock | 1,394 | $201,893 | dollars as filed | |
| EQUIFAX INC COM | 294429105 | Stock | 925 | $200,706 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 445 | $200,337 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 3,640 | $200,200 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-26-000038 | this filing | 2026-01-08 | acceptance time not in the bulk data set |