Q3 2026 13F · SEC CIK 1920117

Hutchens & Kramer Investment Management Group, LLC

Wealth managerFiled 2026-10-16 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $334.7M
Reported positions: 156
Top holdings a year, 3 yrs: +17.4%
Assets under management: $546.8M

Hutchens & Kramer Investment Management Group, LLC is a wealth manager that reported 156 positions worth $334.7M in its Q3 2026 13F, filed 2026-10-16. Its largest holdings were Avantis U.S. Equity ETF (AVUS, 14.3%), Pimco ETF Tr (PYLD, 6.8%), Dimensional ETF Trust (DFIC, 3.7%). A portfolio copying its top holdings returned 17.4% a year over the last 3 years, against 20.4% for the S&P 500.

Hutchens & Kramer Investment Management Group, LLC holdings largest 50 of 156 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Hutchens & Kramer Investment Management Group, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AVUSAvantis U.S. Equity ETF	14.3%	12.0%	373,217	+7.2%	$47.8M
PYLDPimco ETF Tr	6.8%	6.2%	897,357	+2.5%	$22.8M
DFICDimensional ETF Trust	3.7%	3.4%	332,863	-1.1%	$12.5M
AVDEAvantis International Equity ETF	3.7%	3.0%	138,199	+9.7%	$12.5M
SGOVIshares Tr	3.5%	3.2%	116,852	-0.9%	$11.8M
MINTPimco Enhanced Short Maturity Active Exc	3.4%	2.9%	114,221	+6.7%	$11.5M
TFLOIshares Tr	3.4%	3.0%	222,912	-0.1%	$11.3M
BONDPimco ETF Tr	3.2%	3.1%	121,664	-2.9%	$10.6M
SPMOInvesco Exch Traded Fd Tr II	3.0%	2.8%	65,295	-0.7%	$9.9M
GRIDFirst Tr Exchange-Traded Fd	2.6%	2.4%	48,303	+2.7%	$8.6M
VOOVanguard Index Fds	2.4%	2.1%	11,502	-0.5%	$8.1M
AVEMAmerican Centy ETF Tr	2.0%	1.7%	71,675	+7.6%	$6.7M
LLYEli Lilly & Co	2.0%	1.8%	5,729	+1.3%	$6.6M
SMHVaneck ETF Trust	1.7%	1.6%	9,082	-2.3%	$5.5M
QQQInvesco Qqq Tr	1.6%	1.4%	7,327	+3.5%	$5.4M
AVGEAmerican Centy ETF Tr	1.5%	1.3%	51,980	+8.4%	$5.1M
DFEMDimensional ETF Trust	1.5%	1.4%	126,812	-1.4%	$5.0M
AAPLApple Inc	1.5%	1.2%	14,835	-3.3%	$4.9M
SPHBInvesco Exch Traded Fd Tr II	1.5%	1.3%	32,732	+1.2%	$4.9M
FITESpdr Series Trust	1.4%	1.2%	42,190	+2.7%	$4.7M
SPITRbb Fd Inc F/m Emerald Spl Situations Et	1.3%	1.3%	140,460	+2.3%	$4.3M
XLGInvesco Exchange Traded Fd T	1.2%	1.1%	65,226	+0.9%	$4.1M
SCHXSchwab Strategic Tr	1.2%	1.1%	137,106	-1.2%	$4.1M
NVDANvidia Corporation	1.2%	0.9%	17,666	+1.0%	$4.0M
VEAVanguard Ftse Developed Markets Index Fu	1.2%	1.1%	56,263	-0.6%	$4.0M
ARKQArk ETF Tr	1.2%	1.1%	31,957	+2.9%	$3.9M
XLKSelect Sector Spdr Tr	1.1%	0.9%	19,489	+11.7%	$3.8M
AIRRFirst Tr Exchange Traded Fd	1.1%	1.2%	36,068	+3.5%	$3.7M
IVVIshares Tr	0.8%	0.7%	3,553	+0.1%	$2.7M
SPLGSpdr Series Trust	0.8%	0.5%	28,336	+30.3%	$2.5M
SPYGState Street Spdr Portfolio S&p 500 Grow	0.7%	0.6%	20,121	+1.2%	$2.5M
PGProcter & Gamble Co	0.7%	0.6%	16,266	+0.2%	$2.4M
GLDSpdr Gold Tr	0.7%	0.6%	5,972	-1.8%	$2.3M
SPYState Str Spdr S&p 500 ETF T	0.7%	0.5%	2,895	+7.7%	$2.2M
AMZNAmazon Com Inc	0.7%	0.5%	8,801	+4.3%	$2.2M
MSFTMicrosoft Corp	0.6%	0.4%	4,100	+2.8%	$2.1M
VNQVanguard Index Fds	0.6%	0.6%	22,907	+5.9%	$2.1M
GOOGLAlphabet Inc	0.6%	0.5%	5,782	+2.3%	$2.0M
QQQMInvesco Exch Traded Fd Tr II	0.6%	—	6,093	—	$1.9M
IVWIshares Tr	0.5%	0.5%	12,832	-13.8%	$1.8M
DFCFDimensional ETF Trust	0.5%	0.5%	44,656	-0.3%	$1.8M
GOOGAlphabet Inc	0.5%	0.5%	5,067	+3.9%	$1.7M
VTIVanguard Index Fds	0.5%	0.4%	4,381	+4.6%	$1.6M
IUSBIshares Tr	0.5%	0.4%	34,856	+21.5%	$1.5M
METAMeta Platforms Inc	0.5%	0.3%	2,118	-0.1%	$1.5M
IVEIshares Tr	0.4%	0.4%	6,379	-10.9%	$1.5M
SHYIshares Tr	0.4%	0.4%	16,741	-4.7%	$1.4M
MAMastercard Incorporated	0.4%	—	2,194	—	$1.2M
VWOVanguard Intl Equity Index F	0.4%	0.3%	20,168	-0.6%	$1.2M
VTVVanguard Index Fds	0.3%	—	5,368	—	$1.2M

What Hutchens & Kramer Investment Management Group, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.4% /yr; S&P 500 +20.1%
3 years: +17.4% /yr; S&P 500 +20.4%
5 years: +15.2% /yr; S&P 500 +15.9%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$334.7M	156
Q2 2026	$373.3M	160
Q1 2026	$316.5M	149
Q4 2025	$289.5M	177
Q3 2025	$253.8M	173
Q2 2025	$218.1M	159
Q1 2025	$181.7M	159
Q4 2024	$184.2M	159
Q3 2024	$180.3M	158
Q2 2024	$181.1M	147
Q1 2024	$169.0M	149
Q4 2023	$141.9M	129

Questions about Hutchens & Kramer Investment Management Group, LLC's portfolio

What stocks does Hutchens & Kramer Investment Management Group, LLC own?

Hutchens & Kramer Investment Management Group, LLC's latest 13F, for Q3 2026 and filed Oct 16, 2026, lists 156 positions worth $334.7M. The largest are Avantis U.S. Equity ETF (AVUS) at 14.3%, Pimco ETF Tr (PYLD) at 6.8%, Dimensional ETF Trust (DFIC) at 3.7%, Avantis International Equity ETF (AVDE) at 3.7% and Ishares Tr (SGOV) at 3.5%.

What did Hutchens & Kramer Investment Management Group, LLC buy last quarter?

In Q3 2026, Hutchens & Kramer Investment Management Group, LLC added Spdr Series Trust (SPLG) (+30.3% shares), Ishares Tr (IUSB) (+21.5% shares) and Select Sector Spdr Tr (XLK) (+11.7% shares), compared with its Q2 2026 filing.

What did Hutchens & Kramer Investment Management Group, LLC sell last quarter?

In Q3 2026, Hutchens & Kramer Investment Management Group, LLC cut from its top 50 Dimensional ETF Trust (DFAC), cut from its top 50 Dimensional US Core Equity 1 ETF (DCOR), cut from its top 50 Spdr Series Trust (BIL), Ishares Tr (IVW) (-13.8% shares) and Ishares Tr (IVE) (-10.9% shares), compared with its Q2 2026 filing.

How has Hutchens & Kramer Investment Management Group, LLC's portfolio performed?

A portfolio copying Hutchens & Kramer Investment Management Group, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.4% against +20.1%. Over 5 years: +15.2% a year against +15.9%.

When is Hutchens & Kramer Investment Management Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Hutchens & Kramer Investment Management Group, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Hutchens & Kramer Investment Management Group, LLC manage?

Hutchens & Kramer Investment Management Group, LLC reported $546.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $334.7M.