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Hughes Financial Services, LLC - Portfolio Stock Holdings

Hughes Financial Services, LLC disclosed 2133 stock positions in a recent SEC 13F filing. $779,896,035 of stock holdings were filed, with the largest holdings including SPTM, JIRE, and JQUA. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $759,792,822 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

2133

Est. Stock Holding Value:

$779,896,035

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Hughes Financial Services, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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