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Hughes Financial Services, LLC

Q1 2026 Holdings

Filed 2026-04-29 | 1720 holdings | $650.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares Core S&P Small Cap ETF(IJR)ETF464287804$232.7K1,8720.0%
Cisco SYS Inc COM(CSCO)Stock17275R102$234.3K3,0190.0%
GE Vernova Inc COM(GEV)Stock36828A101$238.3K2730.0%
Chevron Corporation COM(CVX)Stock166764100$259.0K1,2520.0%
Thermo Fisher Scientific Inc COM(TMO)Stock883556102$272.8K5550.0%
Verizon Communications Inc COM(VZ)Stock92343V104$273.4K5,4460.0%
Lockheed Martin Corp COM(LMT)Stock539830109$278.0K4600.0%
Costco Wholesale Corporation COM(COST)Stock22160K105$278.1K2790.0%
Spdr Gold Shares(GLD)ETF78463V107$287.0K6670.0%
Meta Platforms Inc CL A(META)Stock30303M102$292.4K5110.0%
Ishares ESG Aware Msci EM ETF(ESGE)ETF46434G863$292.7K6,4370.0%
Broadcom Inc COM(AVGO)Stock11135F101$296.8K9590.0%
GE Aerospace COM New(GE)Stock369604301$313.0K1,1030.0%
Home Depot Inc COM(HD)Stock437076102$331.9K1,0090.1%
ELI Lilly & Co COM(LLY)Stock532457108$343.6K3740.1%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$354.6K1,2330.1%
Ishares ESG Aware Msci Eafe ETF(ESGD)ETF46435G516$403.3K4,2180.1%
Mcdonalds Corp COM(MCD)Stock580135101$408.4K1,3140.1%
Vanguard Mega Cap Growth ETF(MGK)ETF921910816$417.8K1,1370.1%
Amazon COM Inc COM(AMZN)Stock023135106$509.6K2,4470.1%
Fulton Finl Corp PA COM(FULT)Stock360271100$513.5K25,2470.1%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$539.1K1,1250.1%
Coca Cola Co COM(KO)Stock191216100$557.6K7,3320.1%
Dominion Energy Inc COM(D)Stock25746U109$619.9K10,0280.1%
Exxon Mobil Corp COM(XOM)Stock30231G102$636.1K3,7490.1%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$665.8K2,3210.1%
State Street Spdr Portfolio S&P 500 ETF(SPYM)ETF78464A854$752.5K9,8320.1%
Microsoft Corp COM(MSFT)Stock594918104$822.5K2,2220.1%
State Street Spdr Portfolio Emerging Markets ETF(SPEM)ETF78463X509$862.0K18,3750.1%
Vanguard Small-Cap ETF(VB)ETF922908751$869.3K3,3190.1%
Vanguard Growth ETF(VUG)ETF922908736$1.0M2,3410.2%
Ishares ESG Aware Msci USA ETF(ESGU)ETF46435G425$1.0M7,3380.2%
JPMorgan Chase & Co COM(JPM)Stock46625H100$1.1M3,6470.2%
Kinsale Cap Group Inc COM(KNSL)Stock49714P108$1.1M3,2390.2%
Nvidia Corporation COM(NVDA)Stock67066G104$1.1M6,3810.2%
State Street Spdr S&P Kensho New Economies Composite ETF(KOMP)ETF78468R648$1.2M20,5130.2%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$1.7M30,5770.3%
Ishares Ibonds DEC 2026 Term Treasury ETF(IBTG)ETF46436E858$2.0M87,8940.3%
Apple Inc COM(AAPL)Stock037833100$2.1M8,4060.3%
Ishares Ibonds DEC 2030 Term Treasury ETF(IBTK)ETF46436E593$2.2M110,0620.3%
Ishares Ibonds DEC 2029 Term Treasury ETF(IBTJ)ETF46436E825$2.2M99,5490.3%
Ishares Ibonds DEC 2028 Term Treasury ETF(IBTI)ETF46436E833$2.2M99,9700.3%
Ishares Ibonds DEC 2027 Term Treasury ETF(IBTH)ETF46436E841$2.2M100,2360.3%
State Street Spdr S&P 500 ETF(SPY)ETF78462F103$2.5M3,8160.4%
Ishares Tips Bond ETF(TIP)ETF464287176$2.6M23,1850.4%
Innovate Equity ETF(GINN)ETF38149W820$2.9M42,2690.4%
State Street Spdr S&P Kensho Future Security ETF(FITE)ETF78468R671$3.1M35,8940.5%
Ishares Core S&P 500 ETF(IVV)ETF464287200$3.2M4,8430.5%
State Street Spdr Portfolio S&P 600 Small Cap ETF(SPSM)ETF78468R853$3.7M76,7150.6%
JPMorgan Municipal ETF(JMUB)ETF46641Q647$4.5M89,4170.7%
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