Q2 2026 13F · SEC CIK 1920117

Hutchens & Kramer Investment Management Group, LLC

Wealth managerFiled 2026-07-09 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $373.3M
Reported positions: 160
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 160 positions worth $373.3M in its Q2 2026 13F, filed 2026-07-09. Its largest holdings were Avantis U.s. Equity ETF (AVUS, 12.0%), Dimensional U.s. Core Equity 2 (DFAC, 6.3%), Pimco Multisector Bond Active Exchange-T (PYLD, 6.2%). 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 160 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 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	Q1 2026	Shares	Share change	Reported value
AVUSAvantis U.s. Equity ETF	12.0%	10.5%	348,287	+16.2%	$44.6M
DFACDimensional U.s. Core Equity 2	6.3%	6.7%	530,816	-2.8%	$23.5M
PYLDPimco Multisector Bond Active Exchange-T	6.2%	6.4%	875,246	+13.3%	$23.2M
DCORDimensional ETF Trust	4.3%	4.5%	193,799	-2.3%	$15.9M
DFICDfa Dimensional Intl Core Equit	3.4%	3.8%	336,621	-1.8%	$12.5M
SGOViShares 0-3 Month Treasury Bon	3.2%	3.9%	117,885	-3.2%	$11.9M
BONDPimco ETF Tr	3.1%	5.1%	125,252	-29.0%	$11.5M
TFLOIshares Tr	3.0%	3.5%	223,131	+0.7%	$11.3M
AVDEAvantis International Equity ETF	3.0%	3.0%	126,016	+14.0%	$11.2M
MINTPimco ETF Tr	2.9%	0.8%	107,009	+327.6%	$10.8M
SPMOInvesco Exch Traded Fd Tr II	2.8%	2.3%	65,767	+2.4%	$10.6M
GRIDFirst Tr Exchange-Traded Fd	2.4%	2.5%	47,039	-0.8%	$9.0M
VOOVanguard S&p 500 ETF	2.1%	2.2%	11,563	-0.5%	$7.9M
LLYLilly Eli & Co	1.8%	1.3%	5,658	+24.4%	$6.8M
AVEMAmerican Centy ETF Tr	1.7%	1.6%	66,588	+5.6%	$6.4M
SMHVaneck Semiconductor ETF	1.6%	1.1%	9,295	-1.5%	$6.1M
DFEMDimensional	1.4%	1.4%	128,595	-2.8%	$5.2M
QQQInvesco Qqq Tr	1.4%	1.3%	7,080	-0.4%	$5.2M
SPHBInvesco Exch Traded Fd Tr II	1.3%	1.1%	32,356	+3.9%	$5.0M
SPITRbb Fd Inc	1.3%	1.1%	137,263	+3.3%	$4.8M
AVGEAmerican Centy ETF Tr	1.3%	0.9%	47,965	+56.3%	$4.8M
AIRRFirst Tr Exchange Traded Fd	1.2%	1.2%	34,865	+1.2%	$4.6M
FITESpdr Series Trust	1.2%	1.1%	41,097	+2.9%	$4.6M
AAPLApple Inc	1.2%	1.1%	15,337	+9.2%	$4.4M
ARKQArk ETF Tr	1.1%	1.1%	31,049	+5.1%	$4.1M
SCHXSchwab Stratgc Tr	1.1%	1.2%	138,750	-2.3%	$4.1M
VEAVanguard Tax-Managed Fds	1.1%	1.1%	56,614	-0.2%	$4.0M
XLGInvesco S&P 500 Top 50 ETF Total	1.1%	1.2%	64,645	-6.2%	$4.0M
NVDANvidia Corporation Com	0.9%	0.9%	17,489	+10.9%	$3.5M
XLKState Street Technology Select Sector Sp	0.9%	0.7%	17,444	+4.7%	$3.3M
IVVIshares Core S&p 500 ETF	0.7%	0.5%	3,548	+42.1%	$2.7M
PGProcter & Gamble Co Com	0.6%	0.7%	16,232	+0.0%	$2.4M
SPYGSpdr Series Trust	0.6%	0.6%	19,889	+2.7%	$2.4M
GLDSpdr Gold Shares	0.6%	0.8%	6,083	-2.5%	$2.2M
VNQVanguard Real Estate ETF	0.6%	0.6%	21,624	+5.6%	$2.1M
IVWIshares	0.5%	0.5%	14,880	-2.0%	$2.0M
GOOGLAlphabet Inc	0.5%	—	5,654	—	$2.0M
AMZNAmazon Com Inc Com	0.5%	0.8%	8,437	-30.8%	$2.0M
SPYSpdr S&p 500 ETF Tr	0.5%	0.5%	2,688	+1.9%	$2.0M
SPLGSpdr Series Trust	0.5%	0.4%	21,750	+28.8%	$1.9M
DFCFDimensional ETF Trust	0.5%	0.9%	44,778	-35.6%	$1.9M
GOOGAlphabet Inc	0.5%	0.4%	4,879	+6.7%	$1.7M
IVEIshares S&p 500 Value ETF	0.4%	0.6%	7,160	-16.0%	$1.6M
VTIVanguard Index Fds	0.4%	0.4%	4,188	+6.3%	$1.5M
MSFTMicrosoft Corp	0.4%	0.8%	3,987	-42.3%	$1.5M
SHYiShs Lehman 1-3Tsy	0.4%	0.4%	17,560	+4.2%	$1.4M
IUSBIshares Core Universal Usd Bond ETF	0.4%	—	28,685	—	$1.3M
VWOVanguard Intl Equity Index F	0.3%	—	20,296	—	$1.2M
METAMeta Platforms Inc Class A	0.3%	0.4%	2,120	+2.4%	$1.2M
BILSPDR Brcy1-3 Ser	0.3%	—	12,787	—	$1.2M

What Hutchens & Kramer Investment Management Group, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 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 and rebuilt each quarter on the day the filing became public. 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
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
Q3 2023	$125.8M	114

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 Q2 2026 and filed Jul 9, 2026, lists 160 positions worth $373.3M. The largest are Avantis U.s. Equity ETF (AVUS) at 12.0%, Dimensional U.s. Core Equity 2 (DFAC) at 6.3%, Pimco Multisector Bond Active Exchange-T (PYLD) at 6.2%, Dimensional ETF Trust (DCOR) at 4.3% and Dfa Dimensional Intl Core Equit (DFIC) at 3.4%.

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

In Q2 2026, Hutchens & Kramer Investment Management Group, LLC added Pimco ETF Tr (MINT) (+327.6% shares), American Centy ETF Tr (AVGE) (+56.3% shares) and Ishares Core S&p 500 ETF (IVV) (+42.1% shares), compared with its Q1 2026 filing.

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

In Q2 2026, Hutchens & Kramer Investment Management Group, LLC cut from its top 50 Mastercard Inc. (MA), cut from its top 50 Ishares Tr (EFV), cut from its top 50 Ishares (IEMG), cut from its top 50 Ishares Msci USA Quality Factor ETF (QUAL), Microsoft Corp (MSFT) (-42.3% shares), Dimensional ETF Trust (DFCF) (-35.6% shares) and Amazon Com Inc Com (AMZN) (-30.8% shares), compared with its Q1 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 Sep 30, 2026 is due by Nov 14, 2026; 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 $373.3M.