Top 50 Hantz Financial Services INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 7.39% | 729.6K | $546.4M | +21.70%(+130.09K) | $600.37(+29.74%) | 2026-06-30 | |
| CAML | PROFESIONALLY MANAGED PORTFO | 4.85% | 8.97M | $358.8M | -1.53%(-139.26K) | $30.83(+36.04%) | 2026-06-30 | |
| USSE | SEGALL BRYANT HAMILL TR | 4.71% | 8.63M | $348.4M | -2.01%(-176.84K) | $28.65(+45.49%) | 2026-06-30 | |
| IEFA | ISHARES TR | 3.99% | 3.05M | $294.8M | +18.26%(+471.19K) | $77.81(+30.21%) | 2026-06-30 | |
| IVOO | VANGUARD ADMIRAL FDS INC | 3.38% | 1.92M | $249.9M | +26.81%(+405.09K) | $110.86(+18.81%) | 2026-06-30 | |
| AGG | ISHARES TR | 3.2% | 2.39M | $236.4M | +20.17%(+400.78K) | $101.10(-3.65%) | 2026-06-30 | |
| CSMD | PROFESIONALLY MANAGED PORTFO | 3.01% | 6.10M | $222.6M | -1.90%(-117.85K) | $28.34(+27.73%) | 2026-06-30 | |
| BUSA | 2023 ETF SERIES TRUST | 2.93% | 5.50M | $216.9M | -1.68%(-93.81K) | $29.99(+40.33%) | 2026-06-30 | |
| TLT | ISHARES TR | 2.68% | 2.29M | $198.0M | +8.58%(+180.94K) | $95.66(-14.78%) | 2026-06-30 | |
| BINV | 2023 ETF SERIES TRUST | 2.28% | 4.01M | $168.4M | -2.52%(-103.57K) | $30.32(+49.57%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.96% | +40.35% | +5.55% | +31.03% |
| Top 20 Holdings Unweighted | +10.11% | +33.50% | +4.85% | +26.72% |
Hantz Financial Services INC reports $7.39B in US-listed equity holdings across 2,565 positions in its most recent 13F filing. Its largest disclosed positions are IVV (7.4%), CAML (4.8%) and USSE (4.7%). The top 20 holdings account for 52.65% of reported assets. Its disclosed equity book has returned +40.35% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hantz Financial Services INCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1071061). View Hantz Financial Services INCโs 13F filings on SEC