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Hantz Financial Services, Inc.

Portfolio Manager
Hantz Financial Services, Inc.
Performance
-3.78% (2026 Q1)
AUM (13F)
$6.56B
# of Holdings
2577
Performance Rank
Allocation (Top 20)
50.86%

Hantz Financial Services, Inc. Holdings Map

Top 50 Hantz Financial Services, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
5.97%599.6K$391.6M
+25.76%(+122.82K)
2025-Q1: 255.5K shares2025-Q2: 306.5K shares2025-Q3: 372.3K shares2025-Q4: 476.7K shares2026-Q1: 599.6K shares
$580.51(+28.46%)
2026-03-31
CAML
PROFESIONALLY MANAGED PORTFO
4.89%9.11M$320.5M
+8.16%(+687.43K)
2025-Q1: 7.64M shares2025-Q2: 7.96M shares2025-Q3: 8.15M shares2025-Q4: 8.42M shares2026-Q1: 9.11M shares
$30.83(+26.77%)
2026-03-31
USSE
SEGALL BRYANT HAMILL TR
4.46%8.81M$292.5M
+7.15%(+587.54K)
2025-Q1: 7.63M shares2025-Q2: 7.92M shares2025-Q3: 8.02M shares2025-Q4: 8.22M shares2026-Q1: 8.81M shares
$28.65(+36.03%)
2026-03-31
IEFA
ISHARES TR
3.56%2.58M$233.7M
+9.17%(+216.74K)
2025-Q1: 1.38M shares2025-Q2: 1.59M shares2025-Q3: 1.91M shares2025-Q4: 2.36M shares2026-Q1: 2.58M shares
$75.13(+29.29%)
2026-03-31
BUSA
2023 ETF SERIES TRUST
3.16%5.59M$207.0M
-11.33%(-714.35K)
2025-Q1: 5.70M shares2025-Q2: 5.95M shares2025-Q3: 6.10M shares2025-Q4: 6.31M shares2026-Q1: 5.59M shares
$23.20(+64.96%)
2026-03-31
AGG
ISHARES TR
3.01%1.99M$197.3M
+41.36%(+581.38K)
2025-Q1: 502.4K shares2025-Q2: 689.5K shares2025-Q3: 1.06M shares2025-Q4: 1.41M shares2026-Q1: 1.99M shares
$101.52(-2.80%)
2026-03-31
CSMD
PROFESIONALLY MANAGED PORTFO
2.91%6.22M$190.9M
-16.98%(-1.27M)
2025-Q1: 6.67M shares2025-Q2: 7.00M shares2025-Q3: 7.22M shares2025-Q4: 7.49M shares2026-Q1: 6.22M shares
$28.34(+17.42%)
2026-03-31
TLT
ISHARES TR
2.79%2.11M$182.9M
-25.87%(-736.35K)
2025-Q1: 2.58M shares2025-Q2: 2.67M shares2025-Q3: 2.69M shares2025-Q4: 2.85M shares2026-Q1: 2.11M shares
$96.44(-12.07%)
2026-03-31
IVOO
VANGUARD ADMIRAL FDS INC
2.63%1.51M$172.7M
+39.73%(+429.65K)
2025-Q1: 380.8K shares2025-Q2: 539.5K shares2025-Q3: 782.1K shares2025-Q4: 1.08M shares2026-Q1: 1.51M shares
$108.23(+14.36%)
2026-03-31
BINV
2023 ETF SERIES TRUST
2.59%4.12M$169.7M
-11.99%(-560.88K)
2025-Q1: 4.21M shares2025-Q2: 4.40M shares2025-Q3: 4.51M shares2025-Q4: 4.68M shares2026-Q1: 4.12M shares
$23.73(+79.81%)
2026-03-31

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