Hughes Financial Services, LLC

All 13F Filings

Location
Herndon, VA
Most recent 13F
Q4 2025
Holdings value ($000)
636,682
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/11/2026 1,276 636,682 13F-HR Hughes Financial Services, LLC
Q3 2025 11/14/2025 1,034 628,648 13F-HR Hughes Financial Services, LLC
Q2 2025 8/7/2025 1,035 582,150 13F-HR Hughes Financial Services, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 24.87 K 3.9% 684 0 684
ETFs 611.8 K 96.1% 7.321 K 0 7.321 K
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Fund Snapshot

Q4 2025
Latest filed
2/11/2026
Total value ($000)
636,682
Holdings
1276
QoQ value change ($000)
8,034 (1.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.