Institutional Fund
Hantz Financial Services, Inc.
Southfield, MICIK 10710615 filings on record
Portfolio Value
$6.56M
Q1 2026
Holdings
2,573
Reported positions
New Buys
185
Opened this quarter
QoQ Change
-3.4%
from $6.79M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr6.0%
- Profesionally Managed Portfo4.9%
- Segall Bryant & Hamill Tr4.5%
- Ishares Tr3.6%
- 2023 ETF Series Trust3.2%
- Ishares Tr3.0%
- Other75.0%
Portfolio Holdings
2,573 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 599.6K | $391.6K | 6.0% | +122.8K | Added |
| 2 | Profesionally Managed Portfo | 9.11M | $320.5K | 4.9% | +687.4K | Added |
| 3 | Segall Bryant & Hamill Tr | 8.81M | $292.5K | 4.5% | +587.5K | Added |
| 4 | Ishares Tr | 2.58M | $233.7K | 3.6% | +216.7K | Added |
| 5 | 2023 ETF Series Trust | 5.59M | $207.0K | 3.2% | −714.4K | Reduced |
| 6 | Ishares Tr | 1.99M | $197.3K | 3.0% | +581.4K | Added |
| 7 | Profesionally Managed Portfo | 6.22M | $190.9K | 2.9% | −1.27M | Reduced |
| 8 | Ishares Tr | 2.11M | $182.9K | 2.8% | −736.3K | Reduced |
| 9 | Vanguard Admiral Fds Inc | 1.51M | $172.7K | 2.6% | +429.7K | Added |
| 10 | 2023 ETF Series Trust | 4.12M | $169.7K | 2.6% | −560.9K | Reduced |
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