account_balance
Investment manager · 13F filer · SEC CIK 1071061
Hantz Financial Services, Inc.
Reported value$7.48Mas of Sep 30, 2026
Positions2,592 144 new, 114 sold out
Top 10 weight40.2%IVV alone is 9%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
8.7%Added +17%
CAMLProfesionally Managed Portfo
4.8%
USSESegall Bryant Hamill Tr
4.7%
IEFAiShares Tr
4.4%Added +11%
IVOOVanguard Admiral FDS Inc
3.7%Added +20%
AGGiShares Tr
3.5%Added +15%
BUSA2023 ETF Series Trust
2.9%
CSMDProfesionally Managed Portfo
2.7%
TLTiShares Tr
2.4%
BINV2023 ETF Series Trust
2.3%
NVDANvidia Corporation
2.1%Added +4%
BNDXVanguard Charlotte FDS
1.9%Added +33%
IVViShares Tr
8.7%Added +17%
CAML4.8%
USSESegall Bryant Hamill Tr
4.7%
IEFAiShares Tr
4.4%Added +11%
IVOOVanguard Admiral FDS Inc
3.7%Added +20%
AGG3.5%
BUSA2.9%
CSMD2.7%
TLT2.4%
BINV2.3%
NVDA2.1%BNDX1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 8.7% Added +17%
CAML Profesionally Managed Portfo 4.8% Held
USSE Segall Bryant Hamill Tr 4.7% Held
IEFA iShares Tr 4.4% Added +11%
IVOO Vanguard Admiral FDS Inc 3.7% Added +20%
AGG iShares Tr 3.5% Added +15%
BUSA 2023 ETF Series Trust 2.9% Held
CSMD Profesionally Managed Portfo 2.7% Held
TLT iShares Tr 2.4% Held
BINV 2023 ETF Series Trust 2.3% Held
NVDA Nvidia Corporation 2.1% Added +4%BNDX Vanguard Charlotte FDS 1.9% Added +33%
What changed