Hantz Financial Services, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 4, 2025), Hantz Financial Services, Inc. reported 2,278 stock positions worth $6.2 billion. Its top holding was Congress Large Cap Growth (CAML) at 4.7% of the portfolio, followed by Sb&h Select Equity ETF (USSE, 4.1%) and iShares 20+ Year Treasury BD (TLT, 3.8%). Compared with Q1 2025, it opened 383 new positions, sold out of 63, added to 1,235 and reduced 474. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +20%) and the biggest sale Unitedhealth (UNH, shares −39%).
- Most Recent 13F
- Q2 2026
- Location
- SOUTHFIELD, MI
- CIK
- 0001071061
- Portfolio Value
- $6.2B (Q2 2025)
- SEC Filing
- 0001071061-25-000010 ↗ filed Aug 4, 2025
Holdings Value
Holdings 2,278 stocks · $6.2B
| CAML Congress Large Cap Growth filed as PROFESIONALLY MANAGED PORTFO | 4.72% | 7,962,882 | $292.0M | Add +4.3% |
| USSE Sb&h Select Equity ETF | 4.12% | 7,921,160 | $254.6M | Add +3.8% |
| TLT iShares 20+ Year Treasury BD | 3.81% | 2,669,542 | $235.6M | Add +3.3% |
| CSMD Congress Smid Growth ETF filed as PROFESIONALLY MANAGED PORTFO | 3.53% | 7,004,814 | $218.4M | Add +5.1% |
| BUSA Brandes US Value ETF | 3.22% | 5,946,697 | $198.9M | Add +4.3% |
| IVV iShares Core S&P 500 ETF | 3.08% | 306,477 | $190.3M | Add +19.9% |
| LITMAN GREGORY FDS TR | 2.78% | 14,352,330 | $171.8M | Add +4.8% |
| BINV Brandes International ETF | 2.55% | 4,400,144 | $157.8M | Add +4.4% |
| IEFA iShares Core MSCI Eafe ETF | 2.15% | 1,593,556 | $133.0M | Add +15.2% |
| MSFT Microsoft Corp. | 1.97% | 245,407 | $122.1M | Reduce -4.7% |
| FLCO Franklin Investment Grade Co. | 1.78% | 5,110,382 | $110.3M | Add +5.7% |
| AMZN Amazon.com Inc. | 1.71% | 481,767 | $105.7M | Reduce -13.8% |
| BSMC Brandes US Small-Mid Cap Val | 1.64% | 3,208,165 | $101.1M | Add +5.1% |
| FLIA Franklin International Aggre | 1.50% | 4,531,989 | $93.1M | Add +10.3% |
| AGG iShares Core U.S. Aggregate | 1.11% | 689,535 | $68.4M | Add +37.2% |
| V Visa Inc. Class A | 1.05% | 183,276 | $65.1M | Reduce -4.7% |
| AAPL Apple Inc. | 1.02% | 306,788 | $62.9M | Reduce -14.9% |
| NVDA Nvidia Corp. | 0.99% | 385,858 | $61.0M | Add +5.5% |
| RLY SS Multi-Asset Real Ret ETF | 0.93% | 1,984,674 | $57.7M | Add +0.1% |
| FLBL Franklin Senior Loan ETF | 0.92% | 2,356,750 | $57.1M | Add +6.2% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.92% | 539,465 | $56.6M | Add +41.7% |
| ORCL Oracle Corp. | 0.88% | 248,029 | $54.2M | Reduce -3.2% |
| IWF iShares Russell 1000 Growth | 0.83% | 121,562 | $51.6M | Reduce -7.0% |
| EDV Vanguard Extended Dur Treas | 0.73% | 669,018 | $45.0M | Reduce -1.2% |
| NFLX Netflix Inc. | 0.72% | 33,393 | $44.7M | Reduce -4.7% |
| FLHY Franklin High Yield Corporat | 0.70% | 1,774,810 | $43.2M | Add +5.1% |
| FLCB Franklin U.S. Core Bond ETF | 0.68% | 1,956,222 | $42.1M | Reduce -25.9% |
| MA Mastercard Inc. Class A | 0.66% | 73,005 | $41.0M | Reduce -6.4% |
| META Meta Platforms Inc. Class A | 0.63% | 53,045 | $39.2M | Add +18.1% |
| JPM JPMorgan Chase & Co. | 0.63% | 133,996 | $38.8M | Reduce -10.0% |
| GOOGL Alphabet Inc. Class A | 0.60% | 211,369 | $37.3M | Add +10.9% |
| ABT Abbott Laboratories | 0.59% | 269,035 | $36.6M | Reduce -5.2% |
| BNDX Vanguard Total Intl Bond ETF | 0.57% | 716,306 | $35.5M | Reduce -6.7% |
| SHOP Shopify Inc. Class A | 0.56% | 301,443 | $34.8M | Reduce -6.8% |
| AVGO Broadcom Inc. | 0.53% | 119,291 | $32.9M | Reduce -0.2% |
| IWY iShares Russell Top 200 Grow | 0.53% | 133,025 | $32.8M | Reduce -1.0% |
| GOOG Alphabet Inc. Class C | 0.53% | 183,796 | $32.6M | Reduce -4.6% |
| IUSV iShares Core S&P U.S. Value | 0.52% | 342,956 | $32.5M | Reduce -3.2% |
| IWV iShares Russell 3000 ETF | 0.52% | 90,886 | $31.9M | Reduce -4.2% |
| LLY Eli Lilly & Co. | 0.51% | 40,592 | $31.6M | Reduce -10.6% |
| NOW ServiceNow Inc. | 0.46% | 27,790 | $28.6M | Add +9.0% |
| ADBE Adobe Inc. | 0.46% | 72,770 | $28.2M | Reduce -1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.45% | 44,971 | $27.8M | Add +4.9% |
| ACN Accenture PLC Class A | 0.44% | 90,809 | $27.1M | Add +4.5% |
| ZTS Zoetis Inc. | 0.44% | 174,038 | $27.1M | Reduce -4.0% |
| TMO Thermo Fisher Scientific Inc. | 0.43% | 64,857 | $26.3M | Reduce -8.5% |
| XOM Exxon Mobil Corp. | 0.41% | 234,847 | $25.3M | Add +6.7% |
| CHTH CNL Healthcare Properties Inc. | 0.40% | 3,714,398 | $24.7M | Reduce -0.2% |
| IWR iShares Russell Mid-Cap ETF | 0.40% | 267,915 | $24.6M | Reduce -1.3% |
| SBUX Starbucks Corp. | 0.39% | 260,535 | $23.9M | Add +41.2% |
| IWP iShares Russell Mid-Cap Grow | 0.38% | 168,860 | $23.4M | Reduce -1.0% |
| PH Parker Hannifin Corp. | 0.38% | 33,253 | $23.2M | Reduce -16.5% |
| IWO iShares Russell 2000 Growth | 0.37% | 79,377 | $22.7M | Reduce -0.4% |
| SPLV Invesco S&P 500 Low Volatili | 0.36% | 307,507 | $22.4M | Reduce -3.5% |
| IEI iShares 3-7 Year Treasury Bo | 0.35% | 183,927 | $21.9M | Add +11921.4% |
| AON Aon PLC Class A | 0.35% | 60,905 | $21.7M | Reduce -6.9% |
| ABNB Airbnb Inc. Class A | 0.35% | 163,274 | $21.6M | Reduce -6.0% |
| COOP Mr Cooper Group Inc. | 0.33% | 135,624 | $20.2M | Reduce -28.7% |
| HD Home Depot Inc. | 0.32% | 54,081 | $19.8M | Reduce -5.7% |
| COF Capital One Financial Corp. | 0.32% | 92,778 | $19.7M | Add +15.4% |
| RRX Regal Rexnord Corp. | 0.31% | 133,077 | $19.3M | Add +16.8% |
| NOBL Proshares S&P 500 Dividend A | 0.31% | 190,007 | $19.1M | Reduce -4.0% |
| MSCI MSCI Inc. | 0.31% | 33,168 | $19.1M | Reduce -8.3% |
| AIG American International Group | 0.31% | 220,899 | $18.9M | Reduce -4.9% |
| SCHH Schwab US REIT ETF | 0.29% | 836,067 | $17.7M | Reduce -0.7% |
| WDAY Workday Inc. Class A | 0.28% | 73,254 | $17.6M | Reduce -6.3% |
| IDXX Idexx Laboratories Inc. | 0.28% | 32,641 | $17.5M | Add +307.6% |
| PG The Procter & Gamble Co. | 0.28% | 107,256 | $17.1M | Reduce -10.2% |
| INTU Intuit Inc. | 0.27% | 21,210 | $16.7M | Add +1.6% |
| UNP Union Pacific Corp. | 0.26% | 70,220 | $16.2M | Reduce -4.3% |
| OMFS Invesco RSL 2000 DYN Mltfctr | 0.26% | 396,917 | $15.9M | Reduce -1.2% |
| EFA iShares MSCI Eafe ETF | 0.26% | 178,000 | $15.9M | Reduce -4.0% |
| JNJ Johnson & Johnson | 0.23% | 94,673 | $14.5M | Reduce -3.6% |
| CW Curtiss-Wright Corp. | 0.23% | 29,103 | $14.2M | Reduce -9.6% |
| UNH Unitedhealth Group Inc. | 0.23% | 45,548 | $14.2M | Reduce -39.2% |
| RRR Red Rock Resorts Inc. Class A | 0.23% | 270,743 | $14.1M | Reduce -4.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.23% | 17,564 | $14.1M | Add +8.2% |
| MET Metlife Inc. | 0.22% | 172,783 | $13.9M | Reduce -2.6% |
| BKLN Invesco Senior Loan ETF | 0.22% | 658,670 | $13.8M | Add +2.1% |
| CASY Casey's General Stores Inc. | 0.22% | 26,968 | $13.8M | Reduce -10.7% |
| KO The Coca-Cola Co. | 0.22% | 192,955 | $13.7M | Reduce -2.6% |
| EME Emcor Group Inc. | 0.22% | 25,480 | $13.6M | Reduce -9.6% |
| CMPR Cimpress PLC | 0.21% | 279,308 | $13.1M | Add +3.6% |
| RTX RTX Corp. | 0.21% | 89,337 | $13.0M | Reduce -14.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.21% | 105,480 | $13.0M | Reduce -7.5% |
| WMB Williams Cos Inc. | 0.21% | 206,758 | $13.0M | Reduce -16.1% |
| KMX Carmax Inc. | 0.21% | 191,827 | $12.9M | Add +45.3% |
| HII Huntington Ingalls Industrie | 0.21% | 53,153 | $12.8M | Reduce -4.7% |
| GVI iShares Intermediate Governm | 0.20% | 118,644 | $12.7M | Reduce -1.2% |
| CR Crane Co. | 0.20% | 64,920 | $12.3M | Reduce -8.2% |
| BDX Becton Dickinson and Co. | 0.20% | 71,155 | $12.3M | Add +7.8% |
| CMCSA Comcast Corp. Class A | 0.20% | 341,104 | $12.2M | Add +0.5% |
| GDDY GoDaddy Inc. Class A | 0.20% | 66,977 | $12.1M | Reduce -4.5% |
| PFE Pfizer Inc. | 0.19% | 494,748 | $12.0M | Reduce -4.3% |
| WIP State Street SPDR Ftse Inter | 0.19% | 300,650 | $12.0M | Add +2.2% |
| SAP Sap SE-Sponsored ADR | 0.19% | 38,614 | $11.7M | Add +3.8% |
| WMT Walmart Inc. | 0.19% | 119,513 | $11.7M | Reduce -2.4% |
| MELI MercadoLibre Inc. | 0.19% | 4,449 | $11.6M | Reduce -0.2% |
| RJF Raymond James Financial Inc. | 0.19% | 75,778 | $11.6M | Reduce -8.2% |
| PEN Penumbra Inc. | 0.19% | 44,780 | $11.5M | Reduce -9.6% |
Portfolio Sells Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Reduce -39.2% | 0.23% | −0.46 |
| AAPL Apple Inc. | Reduce -14.9% | 1.02% | −0.39 |
| FLCB Franklin U.S. Core Bond ETF | Reduce -25.9% | 0.68% | −0.32 |
| CPRT Copart Inc. | Reduce -63.2% | 0.10% | −0.24 |
| TMO Thermo Fisher Scientific Inc. | Reduce -8.5% | 0.43% | −0.20 |
| TDY Teledyne Technologies Inc. | Reduce -90.2% | 0.02% | −0.18 |
| AMZN Amazon.com Inc. | Reduce -13.8% | 1.71% | −0.16 |
| RMD Resmed Inc. | Reduce -97.2% | 0.01% | −0.16 |
| LLY Eli Lilly & Co. | Reduce -10.6% | 0.51% | −0.15 |
| SAIA Saia Inc. | Reduce -97.5% | 0.00% | −0.14 |
| V Visa Inc. Class A | Reduce -4.7% | 1.05% | −0.13 |
| SPSC SPS Commerce Inc. | Reduce -93.1% | 0.01% | −0.13 |
| EDV Vanguard Extended Dur Treas | Reduce -1.2% | 0.73% | −0.12 |
| HCA HCA Healthcare Inc. | Reduce -98.0% | 0.00% | −0.12 |
| AON Aon PLC Class A | Reduce -6.9% | 0.35% | −0.11 |
| BAC Bank of America Corp. | Reduce -53.8% | 0.09% | −0.10 |
| WST West Pharmaceutical Services | Reduce -95.9% | 0.00% | −0.10 |
| MA Mastercard Inc. Class A | Reduce -6.4% | 0.66% | −0.09 |
| ZTS Zoetis Inc. | Reduce -4.0% | 0.44% | −0.09 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -6.7% | 0.57% | −0.09 |
| ONTO Onto Innovation Inc. | Reduce -98.1% | 0.00% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -10.2% | 0.28% | −0.08 |
| GM General Motors Co. | Reduce -36.3% | 0.12% | −0.08 |
| COOP Mr Cooper Group Inc. | Reduce -28.7% | 0.33% | −0.07 |
| DOW Dow Inc. | Reduce -42.2% | 0.05% | −0.07 |
| ABT Abbott Laboratories | Reduce -5.2% | 0.59% | −0.07 |
| BRO Brown & Brown Inc. | Reduce -12.1% | 0.16% | −0.06 |
| MDT Medtronic PLC | Reduce -32.7% | 0.10% | −0.06 |
| IEF iShares 7-10 Year Treasury B | Reduce -98.5% | 0.00% | −0.06 |
| HALO Halozyme Therapeutics Inc. | Reduce -11.2% | 0.11% | −0.06 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -3.5% | 0.36% | −0.06 |
| SMMNY Siemens Healthinee-Unsp ADR | Reduce -60.9% | 0.03% | −0.05 |
| JNJ Johnson & Johnson | Reduce -3.6% | 0.23% | −0.05 |
| EMN Eastman Chemical Co. | Reduce -85.7% | 0.01% | −0.05 |
| AJG Arthur J Gallagher & Co. | Reduce -8.1% | 0.18% | −0.05 |
| IUSV iShares Core S&P U.S. Value | Reduce -3.2% | 0.52% | −0.05 |
| MSCI MSCI Inc. | Reduce -8.3% | 0.31% | −0.05 |
| PH Parker Hannifin Corp. | Reduce -16.5% | 0.38% | −0.05 |
| FISV Fiserv Inc. | Reduce -6.8% | 0.10% | −0.05 |
| AIG American International Group | Reduce -4.9% | 0.31% | −0.05 |
| HD Home Depot Inc. | Reduce -5.7% | 0.32% | −0.05 |
| WMB Williams Cos Inc. | Reduce -16.1% | 0.21% | −0.05 |
| SSNC Ss&c Technologies Holdings | Reduce -22.7% | 0.12% | −0.05 |
| PEN Penumbra Inc. | Reduce -9.6% | 0.19% | −0.05 |
| NOBL Proshares S&P 500 Dividend A | Reduce -4.0% | 0.31% | −0.05 |
| EXPGY Experian PLC-Spons ADR | Reduce -70.3% | 0.02% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -3.1% | 0.16% | −0.04 |
| FANG Diamondback Energy Inc. | Reduce -4.3% | 0.14% | −0.04 |
| UNP Union Pacific Corp. | Reduce -4.3% | 0.26% | −0.04 |
| EVVTY Evolution AB-ADR | Reduce -98.6% | 0.00% | −0.04 |
Portfolio Buys Q1 2025 → Q2 2025
| IVV iShares Core S&P 500 ETF | Add +19.9% | 3.08% | +0.55 |
| CAML Congress Large Cap Growth | Add +4.3% | 4.72% | +0.45 |
| IEI iShares 3-7 Year Treasury Bo | Add +11921.4% | 0.35% | +0.35 |
| IEFA iShares Core MSCI Eafe ETF | Add +15.2% | 2.15% | +0.31 |
| CSMD Congress Smid Growth ETF | Add +5.1% | 3.53% | +0.29 |
| NVDA Nvidia Corp. | Add +5.5% | 0.99% | +0.29 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Add +41.7% | 0.92% | +0.25 |
| AGG iShares Core U.S. Aggregate | Add +37.2% | 1.11% | +0.23 |
| IDXX Idexx Laboratories Inc. | Add +307.6% | 0.28% | +0.22 |
| META Meta Platforms Inc. Class A | Add +18.1% | 0.63% | +0.18 |
| NET Cloudflare Inc. Class A | Add +619325.0% | 0.16% | +0.16 |
| EHC Encompass Health Corp. | Add +16653.8% | 0.15% | +0.15 |
| HEI Heico Corp. | Add +187433.3% | 0.15% | +0.15 |
| FICO Fair Isaac Corp. | Add +413.8% | 0.17% | +0.13 |
| USSE Sb&h Select Equity ETF | Add +3.8% | 4.12% | +0.13 |
| PINS Pinterest Inc. Class A | Add +2983.3% | 0.13% | +0.12 |
| FAST Fastenal Co. | Add +118677.4% | 0.12% | +0.12 |
| NOW ServiceNow Inc. | Add +9.0% | 0.46% | +0.10 |
| BINV Brandes International ETF | Add +4.4% | 2.55% | +0.10 |
| CAVA Cava Group Inc. | Add +1846775.0% | 0.10% | +0.10 |
| LITMAN GREGORY FDS TR | Add +4.8% | 2.78% | +0.10 |
| COHR Coherent Corp. | Add +76.0% | 0.17% | +0.09 |
| AR Antero Resources Corp. | Add +144481.1% | 0.08% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +10.9% | 0.60% | +0.08 |
| RRX Regal Rexnord Corp. | Add +16.8% | 0.31% | +0.08 |
| LHX L3HARRIS Technologies Inc. | Add +147.3% | 0.11% | +0.07 |
| VWO Vanguard Ftse Emerging Marke | New | 0.07% | +0.07 |
| SBUX Starbucks Corp. | Add +41.2% | 0.39% | +0.07 |
| COF Capital One Financial Corp. | Add +15.4% | 0.32% | +0.07 |
| CI The Cigna Group | Add +1278.8% | 0.06% | +0.05 |
| BSMC Brandes US Small-Mid Cap Val | Add +5.1% | 1.64% | +0.05 |
| INTU Intuit Inc. | Add +1.6% | 0.27% | +0.04 |
| CRM Salesforce Inc. | Add +46.9% | 0.16% | +0.04 |
| FLIA Franklin International Aggre | Add +10.3% | 1.50% | +0.04 |
| ASML ASML Holding NV-NY Reg SHS | Add +8.2% | 0.23% | +0.04 |
| ADYEY Adyen NV-Unspon ADR | Add +200.8% | 0.05% | +0.04 |
| SE Sea Ltd.-ADR | Add +12509.9% | 0.03% | +0.03 |
| TSLA Tesla Inc. | Add +37.2% | 0.09% | +0.03 |
| IBN Icici Bank Ltd.-Spon ADR | Add +5101.5% | 0.03% | +0.03 |
| VIOO Vanguard S&P Small-Cap 600 E | Add +38.7% | 0.12% | +0.03 |
| MRVL Marvell Technology Inc. | Add +71.7% | 0.06% | +0.03 |
| KMX Carmax Inc. | Add +45.3% | 0.21% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.9% | 0.45% | +0.03 |
| TOELY Tokyo Electron Ltd.-Unsp ADR | Add +51.6% | 0.06% | +0.03 |
| EADSY Airbus SE - Unsp ADR | Add +13916.7% | 0.03% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +5.6% | 0.11% | +0.03 |
| NVS Novartis AG-Sponsored ADR | Add +74.1% | 0.05% | +0.02 |
| MNDY Monday.com Ltd. | Add +101.2% | 0.04% | +0.02 |
| TTD Trade Desk Inc./the Class A | Add +8.7% | 0.09% | +0.02 |
| WELL Welltower Inc. | Add +2738.4% | 0.02% | +0.02 |
Notes & Other Activity Q1 2025 → Q2 2025
| VYMI Vanguard Int High DVD YLD Inc. | INTL HIGH ETF | Sold out | 0 | $0before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2,561 | $7.4B | IVV, CAML, USSE, IEFA, IVOO |
| Q1 2026 | 2,571 | $6.6B | IVV, CAML, USSE, IEFA, BUSA |
| Q4 2025 | 2,503 | $6.8B | IVV, CAML, USSE, TLT, CSMD |
| Q3 2025 | 2,409 | $6.6B | CAML, USSE, IVV, CSMD, TLT |
| Q2 2025 | 2,278 | $6.2B | CAML, USSE, TLT, CSMD, BUSA |
| Q1 2025 | 1,957 | $5.7B | CAML, TLT, USSE, BUSA, CSMD |
| Q4 2024 | 1,176 | $5.7B | CAML, USSE, BUSA, CSMD, TLT |
| Q3 2024 | 1,175 | $5.6B | CAML, USSE, BUSA, TLT, CSMD |
| Q2 2024 | 1,155 | $5.2B | CAML, USSE, AMZN, TLT, BUSA |
| Q1 2024 | 1,292 | $5.1B | AMZN, MSFT, CAML, USSE, TLT |