Hantz Financial Services, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 5, 2025), Hantz Financial Services, Inc. reported 2,409 stock positions worth $6.6 billion. Its top holding was Congress Large Cap Growth (CAML) at 4.8% of the portfolio, followed by Sb&h Select Equity ETF (USSE, 4.0%) and iShares Core S&P 500 ETF (IVV, 3.8%). Compared with Q2 2025, it opened 211 new positions, sold out of 81, added to 1,439 and reduced 553. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +21%) and the biggest sale Thermo Fisher Scientific (TMO, shares −63%).
- Most Recent 13F
- Q2 2026
- Location
- SOUTHFIELD, MI
- CIK
- 0001071061
- Portfolio Value
- $6.6B (Q3 2025)
- SEC Filing
- 0001071061-25-000016 ↗ filed Nov 5, 2025
Holdings Value
Holdings 2,409 stocks · $6.6B
| CAML Congress Large Cap Growth filed as PROFESIONALLY MANAGED PORTFO | 4.79% | 8,146,038 | $316.0M | Add +2.3% |
| USSE Sb&h Select Equity ETF | 4.04% | 8,021,980 | $266.7M | Add +1.3% |
| IVV iShares Core S&P 500 ETF | 3.77% | 372,307 | $249.2M | Add +21.5% |
| CSMD Congress Smid Growth ETF filed as PROFESIONALLY MANAGED PORTFO | 3.64% | 7,221,254 | $240.5M | Add +3.1% |
| TLT iShares 20+ Year Treasury BD | 3.64% | 2,687,722 | $240.2M | Add +0.7% |
| BUSA Brandes US Value ETF | 3.22% | 6,098,282 | $212.7M | Add +2.5% |
| LITMAN GREGORY FDS TR | 2.74% | 14,743,798 | $181.2M | Add +2.7% |
| BINV Brandes International ETF | 2.62% | 4,511,134 | $173.3M | Add +2.5% |
| IEFA iShares Core MSCI Eafe ETF | 2.53% | 1,914,907 | $167.2M | Add +20.2% |
| MSFT Microsoft Corp. | 2.17% | 276,748 | $143.3M | Add +12.8% |
| FLCO Franklin Investment Grade Co. | 1.72% | 5,188,386 | $113.5M | Add +1.5% |
| BSMC Brandes US Small-Mid Cap Val | 1.67% | 3,305,002 | $110.3M | Add +3.0% |
| AGG iShares Core U.S. Aggregate | 1.60% | 1,056,344 | $105.9M | Add +53.2% |
| FLIA Franklin International Aggre | 1.53% | 4,922,935 | $101.0M | Add +8.6% |
| NVDA Nvidia Corp. | 1.47% | 520,640 | $97.1M | Add +34.9% |
| AMZN Amazon.com Inc. | 1.46% | 439,500 | $96.5M | Reduce -8.8% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 1.31% | 782,136 | $86.3M | Add +45.0% |
| AAPL Apple Inc. | 1.28% | 332,708 | $84.7M | Add +8.4% |
| AVGO Broadcom Inc. | 0.98% | 195,389 | $64.5M | Add +63.8% |
| FLCB Franklin U.S. Core Bond ETF | 0.93% | 2,814,763 | $61.1M | Add +43.9% |
| ORCL Oracle Corp. | 0.90% | 210,411 | $59.2M | Reduce -15.2% |
| IWF iShares Russell 1000 Growth | 0.87% | 122,517 | $57.4M | Add +0.8% |
| FLBL Franklin Senior Loan ETF | 0.86% | 2,370,039 | $56.9M | Add +0.6% |
| V Visa Inc. Class A | 0.83% | 160,775 | $54.9M | Reduce -12.3% |
| GOOGL Alphabet Inc. Class A | 0.78% | 212,980 | $51.8M | Add +0.8% |
| RLY SS Multi-Asset Real Ret ETF | 0.78% | 1,662,495 | $51.3M | Reduce -16.2% |
| BNDX Vanguard Total Intl Bond ETF | 0.75% | 1,001,024 | $49.5M | Add +39.8% |
| IWY iShares Russell Top 200 Grow | 0.69% | 167,617 | $45.9M | Add +26.0% |
| META Meta Platforms Inc. Class A | 0.69% | 62,407 | $45.8M | Add +17.6% |
| EDV Vanguard Extended Dur Treas | 0.68% | 659,406 | $45.1M | Reduce -1.4% |
| FLHY Franklin High Yield Corporat | 0.68% | 1,817,801 | $44.6M | Add +2.4% |
| JPM JPMorgan Chase & Co. | 0.62% | 130,373 | $41.1M | Reduce -2.7% |
| MA Mastercard Inc. Class A | 0.59% | 68,842 | $39.2M | Reduce -5.7% |
| SHOP Shopify Inc. Class A | 0.58% | 256,973 | $38.2M | Reduce -14.8% |
| IUSV iShares Core S&P U.S. Value | 0.53% | 348,000 | $34.8M | Add +1.5% |
| GOOG Alphabet Inc. Class C | 0.51% | 137,451 | $33.5M | Reduce -25.2% |
| IWV iShares Russell 3000 ETF | 0.50% | 86,708 | $32.9M | Reduce -4.6% |
| ABT Abbott Laboratories | 0.49% | 239,289 | $32.0M | Reduce -11.1% |
| NFLX Netflix Inc. | 0.48% | 26,551 | $31.8M | Reduce -20.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.43% | 42,342 | $28.2M | Reduce -5.8% |
| IWP iShares Russell Mid-Cap Grow | 0.39% | 181,459 | $25.8M | Add +7.5% |
| IWR iShares Russell Mid-Cap ETF | 0.39% | 265,506 | $25.6M | Reduce -0.9% |
| XOM Exxon Mobil Corp. | 0.39% | 226,415 | $25.5M | Reduce -3.6% |
| IWO iShares Russell 2000 Growth | 0.38% | 79,047 | $25.3M | Reduce -0.4% |
| ZTS Zoetis Inc. | 0.38% | 170,536 | $25.0M | Reduce -2.0% |
| CHTH CNL Healthcare Properties Inc. | 0.37% | 3,703,521 | $24.6M | Reduce -0.3% |
| PH Parker Hannifin Corp. | 0.37% | 31,809 | $24.1M | Reduce -4.3% |
| LLY Eli Lilly & Co. | 0.36% | 31,434 | $24.0M | Reduce -22.6% |
| NOW ServiceNow Inc. | 0.35% | 24,881 | $22.9M | Reduce -10.5% |
| IEI iShares 3-7 Year Treasury Bo | 0.34% | 190,561 | $22.8M | Add +3.6% |
| SPLV Invesco S&P 500 Low Volatili | 0.34% | 303,184 | $22.3M | Reduce -1.4% |
| INTU Intuit Inc. | 0.33% | 31,871 | $21.8M | Add +50.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.32% | 42,450 | $21.3M | Add +135.9% |
| SBUX Starbucks Corp. | 0.31% | 242,190 | $20.5M | Reduce -7.0% |
| HD Home Depot Inc. | 0.30% | 48,907 | $19.8M | Reduce -9.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.30% | 20,239 | $19.6M | Add +15.2% |
| RRX Regal Rexnord Corp. | 0.29% | 132,368 | $19.0M | Reduce -0.5% |
| COF Capital One Financial Corp. | 0.29% | 89,049 | $18.9M | Reduce -4.0% |
| NOBL Proshares S&P 500 Dividend A | 0.28% | 180,629 | $18.6M | Reduce -4.9% |
| ADBE Adobe Inc. | 0.28% | 52,519 | $18.5M | Reduce -27.8% |
| IDXX Idexx Laboratories Inc. | 0.28% | 28,765 | $18.4M | Reduce -11.9% |
| SCHH Schwab US REIT ETF | 0.27% | 827,250 | $17.8M | Reduce -1.1% |
| OMFS Invesco RSL 2000 DYN Mltfctr | 0.26% | 393,744 | $17.3M | Reduce -0.8% |
| AON Aon PLC Class A | 0.26% | 48,394 | $17.3M | Reduce -20.5% |
| JNJ Johnson & Johnson | 0.26% | 91,040 | $16.9M | Reduce -3.8% |
| PG The Procter & Gamble Co. | 0.25% | 109,515 | $16.8M | Add +2.1% |
| CMPR Cimpress PLC | 0.25% | 265,132 | $16.7M | Reduce -5.1% |
| MSCI MSCI Inc. | 0.25% | 29,421 | $16.7M | Reduce -11.3% |
| AIG American International Group | 0.25% | 209,760 | $16.5M | Reduce -5.0% |
| EFA iShares MSCI Eafe ETF | 0.25% | 175,515 | $16.4M | Reduce -1.4% |
| RRR Red Rock Resorts Inc. Class A | 0.23% | 252,246 | $15.4M | Reduce -6.8% |
| ACN Accenture PLC Class A | 0.23% | 61,859 | $15.3M | Reduce -31.9% |
| COOP Mr Cooper Group Inc. | 0.23% | 71,389 | $15.0M | Reduce -47.4% |
| SNPS Synopsys Inc. | 0.22% | 29,983 | $14.8M | Add +188.4% |
| HII Huntington Ingalls Industrie | 0.22% | 50,862 | $14.6M | Reduce -4.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.22% | 100,399 | $14.5M | Reduce -4.8% |
| EME Emcor Group Inc. | 0.21% | 21,429 | $13.9M | Reduce -15.9% |
| MET Metlife Inc. | 0.21% | 166,705 | $13.7M | Reduce -3.5% |
| ABNB Airbnb Inc. Class A | 0.21% | 112,790 | $13.7M | Reduce -30.9% |
| UBER Uber Technologies Inc. | 0.21% | 139,628 | $13.7M | Add +90.3% |
| RTX RTX Corp. | 0.21% | 81,312 | $13.6M | Reduce -9.0% |
| UNP Union Pacific Corp. | 0.20% | 56,774 | $13.4M | Reduce -19.1% |
| ETN Eaton Corp. PLC | 0.20% | 35,788 | $13.4M | Add +40.7% |
| CAT Caterpillar Inc. | 0.20% | 27,805 | $13.3M | Add +9.1% |
| APH Amphenol Corp. Class A | 0.20% | 106,775 | $13.2M | Reduce -3.8% |
| CW Curtiss-Wright Corp. | 0.20% | 24,222 | $13.2M | Reduce -16.8% |
| BDX Becton Dickinson and Co. | 0.19% | 67,823 | $12.7M | Reduce -4.7% |
| WMT Walmart Inc. | 0.19% | 121,040 | $12.5M | Add +1.3% |
| KO The Coca-Cola Co. | 0.18% | 184,184 | $12.2M | Reduce -4.5% |
| BSX Boston Scientific Corp. | 0.18% | 125,040 | $12.2M | Add +211.9% |
| WIP State Street SPDR Ftse Inter | 0.18% | 308,585 | $12.1M | Add +2.6% |
| SAP Sap SE-Sponsored ADR | 0.18% | 45,133 | $12.1M | Add +16.9% |
| RJF Raymond James Financial Inc. | 0.18% | 69,041 | $11.9M | Reduce -8.9% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.18% | 107,626 | $11.9M | Add +42.5% |
| WMB Williams Cos Inc. | 0.18% | 184,578 | $11.7M | Reduce -10.7% |
| MPWR Monolithic Power Systems Inc. | 0.18% | 12,645 | $11.6M | Reduce -11.6% |
| TMO Thermo Fisher Scientific Inc. | 0.17% | 23,782 | $11.5M | Reduce -63.3% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.17% | 344,045 | $11.5M | Add +0.8% |
| ENB Enbridge Inc. | 0.17% | 225,121 | $11.4M | Reduce -5.1% |
| NVT Nvent Electric PLC | 0.17% | 111,725 | $11.0M | Reduce -14.4% |
Portfolio Sells Q2 2025 → Q3 2025
| TMO Thermo Fisher Scientific Inc. | Reduce -63.3% | 0.17% | −0.25 |
| AMZN Amazon.com Inc. | Reduce -8.8% | 1.46% | −0.25 |
| NFLX Netflix Inc. | Reduce -20.5% | 0.48% | −0.24 |
| V Visa Inc. Class A | Reduce -12.3% | 0.83% | −0.22 |
| BKLN Invesco Senior Loan ETF | Reduce -97.9% | 0.00% | −0.22 |
| ACN Accenture PLC Class A | Reduce -31.9% | 0.23% | −0.21 |
| ADBE Adobe Inc. | Reduce -27.8% | 0.28% | −0.17 |
| WDAY Workday Inc. Class A | Reduce -52.7% | 0.13% | −0.16 |
| RLY SS Multi-Asset Real Ret ETF | Reduce -16.2% | 0.78% | −0.16 |
| LLY Eli Lilly & Co. | Reduce -22.6% | 0.36% | −0.15 |
| ABNB Airbnb Inc. Class A | Reduce -30.9% | 0.21% | −0.14 |
| DXCM Dexcom Inc. | Reduce -96.7% | 0.00% | −0.14 |
| USFD US Foods Holding Corp. | Reduce -83.8% | 0.02% | −0.14 |
| ATR Aptargroup Inc. | Reduce -99.3% | 0.00% | −0.14 |
| IT Gartner Inc. | Reduce -90.5% | 0.01% | −0.12 |
| UNH Unitedhealth Group Inc. | Reduce -54.5% | 0.11% | −0.12 |
| PFE Pfizer Inc. | Reduce -60.7% | 0.08% | −0.12 |
| NOW ServiceNow Inc. | Reduce -10.5% | 0.35% | −0.12 |
| ABT Abbott Laboratories | Reduce -11.1% | 0.49% | −0.11 |
| MKTX Marketaxess Holdings Inc. | Reduce -98.9% | 0.00% | −0.10 |
| DECK Deckers Outdoor Corp. | Reduce -85.7% | 0.02% | −0.10 |
| COOP Mr Cooper Group Inc. | Reduce -47.4% | 0.23% | −0.10 |
| COO The Cooper Cos Inc. | Reduce -94.1% | 0.01% | −0.10 |
| AON Aon PLC Class A | Reduce -20.5% | 0.26% | −0.09 |
| KMX Carmax Inc. | Reduce -8.3% | 0.12% | −0.09 |
| TTD Trade Desk Inc./the Class A | Reduce -91.5% | 0.00% | −0.08 |
| LULU Lululemon Athletica Inc. | Reduce -96.5% | 0.00% | −0.08 |
| GDDY GoDaddy Inc. Class A | Reduce -14.4% | 0.12% | −0.08 |
| SFM Sprouts Farmers Market Inc. | Reduce -19.6% | 0.08% | −0.08 |
| SBUX Starbucks Corp. | Reduce -7.0% | 0.31% | −0.08 |
| MA Mastercard Inc. Class A | Reduce -5.7% | 0.59% | −0.07 |
| JCI Johnson Controls Internation | Reduce -84.2% | 0.01% | −0.07 |
| CASY Casey's General Stores Inc. | Reduce -33.1% | 0.15% | −0.07 |
| MMM 3M Co. | Reduce -72.7% | 0.02% | −0.07 |
| FICO Fair Isaac Corp. | Reduce -19.0% | 0.10% | −0.06 |
| ZTS Zoetis Inc. | Reduce -2.0% | 0.38% | −0.06 |
| DT Dynatrace Inc. | Reduce -20.3% | 0.11% | −0.06 |
| UNP Union Pacific Corp. | Reduce -19.1% | 0.20% | −0.06 |
| MSCI MSCI Inc. | Reduce -11.3% | 0.25% | −0.06 |
| AIG American International Group | Reduce -5.0% | 0.25% | −0.06 |
| GTLS Chart Industries Inc. | Reduce -94.9% | 0.00% | −0.05 |
| COHR Coherent Corp. | Reduce -38.6% | 0.12% | −0.05 |
| BRO Brown & Brown Inc. | Reduce -13.8% | 0.11% | −0.05 |
| SSB Southstate Bank Corp. | Sold out | 0.00% | −0.05 |
| ADSK Autodesk Inc. | Reduce -43.1% | 0.06% | −0.05 |
| WCC Wesco International Inc. | Reduce -34.8% | 0.11% | −0.05 |
| VWO Vanguard Ftse Emerging Marke | Reduce -71.7% | 0.02% | −0.05 |
| CMCSA Comcast Corp. Class A | Reduce -7.5% | 0.15% | −0.05 |
| SANM Sanmina Corp. | Reduce -86.5% | 0.01% | −0.05 |
| EDV Vanguard Extended Dur Treas | Reduce -1.4% | 0.68% | −0.04 |
Portfolio Buys Q2 2025 → Q3 2025
| IVV iShares Core S&P 500 ETF | Add +21.5% | 3.77% | +0.70 |
| AGG iShares Core U.S. Aggregate | Add +53.2% | 1.60% | +0.50 |
| NVDA Nvidia Corp. | Add +34.9% | 1.47% | +0.49 |
| AVGO Broadcom Inc. | Add +63.8% | 0.98% | +0.44 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Add +45.0% | 1.31% | +0.39 |
| IEFA iShares Core MSCI Eafe ETF | Add +20.2% | 2.53% | +0.38 |
| AAPL Apple Inc. | Add +8.4% | 1.28% | +0.27 |
| FLCB Franklin U.S. Core Bond ETF | Add +43.9% | 0.93% | +0.25 |
| MSFT Microsoft Corp. | Add +12.8% | 2.17% | +0.20 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +135.9% | 0.32% | +0.18 |
| GOOGL Alphabet Inc. Class A | Add +0.8% | 0.78% | +0.18 |
| BNDX Vanguard Total Intl Bond ETF | Add +39.8% | 0.75% | +0.18 |
| IWY iShares Russell Top 200 Grow | Add +26.0% | 0.69% | +0.16 |
| SNPS Synopsys Inc. | Add +188.4% | 0.22% | +0.14 |
| BSX Boston Scientific Corp. | Add +211.9% | 0.18% | +0.12 |
| TPR Tapestry Inc. | Add +14321.2% | 0.11% | +0.11 |
| CSMD Congress Smid Growth ETF | Add +3.1% | 3.64% | +0.11 |
| UBER Uber Technologies Inc. | Add +90.3% | 0.21% | +0.10 |
| BABA Alibaba Group Holding-SP ADR | Add +67.3% | 0.16% | +0.10 |
| PWR Quanta Services Inc. | Add +262.5% | 0.13% | +0.10 |
| ALNY Alnylam Pharmaceuticals Inc. | Add +3368.6% | 0.09% | +0.09 |
| CL Colgate-Palmolive Co. | Add +4502.2% | 0.09% | +0.09 |
| DHI D.R. Horton Inc. | Add +8717.8% | 0.08% | +0.08 |
| BINV Brandes International ETF | Add +2.5% | 2.62% | +0.07 |
| TSLA Tesla Inc. | Add +37.3% | 0.16% | +0.07 |
| ASML ASML Holding NV-NY Reg SHS | Add +15.2% | 0.30% | +0.07 |
| CRDO Credo Technology Group Holdi | New | 0.07% | +0.07 |
| CAML Congress Large Cap Growth | Add +2.3% | 4.79% | +0.06 |
| META Meta Platforms Inc. Class A | Add +17.6% | 0.69% | +0.06 |
| INTU Intuit Inc. | Add +50.3% | 0.33% | +0.06 |
| VIOO Vanguard S&P Small-Cap 600 E | Add +42.5% | 0.18% | +0.06 |
| ETN Eaton Corp. PLC | Add +40.7% | 0.20% | +0.06 |
| TOST Toast Inc. Class A | Add +749230.8% | 0.05% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +28.6% | 0.16% | +0.05 |
| MKSI MKS Inc. | Add +454.2% | 0.05% | +0.04 |
| CAT Caterpillar Inc. | Add +9.1% | 0.20% | +0.04 |
| PDD PDD Holdings Inc. | Add +473.5% | 0.05% | +0.04 |
| MRSH Marsh & McLennan Cos | Add +107.1% | 0.09% | +0.04 |
| BSMC Brandes US Small-Mid Cap Val | Add +3.0% | 1.67% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +0.8% | 0.87% | +0.03 |
| PNR Pentair PLC | Add +54318.4% | 0.03% | +0.03 |
| VNT Vontier Corp. | Add +332.0% | 0.04% | +0.03 |
| SHEL Shell PLC-ADR | Add +78.3% | 0.07% | +0.03 |
| AZN Astrazeneca PLC-Spons ADR | Add +36.6% | 0.10% | +0.03 |
| HSBC HSBC Holdings PLC-Spons ADR | Add +207.3% | 0.04% | +0.03 |
| NVS Novartis AG-Sponsored ADR | Add +53.8% | 0.08% | +0.03 |
| VRTX Vertex Pharmaceuticals Inc. | Add +356.1% | 0.04% | +0.03 |
| ODFL Old Dominion Freight Line | Add +1060.5% | 0.03% | +0.03 |
| BHP BHP Group Ltd.-Spon ADR | Add +316.3% | 0.03% | +0.03 |
| FLIA Franklin International Aggre | Add +8.6% | 1.53% | +0.02 |
Notes & Other Activity Q2 2025 → Q3 2025
| RWL Invesco S&P 500 Revenue ETF | S&P 500 REVENUE | New | 0 | $0 |
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 |