Hutchens & Kramer Investment Management Group, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), Hutchens & Kramer Investment Management Group, LLC reported 159 stock positions worth $218.1 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 9.3% of the portfolio, followed by Avantis U.S. Equity ETF (AVUS, 6.4%) and Dimensional US Core Eq 1 ETF (DCOR, 6.3%). Compared with Q1 2025, it opened 20 new positions, sold out of 20, added to 45 and reduced 88. The biggest buy was Avantis U.S. Equity ETF (AVUS, shares +80%) and the biggest sale Dimensional US Core Equity 2 (DFAC, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- CARMEL, IN
- CIK
- 0001920117
- Portfolio Value
- $218.1M (Q2 2025)
- SEC Filing
- 0001951757-25-001028 ↗ filed Aug 5, 2025
Holdings Value
Holdings 159 stocks · $218.1M
| DFAC Dimensional US Core Equity 2 | 9.30% | 562,836 | $20.3M | Reduce -2.0% |
| AVUS Avantis U.S. Equity ETF | 6.39% | 137,710 | $13.9M | Add +80.5% |
| DCOR Dimensional US Core Eq 1 ETF | 6.26% | 203,353 | $13.7M | Reduce -0.4% |
| DFIC Dimensional International Co. | 5.13% | 360,380 | $11.2M | Reduce -1.8% |
| PYLD PIMCO Multisector Bond Actv | 4.77% | 393,959 | $10.4M | Add +55.9% |
| BOND PIMCO Active Bond Exchange-T | 4.32% | 102,777 | $9.4M | Add +122.1% |
| LLY Eli Lilly & Co. | 3.05% | 8,579 | $6.7M | Reduce -1.9% |
| VOO Vanguard S&P 500 ETF | 2.86% | 10,986 | $6.2M | Add +9.5% |
| SCHX Schwab US Large-Cap ETF | 2.08% | 185,379 | $4.5M | Reduce -3.4% |
| DFCF Dimensional Core Fixed Inc. | 1.93% | 99,795 | $4.2M | Reduce -22.1% |
| DFEM Dimensional Emrg MRKT Core | 1.91% | 140,055 | $4.2M | Reduce -1.2% |
| AVDE Avantis International Equity | 1.72% | 50,789 | $3.8M | Add +132.8% |
| MSFT Microsoft Corp. | 1.67% | 7,393 | $3.6M | Reduce -1.9% |
| XLG Invesco S&P 500 Top 50 ETF | 1.62% | 68,298 | $3.5M | Add +1.5% |
| VEA Vanguard Ftse Developed ETF | 1.40% | 53,686 | $3.1M | Add +6.6% |
| SGOV iShares 0-3 Month Treasury B | 1.37% | 29,718 | $3.0M | New |
| AMZN Amazon.com Inc. | 1.33% | 13,111 | $2.9M | Reduce -3.6% |
| AAPL Apple Inc. | 1.23% | 12,946 | $2.7M | Add +3.2% |
| PG The Procter & Gamble Co. | 1.21% | 16,402 | $2.6M | Reduce -0.6% |
| IVV iShares Core S&P 500 ETF | 1.18% | 4,137 | $2.6M | Reduce -3.0% |
| AVEM Avantis Emerging Markets Eq | 1.16% | 36,877 | $2.5M | Add +103.1% |
| TFLO iShares Treasury Floating Ra | 1.15% | 49,795 | $2.5M | New |
| GLD SPDR Gold Shares | 1.11% | 7,846 | $2.4M | Reduce -0.5% |
| NVDA Nvidia Corp. | 1.04% | 14,735 | $2.3M | Add +0.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.97% | 3,887 | $2.1M | Add +9.7% |
| XLK SS Technology Select Sector | 0.85% | 7,417 | $1.9M | New |
| META Meta Platforms Inc. Class A | 0.83% | 2,508 | $1.8M | Reduce -6.5% |
| QUAL iShares MSCI USA Quality Fac | 0.83% | 9,822 | $1.8M | Reduce -9.6% |
| IVW iShares S&P 500 Growth ETF | 0.82% | 16,404 | $1.8M | Reduce -16.6% |
| AVGE Avantis All Eqty Mrkts ETF | 0.81% | 22,621 | $1.8M | New |
| MA Mastercard Inc. Class A | 0.78% | 3,026 | $1.7M | Reduce -4.8% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.73% | 29,372 | $1.6M | Reduce -5.8% |
| EFV iShares MSCI Eafe Value ETF | 0.72% | 24,538 | $1.6M | Add +23.2% |
| IVE iShares S&P 500 Value ETF | 0.67% | 7,460 | $1.5M | Add +6.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.64% | 30,362 | $1.4M | Reduce -29.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.59% | 15,524 | $1.3M | Reduce -3.5% |
| DFSD Dimensional Short Duration | 0.59% | 26,618 | $1.3M | Reduce -36.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.56% | 16,931 | $1.2M | Reduce -21.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.55% | 1,933 | $1.2M | Add +13.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.54% | 10,580 | $1.2M | Reduce -10.5% |
| V Visa Inc. Class A | 0.52% | 3,169 | $1.1M | Reduce -7.1% |
| ADP Automatic Data Processing | 0.46% | 3,243 | $1.0M | Reduce -1.3% |
| AMT American Tower Corp. | 0.46% | 4,443 | $997K | Reduce -17.5% |
| ETN Eaton Corp. PLC | 0.46% | 2,797 | $993K | Add +1.3% |
| APH Amphenol Corp. Class A | 0.45% | 10,148 | $988K | Add +0.3% |
| SCHW Schwab (charles) Corp. | 0.45% | 10,660 | $972K | Reduce -0.1% |
| VWO Vanguard Ftse Emerging Marke | 0.44% | 19,397 | $963K | Add +8.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.44% | 5,363 | $958K | Add +2.4% |
| IEMG iShares Core MSCI Emerging | 0.44% | 15,845 | $952K | Add +67.3% |
| QQQM Invesco Nasdaq 100 ETF | 0.42% | 4,054 | $913K | New |
| GOOGL Alphabet Inc. Class A | 0.40% | 4,900 | $862K | Add +9.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.37% | 6,499 | $813K | Reduce -1.7% |
| DSTL Distillate US Fundamental St | 0.35% | 13,665 | $768K | Add +17.8% |
| GOOG Alphabet Inc. Class C | 0.34% | 4,225 | $747K | Reduce -3.5% |
| DFGR Dim Global Real Estate ETF | 0.32% | 25,714 | $694K | Reduce -2.6% |
| IXUS iShares Core Intl Stock ETF | 0.31% | 8,758 | $678K | Reduce -2.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.31% | 2,224 | $676K | Add +144.7% |
| ELV Elevance Health Inc. | 0.30% | 1,669 | $661K | Add +248.4% |
| COO The Cooper Cos Inc. | 0.30% | 8,907 | $649K | Reduce -0.8% |
| NFLX Netflix Inc. | 0.30% | 499 | $646K | Reduce -11.7% |
| IBIT iShares Bitcoin Trust ETF | 0.30% | 10,776 | $645K | New |
| AVGO Broadcom Inc. | 0.29% | 2,429 | $643K | Add +29.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.29% | 2,277 | $641K | Reduce -11.8% |
| DFSV Dimensional US Small Cap Val | 0.28% | 20,427 | $617K | Reduce -18.2% |
| VNQ Vanguard Real Estate ETF | 0.27% | 6,654 | $597K | Add +110.1% |
| VXF Vanguard Extended Market ETF | 0.27% | 3,082 | $597K | Add +10.6% |
| VONG Vanguard Russell 1000 Growth | 0.27% | 5,510 | $596K | New |
| IYW iShares Ustechnology ETF | 0.26% | 3,336 | $572K | Reduce -16.9% |
| CDNS Cadence Design SYS Inc. | 0.26% | 1,826 | $565K | Add +13.5% |
| LGLV SPDR US LC Low Vol Idx | 0.26% | 3,209 | $564K | Reduce -5.1% |
| DUHP Dimensional US High Profi Et | 0.26% | 15,564 | $557K | Reduce -23.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.25% | 2,294 | $549K | Reduce -7.2% |
| COST Costco Wholesale Corp. | 0.25% | 550 | $543K | Reduce -10.3% |
| JPM JPMorgan Chase & Co. | 0.24% | 1,813 | $526K | Reduce -4.5% |
| BX Blackstone Inc. | 0.24% | 3,400 | $519K | Reduce -0.1% |
| IQV Iqvia Holdings Inc. | 0.23% | 3,151 | $512K | Reduce -1.8% |
| WELL Welltower Inc. | 0.23% | 3,324 | $504K | Reduce -2.9% |
| ZTS Zoetis Inc. | 0.23% | 3,127 | $498K | Reduce -15.1% |
| ROP Roper Technologies Inc. | 0.22% | 844 | $483K | Reduce -0.2% |
| THRO iShares U.S. Thematic Rotati | 0.21% | 12,926 | $458K | New |
| FICO Fair Isaac Corp. | 0.21% | 243 | $448K | Add +36.5% |
| TDY Teledyne Technologies Inc. | 0.20% | 857 | $438K | Reduce -3.3% |
| MSI Motorola Solutions Inc. | 0.20% | 1,029 | $438K | Add +104.6% |
| SCHG Schwab US Large-Cap Growth | 0.20% | 14,775 | $427K | Add +1.1% |
| LRCX Lam Research Corp. | 0.20% | 4,409 | $427K | Reduce -1.9% |
| LH Labcorp Holdings Inc. | 0.19% | 1,547 | $409K | No change |
| OEF iShares S&P 100 ETF | 0.18% | 1,294 | $393K | Add +32.0% |
| DLR Digital Realty Trust Inc. | 0.18% | 2,233 | $382K | Add +4.1% |
| ECL Ecolab Inc. | 0.17% | 1,381 | $376K | Reduce -0.4% |
| ABBV Abbvie Inc. | 0.17% | 1,972 | $375K | Reduce -3.3% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.17% | 6,971 | $373K | Reduce -20.9% |
| SPEM State Street SP PTF Em ETF | 0.17% | 8,661 | $371K | Reduce -9.4% |
| SCHF Schwab Intl Equity ETF | 0.17% | 16,354 | $361K | Add +26.4% |
| CAT Caterpillar Inc. | 0.16% | 918 | $359K | Reduce -1.1% |
| ESGU iShares ESG Aware MSCI USA | 0.16% | 2,652 | $358K | Reduce -0.3% |
| KLAC KLA Corp. | 0.16% | 387 | $348K | Reduce -1.5% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.16% | 13,980 | $347K | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.16% | 1,065 | $340K | Add +4.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.15% | 3,558 | $336K | New |
| CCI Crown Castle Inc. | 0.15% | 3,194 | $331K | Add +7.2% |
Portfolio Sells Q1 2025 → Q2 2025
| DFAC Dimensional US Core Equity 2 | Reduce -2.0% | 9.30% | −1.12 |
| DFCF Dimensional Core Fixed Inc. | Reduce -22.1% | 1.93% | −1.03 |
| LLY Eli Lilly & Co. | Reduce -1.9% | 3.05% | −0.92 |
| DCOR Dimensional US Core Eq 1 ETF | Reduce -0.4% | 6.26% | −0.63 |
| MINT PIMCO Enhanced Short Maturit | Reduce -77.9% | 0.12% | −0.55 |
| DFSD Dimensional Short Duration | Reduce -36.1% | 0.59% | −0.50 |
| DFIC Dimensional International Co. | Reduce -1.8% | 5.13% | −0.48 |
| JPST JPMorgan Ultra-Short Income | Sold out | 0.00% | −0.46 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -29.5% | 0.64% | −0.45 |
| PG The Procter & Gamble Co. | Reduce -0.6% | 1.21% | −0.33 |
| GSST Goldman Sachs Ultra Short Bo | Sold out | 0.00% | −0.30 |
| SCHZ Schwab US Aggregate Bond ETF | Sold out | 0.00% | −0.30 |
| EMXC iShares MSCI Emr MRK Ex Chna | Sold out | 0.00% | −0.29 |
| SCHX Schwab US Large-Cap ETF | Reduce -3.4% | 2.08% | −0.25 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.22 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -21.5% | 0.56% | −0.22 |
| QUAL iShares MSCI USA Quality Fac | Reduce -9.6% | 0.83% | −0.20 |
| AMT American Tower Corp. | Reduce -17.5% | 0.46% | −0.19 |
| IVW iShares S&P 500 Growth ETF | Reduce -16.6% | 0.82% | −0.18 |
| MA Mastercard Inc. Class A | Reduce -4.8% | 0.78% | −0.18 |
| MBB iShares MBS ETF | Reduce -46.1% | 0.14% | −0.17 |
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −0.17 |
| DFEM Dimensional Emrg MRKT Core | Reduce -1.2% | 1.91% | −0.15 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -3.5% | 0.59% | −0.15 |
| GLD SPDR Gold Shares | Reduce -0.5% | 1.11% | −0.14 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.14 |
| IVV iShares Core S&P 500 ETF | Reduce -3.0% | 1.18% | −0.14 |
| V Visa Inc. Class A | Reduce -7.1% | 0.52% | −0.14 |
| HEFA Isha Curr Hedged MSCI Eafe | Sold out | 0.00% | −0.14 |
| DISV Dimensional International SM | Sold out | 0.00% | −0.13 |
| BRO Brown & Brown Inc. | Sold out | 0.00% | −0.13 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.13 |
| DIHP Dimensional International Hi | Sold out | 0.00% | −0.12 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.12 |
| EXR Extra Space Storage Inc. | Sold out | 0.00% | −0.12 |
| COO The Cooper Cos Inc. | Reduce -0.8% | 0.30% | −0.12 |
| PSA Public Storage | Sold out | 0.00% | −0.12 |
| POOL Pool Corp. | Sold out | 0.00% | −0.12 |
| DUHP Dimensional US High Profi Et | Reduce -23.3% | 0.26% | −0.11 |
| AVUV Avantis US Small Cap Value | Sold out | 0.00% | −0.11 |
| SUI Sun Communities Inc. | Sold out | 0.00% | −0.11 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Sold out | 0.00% | −0.11 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -10.5% | 0.54% | −0.11 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -45.5% | 0.09% | −0.11 |
| ZTS Zoetis Inc. | Reduce -15.1% | 0.23% | −0.11 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -5.8% | 0.73% | −0.11 |
| DFSV Dimensional US Small Cap Val | Reduce -18.2% | 0.28% | −0.10 |
| AMZN Amazon.com Inc. | Reduce -3.6% | 1.33% | −0.10 |
| ADP Automatic Data Processing | Reduce -1.3% | 0.46% | −0.09 |
| WRB WR Berkley Corp. | Reduce -32.9% | 0.12% | −0.09 |
Portfolio Buys Q1 2025 → Q2 2025
| AVUS Avantis U.S. Equity ETF | Add +80.5% | 6.39% | +2.51 |
| BOND PIMCO Active Bond Exchange-T | Add +122.1% | 4.32% | +1.97 |
| SGOV iShares 0-3 Month Treasury B | New | 1.37% | +1.37 |
| TFLO iShares Treasury Floating Ra | New | 1.15% | +1.15 |
| PYLD PIMCO Multisector Bond Actv | Add +55.9% | 4.77% | +1.10 |
| AVDE Avantis International Equity | Add +132.8% | 1.72% | +0.93 |
| XLK SS Technology Select Sector | New | 0.85% | +0.85 |
| AVGE Avantis All Eqty Mrkts ETF | New | 0.81% | +0.81 |
| AVEM Avantis Emerging Markets Eq | Add +103.1% | 1.16% | +0.56 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.42% | +0.42 |
| IBIT iShares Bitcoin Trust ETF | New | 0.30% | +0.30 |
| VONG Vanguard Russell 1000 Growth | New | 0.27% | +0.27 |
| THRO iShares U.S. Thematic Rotati | New | 0.21% | +0.21 |
| ELV Elevance Health Inc. | Add +248.4% | 0.30% | +0.19 |
| VTI VG Morningstar TS MKT ETF-US | Add +144.7% | 0.31% | +0.17 |
| NVDA Nvidia Corp. | Add +0.7% | 1.04% | +0.16 |
| IEMG iShares Core MSCI Emerging | Add +67.3% | 0.44% | +0.16 |
| SPYG SS SPDR P S&P 500 Growth ETF | New | 0.15% | +0.15 |
| JBL Jabil Inc. | New | 0.13% | +0.13 |
| AVGO Broadcom Inc. | Add +29.3% | 0.29% | +0.12 |
| VNQ Vanguard Real Estate ETF | Add +110.1% | 0.27% | +0.12 |
| AVNM Avantis All Intl MKTS Eq ETF | New | 0.11% | +0.11 |
| DFUS Dimensional US Eq MKT ETF | New | 0.11% | +0.11 |
| EME Emcor Group Inc. | New | 0.11% | +0.11 |
| FLEX Flex Ltd. | New | 0.11% | +0.11 |
| IAGG iShares Intl Aggregate Bond | New | 0.11% | +0.11 |
| AVSC Avantis US Small Cap Equity | New | 0.10% | +0.10 |
| MPWR Monolithic Power Systems Inc. | New | 0.10% | +0.10 |
| WAB Wabtec Corp. | New | 0.10% | +0.10 |
| EFX Equifax Inc. | New | 0.09% | +0.09 |
| APH Amphenol Corp. Class A | Add +0.3% | 0.45% | +0.09 |
| MSI Motorola Solutions Inc. | Add +104.6% | 0.20% | +0.08 |
| EFV iShares MSCI Eafe Value ETF | Add +23.2% | 0.72% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +9.7% | 0.97% | +0.06 |
| ETN Eaton Corp. PLC | Add +1.3% | 0.46% | +0.04 |
| OEF iShares S&P 100 ETF | Add +32.0% | 0.18% | +0.03 |
| CDNS Cadence Design SYS Inc. | Add +13.5% | 0.26% | +0.03 |
| FICO Fair Isaac Corp. | Add +36.5% | 0.21% | +0.02 |
| SCHF Schwab Intl Equity ETF | Add +26.4% | 0.17% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +9.5% | 2.86% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +13.0% | 0.55% | +0.02 |
| HUDSON PAC PPTYS INC | New | 0.02% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +9.6% | 0.40% | +0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +32.1% | 0.13% | +0.01 |
| VXF Vanguard Extended Market ETF | Add +10.6% | 0.27% | +0.01 |
| BNDX Vanguard Total Intl Bond ETF | Add +26.4% | 0.14% | +0.01 |
| DLR Digital Realty Trust Inc. | Add +4.1% | 0.18% | +0.01 |
| DSTL Distillate US Fundamental St | Add +17.8% | 0.35% | +0.01 |
| ADBE Adobe Inc. | Add +21.9% | 0.12% | +0.00 |
| ABT Abbott Laboratories | Add +16.2% | 0.15% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 160 | $373.3M | AVUS, DFAC, PYLD, DCOR, DFIC |
| Q1 2026 | 149 | $316.5M | AVUS, DFAC, PYLD, BOND, DCOR |
| Q4 2025 | 177 | $289.5M | AVUS, DFAC, PYLD, BOND, DCOR |
| Q3 2025 | 173 | $253.8M | DFAC, AVUS, PYLD, DCOR, BOND |
| Q2 2025 | 159 | $218.1M | DFAC, AVUS, DCOR, DFIC, PYLD |
| Q1 2025 | 159 | $181.7M | DFAC, DCOR, DFIC, LLY, AVUS |
| Q4 2024 | 159 | $184.2M | DFAC, DCOR, LLY, DFIC, DFCF |
| Q3 2024 | 158 | $180.3M | DFAC, DCOR, LLY, DFIC, DFCF |
| Q2 2024 | 147 | $181.1M | LLY, DFAC, MSFT, DFCF, DFIC |
| Q1 2024 | 149 | $169.0M | LLY, DFAC, MSFT, DFCF, DFIC |