Hutchens & Kramer Investment Management Group, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 8, 2026), Hutchens & Kramer Investment Management Group, LLC reported 177 stock positions worth $289.5 million. Its top holding was Avantis U.S. Equity ETF (AVUS) at 10.7% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 7.4%) and PIMCO Multisector Bond Actv (PYLD, 6.6%). Compared with Q3 2025, it opened 16 new positions, sold out of 12, added to 53 and reduced 96. The biggest buy was Avantis U.S. Equity ETF (AVUS, shares +49%) and the biggest sale Dimensional US Core Equity 2 (DFAC, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- CARMEL, IN
- CIK
- 0001920117
- Portfolio Value
- $289.5M (Q4 2025)
- SEC Filing
- 0001951757-26-000038 ↗ filed Jan 8, 2026
Holdings Value
Holdings 177 stocks · $289.5M
| AVUS Avantis U.S. Equity ETF | 10.66% | 276,001 | $30.9M | Add +48.8% |
| DFAC Dimensional US Core Equity 2 | 7.43% | 542,967 | $21.5M | Reduce -2.4% |
| PYLD PIMCO Multisector Bond Actv | 6.57% | 713,231 | $19.0M | Add +23.0% |
| BOND PIMCO Active Bond Exchange-T | 5.34% | 166,174 | $15.5M | Add +32.6% |
| DCOR Dimensional US Core Eq 1 ETF | 5.08% | 199,718 | $14.7M | Reduce -0.0% |
| DFIC Dimensional International Co. | 4.08% | 342,663 | $11.8M | Reduce -3.0% |
| SGOV iShares 0-3 Month Treasury B | 3.57% | 103,028 | $10.3M | Add +73.5% |
| TFLO iShares Treasury Floating Ra | 3.31% | 190,171 | $9.6M | Add +82.8% |
| AVDE Avantis International Equity | 2.93% | 103,004 | $8.5M | Add +23.9% |
| VOO Vanguard S&P 500 ETF | 2.32% | 10,711 | $6.7M | Add +2.9% |
| LLY Eli Lilly & Co. | 1.75% | 4,722 | $5.1M | Reduce -44.0% |
| AVEM Avantis Emerging Markets Eq | 1.56% | 58,492 | $4.5M | Add +21.6% |
| DFEM Dimensional Emrg MRKT Core | 1.53% | 134,314 | $4.4M | Reduce -2.5% |
| SCHX Schwab US Large-Cap ETF | 1.45% | 155,694 | $4.2M | Reduce -6.2% |
| XLG Invesco S&P 500 Top 50 ETF | 1.41% | 69,054 | $4.1M | Reduce -7.0% |
| AAPL Apple Inc. | 1.33% | 14,168 | $3.9M | Add +8.0% |
| MSFT Microsoft Corp. | 1.27% | 7,588 | $3.7M | Reduce -1.6% |
| QQQ Invesco QQQ Trust Series 1 | 1.17% | 5,505 | $3.4M | Add +43.7% |
| VEA Vanguard Ftse Developed ETF | 1.16% | 53,527 | $3.3M | Add +3.1% |
| DFCF Dimensional Core Fixed Inc. | 1.13% | 76,674 | $3.3M | Reduce -14.2% |
| AMZN Amazon.com Inc. | 1.01% | 12,700 | $2.9M | Reduce -2.9% |
| NVDA Nvidia Corp. | 0.97% | 15,020 | $2.8M | Reduce -5.0% |
| IVV iShares Core S&P 500 ETF | 0.95% | 4,021 | $2.8M | Add +0.3% |
| GLD SPDR Gold Shares | 0.89% | 6,514 | $2.6M | Reduce -9.5% |
| AVGE Avantis All Eqty Mrkts ETF | 0.84% | 28,459 | $2.4M | Add +6.5% |
| XLK SS Technology Select Sector | 0.84% | 16,928 | $2.4M | Reduce -5.2% |
| SPMO Invesco S&P 500 Momentum ETF | 0.81% | 19,646 | $2.3M | Add +1035.6% |
| PG The Procter & Gamble Co. | 0.80% | 16,232 | $2.3M | Reduce -1.0% |
| IVW iShares S&P 500 Growth ETF | 0.64% | 15,123 | $1.9M | Reduce -2.6% |
| IVE iShares S&P 500 Value ETF | 0.64% | 8,727 | $1.9M | Add +20.7% |
| VNQ Vanguard Real Estate ETF | 0.61% | 20,049 | $1.8M | Add +73.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.59% | 2,487 | $1.7M | Add +2.6% |
| MA Mastercard Inc. Class A | 0.58% | 2,956 | $1.7M | Reduce -0.3% |
| GRID First TRST Nasd Class Edg Sgiif | 0.58% | 11,001 | $1.7M | New |
| GOOG Alphabet Inc. Class C | 0.55% | 5,063 | $1.6M | Add +14.6% |
| META Meta Platforms Inc. Class A | 0.53% | 2,305 | $1.5M | Reduce -10.7% |
| GOOGL Alphabet Inc. Class A | 0.50% | 4,606 | $1.4M | Reduce -3.8% |
| SHY iShares 1-3 Year Treasury Bo | 0.50% | 17,310 | $1.4M | Add +7.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.49% | 13,322 | $1.4M | Add +287.4% |
| EFV iShares MSCI Eafe Value ETF | 0.46% | 18,701 | $1.3M | Reduce -10.1% |
| APH Amphenol Corp. Class A | 0.46% | 9,809 | $1.3M | Reduce -2.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.46% | 16,500 | $1.3M | Reduce -2.7% |
| QUAL iShares MSCI USA Quality Fac | 0.44% | 6,385 | $1.3M | Reduce -27.1% |
| IEMG iShares Core MSCI Emerging | 0.42% | 18,030 | $1.2M | Add +12.7% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.41% | 19,759 | $1.2M | Reduce -34.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.40% | 3,452 | $1.2M | Add +7.7% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.38% | 23,508 | $1.1M | Reduce -7.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.38% | 7,075 | $1.1M | Add +17.2% |
| SCHW Schwab (charles) Corp. | 0.37% | 10,697 | $1.1M | Add +6.1% |
| V Visa Inc. Class A | 0.36% | 2,951 | $1.0M | Reduce -3.7% |
| QQQM Invesco Nasdaq 100 ETF | 0.36% | 4,075 | $1.0M | Add +0.9% |
| VWO Vanguard Ftse Emerging Marke | 0.35% | 19,019 | $1.0M | Add +2.3% |
| ETN Eaton Corp. PLC | 0.32% | 2,952 | $940K | Add +3.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.31% | 4,656 | $889K | Reduce -11.7% |
| AVGO Broadcom Inc. | 0.30% | 2,526 | $874K | Reduce -2.0% |
| ADP Automatic Data Processing | 0.28% | 3,135 | $806K | Reduce -2.0% |
| IBIT iShares Bitcoin Trust ETF | 0.26% | 15,281 | $759K | Add +3.2% |
| DSTL Distillate US Fundamental St | 0.26% | 12,745 | $751K | Reduce -1.9% |
| OEF iShares S&P 100 ETF | 0.26% | 2,185 | $749K | Reduce -8.7% |
| IXUS iShares Core Intl Stock ETF | 0.24% | 8,282 | $701K | Reduce -5.3% |
| IQV Iqvia Holdings Inc. | 0.24% | 3,061 | $690K | Reduce -0.3% |
| COO The Cooper Cos Inc. | 0.24% | 8,372 | $686K | Reduce -1.5% |
| EFG iShares MSCI Eafe Growth ETF | 0.24% | 6,020 | $686K | Reduce -12.7% |
| VONG Vanguard Russell 1000 Growth | 0.23% | 5,560 | $677K | Add +1.1% |
| LRCX Lam Research Corp. | 0.22% | 3,802 | $651K | Reduce -2.2% |
| VXF Vanguard Extended Market ETF | 0.22% | 3,085 | $645K | Add +3.6% |
| WELL Welltower Inc. | 0.21% | 3,294 | $611K | Reduce -4.5% |
| CDNS Cadence Design SYS Inc. | 0.21% | 1,944 | $608K | Add +2.4% |
| SPHB Invesco S&P 500 High Beta Et | 0.21% | 5,112 | $598K | New |
| DFSV Dimensional US Small Cap Val | 0.20% | 17,913 | $589K | Reduce -12.3% |
| ARKQ ARK Autonomous Tech & Robot | 0.19% | 4,914 | $563K | New |
| DUHP Dimensional US High Profi Et | 0.19% | 14,359 | $546K | Reduce -7.7% |
| SMH Vaneck Semiconductor ETF | 0.19% | 1,516 | $546K | New |
| JPM JPMorgan Chase & Co. | 0.18% | 1,632 | $526K | Reduce -5.5% |
| LGLV SPDR US LC Low Vol Idx | 0.18% | 2,990 | $525K | Reduce -4.5% |
| BX Blackstone Inc. | 0.18% | 3,400 | $524K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.17% | 1,728 | $502K | Reduce -10.3% |
| AVNM Avantis All Intl MKTS Eq ETF | 0.17% | 6,747 | $496K | Add +49.6% |
| AIRR First Trust Rba American Ind | 0.17% | 5,036 | $495K | New |
| ELV Elevance Health Inc. | 0.17% | 1,390 | $487K | No change |
| DFSD Dimensional Short Duration | 0.17% | 10,037 | $481K | Reduce -53.5% |
| FITE SS SPDR S&P Kensho FS ETF | 0.17% | 5,636 | $481K | New |
| BAI Ishrs AI in and Tech Act ETF | 0.16% | 14,295 | $476K | Reduce -6.3% |
| FICO Fair Isaac Corp. | 0.16% | 275 | $465K | Add +5.4% |
| CTAS Cintas Corp. | 0.16% | 2,457 | $462K | Add +25.3% |
| ABBV Abbvie Inc. | 0.16% | 2,008 | $459K | Reduce -0.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.16% | 1,762 | $455K | Reduce -11.9% |
| NFLX Netflix Inc. | 0.16% | 4,794 | $449K | Reduce -5.4% |
| ROP Roper Technologies Inc. | 0.15% | 1,003 | $446K | Add +2.4% |
| THRO iShares U.S. Thematic Rotati | 0.15% | 11,538 | $445K | Reduce -8.1% |
| MSI Motorola Solutions Inc. | 0.15% | 1,147 | $440K | Add +2.0% |
| SCHD Schwab US DVD Equity ETF | 0.15% | 15,925 | $437K | Add +30.2% |
| COST Costco Wholesale Corp. | 0.15% | 501 | $432K | Reduce -7.9% |
| DLR Digital Realty Trust Inc. | 0.15% | 2,790 | $432K | Add +20.4% |
| MTUM iShares MSCI USA Momentum Fa | 0.15% | 1,695 | $424K | Add +51.9% |
| KLAC KLA Corp. | 0.14% | 343 | $417K | Reduce -3.1% |
| LH Labcorp Holdings Inc. | 0.13% | 1,547 | $388K | Reduce -0.7% |
| AMT American Tower Corp. | 0.13% | 2,207 | $387K | Reduce -13.3% |
| SCHF Schwab Intl Equity ETF | 0.13% | 16,062 | $386K | Add +0.0% |
| EME Emcor Group Inc. | 0.13% | 627 | $384K | Reduce -5.1% |
Portfolio Sells Q3 2025 → Q4 2025
| DFAC Dimensional US Core Equity 2 | Reduce -2.4% | 7.43% | −1.03 |
| LLY Eli Lilly & Co. | Reduce -44.0% | 1.75% | −0.78 |
| DCOR Dimensional US Core Eq 1 ETF | Reduce -0.0% | 5.08% | −0.58 |
| DFIC Dimensional International Co. | Reduce -3.0% | 4.08% | −0.49 |
| DFCF Dimensional Core Fixed Inc. | Reduce -14.2% | 1.13% | −0.38 |
| MSFT Microsoft Corp. | Reduce -1.6% | 1.27% | −0.31 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -34.9% | 0.41% | −0.29 |
| SCHX Schwab US Large-Cap ETF | Reduce -6.2% | 1.45% | −0.27 |
| XLG Invesco S&P 500 Top 50 ETF | Reduce -7.0% | 1.41% | −0.27 |
| DFSD Dimensional Short Duration | Reduce -53.5% | 0.17% | −0.24 |
| QUAL iShares MSCI USA Quality Fac | Reduce -27.1% | 0.44% | −0.23 |
| META Meta Platforms Inc. Class A | Reduce -10.7% | 0.53% | −0.22 |
| DFEM Dimensional Emrg MRKT Core | Reduce -2.5% | 1.53% | −0.21 |
| NVDA Nvidia Corp. | Reduce -5.0% | 0.97% | −0.20 |
| PG The Procter & Gamble Co. | Reduce -1.0% | 0.80% | −0.19 |
| XLK SS Technology Select Sector | Reduce -5.2% | 0.84% | −0.15 |
| DFGR Dim Global Real Estate ETF | Reduce -44.2% | 0.12% | −0.14 |
| AMZN Amazon.com Inc. | Reduce -2.9% | 1.01% | −0.12 |
| GLD SPDR Gold Shares | Reduce -9.5% | 0.89% | −0.12 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.6% | 0.64% | −0.09 |
| EFV iShares MSCI Eafe Value ETF | Reduce -10.1% | 0.46% | −0.09 |
| DFAR Dimensional US Real Est ETF | Sold out | 0.00% | −0.09 |
| POOL Pool Corp. | Sold out | 0.00% | −0.09 |
| ADP Automatic Data Processing | Reduce -2.0% | 0.28% | −0.09 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -7.7% | 0.38% | −0.09 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.09 |
| STRL Sterling Infrastructure Inc. | Sold out | 0.00% | −0.09 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −0.09 |
| RCL Royal Caribbean Cruises Ltd. | Sold out | 0.00% | −0.08 |
| NFLX Netflix Inc. | Reduce -5.4% | 0.16% | −0.08 |
| ZS Zscaler Inc. | Sold out | 0.00% | −0.08 |
| MA Mastercard Inc. Class A | Reduce -0.3% | 0.58% | −0.08 |
| BR Broadridge Financial Solutio | Sold out | 0.00% | −0.08 |
| PRIM Primoris Services Corp. | Sold out | 0.00% | −0.08 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -11.7% | 0.31% | −0.08 |
| LRN Stride Inc. | Sold out | 0.00% | −0.08 |
| T AT&T Inc. | Sold out | 0.00% | −0.08 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -12.7% | 0.24% | −0.07 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -2.7% | 0.46% | −0.07 |
| ESGU iShares ESG Aware MSCI USA | Reduce -35.0% | 0.09% | −0.07 |
| AMT American Tower Corp. | Reduce -13.3% | 0.13% | −0.06 |
| OEF iShares S&P 100 ETF | Reduce -8.7% | 0.26% | −0.06 |
| V Visa Inc. Class A | Reduce -3.7% | 0.36% | −0.05 |
| DFSV Dimensional US Small Cap Val | Reduce -12.3% | 0.20% | −0.05 |
| ZTS Zoetis Inc. | Reduce -9.2% | 0.11% | −0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -10.3% | 0.17% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -7.9% | 0.15% | −0.05 |
| MPWR Monolithic Power Systems Inc. | Reduce -24.9% | 0.09% | −0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -11.9% | 0.16% | −0.04 |
| DUHP Dimensional US High Profi Et | Reduce -7.7% | 0.19% | −0.04 |
Portfolio Buys Q3 2025 → Q4 2025
| AVUS Avantis U.S. Equity ETF | Add +48.8% | 10.66% | +2.71 |
| TFLO iShares Treasury Floating Ra | Add +82.8% | 3.31% | +1.24 |
| SGOV iShares 0-3 Month Treasury B | Add +73.5% | 3.57% | +1.22 |
| BOND PIMCO Active Bond Exchange-T | Add +32.6% | 5.34% | +0.73 |
| SPMO Invesco S&P 500 Momentum ETF | Add +1035.6% | 0.81% | +0.73 |
| GRID First TRST Nasd Class Edg Sgiif | New | 0.58% | +0.58 |
| PYLD PIMCO Multisector Bond Actv | Add +23.0% | 6.57% | +0.44 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +287.4% | 0.49% | +0.35 |
| AVDE Avantis International Equity | Add +23.9% | 2.93% | +0.35 |
| QQQ Invesco QQQ Trust Series 1 | Add +43.7% | 1.17% | +0.26 |
| SPHB Invesco S&P 500 High Beta Et | New | 0.21% | +0.21 |
| VNQ Vanguard Real Estate ETF | Add +73.5% | 0.61% | +0.20 |
| ARKQ ARK Autonomous Tech & Robot | New | 0.19% | +0.19 |
| SMH Vaneck Semiconductor ETF | New | 0.19% | +0.19 |
| AIRR First Trust Rba American Ind | New | 0.17% | +0.17 |
| FITE SS SPDR S&P Kensho FS ETF | New | 0.17% | +0.17 |
| AVEM Avantis Emerging Markets Eq | Add +21.6% | 1.56% | +0.13 |
| GOOG Alphabet Inc. Class C | Add +14.6% | 0.55% | +0.12 |
| EXR Extra Space Storage Inc. | New | 0.08% | +0.08 |
| HLNE Hamilton Lane Inc. Class A | New | 0.08% | +0.08 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.07% | +0.07 |
| ABNB Airbnb Inc. Class A | New | 0.07% | +0.07 |
| HWM Howmet Aerospace Inc. | New | 0.07% | +0.07 |
| ROST Ross Stores Inc. | New | 0.07% | +0.07 |
| UFPT Ufp Technologies Inc. | New | 0.07% | +0.07 |
| WMS Advanced Drainage Systems Inc. | New | 0.07% | +0.07 |
| BAC Bank of America Corp. | New | 0.07% | +0.07 |
| TSLA Tesla Inc. | New | 0.07% | +0.07 |
| IVE iShares S&P 500 Value ETF | Add +20.7% | 0.64% | +0.05 |
| AVNM Avantis All Intl MKTS Eq ETF | Add +49.6% | 0.17% | +0.05 |
| MTUM iShares MSCI USA Momentum Fa | Add +51.9% | 0.15% | +0.03 |
| TJX TJX Companies Inc. | Add +17.2% | 0.38% | +0.03 |
| SCHD Schwab US DVD Equity ETF | Add +30.2% | 0.15% | +0.02 |
| AAPL Apple Inc. | Add +8.0% | 1.33% | +0.01 |
| DIA SS SPDR Dow Jones Indus Avg | Add +19.0% | 0.13% | +0.01 |
| FICO Fair Isaac Corp. | Add +5.4% | 0.16% | +0.01 |
| JEPI JPMorgan Equity Premium Inco | Add +18.1% | 0.10% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Add +8.3% | 0.11% | +0.00 |
| IEMG iShares Core MSCI Emerging | Add +12.7% | 0.42% | +0.00 |
| CTAS Cintas Corp. | Add +25.3% | 0.16% | +0.00 |
| EQIX Equinix Inc. | Add +12.3% | 0.10% | −0.00 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +9.6% | 0.09% | −0.00 |
| ABT Abbott Laboratories | Add +13.9% | 0.12% | −0.01 |
| DLR Digital Realty Trust Inc. | Add +20.4% | 0.15% | −0.01 |
| SCHW Schwab (charles) Corp. | Add +6.1% | 0.37% | −0.01 |
| INTU Intuit Inc. | Add +3.9% | 0.09% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +2.0% | 0.11% | −0.01 |
| SCHF Schwab Intl Equity ETF | Add +0.0% | 0.13% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +7.7% | 0.40% | −0.01 |
| IRM Iron Mountain Inc. | Add +15.1% | 0.07% | −0.02 |
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 |