Hutchens & Kramer Investment Management Group, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 15, 2026), Hutchens & Kramer Investment Management Group, LLC reported 149 stock positions worth $316.5 million. Its top holding was Avantis U.S. Equity ETF (AVUS) at 10.5% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 6.7%) and PIMCO Multisector Bond Actv (PYLD, 6.4%). Compared with Q4 2025, it opened 23 new positions, sold out of 51, added to 61 and reduced 58. The biggest buy was First TRST Nasd Class Edg Sgiif (GRID, shares +331%) and the biggest sale Dimensional US Core Eq 1 ETF (DCOR, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- CARMEL, IN
- CIK
- 0001920117
- Portfolio Value
- $316.5M (Q1 2026)
- SEC Filing
- 0001951757-26-000615 ↗ filed Apr 15, 2026
Holdings Value
Holdings 149 stocks · $316.5M
| AVUS Avantis U.S. Equity ETF | 10.53% | 299,681 | $33.3M | Add +8.6% |
| DFAC Dimensional US Core Equity 2 | 6.71% | 546,216 | $21.2M | Add +0.6% |
| PYLD PIMCO Multisector Bond Actv | 6.40% | 772,672 | $20.2M | Add +8.3% |
| BOND PIMCO Active Bond Exchange-T | 5.15% | 176,533 | $16.3M | Add +6.2% |
| DCOR Dimensional US Core Eq 1 ETF | 4.52% | 198,297 | $14.3M | Reduce -0.7% |
| SGOV iShares 0-3 Month Treasury B | 3.87% | 121,809 | $12.3M | Add +18.2% |
| DFIC Dimensional International Co. | 3.85% | 342,652 | $12.2M | Reduce 0.0% |
| TFLO iShares Treasury Floating Ra | 3.55% | 221,679 | $11.2M | Add +16.6% |
| AVDE Avantis International Equity | 2.96% | 110,521 | $9.4M | Add +7.3% |
| GRID First TRST Nasd Class Edg Sgiif | 2.45% | 47,417 | $7.8M | Add +331.0% |
| SPMO Invesco S&P 500 Momentum ETF | 2.28% | 64,241 | $7.2M | Add +227.0% |
| VOO Vanguard S&P 500 ETF | 2.19% | 11,626 | $6.9M | Add +8.5% |
| AVEM Avantis Emerging Markets Eq | 1.61% | 63,064 | $5.1M | Add +7.8% |
| DFEM Dimensional Emrg MRKT Core | 1.44% | 132,269 | $4.6M | Reduce -1.5% |
| LLY Eli Lilly & Co. | 1.32% | 4,548 | $4.2M | Reduce -3.7% |
| QQQ Invesco QQQ Trust Series 1 | 1.30% | 7,105 | $4.1M | Add +29.1% |
| AIRR First Trust Rba American Ind | 1.21% | 34,460 | $3.8M | Add +584.3% |
| XLG Invesco S&P 500 Top 50 ETF | 1.19% | 68,890 | $3.8M | Reduce -0.2% |
| SCHX Schwab US Large-Cap ETF | 1.15% | 142,047 | $3.6M | Reduce -8.8% |
| VEA Vanguard Ftse Developed ETF | 1.15% | 56,706 | $3.6M | Add +5.9% |
| SMH Vaneck Semiconductor ETF | 1.14% | 9,439 | $3.6M | Add +522.6% |
| SPHB Invesco S&P 500 High Beta Et | 1.14% | 31,156 | $3.6M | Add +509.5% |
| AAPL Apple Inc. | 1.13% | 14,041 | $3.6M | Reduce -0.9% |
| SPIT F/M Emerald Spec Sit ETF | 1.11% | 132,879 | $3.5M | New |
| FITE SS SPDR S&P Kensho FS ETF | 1.08% | 39,950 | $3.4M | Add +608.8% |
| ARKQ ARK Autonomous Tech & Robot | 1.05% | 29,545 | $3.3M | Add +501.2% |
| DFCF Dimensional Core Fixed Inc. | 0.93% | 69,561 | $2.9M | Reduce -9.3% |
| NVDA Nvidia Corp. | 0.87% | 15,772 | $2.8M | Add +5.0% |
| AVGE Avantis All Eqty Mrkts ETF | 0.85% | 30,686 | $2.7M | Add +7.8% |
| GLD SPDR Gold Shares | 0.85% | 6,236 | $2.7M | Reduce -4.3% |
| MSFT Microsoft Corp. | 0.81% | 6,906 | $2.6M | Reduce -9.0% |
| AMZN Amazon.com Inc. | 0.80% | 12,185 | $2.5M | Reduce -4.1% |
| MINT PIMCO Enhanced Short Maturit | 0.80% | 25,025 | $2.5M | Add +821.4% |
| PG The Procter & Gamble Co. | 0.74% | 16,232 | $2.3M | No change |
| XLK SS Technology Select Sector | 0.70% | 16,658 | $2.2M | Reduce -1.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.60% | 19,370 | $1.9M | Add +45.4% |
| VNQ Vanguard Real Estate ETF | 0.57% | 20,477 | $1.8M | Add +2.1% |
| IVE iShares S&P 500 Value ETF | 0.57% | 8,520 | $1.8M | Reduce -2.4% |
| IVW iShares S&P 500 Growth ETF | 0.54% | 15,178 | $1.7M | Add +0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.54% | 2,637 | $1.7M | Add +6.0% |
| IVV iShares Core S&P 500 ETF | 0.52% | 2,497 | $1.6M | Reduce -37.9% |
| MA Mastercard Inc. Class A | 0.45% | 2,821 | $1.4M | Reduce -4.6% |
| SHY iShares 1-3 Year Treasury Bo | 0.44% | 16,857 | $1.4M | Reduce -2.6% |
| EFV iShares MSCI Eafe Value ETF | 0.42% | 18,015 | $1.3M | Reduce -3.7% |
| GOOG Alphabet Inc. Class C | 0.41% | 4,574 | $1.3M | Reduce -9.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.41% | 16,882 | $1.3M | Add +2.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.40% | 3,939 | $1.3M | Add +14.1% |
| META Meta Platforms Inc. Class A | 0.37% | 2,070 | $1.2M | Reduce -10.2% |
| IEMG iShares Core MSCI Emerging | 0.37% | 16,760 | $1.2M | Reduce -7.0% |
| QUAL iShares MSCI USA Quality Fac | 0.36% | 5,957 | $1.1M | Reduce -6.7% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.35% | 23,974 | $1.1M | Add +2.0% |
| VWO Vanguard Ftse Emerging Marke | 0.35% | 20,468 | $1.1M | Add +7.6% |
| APH Amphenol Corp. Class A | 0.33% | 8,382 | $1.1M | Reduce -14.6% |
| EFG iShares MSCI Eafe Growth ETF | 0.33% | 9,250 | $1.0M | Add +53.6% |
| ETN Eaton Corp. PLC | 0.32% | 2,862 | $1.0M | Reduce -3.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.32% | 17,373 | $1.0M | Reduce -12.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.32% | 6,314 | $1.0M | Reduce -10.8% |
| GOOGL Alphabet Inc. Class A | 0.32% | 3,481 | $1.0M | Reduce -24.4% |
| SCHW Schwab (charles) Corp. | 0.31% | 10,603 | $996K | Reduce -0.9% |
| AVSF Avantis Short-Term Fixed Inc. | 0.31% | 21,125 | $989K | New |
| LDUR PIMCO Enhanced Low Duration | 0.31% | 10,291 | $986K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.29% | 4,655 | $913K | Reduce -0.0% |
| AVGO Broadcom Inc. | 0.25% | 2,595 | $803K | Add +2.7% |
| V Visa Inc. Class A | 0.24% | 2,564 | $775K | Reduce -13.1% |
| GSY Invesco Ultra Short Duration | 0.24% | 15,292 | $766K | New |
| IXUS iShares Core Intl Stock ETF | 0.23% | 8,355 | $724K | Add +0.9% |
| DUHP Dimensional US High Profi Et | 0.22% | 19,016 | $699K | Add +32.4% |
| IBIT iShares Bitcoin Trust ETF | 0.21% | 17,492 | $672K | Add +14.5% |
| VXF Vanguard Extended Market ETF | 0.20% | 3,145 | $647K | Add +1.9% |
| DFSV Dimensional US Small Cap Val | 0.20% | 18,022 | $631K | Add +0.6% |
| CTAS Cintas Corp. | 0.19% | 3,487 | $590K | Add +41.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.18% | 2,226 | $583K | Add +26.3% |
| DSTL Distillate US Fundamental St | 0.18% | 10,018 | $580K | Reduce -21.4% |
| CDNS Cadence Design SYS Inc. | 0.18% | 2,078 | $577K | Add +6.9% |
| AVNM Avantis All Intl MKTS Eq ETF | 0.18% | 7,567 | $576K | Add +12.2% |
| LST Leuthold Sel Ind filed as MANAGED PORTFOLIO SERIES | 0.17% | 13,523 | $547K | New |
| LGLV SPDR US LC Low Vol Idx | 0.17% | 2,980 | $531K | Reduce -0.3% |
| SCHD Schwab US DVD Equity ETF | 0.17% | 17,124 | $525K | Add +7.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.16% | 1,783 | $512K | Add +3.2% |
| MSI Motorola Solutions Inc. | 0.16% | 1,174 | $509K | Add +2.4% |
| LRCX Lam Research Corp. | 0.15% | 2,285 | $488K | Reduce -39.9% |
| BAI Ishrs AI in and Tech Act ETF | 0.15% | 14,372 | $474K | Add +0.5% |
| DFSD Dimensional Short Duration | 0.15% | 9,856 | $472K | Reduce -1.8% |
| JPM JPMorgan Chase & Co. | 0.15% | 1,569 | $462K | Reduce -3.9% |
| SYK Stryker Corp. | 0.14% | 1,350 | $444K | New |
| NFLX Netflix Inc. | 0.14% | 4,576 | $440K | Reduce -4.5% |
| THRO iShares U.S. Thematic Rotati | 0.13% | 11,749 | $426K | Add +1.8% |
| MUB iShares National Muni Bond E | 0.13% | 3,933 | $417K | New |
| SUB iShares Short-Term National | 0.13% | 3,894 | $415K | New |
| LH Labcorp Holdings Inc. | 0.13% | 1,547 | $413K | No change |
| ELV Elevance Health Inc. | 0.13% | 1,398 | $409K | Add +0.6% |
| ZTS Zoetis Inc. | 0.13% | 3,430 | $405K | Add +33.5% |
| BX Blackstone Inc. | 0.13% | 3,495 | $402K | Add +2.8% |
| MTUM iShares MSCI USA Momentum Fa | 0.13% | 1,669 | $401K | Reduce -1.5% |
| IQV Iqvia Holdings Inc. | 0.12% | 2,303 | $393K | Reduce -24.8% |
| TLH iShares 10-20 Year Treasury | 0.12% | 3,774 | $380K | Add +6.2% |
| NI Nisource Inc. | 0.12% | 8,065 | $376K | Add +0.0% |
| ECL Ecolab Inc. | 0.12% | 1,398 | $372K | Reduce -0.5% |
| ROP Roper Technologies Inc. | 0.12% | 1,034 | $366K | Add +3.1% |
| VRSK Verisk Analytics Inc. | 0.11% | 1,906 | $362K | Add +110.4% |
Portfolio Sells Q4 2025 → Q1 2026
| DCOR Dimensional US Core Eq 1 ETF | Reduce -0.7% | 4.52% | −0.56 |
| MSFT Microsoft Corp. | Reduce -9.0% | 0.81% | −0.46 |
| IVV iShares Core S&P 500 ETF | Reduce -37.9% | 0.52% | −0.44 |
| LLY Eli Lilly & Co. | Reduce -3.7% | 1.32% | −0.43 |
| QQQM Invesco Nasdaq 100 ETF | Sold out | 0.00% | −0.36 |
| SCHX Schwab US Large-Cap ETF | Reduce -8.8% | 1.15% | −0.30 |
| OEF iShares S&P 100 ETF | Sold out | 0.00% | −0.26 |
| COO The Cooper Cos Inc. | Sold out | 0.00% | −0.24 |
| VONG Vanguard Russell 1000 Growth | Sold out | 0.00% | −0.23 |
| DFIC Dimensional International Co. | Reduce 0.0% | 3.85% | −0.23 |
| XLG Invesco S&P 500 Top 50 ETF | Reduce -0.2% | 1.19% | −0.23 |
| WELL Welltower Inc. | Sold out | 0.00% | −0.21 |
| AMZN Amazon.com Inc. | Reduce -4.1% | 0.80% | −0.21 |
| ADP Automatic Data Processing | Reduce -66.0% | 0.07% | −0.21 |
| AAPL Apple Inc. | Reduce -0.9% | 1.13% | −0.20 |
| DFCF Dimensional Core Fixed Inc. | Reduce -9.3% | 0.93% | −0.20 |
| GOOGL Alphabet Inc. Class A | Reduce -24.4% | 0.32% | −0.18 |
| META Meta Platforms Inc. Class A | Reduce -10.2% | 0.37% | −0.15 |
| DLR Digital Realty Trust Inc. | Sold out | 0.00% | −0.15 |
| XLK SS Technology Select Sector | Reduce -1.6% | 0.70% | −0.14 |
| MA Mastercard Inc. Class A | Reduce -4.6% | 0.45% | −0.14 |
| GOOG Alphabet Inc. Class C | Reduce -9.7% | 0.41% | −0.13 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.13 |
| CCI Crown Castle Inc. | Sold out | 0.00% | −0.13 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.13 |
| APH Amphenol Corp. Class A | Reduce -14.6% | 0.33% | −0.12 |
| AME Ametek Inc. | Sold out | 0.00% | −0.12 |
| IQV Iqvia Holdings Inc. | Reduce -24.8% | 0.12% | −0.11 |
| V Visa Inc. Class A | Reduce -13.1% | 0.24% | −0.11 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.11 |
| JBL Jabil Inc. | Sold out | 0.00% | −0.11 |
| HLI Houlihan Lokey Inc. | Sold out | 0.00% | −0.11 |
| UGL Proshares Ultra Gold | Sold out | 0.00% | −0.10 |
| EQIX Equinix Inc. | Sold out | 0.00% | −0.10 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -12.1% | 0.32% | −0.10 |
| HEI.A Heico Corp. Class A | Sold out | 0.00% | −0.09 |
| MMM 3M Co. | Sold out | 0.00% | −0.09 |
| TDY Teledyne Technologies Inc. | Sold out | 0.00% | −0.09 |
| WAB Wabtec Corp. | Sold out | 0.00% | −0.09 |
| ABBV Abbvie Inc. | Reduce -51.3% | 0.07% | −0.09 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.09 |
| DFEM Dimensional Emrg MRKT Core | Reduce -1.5% | 1.44% | −0.09 |
| AMP Ameriprise Financial Inc. | Sold out | 0.00% | −0.09 |
| BINC iShares Flex I A ETF-Usd Inc. | Sold out | 0.00% | −0.09 |
| MPWR Monolithic Power Systems Inc. | Sold out | 0.00% | −0.09 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.08 |
| SPG Simon Property Group Inc. | Sold out | 0.00% | −0.08 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.08 |
| EXR Extra Space Storage Inc. | Sold out | 0.00% | −0.08 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.08 |
Portfolio Buys Q4 2025 → Q1 2026
| GRID First TRST Nasd Class Edg Sgiif | Add +331.0% | 2.45% | +1.87 |
| SPMO Invesco S&P 500 Momentum ETF | Add +227.0% | 2.28% | +1.47 |
| SPIT F/M Emerald Spec Sit ETF | New | 1.11% | +1.11 |
| AIRR First Trust Rba American Ind | Add +584.3% | 1.21% | +1.04 |
| SMH Vaneck Semiconductor ETF | Add +522.6% | 1.14% | +0.95 |
| SPHB Invesco S&P 500 High Beta Et | Add +509.5% | 1.14% | +0.93 |
| FITE SS SPDR S&P Kensho FS ETF | Add +608.8% | 1.08% | +0.91 |
| ARKQ ARK Autonomous Tech & Robot | Add +501.2% | 1.05% | +0.86 |
| MINT PIMCO Enhanced Short Maturit | Add +821.4% | 0.80% | +0.70 |
| AVSF Avantis Short-Term Fixed Inc. | New | 0.31% | +0.31 |
| LDUR PIMCO Enhanced Low Duration | New | 0.31% | +0.31 |
| SGOV iShares 0-3 Month Treasury B | Add +18.2% | 3.87% | +0.30 |
| GSY Invesco Ultra Short Duration | New | 0.24% | +0.24 |
| TFLO iShares Treasury Floating Ra | Add +16.6% | 3.55% | +0.23 |
| LST Leuthold Sel Ind | New | 0.17% | +0.17 |
| SYK Stryker Corp. | New | 0.14% | +0.14 |
| MUB iShares National Muni Bond E | New | 0.13% | +0.13 |
| SUB iShares Short-Term National | New | 0.13% | +0.13 |
| QQQ Invesco QQQ Trust Series 1 | Add +29.1% | 1.30% | +0.13 |
| HD Home Depot Inc. | New | 0.11% | +0.11 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +45.4% | 0.60% | +0.11 |
| GOVT iShares US Treasury Bond ETF | New | 0.10% | +0.10 |
| FTNT Fortinet Inc. | New | 0.09% | +0.09 |
| EFG iShares MSCI Eafe Growth ETF | Add +53.6% | 0.33% | +0.09 |
| IDEF Ishars Def Ind TC Ac ETF-Ui | New | 0.08% | +0.08 |
| BLCR iShares LRG CP CR Act ETF-Ui | New | 0.08% | +0.08 |
| CL Colgate-Palmolive Co. | New | 0.08% | +0.08 |
| QCOM Qualcomm Inc. | New | 0.08% | +0.08 |
| COR Cencora Inc. | New | 0.07% | +0.07 |
| VYMI Vanguard Int High DVD YLD Inc. | New | 0.07% | +0.07 |
| CVX Chevron Corp. | New | 0.07% | +0.07 |
| TPR Tapestry Inc. | New | 0.07% | +0.07 |
| XOM Exxon Mobil Corp. | New | 0.07% | +0.07 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.07% | +0.07 |
| SLV iShares Silver Trust | New | 0.06% | +0.06 |
| DFAX Dimensional World Ex US Core | New | 0.06% | +0.06 |
| AVEM Avantis Emerging Markets Eq | Add +7.8% | 1.61% | +0.05 |
| VRSK Verisk Analytics Inc. | Add +110.4% | 0.11% | +0.04 |
| AVDE Avantis International Equity | Add +7.3% | 2.96% | +0.03 |
| DUHP Dimensional US High Profi Et | Add +32.4% | 0.22% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +26.3% | 0.18% | +0.03 |
| CTAS Cintas Corp. | Add +41.9% | 0.19% | +0.03 |
| ZTS Zoetis Inc. | Add +33.5% | 0.13% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +7.5% | 0.17% | +0.02 |
| AVNM Avantis All Intl MKTS Eq ETF | Add +12.2% | 0.18% | +0.01 |
| AVSC Avantis US Small Cap Equity | Add +14.0% | 0.10% | +0.01 |
| MSI Motorola Solutions Inc. | Add +2.4% | 0.16% | +0.01 |
| AVGE Avantis All Eqty Mrkts ETF | Add +7.8% | 0.85% | +0.01 |
| NI Nisource Inc. | Add +0.0% | 0.12% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +14.1% | 0.40% | −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 |