Hutchinson Financial Advisors, INC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 14, 2025), Hutchinson Financial Advisors, INC reported 67 stock positions worth $101.7 million. Its top holding was Microsoft (MSFT) at 4.8% of the portfolio, followed by Alphabet Class A (GOOGL, 3.7%) and SPDR Gold Minishares Trust (GLDM, 3.7%). Compared with Q2 2025, it opened 9 new positions, added to 37 and reduced 13. The biggest buy was SPDR Gold Minishares Trust (GLDM, shares +134%) and the biggest sale Enbridge (ENB, shares −28%).

Most Recent 13F
Q3 2025
Location
GLEN ALLEN, VA
CIK
0002078477
Portfolio Value
$101.7M (Q3 2025)
SEC Filing
0001214659-25-014907 ↗ filed Oct 14, 2025

Holdings Value

0$50.0M$100.0M$150.0M Q2 2025: $89.3M Q2 2025 Q3 2025: $101.7M $101.7M Q3 2025

Holdings 67 stocks · $101.7M
MSFT Microsoft Corp. 4.84% 9,502 $4.9M Add +1.8%
GOOGL Alphabet Inc. Class A 3.74% 15,645 $3.8M Add +0.5%
GLDM SPDR Gold Minishares Trust 3.66% 48,768 $3.7M Add +134.4%
BRK.B Berkshire Hathaway Inc. Class B 3.48% 7,039 $3.5M Add +20.9%
AAPL Apple Inc. 3.24% 12,942 $3.3M Add +1.9%
SPYM Ste STR SPDR PT S&P 500 ETF 3.07% 39,898 $3.1M Reduce -14.3%
BILS SS Spdrb B 3-12M T-Bill ETF 2.82% 28,803 $2.9M Add +26.2%
V Visa Inc. Class A 2.81% 8,378 $2.9M Add +4.6%
HON Honeywell International Inc. 2.72% 13,158 $2.8M Add +5.4%
AMZN Amazon.com Inc. 2.67% 12,351 $2.7M Add +4.2%
SPDW Ste STR SPDR PT DW Eu ETF 2.65% 63,172 $2.7M Add +94.3%
UBER Uber Technologies Inc. 2.61% 27,114 $2.7M Add +2.6%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 2.56% 23,932 $2.6M Add +2.5%
ORCL Oracle Corp. 2.43% 8,795 $2.5M Reduce -15.4%
SCHW Schwab (charles) Corp. 2.38% 25,347 $2.4M Add +2.3%
TSM Taiwan Semiconductor-SP ADR 2.27% 8,263 $2.3M Add +0.9%
ENB Enbridge Inc. 2.10% 42,434 $2.1M Reduce -27.9%
BKNG Booking Holdings Inc. 2.09% 394 $2.1M No change
XOM Exxon Mobil Corp. 2.08% 18,799 $2.1M Add +8.9%
GD General Dynamics Corp. 1.97% 5,880 $2.0M Add +2.0%
CRWD CrowdStrike Holdings Inc. Class A 1.85% 3,839 $1.9M Reduce -15.6%
UL Unilever PLC 1.84% 31,532 $1.9M Add +2.2%
JPM JPMorgan Chase & Co. 1.70% 5,478 $1.7M Add +2.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.66% 32,732 $1.7M Add +0.1%
COP Conocophillips 1.56% 16,778 $1.6M Add +0.8%
MA Mastercard Inc. Class A 1.54% 2,756 $1.6M Reduce -23.0%
IQV Iqvia Holdings Inc. 1.50% 8,036 $1.5M No change
META Meta Platforms Inc. Class A 1.48% 2,055 $1.5M No change
CMCSA Comcast Corp. Class A 1.47% 47,667 $1.5M Add +1.4%
SPYG SS SPDR P S&P 500 Growth ETF 1.45% 14,112 $1.5M Reduce -1.4%
SPYV SS SPDR P S&P 500 Value ETF 1.41% 25,921 $1.4M Reduce -15.3%
DOV Dover Corp. 1.38% 8,442 $1.4M New
RTX RTX Corp. 1.38% 8,394 $1.4M Add +2.8%
PEP Pepsico Inc. 1.28% 9,278 $1.3M Add +0.6%
ELV Elevance Health Inc. 1.22% 3,854 $1.2M Add +2.9%
NVS Novartis AG-Sponsored ADR 1.22% 9,656 $1.2M Add +2.5%
BIL SS SPDR BB 1-3M T-Bill ETF 1.21% 13,422 $1.2M New
BDX Becton Dickinson and Co. 1.12% 6,065 $1.1M Add +2.0%
ADI Analog Devices Inc. 1.05% 4,329 $1.1M Add +2.6%
SNY Sanofi-ADR 1.04% 22,436 $1.1M Add +1.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.02% 9,096 $1.0M Reduce -11.1%
SPYD SS SPDR P S&P 500 Hi Div ETF 1.00% 23,150 $1.0M Reduce -15.7%
JAAA Janus Henderson Aaa Clo ETF 0.94% 18,786 $952K Reduce -9.4%
ADSK Autodesk Inc. 0.84% 2,684 $853K Add +1.7%
CRM Salesforce Inc. 0.81% 3,461 $820K Reduce -20.3%
ADBE Adobe Inc. 0.80% 2,316 $817K No change
DEO Diageo PLC-Sponsored ADR 0.78% 8,333 $795K Add +2.0%
VAL Valaris Ltd. 0.77% 16,078 $784K Reduce -7.9%
SPAB SS SPDR P Agg Bond ETF 0.75% 29,466 $759K Add +14.6%
ASHR Xtrackers Harvest Csi 300 CH 0.74% 22,906 $755K No change
COR Cencora Inc. 0.70% 2,287 $715K Add +26.0%
VEEV Veeva Systems Inc. Class A 0.70% 2,379 $709K Add +2.5%
MDT Medtronic PLC 0.69% 7,343 $699K Add +1.1%
URA Global X Uranium ETF 0.63% 13,539 $645K No change
ECL Ecolab Inc. 0.61% 2,268 $621K No change
NVDA Nvidia Corp. 0.56% 3,055 $570K Add +2.7%
FISV Fiserv Inc. 0.47% 3,690 $476K No change
SJNK SS SPDR BB St Hi Yield ETF 0.39% 15,645 $399K New
WFC Wells Fargo & Co. 0.30% 3,655 $306K Add +16.8%
KO The Coca-Cola Co. 0.28% 4,341 $288K New
VKTX Viking Therapeutics Inc. 0.28% 10,842 $285K New
VOO Vanguard S&P 500 ETF 0.26% 435 $266K Reduce -2.3%
VZ Verizon Communications Inc. 0.25% 5,853 $257K New
GSK GSK PLC-Spon ADR 0.23% 5,451 $235K Add +3.7%
GLW Corning Inc. 0.23% 2,822 $231K New
PM Philip Morris International 0.21% 1,312 $213K New
SHW The Sherwin-Williams Co. 0.21% 605 $209K New

Portfolio Sells Q2 2025 → Q3 2025
ENB Enbridge Inc. Reduce -27.9% 2.10% −0.88
CRWD CrowdStrike Holdings Inc. Class A Reduce -15.6% 1.85% −0.75
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -14.3% 3.07% −0.73
MA Mastercard Inc. Class A Reduce -23.0% 1.54% −0.65
CRM Salesforce Inc. Reduce -20.3% 0.81% −0.52
DIS The Walt Disney Co. Reduce -11.1% 1.02% −0.40
SPYV SS SPDR P S&P 500 Value ETF Reduce -15.3% 1.41% −0.38
SPYD SS SPDR P S&P 500 Hi Div ETF Reduce -15.7% 1.00% −0.31
JAAA Janus Henderson Aaa Clo ETF Reduce -9.4% 0.94% −0.24
ORCL Oracle Corp. Reduce -15.4% 2.43% −0.12
SPYG SS SPDR P S&P 500 Growth ETF Reduce -1.4% 1.45% −0.08
VAL Valaris Ltd. Reduce -7.9% 0.77% −0.05
VOO Vanguard S&P 500 ETF Reduce -2.3% 0.26% −0.02

Portfolio Buys Q2 2025 → Q3 2025
GLDM SPDR Gold Minishares Trust Add +134.4% 3.66% +2.13
DOV Dover Corp. New 1.38% +1.38
BIL SS SPDR BB 1-3M T-Bill ETF New 1.21% +1.21
SPDW Ste STR SPDR PT DW Eu ETF Add +94.3% 2.65% +1.18
GOOGL Alphabet Inc. Class A Add +0.5% 3.74% +0.67
SJNK SS SPDR BB St Hi Yield ETF New 0.39% +0.39
AAPL Apple Inc. Add +1.9% 3.24% +0.32
BRK.B Berkshire Hathaway Inc. Class B Add +20.9% 3.48% +0.31
KO The Coca-Cola Co. New 0.28% +0.28
VKTX Viking Therapeutics Inc. New 0.28% +0.28
BILS SS Spdrb B 3-12M T-Bill ETF Add +26.2% 2.82% +0.28
VZ Verizon Communications Inc. New 0.25% +0.25
GLW Corning Inc. New 0.23% +0.23
PM Philip Morris International New 0.21% +0.21
SHW The Sherwin-Williams Co. New 0.21% +0.21
TSM Taiwan Semiconductor-SP ADR Add +0.9% 2.27% +0.19
BNY Bank of New York Mellon Corp. Add +2.5% 2.56% +0.18
COR Cencora Inc. Add +26.0% 0.70% +0.09
GD General Dynamics Corp. Add +2.0% 1.97% +0.09
RTX RTX Corp. Add +2.8% 1.38% +0.05
NVDA Nvidia Corp. Add +2.7% 0.56% +0.03
WFC Wells Fargo & Co. Add +16.8% 0.30% +0.02
SPAB SS SPDR P Agg Bond ETF Add +14.6% 0.75% +0.01
GSK GSK PLC-Spon ADR Add +3.7% 0.23% +0.01
XOM Exxon Mobil Corp. Add +8.9% 2.08% 0.00
MDT Medtronic PLC Add +1.1% 0.69% −0.02
BDX Becton Dickinson and Co. Add +2.0% 1.12% −0.03
JPM JPMorgan Chase & Co. Add +2.4% 1.70% −0.04
VEEV Veeva Systems Inc. Class A Add +2.5% 0.70% −0.05
NVS Novartis AG-Sponsored ADR Add +2.5% 1.22% −0.06
BAC Bank of America Corp. Add +0.1% 1.66% −0.07
ADSK Autodesk Inc. Add +1.7% 0.84% −0.08
ADI Analog Devices Inc. Add +2.6% 1.05% −0.08
PEP Pepsico Inc. Add +0.6% 1.28% −0.08
COP Conocophillips Add +0.8% 1.56% −0.11
DEO Diageo PLC-Sponsored ADR Add +2.0% 0.78% −0.14
UBER Uber Technologies Inc. Add +2.6% 2.61% −0.15
SNY Sanofi-ADR Add +1.8% 1.04% −0.15
SCHW Schwab (charles) Corp. Add +2.3% 2.38% −0.15
AMZN Amazon.com Inc. Add +4.2% 2.67% −0.25
UL Unilever PLC Add +2.2% 1.84% −0.28
MSFT Microsoft Corp. Add +1.8% 4.84% −0.36
V Visa Inc. Class A Add +4.6% 2.81% −0.37
CMCSA Comcast Corp. Class A Add +1.4% 1.47% −0.41
ELV Elevance Health Inc. Add +2.9% 1.22% −0.41
HON Honeywell International Inc. Add +5.4% 2.72% −0.53

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 67$101.7MMSFT, GOOGL, GLDM, BRK.B, AAPL
Q2 2025Amended 58$89.3MMSFT, SPYM, HON, V, BRK.B