Hutchens & Kramer Investment Management Group, LLC

CARMEL, IN · CIK 1920117 · 13F filing filed 2026-07-09

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyCarmel, IN

$373.3m reported value +17.9% vs Q1 2026

160positions

47.3%in top 10

23 new 57 added 70 reduced 12 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	348,287	$44.6m11.95%	11.95%	Added +48.6k	+48,606 16.2%
2	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	530,816	$23.5m6.31%	6.31%	Reduced -15.4k	-15,400 -2.8%
3	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	875,246	$23.2m6.22%	6.22%	Added +102.6k	+102,574 13.3%
4	DIMENSIONAL ETF TRUST US CORE EQUITY 1 US CORE EQUITY 1		193,799	$15.9m4.26%	4.26%	Reduced -4.5k	-4,498 -2.3%
5	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	336,621	$12.5m3.36%	3.36%	Reduced -6.0k	-6,031 -1.8%
6	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	117,885	$11.9m3.18%	3.18%	Reduced -3.9k	-3,924 -3.2%
7	PIMCO ETF TR ACTIVE BD ETF BOND	BOND	125,252	$11.5m3.09%	3.09%	Reduced -51.3k	-51,281 -29.1%
8	ISHARES TR TRS FLT RT BD TFLO	TFLO	223,131	$11.3m3.03%	3.03%	Added +1.5k	+1,452 0.7%
9	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	126,016	$11.2m3.01%	3.01%	Added +15.5k	+15,495 14.0%
10	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	107,009	$10.8m2.89%	2.89%	Added +82.0k	+81,984 327.6%
11	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	65,767	$10.6m2.85%	2.85%	Added +1.5k	+1,526 2.4%
12	FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE GRID	GRID	47,039	$9.0m2.42%	2.42%	Reduced -378	-378 -0.8%
13	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	11,563	$7.9m2.13%	2.13%	Reduced -63	-63 -0.5%
14	ELI LILLY & CO COM LLY	LLY	5,658	$6.8m1.82%	1.82%	Added +1.1k	+1,110 24.4%
15	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	66,588	$6.4m1.72%	1.72%	Added +3.5k	+3,524 5.6%
16	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	9,295	$6.1m1.63%	1.63%	Reduced -144	-144 -1.5%
17	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	128,595	$5.2m1.40%	1.40%	Reduced -3.7k	-3,674 -2.8%
18	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	7,080	$5.2m1.40%	1.40%	Reduced -25	-25 -0.3%
19	INVESCO EXCH TRADED FD TR II S&P 500 HB ETF SPHB	SPHB	32,356	$5.0m1.35%	1.35%	Added +1.2k	+1,200 3.9%
20	RBB FD INC F/M EMERALD SPL SPIT	SPIT	137,263	$4.8m1.28%	1.28%	Added +4.4k	+4,384 3.3%
21	AMERICAN CENTY ETF TR AVANTIS ALL EQT AVGE	AVGE	47,965	$4.8m1.27%	1.27%	Added +17.3k	+17,279 56.3%
22	FIRST TR EXCHANGE TRADED FD RBA INDL ETF AIRR	AIRR	34,865	$4.6m1.24%	1.24%	Added +405	+405 1.2%
23	SPDR SER TR S&P KENSHO FUTRE FITE	FITE	41,097	$4.6m1.24%	1.24%	Added +1.1k	+1,147 2.9%
24	APPLE INC COM AAPL	AAPL	15,337	$4.4m1.19%	1.19%	Added +1.3k	+1,296 9.2%
25	ARK ETF TR AUTNMUS TECHNLGY ARKQ	ARKQ	31,049	$4.1m1.10%	1.10%	Added +1.5k	+1,504 5.1%
26	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	138,750	$4.1m1.09%	1.09%	Reduced -3.3k	-3,297 -2.3%
27	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	56,614	$4.0m1.08%	1.08%	Reduced -92	-92 -0.2%
28	INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 XLG	XLG	64,645	$4.0m1.06%	1.06%	Reduced -4.2k	-4,245 -6.2%
29	NVIDIA CORPORATION COM NVDA	NVDA	17,489	$3.5m0.94%	0.94%	Added +1.7k	+1,717 10.9%
30	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	17,444	$3.3m0.89%	0.89%	Added +786	+786 4.7%
31	ISHARES TR CORE S&P500 ETF IVV	IVV	3,548	$2.7m0.71%	0.71%	Added +1.1k	+1,051 42.1%
32	PROCTER AND GAMBLE CO COM PG	PG	16,232	$2.4m0.64%	0.64%	Unchanged
33	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	19,889	$2.4m0.63%	0.63%	Added +519	+519 2.7%
34	SPDR GOLD TR GOLD SHS GLD	GLD	6,083	$2.2m0.60%	0.60%	Reduced -153	-153 -2.5%
35	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	21,624	$2.1m0.56%	0.56%	Added +1.1k	+1,147 5.6%
36	ISHARES TR S&P 500 GRWT ETF IVW	IVW	14,880	$2.0m0.55%	0.55%	Reduced -298	-298 -2.0%
37	ALPHABET INC CAP STK CL A GOOGL	GOOGL	5,654	$2.0m0.54%	0.54%	Added +2.2k	+2,173 62.4%
38	AMAZON COM INC COM AMZN	AMZN	8,437	$2.0m0.54%	0.54%	Reduced -3.7k	-3,748 -30.8%
39	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,688	$2.0m0.54%	0.54%	Added +51	+51 1.9%
40	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	21,750	$1.9m0.51%	0.51%	Added +4.9k	+4,868 28.8%
41	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	44,778	$1.9m0.51%	0.51%	Reduced -24.8k	-24,783 -35.6%
42	ALPHABET INC CAP STK CL C GOOG	GOOG	4,879	$1.7m0.46%	0.46%	Added +305	+305 6.7%
43	ISHARES TR S&P 500 VAL ETF IVE	IVE	7,160	$1.6m0.44%	0.44%	Reduced -1.4k	-1,360 -16.0%
44	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	4,188	$1.5m0.42%	0.42%	Added +249	+249 6.3%
45	MICROSOFT CORP COM MSFT	MSFT	3,987	$1.5m0.40%	0.40%	Reduced -2.9k	-2,919 -42.3%
46	ISHARES TR 1 3 YR TREAS BD SHY	SHY	17,560	$1.4m0.39%	0.39%	Added +703	+703 4.2%
47	ISHARES TR CORE TOTAL USD IUSB	IUSB	28,685	$1.3m0.35%	0.35%	Added +4.7k	+4,711 19.6%
48	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	20,296	$1.2m0.32%	0.32%	Reduced -172	-172 -0.8%
49	META PLATFORMS INC CL A META	META	2,120	$1.2m0.32%	0.32%	Added +50	+50 2.4%
50	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	12,787	$1.2m0.31%	0.31%	New
51	MASTERCARD INCORPORATED CL A MA	MA	2,257	$1.2m0.31%	0.31%	Reduced -564	-564 -20.0%
52	ISHARES TR EAFE GRWTH ETF EFG	EFG	8,905	$1.1m0.30%	0.30%	Reduced -345	-345 -3.7%
53	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	15,663	$1.1m0.29%	0.29%	Reduced -1.7k	-1,710 -9.8%
54	VANGUARD INDEX FDS VALUE ETF VTV	VTV	4,856	$1.1m0.28%	0.28%	Added +201	+201 4.3%
55	AMPHENOL CORP CL A APH	APH	5,978	$1.1m0.28%	0.28%	Reduced -2.4k	-2,404 -28.7%
56	EATON CORP PLC SHS ETN	ETN	2,444	$1.0m0.28%	0.28%	Reduced -418	-418 -14.6%
57	SPDR SER TR BLOOMBERG INVT FLRN	FLRN	33,141	$1.0m0.27%	0.27%	New
58	INVESCO ACTIVELY MANAGED EXC ULTRA SHRT DUR GSY	GSY	20,243	$1.0m0.27%	0.27%	Added +5.0k	+4,951 32.4%
59	BROADCOM INC COM AVGO	AVGO	2,518	$951.2k0.25%	0.25%	Reduced -77	-77 -3.0%
60	SCHWAB CHARLES CORP COM SCHW	SCHW	10,210	$942.1k0.25%	0.25%	Reduced -393	-393 -3.7%
61	LAM RESEARCH CORP COM NEW LRCX	LRCX	2,148	$930.8k0.25%	0.25%	Reduced -137	-137 -6.0%
62	VISA INC COM CL A V	V	2,708	$929.1k0.25%	0.25%	Added +144	+144 5.6%
63	TJX COS INC NEW COM TJX	TJX	5,941	$900.0k0.24%	0.24%	Reduced -373	-373 -5.9%
64	VANGUARD INDEX FDS MID CAP ETF VO	VO	10,961	$883.1k0.24%	0.24%	Added +3.8k	+3,829 53.7%
65	ISHARES INC CORE MSCI EMKT IEMG	IEMG	10,183	$843.6k0.23%	0.23%	Reduced -6.6k	-6,577 -39.2%
66	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	8,352	$797.1k0.21%	0.21%	Reduced -3	-3 -0.0%
67	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		19,016	$793.5k0.21%	0.21%	Unchanged
68	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	2,061	$773.5k0.21%	0.21%	Reduced -17	-17 -0.8%
69	ISHARES TR EAFE VALUE ETF EFV	EFV	9,991	$764.8k0.20%	0.20%	Reduced -8.0k	-8,024 -44.5%
70	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	3,056	$752.4k0.20%	0.20%	Reduced -89	-89 -2.8%
71	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	23,312	$739.2k0.20%	0.20%	Added +6.2k	+6,188 36.1%
72	QUANTA SVCS INC COM PWR	PWR	990	$712.8k0.19%	0.19%	New
73	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	1,673	$694.8k0.19%	0.19%	Added +499	+499 42.5%
74	KLA CORP COM NEW KLAC	KLAC	2,298	$693.3k0.19%	0.19%	Added +328	+328 16.6%
75	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		17,819	$691.2k0.19%	0.19%	Reduced -203	-203 -1.1%
76	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	3,117	$684.0k0.18%	0.18%	Reduced -2.8k	-2,840 -47.7%
77	CINTAS CORP COM CTAS	CTAS	3,920	$666.7k0.18%	0.18%	Added +433	+433 12.4%
78	VANECK ETF TRUST CLO ETF CLOI	CLOI	12,039	$637.5k0.17%	0.17%	New
79	AMERICAN CENTY ETF TR AVANTIS ALL INT AVNM	AVNM	7,717	$635.7k0.17%	0.17%	Added +150	+150 2.0%
80	VANGUARD INDEX FDS SMALL CP ETF VB	VB	2,061	$624.7k0.17%	0.17%	Reduced -165	-165 -7.4%
81	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	11,528	$607.8k0.16%	0.16%	Reduced -2.8k	-2,844 -19.8%
82	ECOLAB INC COM ECL	ECL	2,127	$592.6k0.16%	0.16%	Added +729	+729 52.1%
83	ETF SER SOLUTIONS DISTILLATE US DSTL	DSTL	9,514	$569.9k0.15%	0.15%	Reduced -504	-504 -5.0%
84	NETFLIX INC COM NFLX	NFLX	7,620	$544.1k0.15%	0.15%	Added +3.0k	+3,044 66.5%
85	SPDR SER TR SSGA US LRG ETF LGLV	LGLV	2,971	$539.1k0.14%	0.14%	Reduced -9	-9 -0.3%
86	FORTINET INC COM FTNT	FTNT	3,459	$531.4k0.14%	0.14%	Added +2	+2 0.1%
87	JPMORGAN CHASE & CO COM JPM	JPM	1,590	$520.6k0.14%	0.14%	Added +21	+21 1.3%
88	STRYKER CORPORATION COM SYK	SYK	1,644	$517.6k0.14%	0.14%	Added +294	+294 21.8%
89	ISHARES TR MSCI USA MMENTM MTUM	MTUM	1,450	$497.1k0.13%	0.13%	Reduced -219	-219 -13.1%
90	BLACKROCK ETF TRUST ISHA IN CTRY ETF CORO	CORO	12,999	$475.8k0.13%	0.13%	New
91	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	1,155	$459.3k0.12%	0.12%	Added +653	+653 130.1%
92	LABCORP HOLDINGS INC COM SHS LH	LH	1,547	$433.2k0.12%	0.12%	Unchanged
93	BLACKSTONE INC COM BX	BX	3,679	$432.9k0.12%	0.12%	Added +184	+184 5.3%
94	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	12,995	$432.6k0.12%	0.12%	Reduced -4.5k	-4,497 -25.7%
95	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	905	$432.2k0.12%	0.12%	Added +29	+29 3.3%
96	GRAINGER W W INC COM GWW	GWW	311	$423.1k0.11%	0.11%	Added +12	+12 4.0%
97	BLACKROCK ETF TRUST ISHA LA CORE ETF BLCR	BLCR	8,079	$406.9k0.11%	0.11%	Added +1.7k	+1,693 26.5%
98	SCHWAB STRATEGIC TR FUNDAMENTAL US L FNDX	FNDX	12,844	$399.4k0.11%	0.11%	Unchanged
99	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	762	$398.3k0.11%	0.11%	Reduced -4	-4 -0.5%
100	NISOURCE INC COM NI	NI	8,265	$393.0k0.11%	0.11%	Added +200	+200 2.5%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
AMERICAN CENTY ETF TR AVSF	AVSF	21,125	$988.6k21.1k shares
PIMCO ETF TR LDUR	LDUR	10,291	$986.1k10.3k shares
MANAGED PORTFOLIO SERIES LST	LST	13,523	$547.0k13.5k shares
ZOETIS INC ZTS	ZTS	3,430	$405.4k3.4k shares
IQVIA HLDGS INC IQV	IQV	2,303	$392.8k2.3k shares
FAIR ISAAC CORP FICO	FICO	275	$293.6k275 shares
ISHARES TR IAGG	IAGG	4,950	$247.7k5.0k shares
GALLAGHER ARTHUR J & CO AJG	AJG	1,096	$237.4k1.1k shares
RTX CORPORATION RTX	RTX	1,147	$221.3k1.1k shares
CHEVRON CORP NEW CVX	CVX	1,018	$210.6k1.0k shares
EXXON MOBIL CORP XOM	XOM	1,234	$209.4k1.2k shares
ISHARES SILVER TR SLV	SLV	3,013	$205.3k3.0k shares