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Riley Wancket

Hantz Financial Services, Inc.

Assets Managed
$6.558B
Holdings
2577
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
-3.4%(2Q avg: -0.29%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Hantz Financial Services, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 2577 positions.

Assets under management

The assets under management (AUM) of Hantz Financial Services, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 6.558B in assets, with a quarterly growth rate of -3.4% and a 2-quarter average growth rate of -0.29%. The portfolio is managed by Riley Wancket, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 25.77%
5.98%
$391.633M
599,552 shares@ $653.21 avg price
CAML
Congress Large Cap Growth
Recent Activity
Increased 8.17%
4.89%
$320.455M
9.109M shares@ $35.19 avg price
USSE
Sbh Select Equity Etf
Recent Activity
Increased 7.15%
4.47%
$292.5M
8.81M shares@ $33.2 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 9.17%
3.57%
$233.661M
2.581M shares@ $90.53 avg price
BUSA
Brandes U.s. Value Etf
Recent Activity
Decreased -11.32%
3.16%
$207.025M
5.592M shares@ $37.03 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 41.36%
3.01%
$197.26M
1.987M shares@ $99.27 avg price
CSMD
Congress Smid Growth Etf
Recent Activity
Decreased -16.97%
2.92%
$190.95M
6.218M shares@ $30.71 avg price
TLT
Ishares 20+ Year Treasury Bd
Recent Activity
Decreased -25.87%
2.79%
$182.898M
2.11M shares@ $86.69 avg price
IVOO
Vanguard S&p Mid-cap 400 Etf
Recent Activity
Increased 39.74%
2.64%
$172.734M
1.511M shares@ $114.33 avg price
BINV
Brandes International Etf
Recent Activity
Decreased -11.99%
2.59%
$169.651M
4.116M shares@ $41.22 avg price

1-10 of 2577