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Mark Hansen

Hansen & Associates Financial Group, Inc.

Assets Managed
$185.786M
Holdings
42
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
1.51%(2Q avg: -10.91%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Hansen & Associates Financial Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 42 positions.

Assets under management

The assets under management (AUM) of Hansen & Associates Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 185.786M in assets, with a quarterly growth rate of 1.51% and a 2-quarter average growth rate of -10.91%. The portfolio is managed by Mark Hansen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SHV
Ishares Short Treasury Bond
Recent Activity
Decreased -3.76%
28.15%
$52.295M
474,887 shares@ $110.12 avg price
FTSM
First Trust Enh Short Mat Fd
Recent Activity
New Position
25.57%
$47.49M
794,084 shares@ $59.81 avg price
VIXM
Proshares Vix Mid-term Fut
Recent Activity
Increased 19.98%
12.82%
$23.799M
1.423M shares@ $16.74 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -46%
5.23%
$9.701M
1,479 shares@ $6559.09 avg price
XLE
Energy Select Sector Spdr
Recent Activity
Increased 165.46%
2.21%
$4.098M
69,169 shares@ $59.26 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 168.17%
1.48%
$2.749M
6,401 shares@ $429.41 avg price
SPLV
Invesco S&p 500 Low Volatili
Recent Activity
Increased 2.31%
1.3%
$2.409M
32,600 shares@ $73.91 avg price
USMV
Ishares Msci Usa Min Vol Fac
Recent Activity
Increased 3.46%
1.28%
$2.362M
25,300 shares@ $93.36 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Increased 4.02%
1.26%
$2.323M
12,026 shares@ $193.16 avg price
XLU
Utilities Select Sector Spdr
Recent Activity
Increased 257.87%
1.1%
$2.038M
43,974 shares@ $46.35 avg price

1-10 of 42