HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP LLC
Q1 2023 Form 13-F
CARMEL, INDIANA
CIK 0001920117
· CRD 289413
· SEC-registered investment adviser
$115.7M Reported Value Total
MONON WEALTH MANAGEMENT reports 1,255 total accounts under management (AUM). There are 1,103 discretionary accounts valued at $246,025,287, and 152 non-discretionary accounts valued at $31,546,671.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-09-29
Reported value
$115.7M
Quarter over quarter
+3.9%
Holdings
120
Top-10 concentration
41.4%
Key People
Form ADV owners & control persons
John Darrick Hutchens
MANAGING PARTNER
Gabrielle Ann Magdziarz
CHIEF COMPLIANCE OFFICER
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13F Metrics
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Q1 2023 13F record
Q1 2023 13F filing summary
| Period of report | March 31, 2023 |
|---|---|
| Filed | April 10, 2023 |
| Form | 13F-HR |
| Reported value | $115.7M |
| Positions | 120 |
| Change in reported value | -15.1% |
| New positions | 30 |
| Exited positions | 18 |
| Position turnover | 34.8% |
| Top-10 concentration | 41.4% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 16, 2026
|
156 | $334.7M |
|
Q2 2026 13F
Filed Jul 9, 2026
|
160 | $373.3M |
|
Q1 2026 13F
Filed Apr 15, 2026
|
149 | $316.5M |
|
Q4 2025 13F
Filed Jan 8, 2026
|
177 | $289.5M |
|
Q3 2025 13F
Filed Nov 3, 2025
|
173 | $253.8M |
|
Q2 2025 13F
Filed Aug 5, 2025
|
159 | $218.1M |
|
Q1 2025 13F
Filed Apr 25, 2025
|
159 | $181.7M |
|
Q4 2024 13F
Filed Jan 22, 2025
|
159 | $184.2M |
|
Q3 2024 13F
Filed Oct 15, 2024
|
158 | $180.3M |
|
Q2 2024 13F
Filed Jul 12, 2024
|
147 | $181.1M |
|
Q1 2024 13F
Filed Apr 29, 2024
|
149 | $169.0M |
|
Q4 2023 13F
Filed Jan 22, 2024
|
129 | $141.9M |
|
Q3 2023 13F
Filed Oct 10, 2023
|
114 | $125.8M |
|
Q2 2023 13F
Filed Jul 18, 2023
|
120 | $125.1M |
|
Q1 2023 13F
Filed Apr 10, 2023
|
120 | $115.7M |
|
Q4 2022 13F
Filed Jan 31, 2023
|
108 | $136.3M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
92 | $122.5M |
|
Q2 2022 13F
Filed Aug 15, 2022
|
106 | $135.7M |
|
Q1 2022 13F
Filed May 16, 2022
|
127 | $180.1M |
|
Q4 2021 13F
Filed May 16, 2022
|
120 | $158.2M |
Top 20 holdings · Q1 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | LLY LILLY ELI & CO | $15.0M | 12.96% |
| 2 | MSFT MICROSOFT CORP | $7.2M | 6.21% |
| 3 | SCHX SCHWAB STRATEGIC TR | $4.5M | 3.9% |
| 4 | DFCF DIMENSIONAL ETF TRUST | $3.6M | 3.12% |
| 5 | PG PROCTER AND GAMBLE CO | $3.4M | 2.93% |
| 6 | HYLB DBX ETF TR | $3.1M | 2.67% |
| 7 | JNK SPDR SER TR | $3.1M | 2.65% |
| 8 | DFIC DIMENSIONAL ETF TRUST | $2.9M | 2.46% |
| 9 | VOO VANGUARD INDEX FDS | $2.6M | 2.28% |
| 10 | XLG INVESCO EXCHANGE TRADED FD T | $2.6M | 2.23% |
| 11 | DFAC DIMENSIONAL ETF TRUST | $2.3M | 2.0% |
| 12 | MA MASTERCARD INCORPORATED | $2.3M | 1.95% |
| 13 | SHY ISHARES TR | $2.1M | 1.78% |
| 14 | GLD SPDR GOLD TR | $2.0M | 1.73% |
| 15 | AAPL APPLE INC | $1.8M | 1.58% |
| 16 | IVV ISHARES TR | $1.7M | 1.49% |
| 17 | DFSD DIMENSIONAL ETF TRUST | $1.6M | 1.39% |
| 18 | AMZN AMAZON COM INC | $1.6M | 1.36% |
| 19 | AGG ISHARES TR | $1.6M | 1.34% |
| 20 | IEI ISHARES TR | $1.5M | 1.33% |
Values as reported on the Q1 2023 Form 13F. Every position is in the holdings table below.