HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP LLC
Q1 2024 Form 13-F
CARMEL, INDIANA
CIK 0001920117
· CRD 289413
· SEC-registered investment adviser
$169.0M Reported Value Total
MONON WEALTH MANAGEMENT reports 1,306 total accounts under management (AUM). There are 1,182 discretionary accounts valued at $286,535,846, and 124 non-discretionary accounts valued at $25,626,748.
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
$169.0M
Quarter over quarter
+12.2%
Holdings
149
Top-10 concentration
50.7%
Key People
Form ADV owners & control persons
John Darrick Hutchens
MANAGING PARTNER
Gabrielle Ann Magdziarz
CHIEF COMPLIANCE OFFICER
Filing Navigation
13F Metrics
Loading 13F Metrics
Q1 2024 13F record
Q1 2024 13F filing summary
| Period of report | March 31, 2024 |
|---|---|
| Filed | April 29, 2024 |
| Form | 13F-HR |
| Reported value | $169.0M |
| Positions | 149 |
| Change in reported value | +19.1% |
| New positions | 31 |
| Exited positions | 11 |
| Position turnover | 26.3% |
| Top-10 concentration | 50.7% |
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 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | LLY ELI LILLY & CO | $32.5M | 19.22% |
| 2 | DFAC DIMENSIONAL ETF TRUST | $10.6M | 6.28% |
| 3 | MSFT MICROSOFT CORP | $9.5M | 5.63% |
| 4 | DFCF DIMENSIONAL ETF TRUST | $6.2M | 3.64% |
| 5 | DFIC DIMENSIONAL ETF TRUST | $5.8M | 3.41% |
| 6 | VOO VANGUARD INDEX FDS | $5.3M | 3.15% |
| 7 | IVV ISHARES TR | $4.8M | 2.83% |
| 8 | SCHX SCHWAB STRATEGIC TR | $4.4M | 2.58% |
| 9 | DCOR DIMENSIONAL ETF TRUST | $3.6M | 2.12% |
| 10 | XLG INVESCO EXCHANGE TRADED FD T | $3.0M | 1.8% |
| 11 | VEA VANGUARD TAX-MANAGED FDS | $2.7M | 1.58% |
| 12 | PG PROCTER AND GAMBLE CO | $2.6M | 1.57% |
| 13 | AMZN AMAZON COM INC | $2.4M | 1.44% |
| 14 | DFSD DIMENSIONAL ETF TRUST | $2.4M | 1.43% |
| 15 | MA MASTERCARD INCORPORATED | $2.0M | 1.17% |
| 16 | DFEM DIMENSIONAL ETF TRUST | $1.8M | 1.06% |
| 17 | AAPL APPLE INC | $1.8M | 1.05% |
| 18 | AVUS AMERICAN CENTY ETF TR | $1.7M | 1.0% |
| 19 | QQQ INVESCO QQQ TR | $1.6M | 0.95% |
| 20 | GLD SPDR GOLD TR | $1.5M | 0.91% |
Values as reported on the Q1 2024 Form 13F. Every position is in the holdings table below.