HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP LLC
Q1 2026 Form 13-F
CARMEL, INDIANA
CIK 0001920117
· CRD 289413
· SEC-registered investment adviser
$316.5M Reported Value Total
MONON WEALTH MANAGEMENT reports 1,740 total accounts under management (AUM). There are 1,617 discretionary accounts valued at $509,909,688, and 123 non-discretionary accounts valued at $36,910,033.
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
$316.5M
Quarter over quarter
-2.1%
Holdings
149
Top-10 concentration
50.0%
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 2026 13F record
Q1 2026 13F filing summary
| Period of report | March 31, 2026 |
|---|---|
| Filed | April 15, 2026 |
| Form | 13F-HR |
| Reported value | $316.5M |
| Positions | 149 |
| Change in reported value | +9.3% |
| New positions | 23 |
| Exited positions | 51 |
| Position turnover | 37.0% |
| Top-10 concentration | 50.0% |
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 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AVUS AMERICAN CENTY ETF TR | $33.3M | 10.53% |
| 2 | DFAC DIMENSIONAL ETF TRUST | $21.2M | 6.71% |
| 3 | PYLD PIMCO ETF TR | $20.2M | 6.4% |
| 4 | BOND PIMCO ETF TR | $16.3M | 5.15% |
| 5 | DCOR DIMENSIONAL ETF TRUST | $14.3M | 4.52% |
| 6 | SGOV ISHARES TR | $12.3M | 3.87% |
| 7 | DFIC DIMENSIONAL ETF TRUST | $12.2M | 3.85% |
| 8 | TFLO ISHARES TR | $11.2M | 3.55% |
| 9 | AVDE AMERICAN CENTY ETF TR | $9.4M | 2.96% |
| 10 | GRID FIRST TR EXCHANGE-TRADED FD | $7.8M | 2.45% |
| 11 | SPMO INVESCO EXCH TRADED FD TR II | $7.2M | 2.28% |
| 12 | VOO VANGUARD INDEX FDS | $6.9M | 2.19% |
| 13 | AVEM AMERICAN CENTY ETF TR | $5.1M | 1.61% |
| 14 | DFEM DIMENSIONAL ETF TRUST | $4.6M | 1.44% |
| 15 | LLY ELI LILLY & CO | $4.2M | 1.32% |
| 16 | QQQ INVESCO QQQ TR | $4.1M | 1.3% |
| 17 | AIRR FIRST TR EXCHANGE TRADED FD | $3.8M | 1.21% |
| 18 | XLG INVESCO EXCHANGE TRADED FD T | $3.8M | 1.19% |
| 19 | SCHX SCHWAB STRATEGIC TR | $3.6M | 1.15% |
| 20 | VEA VANGUARD TAX-MANAGED FDS | $3.6M | 1.15% |
Values as reported on the Q1 2026 Form 13F. Every position is in the holdings table below.