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Hantz Financial Services, Inc.
Hantz Financial Services, Inc. is a Michigan-based investment adviser and broker-dealer specializing in wealth management, financial planning, and comprehensive individual and institutional advisory solutions. The firm has been serving clients since 1998 and is headquartered in Southfield, Michigan. Hantz Financial Services, Inc. operates as part of the broader Hantz Group, employing over 400 professionals focused on providing holistic financial, insurance, and tax strategies for individuals, families, and businesses.
Investment Strategy
Hantz Financial Services, Inc. provides a client-centric wealth management strategy that integrates investment advisory, financial planning, insurance, and tax solutions. The firm aims to deliver personalized strategies based on client goals, risk tolerances, and life stages, leveraging a combination of asset allocation, portfolio diversification, and ongoing financial guidance. Its approach emphasizes long-term relationships, focusing on comprehensive planning, risk management, and goal-based investing for both retail and institutional clients.
Latest 13F Filing Activity
Hantz Financial Services, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 2,085 equity positions with a total 13F market value of $6B. The fund increased holdings in Profesionally Managed Portfo, Ishares TR, Profesionally Managed Portfo among other positions. Hantz Financial Services, Inc. reduced exposure to Unitedhealth Group Inc., Apple Inc., Franklin Templeton Etf TR among others.
Top Holdings
Equity Positions (2,085)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CAML | PROFESIONALLY MANAGED PORTFO | 4.72% | $292.0M | 7,962,882 | $31.00 | $36.67 | +$49.0M |
T TLT | ISHARES TR | 3.81% | $235.6M | 2,669,542 | $95.06 | $88.25 | +$408.0K |
C CSMD | PROFESIONALLY MANAGED PORTFO | 3.53% | $218.4M | 7,004,814 | $28.61 | $31.18 | +$34.0M |
B BUSA | 2023 ETF SERIES TRUST | 3.22% | $198.9M | 5,946,697 | $30.11 | $33.45 | +$11.9M |
I IVV | ISHARES TR | 3.08% | $190.3M | 306,477 | $503.74 | $620.90 | +$46.7M |
Industry Allocation
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