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Mchugh Group, LLC
The McHugh Group, LLC is an SEC-registered investment adviser headquartered in Lakewood, Ohio. Founded before 2021, the firm currently manages $279.5 million in assets across 169 discretionary accounts, serving individuals (primarily high-net-worth clients) and small businesses. The firm is staffed by a single financial advisor, focusing on providing comprehensive financial planning and portfolio management services. Their client-centric approach includes advisory services on wealth management, portfolio construction, and financial education, catering mostly to U.S. retail and high-net-worth investors. The firm is not a broker-dealer and operates independently with transparency and in clients' best interest.
Investment Strategy
The McHugh Group, LLC employs a disciplined and independent investment approach centered on the long-term financial goals of its clients. The firm provides financial planning and portfolio management services that are tailored to the needs of individuals and small businesses, particularly high-net-worth investors. Their process focuses on holistic wealth management and strategic asset allocation, offering personalized attention and educational resources to empower clients. The firm charges asset-based fees, emphasising transparency, prudent investment management, and acting solely in the best interest of their clients.
Latest 13F Filing Activity
Mchugh Group, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 76 equity positions with a total 13F market value of $167M. The fund increased holdings in Nvidia Corporation, SPDR S&P 500 Etf TR, Apple Inc. among other positions. Mchugh Group, LLC reduced exposure to Visa Inc., Mastercard Incorporated, Vertex Pharmaceuticals Inc. among others.
Top Holdings
Equity Positions (76)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 14.03% | $23.5M | 125,737 | $134.30 | $186.58 | +$3.6M |
S SPY | SPDR S&P 500 ETF TR | 12.40% | $20.7M | 31,116 | $584.91 | $666.18 | +$2.0M |
M MSFT | MICROSOFT CORP | 8.10% | $13.5M | 26,130 | $419.59 | $517.95 | +$537.0K |
| BERKSHIRE HATHAWAY INC DEL | 7.02% | $11.7M | 23,348 | $461.72 | $502.74 | +$651.2K | |
V V | VISA INC | 5.76% | $9.6M | 28,202 | $318.80 | $341.38 | -$406.6K |
Industry Allocation
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