§ 13F · FUND PROFILE
H&H Retirement Design & Management INC.
Institutional filer · behavioral pattern: Income / Defensive. Summary pending.
AUM · $182.2T (13F)Positions · 81Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CWB | SPDR SERIES TRUST | 396K | $37.1T | 18.9% | −1% |
| 2 | EDV | VANGUARD WORLD FD | 155K | $10.0T | 5.1% | −18% |
| 3 | VCLT | VANGUARD SCOTTSDALE FDS | 105K | $7.9T | 4.0% | +7% |
| 4 | BLV | VANGUARD BD INDEX FDS | 111K | $7.7T | 3.9% | +4% |
| 5 | TIP | ISHARES TR | 70K | $7.7T | 3.9% | +1% |
| 6 | XLP | SELECT SECTOR SPDR TR | 84K | $7.1T | 3.6% | +9% |
| 7 | DLN | WISDOMTREE TR | 76K | $6.9T | 3.5% | +5% |
| 8 | DES | WISDOMTREE TR | 188K | $6.8T | 3.5% | +8% |
| 9 | XLI | SELECT SECTOR SPDR TR | 40K | $6.6T | 3.4% | +4% |
| 10 | XLV | SELECT SECTOR SPDR TR | 42K | $6.5T | 3.3% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE H&H SIGNAL
AC read
H&H Retirement Design & Management INC is a Income / Defensive fund managing $182184.3 trillion in assets. The fund runs a portfolio of 81 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed