Hansen & Associates Financial Group, Inc. holds a concentrated book of 45 stocks worth $174.5M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Unitedhealth Group Inc and trimmed Ishares 0-1 Year Treasury Bo. Their largest long position is Ishares 0-1 Year Treasury Bo at 27% of the equity book. Cloning the disclosed picks since 2024 would be +5% (+3.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Hansen & Associates Financial Group, Inc.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Hansen & Associates Financial Group, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
21% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Hansen & Associates Financial Group, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 66 / 45 | $584.8B |
| UBS Group AG | 66 / 45 | $153.4B |
| LPL Financial LLC | 66 / 45 | $85.7B |
| WELLS FARGO & COMPANY/MN | 65 / 45 | $154.6B |
| ROYAL BANK OF CANADA | 65 / 45 | $153.9B |
| ENVESTNET ASSET MANAGEMENT INC | 65 / 45 | $72.2B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 65 / 45 | $36.6B |
| STIFEL FINANCIAL CORP | 65 / 45 | $30.0B |
Ranked by how many of Hansen & Associates Financial Group, Inc.'s top 45 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR TRUST ISHARE 0-1 | $47.1M | 427.9K | 27.0% | ▼−9.9% Reduced · −47K sh | |
| 2 | First TR Exchange-Traded FD FIRST TR ENH NEW | $38.3M | 640.0K | 21.9% | ▼−19% Reduced · −154K sh | |
| 3 | Proshares TR II VIX MDTRM FUTR N | $11.3M | 789.7K | 6.5% | ▼−44% Reduced · −633K sh | |
| 4 | State Street Technology Select Sector SPDR ETF ST INDL INCO ETF | $5.6M | 30.5K | 3.2% | ▲+176% Added · +19K sh | |
| 5 | Select Sector SPDR TR ST STR ENERG | $3.9M | 73.3K | 2.2% | ▲+6.0% Added · +4K sh | |
| 6 | Invesco QQQ ETF UNIT SER 1 | $3.8M | 5.2K | 2.2% | ▲+393% Added · +4K sh | |
| 7 | State STR SPDR S&P 500 ETF T TR UNIT | $3.7M | 4.9K | 2.1% | ▲+229% Added · +3K sh | |
| 8 | Vanguard Index FDS TOTAL STK MKT | $3.6M | 9.8K | 2.1% | ▲+485% Added · +8K sh | |
| 9 | Select Sector SPDR TR ST STR DISCR ETF | $2.7M | 23.2K | 1.6% | ▲+41% Added · +7K sh | |
| 10 | Ishares TR MSCI USA QLT FCT | $2.7M | 12.2K | 1.5% | ▲+1.5% Added · +184 sh | |
| 11 | Ishares TR MSCI USA MMENTM | $2.7M | 8.3K | 1.5% | ▲+32% Added · +2K sh | |
| 12 | Invesco Exch Traded FD TR II S&P500 LOW VOL | $2.7M | 34.9K | 1.5% | ▲+7.0% Added · +2K sh | |
| 13 | Ishares TR MSCI USA MIN ETF | $2.6M | 26.8K | 1.5% | ▲+6.1% Added · +2K sh | |
| 14 | SPDR Gold TR GOLD SHS | $2.6M | 6.9K | 1.5% | ▲+7.0% Added · +451 sh | |
| 15 | Alphabet Inc CAP STK CL C | $2.6M | 7.0K | 1.5% | ▲+57% Added · +3K sh | |
| 16 | Nvidia Corporation COM | $2.4M | 12.4K | 1.4% | ▲+16% Added · +2K sh | |
| 17 | Select Sector SPDR TR ST STR CARE ETF | $2.4M | 14.7K | 1.4% | ▲+19% Added · +2K sh | |
| 18 | Select Sector SPDR TR ST STR INDL ETF | $2.3M | 12.2K | 1.3% | ▲+8.1% Added · +916 sh | |
| 19 | Apple Inc COM | $2.3M | 7.2K | 1.3% | ▲+15% Added · +960 sh | |
| 20 | Select Sector SPDR TR ST STR FINL ETF | $2.2M | 40.1K | 1.3% | ▲+201% Added · +27K sh | |
| 21 | Select Sector SPDR TR ST STR STAPL ETF | $2.1M | 25.5K | 1.2% | ▲+15% Added · +3K sh | |
| 22 | Vanguard Index FDS REAL ESTATE ETF | $2.1M | 21.4K | 1.2% | ▼−1.8% Reduced · −395 sh | |
| 23 | State Street Utils Select Sector SPDR ETF ST STR UTIL ETF | $2.1M | 45.9K | 1.2% | ▲+4.4% Added · +2K sh | |
| 24 | Amazon Com Inc COM | $2.1M | 8.5K | 1.2% | ▲+9.9% Added · +767 sh | |
| 25 | Microsoft Corp COM | $2.0M | 5.2K | 1.2% | ▲+35% Added · +1K sh | |
| 26 | Ishares TR MSCI EAFE ETF | $1.5M | 14.1K | 0.9% | ▲+23% Added · +3K sh | |
| 27 | Tesla Inc COM | $1.5M | 3.5K | 0.8% | ▲+17% Added · +508 sh | |
| 28 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.4M | 20.0K | 0.8% | ▲+16% Added · +3K sh | |
| 29 | Meta Platforms Inc CL A | $1.4M | 2.3K | 0.8% | ▲+23% Added · +440 sh | |
| 30 | Netflix Inc. COM | $1.3M | 16.5K | 0.7% | ▲+17% Added · +2K sh | |
| 31 | Broadcom Inc COM | $1.2M | 3.3K | 0.7% | ▼−4.7% Reduced · −164 sh | |
| 32 | Visa Inc COM CL A | $1.1M | 3.2K | 0.7% | ▼−1.9% Reduced · −62 sh | |
| 33 | Eli Lilly & Co COM | $1.1M | 945 | 0.7% | ▼−14% Reduced · −157 sh | |
| 34 | Mastercard Incorporated CL A | $1.0M | 2.0K | 0.6% | ▲+1.9% Added · +37 sh | |
| 35 | Costco Wholesale Corporation COM | $834K | 878 | 0.5% | ▼−13% Reduced · −128 sh | |
| 36 | Ishares TR MSCI EMG MKT ETF | $791K | 11.7K | 0.5% | ▼−40% Reduced · −8K sh | |
| 37 | Ishares TR CORE S&P SCP ETF | $766K | 5.2K | 0.4% | ▲+89% Added · +2K sh | |
| 38 | Invesco Exchange Traded FD T S&P MDCP QUALITY | $717K | 6.3K | 0.4% | ▲+95% Added · +3K sh | |
| 39 | Unitedhealth Group Inc COM | $496K | 1.2K | 0.3% | ▲New New position | |
| 40 | Advanced Micro Devices Inc COM | $337K | 610 | 0.2% | ▲New New position | |
| 41 | Vanguard Index FDS MCAP GR IDXVIP | $290K | 3.3K | 0.2% | ▲New New position | |
| 42 | Collaborative Investmnt Ser SPA NEW ISS ETF | $236K | 1.5K | 0.1% | ▲New New position | |
| 43 | Taiwan Semiconductor Manufac SPONSORED ADS | $233K | 516 | 0.1% | ▲New New position | |
| 44 | Palantir Technologies Inc CL A CL A | $211K | 1.6K | 0.1% | ▲New New position | |
| 45 | Alphabet Inc CAP STK CL A | $205K | 560 | 0.1% | ▼−83% Reduced · −3K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 45 | $174.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 42 | $185.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 46 | $183.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 43 | $238.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 15 | $184.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 29, 2025 | 3 | $186.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 19 | $196.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 15 | $189.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.