H&H Retirement Design & Management Inc Top Holdings and 13F Report (2026) About H&H Retirement Design & Management IncInvestment ActivityH&H Retirement Design & Management Inc has $212.83 million in total holdings as of March 31, 2026.H&H Retirement Design & Management Inc owns shares of 94 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 9.10% of the portfolio was purchased this quarter.About 4.07% of the portfolio was sold this quarter.This quarter, H&H Retirement Design & Management Inc has purchased 77 new stocks and bought additional shares in 25 stocks.H&H Retirement Design & Management Inc sold shares of 42 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR Bloomberg Convertible Securities ETF $37,843,467Vanguard Extended Duration Treasury ETF $11,548,195iShares TIPS Bond ETF $8,065,653Vanguard Long-Term Bond ETF $7,778,884Vanguard Long-Term Corporate Bond ETF $7,576,288 Largest New Holdings this Quarter 46429B655 - iShares Floating Rate Bond ETF $4,705,211 Holding303250104 - Fair Isaac $1,035,500 Holding58155Q103 - McKesson $814,020 Holding55354G100 - MSCI $588,850 Holding574599106 - Masco $463,915 Holding Largest Purchases this Quarter iShares Floating Rate Bond ETF 92,513 shares (about $4.71M)Vanguard Extended Duration Treasury ETF 27,017 shares (about $1.72M)Meta Platforms 2,281 shares (about $1.39M)Fair Isaac 1,000 shares (about $1.04M)McKesson 1,000 shares (about $814.02K) Largest Sales this Quarter SPDR Bloomberg Convertible Securities ETF 24,096 shares (about $2.45M)Vanguard Long-Term Treasury ETF 22,222 shares (about $1.22M)Energy Select Sector SPDR Fund 8,334 shares (about $490.46K)Alphabet 1,260 shares (about $485.95K)Vanguard Total Stock Market ETF 883 shares (about $313.71K) Sector Allocation Over TimeMap of 500 Largest Holdings ofH&H Retirement Design & Management Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCWBSPDR Bloomberg Convertible Securities ETF$37,843,467$2,454,659 â–¼-6.1%371,48817.8%ETFEDVVanguard Extended Duration Treasury ETF$11,548,195$1,717,197 â–²17.5%181,6905.4%ETFTIPiShares TIPS Bond ETF$8,065,653$279,155 â–²3.6%72,4353.8%ETFBLVVanguard Long-Term Bond ETF$7,778,884$162,851 â–²2.1%113,8763.7%ETFVCLTVanguard Long-Term Corporate Bond ETF$7,576,288$217,049 â–¼-2.8%101,6813.6%ManufacturingDESWisdomTree U.S. SmallCap Dividend Fund$7,094,674$171,484 â–¼-2.4%183,6103.3%FinanceDLNWisdomTree U.S. LargeCap Dividend Fund$6,952,391$149,806 â–¼-2.1%73,9303.3%FinanceXLPConsumer Staples Select Sector SPDR Fund$6,906,740$178,609 â–¼-2.5%82,0573.2%ETFXLIIndustrial Select Sector SPDR Fund$6,562,163$301,126 â–¼-4.4%37,9403.1%ETFXLEEnergy Select Sector SPDR Fund$6,421,424$490,456 â–¼-7.1%109,1153.0%ETFXLVHealth Care Select Sector SPDR Fund$5,866,831$221,516 â–¼-3.6%40,4162.8%ETFXLKTechnology Select Sector SPDR Fund$5,816,010$75,108 â–¼-1.3%35,9302.7%ETFXLBMaterials Select Sector SPDR Fund$5,733,709$146,553 â–¼-2.5%111,6592.7%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$5,732,527$24,909 â–¼-0.4%107,9372.7%ManufacturingXLUUtilities Select Sector SPDR Fund$4,888,010$136,950 â–¼-2.7%105,0062.3%ETFFLOTiShares Floating Rate Bond ETF$4,705,211$4,705,211 â–²New Holding92,5132.2%ETFPRFInvesco RAFI US 1000 ETF$4,296,381$202,525 â–¼-4.5%82,9262.0%ETFIWBiShares Russell 1000 ETF$3,760,898$156,770 â–¼-4.0%9,5481.8%ETFXLYConsumer Discretionary Select Sector SPDR Fund$3,559,935$48,045 â–¼-1.3%30,0091.7%FinanceMETAMeta Platforms$2,412,735$1,388,708 â–²135.6%3,9631.1%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,163,393$50,337 â–²2.4%41,3021.0%ManufacturingGOOGLAlphabet$2,004,335$485,946 â–¼-19.5%5,1970.9%Computer and TechnologyPIDInvesco International Dividend Achievers ETF$1,985,134$25,530 â–¼-1.3%87,0100.9%ManufacturingSDYSPDR S&P Dividend ETF$1,946,805$7,158 â–²0.4%13,0540.9%ETFAMZNAmazon.com$1,901,695$228,289 â–²13.6%7,0890.9%Retail/WholesaleMSFTMicrosoft$1,863,974$528,775 â–²39.6%4,4980.9%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,822,649$94,910 â–²5.5%36,1420.9%ManufacturingSTIPiShares 0-5 Year TIPS Bond ETF$1,813,519$14,305 â–²0.8%17,4950.9%ETFVGLTVanguard Long-Term Treasury ETF$1,686,724$1,216,210 â–¼-41.9%30,8190.8%ETFIRBOiShares Robotics and Artificial Intelligence Multisector ETF$1,658,475$92,975 â–¼-5.3%26,4000.8%ManufacturingPKWInvesco BuyBack Achievers ETF$1,645,839$63,716 â–¼-3.7%11,9080.8%ETFBSVVanguard Short-Term Bond ETF$1,618,789$98,461 â–²6.5%20,7320.8%ETFXLFFinancial Select Sector SPDR Fund$1,598,890$14,693 â–¼-0.9%30,7950.8%ETFSRVRPacer Data & Infrastructure Real Estate ETF$1,437,560$12,937 â–¼-0.9%40,7820.7%ETFIDRViShares Self-Driving EV and Tech ETF$1,390,540$25,985 â–¼-1.8%31,9470.7%ETFVNQVanguard Real Estate ETF$1,386,537$46,493 â–¼-3.2%14,4340.7%ETFTSMTaiwan Semiconductor Manufacturing$1,381,506$20,281 â–¼-1.4%3,4740.6%Computer and TechnologyREZiShares Residential and Multisector Real Estate ETF$1,379,530$7,751 â–¼-0.6%15,3060.6%ETFXLREReal Estate Select Sector SPDR Fund$1,327,939$14,936 â–²1.1%29,9630.6%ETFMORTVanEck Mortgage REIT Income ETF$1,295,265$251,686 â–²24.1%121,8500.6%ETFVVisa$1,248,729$552,367 â–²79.3%3,8070.6%Business ServicesAMATApplied Materials$1,160,568$30,736 â–¼-2.6%2,9830.5%Computer and TechnologyITBiShares U.S. Home Construction ETF$1,093,793$201,630 â–²22.6%11,5330.5%ETFFICOFair Isaac$1,035,500$1,035,500 â–²New Holding1,0000.5%Computer and TechnologySCHWCharles Schwab$1,012,359$62,523 â–¼-5.8%11,0590.5%FinanceIQVIQVIA$839,6520.0%5,3220.4%MedicalMCKMcKesson$814,020$814,020 â–²New Holding1,0000.4%MedicalECLEcolab$782,826$546,707 â–²231.5%3,0170.4%Basic MaterialsBKNGBooking$778,729$744,635 â–²2,184.1%4,5910.4%Retail/WholesaleIVViShares Core S&P 500 ETF$770,925$5,067 â–²0.7%1,0650.4%ETFAAPLApple$688,689$24,096 â–²3.6%2,4580.3%Computer and TechnologySBUXStarbucks$685,934$325,758 â–²90.4%6,4770.3%Retail/WholesaleELVElevance Health$671,050$45,084 â–¼-6.3%1,8010.3%MedicalDISWalt Disney$658,259$4,020 â–¼-0.6%6,3860.3%Consumer DiscretionaryMAMastercard$635,695$17,342 â–¼-2.7%1,2830.3%Business ServicesMSCIMSCI$588,850$588,850 â–²New Holding1,0000.3%FinanceABNBAirbnb$527,400$3,400 â–²0.6%3,7230.2%Consumer DiscretionaryQCOMQualcomm$502,974$885 â–¼-0.2%2,8420.2%Computer and TechnologySPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$489,2510.0%5,5940.2%ETFCOSTCostco Wholesale$474,415$179,044 â–¼-27.4%4690.2%Retail/WholesaleVTIVanguard Total Stock Market ETF$471,447$313,706 â–¼-40.0%1,3270.2%ETFMASMasco$463,915$463,915 â–²New Holding6,5120.2%ConstructionSCHFSchwab International Equity ETF$435,150$58,043 â–²15.4%16,3960.2%ETFNVDANVIDIA$434,804$434,804 â–²New Holding2,1910.2%Computer and TechnologySPGIS&P Global$426,060$426,060 â–²New Holding1,0000.2%FinanceCRMSalesforce$421,240$421,240 â–²New Holding2,2920.2%Computer and TechnologyQQQInvesco QQQ$418,6710.0%6210.2%FinanceCORCencora$403,063$7,903 â–²2.0%1,3260.2%MedicalADSKAutodesk$389,494$16,127 â–¼-4.0%1,5940.2%Computer and TechnologyAPDAir Products and Chemicals$379,917$21,374 â–²6.0%1,2620.2%Basic MaterialsARIApollo Commercial Real Estate Finance$351,7300.0%31,8600.2%FinanceIYYiShares Dow Jones U.S. ETF$350,560$47,326 â–¼-11.9%2,0000.2%ETFCHKPCheck Point Software Technologies$345,591$8,588 â–¼-2.4%3,0180.2%Computer and TechnologyCDNSCadence Design Systems$340,940$340,940 â–²New Holding1,0000.2%Computer and TechnologyAONAON$311,510$311,510 â–²New Holding1,0000.1%FinanceADBEAdobe$308,624$13,789 â–¼-4.3%1,2310.1%Computer and TechnologyCEGConstellation Energy$307,810$307,810 â–²New Holding1,0000.1%EnergyDXCMDexCom$300,615$16,012 â–²5.6%4,9000.1%MedicalSYKStryker$295,997$295,997 â–²New Holding1,0040.1%MedicalNLYAnnaly Capital Management$293,774$479 â–¼-0.2%12,8740.1%FinanceICEIntercontinental Exchange$292,168$292,168 â–²New Holding1,8880.1%FinanceCVXChevron$288,721$11,816 â–¼-3.9%1,5150.1%EnergyUBERUber Technologies$276,817$276,817 â–²New Holding3,6850.1%Computer and TechnologyBRK.BBerkshire Hathaway$262,9940.0%5560.1%FinancePANWPalo Alto Networks$257,496$257,496 â–²New Holding1,4220.1%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$233,595$13,333 â–¼-5.4%3,3990.1%ETFUWMProShares Ultra Russell 2000$230,202$5,818 â–¼-2.5%3,9170.1%ETFIYHiShares U.S. Healthcare ETF$221,196$221,196 â–²New Holding3,6220.1%ETFTTWOTake-Two Interactive Software$216,030$216,030 â–²New Holding1,0000.1%Consumer DiscretionaryAJGArthur J. Gallagher & Co.$208,110$208,110 â–²New Holding1,0000.1%FinanceRSGRepublic Services$206,560$206,560 â–²New Holding1,0000.1%Business ServicesWALMART INC$204,878$204,878 â–²New Holding1,5570.1%COMABRArbor Realty Trust$160,4150.0%20,2290.1%FinanceRCReady Capital$31,3260.0%16,1480.0%FinanceDHCDiversified Healthcare Trust$0$396,902 â–¼-100.0%00.0%FinanceRGTIRigetti Computing$0$256,795 â–¼-100.0%00.0%Computer and TechnologyREMiShares Mortgage Real Estate ETF$0$243,306 â–¼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. 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