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 $220.08 million in total holdings as of June 30, 2026.H&H Retirement Design & Management Inc owns shares of 97 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 7.30% of the portfolio was purchased this quarter.About 4.08% of the portfolio was sold this quarter.This quarter, H&H Retirement Design & Management Inc has purchased 94 new stocks and bought additional shares in 46 stocks.H&H Retirement Design & Management Inc sold shares of 29 stocks and completely divested from 9 stocks this quarter.Largest Holdings SPDR Bloomberg Convertible Securities ETF $38,225,332Vanguard Extended Duration Treasury ETF $13,315,155iShares TIPS Bond ETF $8,610,664Vanguard Long-Term Bond ETF $8,178,053Vanguard Long-Term Corporate Bond ETF $7,972,861 Largest New Holdings this Quarter 46625H100 - JPMorgan Chase & Co. $522,764 Holding615369105 - Moody's $483,240 Holding64110L106 - Netflix $449,585 Holding12503M108 - Cboe Global Markets $339,104 Holding053015103 - Automatic Data Processing $273,370 Holding Largest Purchases this Quarter Vanguard Extended Duration Treasury ETF 39,455 shares (about $2.38M)SPDR Bloomberg Convertible Securities ETF 17,020 shares (about $1.67M)iShares TIPS Bond ETF 7,464 shares (about $804.39K)Vanguard Long-Term Corporate Bond ETF 9,038 shares (about $650.83K)Vanguard Long-Term Bond ETF 9,604 shares (about $636.07K) Largest Sales this Quarter Vanguard Long-Term Treasury ETF 20,536 shares (about $1.09M)Meta Platforms 1,298 shares (about $760.12K)Ecolab 2,095 shares (about $594.06K)Applied Materials 1,244 shares (about $542.93K)Technology Select Sector SPDR Fund 2,075 shares (about $345.63K) 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$38,225,332$1,674,599 â–²4.6%388,50817.4%ETFEDVVanguard Extended Duration Treasury ETF$13,315,155$2,375,588 â–²21.7%221,1456.1%ETFTIPiShares TIPS Bond ETF$8,610,664$804,390 â–²10.3%79,8993.9%ETFBLVVanguard Long-Term Bond ETF$8,178,053$636,071 â–²8.4%123,4803.7%ETFVCLTVanguard Long-Term Corporate Bond ETF$7,972,861$650,825 â–²8.9%110,7193.6%ETFDESWisdomTree U.S. SmallCap Dividend Fund$7,720,598$240,325 â–²3.2%189,5093.5%ETFXLPConsumer Staples Select Sector SPDR Fund$7,645,910$477,422 â–²6.7%87,5223.5%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$7,506,731$273,461 â–²3.8%76,7253.4%ETFXLVHealth Care Select Sector SPDR Fund$7,212,483$493,732 â–²7.3%43,3863.3%ETFXLIIndustrial Select Sector SPDR Fund$6,777,679$75,257 â–²1.1%38,3663.1%ETFXLEEnergy Select Sector SPDR Fund$6,593,334$193,721 â–²3.0%112,4183.0%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$6,231,219$589,345 â–²10.4%119,2122.8%ETFXLBMaterials Select Sector SPDR Fund$5,951,016$173,794 â–²3.0%115,0182.7%ETFXLKTechnology Select Sector SPDR Fund$5,639,249$345,634 â–¼-5.8%33,8552.6%ETFXLUUtilities Select Sector SPDR Fund$4,924,417$208,607 â–²4.4%109,6512.2%ETFFLOTiShares Floating Rate Bond ETF$4,719,0880.0%92,5132.1%ETFPRFInvesco RAFI US 1000 ETF$4,697,232$189,390 â–²4.2%86,4102.1%ETFIWBiShares Russell 1000 ETF$4,096,930$284,681 â–²7.5%10,2611.9%ETFXLYConsumer Discretionary Select Sector SPDR Fund$3,588,700$239,403 â–²7.1%32,1541.6%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,400,872$247,402 â–²11.5%46,0471.1%ETFPIDInvesco International Dividend Achievers ETF$2,064,009$20,550 â–²1.0%87,8850.9%ETFSDYSPDR S&P Dividend ETF$2,038,906$20,350 â–¼-1.0%12,9250.9%ETFSTIPiShares 0-5 Year TIPS Bond ETF$1,980,922$206,773 â–²11.7%19,5340.9%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,964,751$169,211 â–²9.4%39,5480.9%ETFPKWInvesco BuyBack Achievers ETF$1,839,077$88,919 â–²5.1%12,5130.8%ETFXLFFinancial Select Sector SPDR Fund$1,812,773$67,335 â–²3.9%31,9830.8%ETFBSVVanguard Short-Term Bond ETF$1,769,265$160,052 â–²9.9%22,7940.8%ETFGOOGLAlphabet$1,612,086$137,707 â–¼-7.9%4,7880.7%Communication ServicesMSFTMicrosoft$1,585,127$171,439 â–¼-9.8%4,0590.7%TechnologyREZiShares Residential and Multisector Real Estate ETF$1,577,058$61,966 â–²4.1%15,9320.7%ETFIQVIQVIA$1,566,065$248,550 â–²18.9%6,3260.7%HealthcareMETAMeta Platforms$1,560,647$760,120 â–¼-32.8%2,6650.7%Communication ServicesVNQVanguard Real Estate ETF$1,494,029$41,070 â–²2.8%14,8420.7%ETFIRBOiShares Robotics and Artificial Intelligence Multisector ETF$1,470,945$148,174 â–¼-9.2%23,9840.7%ETFXLREReal Estate Select Sector SPDR Fund$1,429,457$52,349 â–²3.8%31,1020.6%ETFAMZNAmazon.com$1,412,483$194,239 â–¼-12.1%6,2320.6%Consumer DiscretionaryMORTVanEck Mortgage REIT Income ETF$1,329,517$130,517 â–²10.9%135,1140.6%ETFVVisa$1,319,590$84,064 â–¼-6.0%3,5790.6%FinanceSRVRPacer Data & Infrastructure Real Estate ETF$1,295,102$49,216 â–²4.0%42,3930.6%ETFITBiShares U.S. Home Construction ETF$1,211,152$97,259 â–²8.7%12,5400.6%ETFIDRViShares Self-Driving EV and Tech ETF$1,162,758$35,018 â–²3.1%32,9390.5%ETFSCHWCharles Schwab$1,148,184$7,104 â–¼-0.6%10,9910.5%FinanceTSMTaiwan Semiconductor Manufacturing$1,056,569$245,034 â–¼-18.8%2,8200.5%TechnologyBKNGBooking$990,100$66,020 â–²7.1%4,9190.4%Consumer DiscretionaryAAPLApple$896,330$64,942 â–²7.8%2,6500.4%TechnologyMCKMcKesson$888,5600.0%1,0000.4%HealthcareAMATApplied Materials$758,971$542,933 â–¼-41.7%1,7390.3%TechnologyIVViShares Core S&P 500 ETF$754,516$26,397 â–¼-3.4%1,0290.3%ETFMAMastercard$726,032$3,380 â–²0.5%1,2890.3%FinanceELVElevance Health$685,314$8,270 â–²1.2%1,8230.3%HealthcareAJGArthur J. Gallagher & Co.$602,358$333,448 â–²124.0%2,2400.3%FinanceDISWalt Disney$596,018$32,893 â–¼-5.2%6,0520.3%Communication ServicesICEIntercontinental Exchange$587,653$296,372 â–²101.7%3,8090.3%FinanceSPGIS&P Global$553,505$133,865 â–²31.9%1,3190.3%FinanceVGLTVanguard Long-Term Treasury ETF$546,336$1,091,078 â–¼-66.6%10,2830.2%ETFABNBAirbnb$531,863$37,793 â–¼-6.6%3,4760.2%Consumer DiscretionaryJPMJPMorgan Chase & Co.$522,764$522,764 â–²New Holding1,5170.2%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$496,1320.0%5,5940.2%ETFMCOMoody's$483,240$483,240 â–²New Holding1,0000.2%FinanceVTIVanguard Total Stock Market ETF$477,233$1,081 â–¼-0.2%1,3240.2%ETFCRMSalesforce$456,015$24,298 â–²5.6%2,4210.2%TechnologyNFLXNetflix$449,585$449,585 â–²New Holding6,1060.2%Communication ServicesSYKStryker$446,053$92,311 â–²26.1%1,2660.2%HealthcareSCHFSchwab International Equity ETF$438,4290.0%16,3960.2%ETFCORCencora$427,875$5,416 â–²1.3%1,3430.2%HealthcareCHKPCheck Point Software Technologies$426,832$5,307 â–²1.3%3,0560.2%TechnologyMASMasco$419,469$53,041 â–¼-11.2%5,7810.2%IndustrialsNVDANVIDIA$414,602$1,710 â–¼-0.4%2,1820.2%TechnologyADSKAutodesk$405,889$14,960 â–²3.8%1,6550.2%TechnologyAONAON$377,1600.0%1,0000.2%FinanceQQQInvesco QQQ$373,901$37,059 â–¼-9.0%5650.2%ETFAPDAir Products and Chemicals$370,995$294 â–¼-0.1%1,2610.2%MaterialsDXCMDexCom$356,690$11,496 â–¼-3.1%4,7470.2%HealthcareIYYiShares Dow Jones U.S. ETF$355,7100.0%2,0000.2%ETFPANWPalo Alto Networks$351,848$94,873 â–¼-21.2%1,1200.2%TechnologyCBOECboe Global Markets$339,104$339,104 â–²New Holding1,1020.2%FinanceADBEAdobe$337,981$13,698 â–²4.2%1,2830.2%TechnologyCVXChevron$294,805$4,220 â–²1.5%1,5370.1%EnergyBRK.BBerkshire Hathaway$277,492$5,601 â–¼-2.0%5450.1%FinanceADPAutomatic Data Processing$273,370$273,370 â–²New Holding1,0000.1%IndustrialsSPLBSPDR Portfolio Long Term Corporate Bond ETF$273,298$273,298 â–²New Holding12,7590.1%ETFNLYAnnaly Capital Management$271,195$25,538 â–¼-8.6%11,7660.1%FinanceECLEcolab$261,441$594,055 â–¼-69.4%9220.1%MaterialsICVTiShares Convertible Bond ETF$260,490$260,490 â–²New Holding2,3750.1%ETFCEGConstellation Energy$257,9500.0%1,0000.1%UtilitiesIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$257,444$257,444 â–²New Holding5,3690.1%ETFCOSTCostco Wholesale$247,334$209,358 â–¼-45.8%2540.1%Consumer StaplesUBERUber Technologies$242,080$20,292 â–¼-7.7%3,4000.1%IndustrialsVEEVVeeva Systems$241,591$241,591 â–²New Holding1,1620.1%HealthcareRSGRepublic Services$218,9100.0%1,0000.1%IndustrialsLOWLowe's Companies$215,680$215,680 â–²New Holding1,0000.1%Consumer DiscretionaryRMDResMed$215,361$215,361 â–²New Holding1,0050.1%HealthcareUWMProShares Ultra Russell 2000$214,419$27,691 â–¼-11.4%3,4690.1%ETFSMBVanEck Short Muni ETF$199,945$199,945 â–²New Holding11,5910.1%ETFARIApollo Commercial Real Estate Finance$180,303$29,970 â–¼-14.3%27,3190.1%FinanceABRArbor Realty Trust$102,7630.0%20,2290.0%FinanceRCReady Capital$23,2530.0%16,1480.0%FinanceFICOFair Isaac$0$1,035,500 â–¼-100.0%00.0%TechnologySBUXStarbucks$0$685,934 â–¼-100.0%00.0%Consumer DiscretionaryMSCIMSCI$0$588,850 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. 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