Institutional Manager · CIK 0002078477
Hutchinson Financial Advisors, INC
Glen Allen, VA · File #028-25687
Latest AUM
$101.7M
Positions
67
Top-10 Concentration
35.5%
Filings
3
Portfolio Value Over Time
2025-06
2025-09
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | DISNEY WALT CO DISNEY COM | 254687106 | -1,259,898 | -$144.3M | +$145.3M |
| ADD | WORLD GOLD TR SPDR GOLD MINISHARES TR NEW | 98149E303 | +27,959 | +$2.1M | +$226,007 |
| NEW | DOVER CORP COM | 260003108 | +8,442 | +$1.4M | $0 |
| ADD | SPDR INDEX SHS FDS SPDR PORT DEVELOPED WORLD EX-US ETF | 78463X889 | +30,659 | +$1.3M | +$71,587 |
| NEW | SPDR SER TR SPDR BLOOMBERG 1-3 MNTH T BILL ETF NEW | 78468R663 | +13,422 | +$1.2M | $0 |
| REDUCE | ENBRIDGE INC COM ISIN#CA29250N1050 | 29250N105 | -16,457 | -$830,538 | +$306,580 |
| ADD | BERKSHIRE HATHAWAY INC DEL CL B NEW | 084670702 | +1,218 | +$612,337 | +$98,783 |
| ADD | SPDR SER TR SPDR BLOOMBERG 3-12 MONTH T BILL ETF | 78468R523 | +5,973 | +$594,433 | +$2,055 |
| REDUCE | SPDR SER TR PORTFOLIO S&P 500 ETF | 78464A854 | -6,668 | -$521,297 | +$255,599 |
| REDUCE | MASTERCARD INC CL A | 57636Q104 | -825 | -$469,268 | +$78,555 |
Filing History
- 13F HOLDINGS REPORTQ/E Sep 202567 pos · $101.7M
- 13F HOLDINGS REPORT (Amended)Q/E Jun 202558 pos · $89.3M
- 13F HOLDINGS REPORTQ/E Jun 202558 pos · $88.0M
Top 20 Holdings — Sep 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP COM | 594918104 | 9,502 | $4.9M | 5.20% |
| 2 | ALPHABET INC CL A | 02079K305 | 15,645 | $3.8M | 4.02% |
| 3 | WORLD GOLD TR SPDR GOLD MINISHARES TR NEW | 98149E303 | 48,768 | $3.7M | 3.94% |
| 4 | BERKSHIRE HATHAWAY INC DEL CL B NEW | 084670702 | 7,039 | $3.5M | 3.74% |
| 5 | APPLE INC COM | 037833100 | 12,942 | $3.3M | 3.48% |
| 6 | SPDR SER TR PORTFOLIO S&P 500 ETF | 78464A854 | 39,898 | $3.1M | 3.30% |
| 7 | SPDR SER TR SPDR BLOOMBERG 3-12 MONTH T BILL ETF | 78468R523 | 28,803 | $2.9M | 3.03% |
| 8 | VISA INC COM CL A | 92826C839 | 8,378 | $2.9M | 3.02% |
| 9 | HONEYWELL INTL INC COM | 438516106 | 13,158 | $2.8M | 2.93% |
| 10 | AMAZON COM INC COM | 023135106 | 12,351 | $2.7M | 2.87% |
| 11 | SPDR INDEX SHS FDS SPDR PORT DEVELOPED WORLD EX-US ETF | 78463X889 | 63,172 | $2.7M | 2.85% |
| 12 | UBER TECHNOLOGIES INC COM | 90353T100 | 27,114 | $2.7M | 2.81% |
| 13 | BANK NEW YORK MELLON CORP COM | 064058100 | 23,932 | $2.6M | 2.76% |
| 14 | ORACLE CORP COM | 68389X105 | 8,795 | $2.5M | 2.61% |
| 15 | SCHWAB CHARLES CORP NEW COM | 808513105 | 25,347 | $2.4M | 2.56% |
| 16 | TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US8740391003 | 874039100 | 8,263 | $2.3M | 2.44% |
| 17 | ENBRIDGE INC COM ISIN#CA29250N1050 | 29250N105 | 42,434 | $2.1M | 2.26% |
| 18 | BOOKING HLDGS INC COM | 09857L108 | 394 | $2.1M | 2.25% |
| 19 | EXXON MOBIL CORP COM | 30231G102 | 18,799 | $2.1M | 2.24% |
| 20 | GENERAL DYNAMICS CORP COM | 369550108 | 5,880 | $2.0M | 2.12% |