Institutional filer · SEC 13F · Q4 2024
H&H Retirement Design & Management INC
The reported 13F portfolio of H&H Retirement Design & Management INC (CIK 1802635) - top holdings, how concentrated the book is, and what changed last quarter.
- $164.6M
- Reported book
- 76
- Positions
- #237
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, H&H Retirement Design & Management INC ranks #237 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2024 the reported book is $164.6M across 76 positions, a moderately concentrated portfolio.
- $164.6M
- reported 13F value
- 76
- disclosed positions
- 18.4%
- in SPDR SER TR
- #237
- of 360 filers
Top-5 share 38.1% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, H&H Retirement Design & Management INC ranks #237 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where H&H Retirement Design & Management INC sits by disclosed position count
H&H Retirement Design & Management INC reports 76 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
H&H Retirement Design & Management INC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
76 216th of 360 higher than 144 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
H&H Retirement Design & Management INC reports a book ($0.16B) spread across 76 disclosed positions -- more than the 72-position median among similarly sized filers, a broadly diversified book relative to its size.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1802635 · Q4 2024 $165M book
BOOK-LIGHT · POS-FOCUS · CONC-HEAVY · LEAD-DOM · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #237/360
- POS-FOCUS 76 names
- CONC-HEAVY 38% top-5
- LEAD-DOM 18.4% SPDR SER TR
- PHOTO-FINISH Pantera Partners
- TREND-FLAT Book steady
- FY-SNAPSHOT Q4 2024
Photo-finish peer on reported book: Pantera Capital Partners LP
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · H&H Retirement Design & Management INC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$164.6M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | SPDR SER TR | $30.4M | 18.4% |
| 2 | VANGUARD WORLD FD | $11.4M | 6.9% |
| 3 | ISHARES TR | $7.5M | 4.5% |
| 4 | VANGUARD SCOTTSDALE FDS | $6.8M | 4.1% |
| 5 | VANGUARD BD INDEX FDS | $6.8M | 4.1% |
| 6 | SELECT SECTOR SPDR TR | $5.6M | 3.4% |
| 7 | WISDOMTREE TR | $5.5M | 3.4% |
| 8 | ISHARES TR | $5.3M | 3.2% |
| 9 | WISDOMTREE TR | $5.2M | 3.1% |
| 10 | SELECT SECTOR SPDR TR | $5.0M | 3.0% |
| 11 | SELECT SECTOR SPDR TR | $5.0M | 3.0% |
| 12 | SELECT SECTOR SPDR TR | $4.4M | 2.7% |
| 13 | SELECT SECTOR SPDR TR | $4.4M | 2.6% |
| 14 | SELECT SECTOR SPDR TR | $4.1M | 2.5% |
| 15 | SELECT SECTOR SPDR TR | $4.0M | 2.4% |
| 16 | INVESCO EXCHANGE TRADED FD T | $3.4M | 2.0% |
| 17 | ISHARES TR | $3.1M | 1.9% |
| 18 | SELECT SECTOR SPDR TR | $3.0M | 1.8% |
| 19 | ISHARES TR | $2.1M | 1.3% |
| 20 | VANGUARD MALVERN FDS | $1.7M | 1.0% |
| 21 | ISHARES TR | $1.7M | 1.0% |
| 22 | VANGUARD BD INDEX FDS | $1.5M | 0.9% |
| 23 | SELECT SECTOR SPDR TR | $1.5M | 0.9% |
| 24 | INVESCO EXCHANGE TRADED FD T | $1.4M | 0.9% |
| 25 | SPDR SER TR | $1.4M | 0.8% |
Latest Quarter Trades · Q4 2024
New positions (76)
Frequently Asked Questions
- How big is H&H Retirement Design & Management INC's 13F portfolio?
- H&H Retirement Design & Management INC reports $164.6M of long US-equity positions across 76 securities as of Q4 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does H&H Retirement Design & Management INC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, H&H Retirement Design & Management INC ranks #237 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is H&H Retirement Design & Management INC's largest position?
- H&H Retirement Design & Management INC's largest reported position is SPDR SER TR at $30.4M, about 18.4% of its reported book as of Q4 2024.
- What did H&H Retirement Design & Management INC trade last quarter?
- In its Q4 2024 filing, H&H Retirement Design & Management INC opened 76 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for H&H Retirement Design & Management INC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($164.6M here).
Similar holding count
Nearest filers by number of disclosed positions (76 here).
Using this filing
- The rankings sort every tracked filer the same way H&H Retirement Design & Management INC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Pantera Capital Partners LP reported the nearest book value ($164.2M) this quarter, a useful scale comparison for H&H Retirement Design & Management INC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.