Hf Advisory Group, LLC Portfolio Holdings

Hf Advisory Group, LLC

  • $302 Billion
  • Q4 2025

Hf Advisory Group, LLC has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $302 Billion distributed in 174 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $8.86B, Alphabet Inc. with a value of $7.94B, Ishares Tr Fallen Angels Usd B with a value of $6.75B, Microsoft Corp with a value of $6.74B, and Spdr Ssga Us Large Cap Low Vol with a value of $6.17B.

Examining the 13F form we can see an increase of $29.4B in the current position value, from $272B to 302B.

Hf Advisory Group, LLC is based out at Annapolis, MD

Below you can find more details about Hf Advisory Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $302 Billion
ETFs: $89.1 Billion
Financial Services: $33.5 Billion
Technology: $31.4 Billion
Communication Services: $27.7 Billion
Healthcare: $24.5 Billion
Energy: $20 Billion
Consumer Cyclical: $18.6 Billion
Consumer Defensive: $17 Billion
Other: $25.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.74T
$7.94 Billion 2.63% of portfolio
307,102
Q4 2025 Added 1,100.74%
$3.78T
$6.74 Billion 2.23% of portfolio
258,798
Q4 2025 Added 1,922.02%
$881B
$5.65 Billion 1.87% of portfolio
86,929
Q4 2025 Added 450.6%
$317B
$5.28 Billion 1.75% of portfolio
125,521
Q4 2025 Added 141.02%
$172B
$5.15 Billion 1.71% of portfolio
165,908
Q4 2025 Added 54.79%
$2.39T
$4.89 Billion 1.62% of portfolio
229,637
Q4 2025 Added 1,280.86%
$662B
$4.57 Billion 1.52% of portfolio
116,311
Q4 2025 Added 1,070.6%
$55.9B
$4.38 Billion 1.45% of portfolio
99,188
Q4 2025 Added 37.12%
$3.47B
$4.36 Billion 1.44% of portfolio
266,276
Q4 2025 Added 37.95%
$1.37T
$4.29 Billion 1.42% of portfolio
239,015
Q4 2025 Added 4,008.2%
$237B
$4.08 Billion 1.35% of portfolio
124,758
Q4 2025 Added 543.22%
$191B
$4.07 Billion 1.35% of portfolio
204,298
Q4 2025 Added 28,353.76%
$167B
$3.93 Billion 1.3% of portfolio
211,910
Q4 2025 Added 470.23%
$490B
$3.37 Billion 1.12% of portfolio
66,207
Q4 2025 Added 159.73%
$270B
$3.39 Billion 1.12% of portfolio
60,952
Q4 2025 Added 45.47%
$258B
$3.33 Billion 1.1% of portfolio
44,800
Q4 2025 Added 151.81%
$4.3T
$3.19 Billion 1.06% of portfolio
11,733
Q4 2025 Added 4.75%
$98.6B
$3.12 Billion 1.03% of portfolio
50,551
Q4 2025 Added 57.38%
$533B
$3.1 Billion 1.03% of portfolio
124,929
Q4 2025 Added 1,125.15%
$59.5B
$3.08 Billion 1.02% of portfolio
74,780
Q4 2025 Added 30.34%
$204B
$3.07 Billion 1.02% of portfolio
47,984
Q4 2025 Added 143.88%
$34B
$2.97 Billion 0.98% of portfolio
236,212
Q4 2025 Added 13.32%
$465B
$2.86 Billion 0.95% of portfolio
15,356
Q4 2025 Reduced 0.51%
$123B
$2.74 Billion 0.91% of portfolio
63,053
Q4 2025 Added 52.29%
$181B
$2.7 Billion 0.89% of portfolio
135,205
Q4 2025 Added 46.08%
$197B
$2.62 Billion 0.87% of portfolio
126,191
Q4 2025 Added 992.37%
$4.77B
$2.63 Billion 0.87% of portfolio
84,929
Q4 2025 Added 22.69%
$78.2B
$2.59 Billion 0.86% of portfolio
152,705
Q4 2025 Added 1,796.96%
$156B
$2.54 Billion 0.84% of portfolio
33,076
Q4 2025 Added 66.51%
$17.4B
$2.49 Billion 0.82% of portfolio
71,782
Q4 2025 Added 31.52%
$113B
$2.46 Billion 0.81% of portfolio
76,064
Q4 2025 Added 255.69%
$1.29T
$2.28 Billion 0.76% of portfolio
5,067
Q4 2025 Added 5.15%
$28.1B
$2.29 Billion 0.76% of portfolio
79,156
Q4 2025 Added 550.15%
$141B
$2.25 Billion 0.75% of portfolio
122,370
Q4 2025 Reduced 18.07%
$81.3B
$2.24 Billion 0.74% of portfolio
433,716
Q4 2025 Added 7.97%
$177B
$2.2 Billion 0.73% of portfolio
45,713
Q4 2025 Added 267.2%
$104B
$2.19 Billion 0.73% of portfolio
60,298
Q4 2025 Added 80.67%
$971B
$2.19 Billion 0.72% of portfolio
12,025
Q4 2025 Added 440.94%
$94.5B
$2.04 Billion 0.68% of portfolio
64,154
Q4 2025 Added 1,035.27%
$237B
$2.03 Billion 0.67% of portfolio
105,176
Q4 2025 Added 1,252.92%
$41B
$1.99 Billion 0.66% of portfolio
154,618
Q4 2025 Added 1,791.58%
$118B
$1.9 Billion 0.63% of portfolio
49,693
Q4 2025 Added 661.58%
$5.44B
$1.9 Billion 0.63% of portfolio
162,544
Q4 2025 Added 347.68%
$121B
$1.74 Billion 0.58% of portfolio
44,910
Q4 2025 Added 2,069.57%
$120B
$1.73 Billion 0.57% of portfolio
99,372
Q4 2025 Added 113.27%
$283B
$1.68 Billion 0.56% of portfolio
54,741
Q4 2025 Added 400.97%
$92.7B
$1.7 Billion 0.56% of portfolio
5,465
Q4 2025 Added 0.07%
$130B
$1.64 Billion 0.55% of portfolio
71,708
Q4 2025 Added 131.54%
$128B
$1.64 Billion 0.54% of portfolio
59,447
Q4 2025 Added 290.2%

Summary

  • Portfolio
  • No. of Stocks 174
  • Current Value $302 Billion
  • Prior Value $272 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 16, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 9 stocks
  • Additional Purchases 154 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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