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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.86 Billion 2.94% of portfolio
197,525
Q4 2025 Added 62.33%
$0
$6.75 Billion 2.24% of portfolio
295,873
Q4 2025 Added 31.67%
$0
$6.17 Billion 2.05% of portfolio
171,046
Q4 2025 Added 436.63%
$0
$4.99 Billion 1.65% of portfolio
239,760
Q4 2025 Added 27.59%
$0
$4.3 Billion 1.42% of portfolio
134,405
Q4 2025 Added 159.05%
$0
$4.14 Billion 1.37% of portfolio
157,353
Q4 2025 Added 31.66%
$0
$3.54 Billion 1.17% of portfolio
30,229
Q4 2025 Added 422.72%
$0
$3.49 Billion 1.16% of portfolio
33,816
Q4 2025 Added 149.66%
$0
$3.12 Billion 1.04% of portfolio
110,237
Q4 2025 Added 450.55%
$0
$2.98 Billion 0.99% of portfolio
63,067
Q4 2025 Added 100.29%
$0
$2.41 Billion 0.8% of portfolio
87,378
Q4 2025 Added 2,654.67%
$0
$2.2 Billion 0.73% of portfolio
62,304
Q4 2025 Added 53.19%
$0
$1.89 Billion 0.63% of portfolio
47,958
Q4 2025 Added 99.87%
$0
$1.84 Billion 0.61% of portfolio
106,681
Q4 2025 Added 758.12%
$0
$1.69 Billion 0.56% of portfolio
47,755
Q4 2025 Added 75.63%
$0
$1.54 Billion 0.51% of portfolio
45,348
Q4 2025 Added 56.42%
$0
$1.48 Billion 0.49% of portfolio
32,054
Q4 2025 Added 66.14%
$0
$1.39 Billion 0.46% of portfolio
31,222
Q4 2025 Added 97.21%
$0
$1.38 Billion 0.46% of portfolio
17,806
Q4 2025 Added 557.53%
$0
$1.35 Billion 0.45% of portfolio
1,984
Q3 2025 Reduced 4.43%
$0
$1.32 Billion 0.44% of portfolio
61,269
Q4 2025 Added 31.44%
$0
$1.28 Billion 0.42% of portfolio
47,455
Q4 2025 Added 218.11%
$0
$1.23 Billion 0.41% of portfolio
25,267
Q4 2025 Added 102.14%
$0
$1.2 Billion 0.4% of portfolio
39,812
Q4 2025 Added 47.11%
$0
$1.22 Billion 0.4% of portfolio
101,881
Q4 2025 Added 62.15%
$0
$1.11 Billion 0.37% of portfolio
64,165
Q4 2025 Added 741.51%
$0
$999 Million 0.33% of portfolio
30,941
Q4 2025 Added 321.31%
$0
$906 Million 0.3% of portfolio
26,239
Q4 2025 Added 450.55%
$0
$875 Million 0.29% of portfolio
32,853
Q4 2025 Added 180.84%
$0
$701 Million 0.23% of portfolio
31,860
Q4 2025 Added 176.06%
$0
$687 Million 0.23% of portfolio
12,092
Q4 2025 Reduced 3.15%
$0
$594 Million 0.2% of portfolio
27,612
Q4 2025 Added 194.87%
$0
$614 Million 0.2% of portfolio
26,597
Q4 2025 Added 232.13%
$0
$605 Million 0.2% of portfolio
17,483
Q4 2025 Added 730.94%
$0
$593 Million 0.2% of portfolio
49,876
Q4 2025 Added 300.93%
$0
$596 Million 0.2% of portfolio
2,214
Q4 2025 Reduced 2.55%
$0
$553 Million 0.18% of portfolio
14,621
Q4 2025 Added 58.18%
$0
$469 Million 0.16% of portfolio
11,899
Q4 2025 Added 757.89%
$0
$434 Million 0.14% of portfolio
2,892
Q4 2025 Added 17.04%
$0
$435 Million 0.14% of portfolio
14,177
Q4 2025 Added 710.11%
$0
$372 Million 0.12% of portfolio
13,906
Q4 2025 Added 59.91%
$0
$349 Million 0.12% of portfolio
19,922
Q4 2025 Added 42.65%
$0
$339 Million 0.11% of portfolio
23,981
Q4 2025 Added 8.1%
$0
$338 Million 0.11% of portfolio
14,961
Q4 2025 Added 4.46%
$0
$342 Million 0.11% of portfolio
3,634
Q4 2025 Added 15.88%
$0
$289 Million 0.1% of portfolio
3,929
Q4 2025 Added 11.97%
$0
$297 Million 0.1% of portfolio
1,437
Q4 2025 Added 4.51%
$0
$269 Million 0.09% of portfolio
3,455
Q4 2025 Added 20.13%
$0
$263 Million 0.09% of portfolio
875
Q4 2025 Reduced 3.42%

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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