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 Market Cap. of $200 Billions or more

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%
$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%
$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%
$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%
$1.46T
$3.23 Billion 1.07% of portfolio
195,780
Q4 2025 Added 1,962.8%
$4.3T
$3.19 Billion 1.06% of portfolio
11,733
Q4 2025 Added 4.75%
$533B
$3.1 Billion 1.03% of portfolio
124,929
Q4 2025 Added 1,125.15%
$204B
$3.07 Billion 1.02% of portfolio
47,984
Q4 2025 Added 143.88%
$465B
$2.86 Billion 0.95% of portfolio
15,356
Q4 2025 Reduced 0.51%
$971B
$2.19 Billion 0.72% of portfolio
12,025
Q4 2025 Added 440.94%
$237B
$2.03 Billion 0.67% of portfolio
105,176
Q4 2025 Added 1,252.92%
$283B
$1.68 Billion 0.56% of portfolio
54,741
Q4 2025 Added 400.97%
$512B
$1.58 Billion 0.52% of portfolio
119,719
Q4 2025 Added 3,480.11%
$593B
$1.43 Billion 0.47% of portfolio
53,685
Q4 2025 Added 538.57%
$413B
$1.34 Billion 0.44% of portfolio
52,426
Q4 2025 Added 129.14%
$522B
$967 Million 0.32% of portfolio
19,887
Q4 2025 Added 305.86%
$306B
$664 Million 0.22% of portfolio
16,886
Q4 2025 Added 89.88%
$300B
$576 Million 0.19% of portfolio
60,149
Q4 2025 Added 2,251.41%
$1.65T
$392 Million 0.13% of portfolio
1,252
Q4 2025 Reduced 3.32%
$291B
$363 Million 0.12% of portfolio
5,770
Q4 2025 Added 703.62%
$404B
$293 Million 0.1% of portfolio
339
Q3 2025 Reduced 2.59%
$367B
$223 Million 0.07% of portfolio
647
Q4 2025 Added 1.25%

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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