Hf Advisory Group, LLC Portfolio Holdings

Hf Advisory Group, LLC

  • $287 Billion
  • Q4 2025

Hf Advisory Group, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $287 Billion distributed in 168 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 $8.79B, Alphabet Inc. with a value of $7.65B, Ishares Tr Fallen Angels Usd B with a value of $6.7B, Microsoft Corp with a value of $6.31B, and Spdr Ssga Us Large Cap Low Vol with a value of $6.03B.

Examining the 13F form we can see an decrease of $15.1B in the current position value, from $302B to 287B.

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 $287 Billion
ETFs: $87.1 Billion
Financial Services: $32.4 Billion
Technology: $29.7 Billion
Communication Services: $26.9 Billion
Healthcare: $23.7 Billion
Energy: $19.8 Billion
Consumer Cyclical: $17.8 Billion
Consumer Defensive: $16.6 Billion
Other: $24.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.79 Billion 3.07% of portfolio
126,655
Q4 2025 Reduced 35.88%
$1.74T
$7.65 Billion 2.67% of portfolio
24,376
Q4 2025 Reduced 92.06%
$0
$6.7 Billion 2.34% of portfolio
245,583
Q4 2025 Reduced 17.0%
$3.78T
$6.31 Billion 2.2% of portfolio
13,042
Q4 2025 Reduced 94.96%
$0
$6.03 Billion 2.11% of portfolio
34,372
Q4 2025 Reduced 79.9%
$881B
$5.45 Billion 1.9% of portfolio
16,906
Q4 2025 Reduced 80.55%
$317B
$5.12 Billion 1.79% of portfolio
54,950
Q4 2025 Reduced 56.22%
$172B
$5.1 Billion 1.78% of portfolio
125,325
Q4 2025 Reduced 24.46%
$0
$4.96 Billion 1.73% of portfolio
209,470
Q4 2025 Reduced 12.63%
$2.39T
$4.68 Billion 1.63% of portfolio
20,284
Q4 2025 Reduced 91.17%
$662B
$4.45 Billion 1.55% of portfolio
8,857
Q4 2025 Reduced 92.39%
$55.9B
$4.36 Billion 1.52% of portfolio
79,188
Q4 2025 Reduced 20.16%
$3.47B
$4.32 Billion 1.51% of portfolio
225,551
Q4 2025 Reduced 15.29%
$0
$4.21 Billion 1.47% of portfolio
52,531
Q4 2025 Reduced 60.92%
$0
$4.11 Billion 1.43% of portfolio
127,353
Q4 2025 Reduced 19.07%
$1.37T
$4.05 Billion 1.41% of portfolio
6,141
Q4 2025 Reduced 97.43%
$237B
$3.98 Billion 1.39% of portfolio
24,798
Q4 2025 Reduced 80.12%
$191B
$3.87 Billion 1.35% of portfolio
722
Q4 2025 Reduced 99.65%
$167B
$3.76 Billion 1.31% of portfolio
37,601
Q4 2025 Reduced 82.26%
$0
$3.52 Billion 1.23% of portfolio
5,729
Q4 2025 Reduced 81.05%
$0
$3.47 Billion 1.21% of portfolio
13,816
Q4 2025 Reduced 59.14%
$270B
$3.38 Billion 1.18% of portfolio
45,951
Q4 2025 Reduced 24.61%
$490B
$3.33 Billion 1.16% of portfolio
27,647
Q4 2025 Reduced 58.24%
$258B
$3.2 Billion 1.12% of portfolio
17,440
Q4 2025 Reduced 61.07%
$98.6B
$3.1 Billion 1.08% of portfolio
35,551
Q4 2025 Reduced 29.67%
$59.5B
$3.06 Billion 1.07% of portfolio
62,280
Q4 2025 Reduced 16.72%
$0
$3.03 Billion 1.06% of portfolio
20,361
Q4 2025 Reduced 81.53%
$204B
$3.04 Billion 1.06% of portfolio
21,203
Q4 2025 Reduced 55.81%
$1.46T
$3.04 Billion 1.06% of portfolio
10,014
Q4 2025 Reduced 94.89%
$0
$2.95 Billion 1.03% of portfolio
33,067
Q4 2025 Reduced 47.57%
$34B
$2.96 Billion 1.03% of portfolio
223,712
Q4 2025 Reduced 5.29%
$4.3T
$2.96 Billion 1.03% of portfolio
10,891
Q4 2025 Reduced 7.18%
$533B
$2.89 Billion 1.01% of portfolio
8,228
Q4 2025 Reduced 93.41%
$465B
$2.86 Billion 1.0% of portfolio
15,356
Q4 2025 Reduced 0.51%
$123B
$2.72 Billion 0.95% of portfolio
48,054
Q4 2025 Reduced 23.79%
$181B
$2.65 Billion 0.92% of portfolio
106,515
Q4 2025 Reduced 21.22%
$4.77B
$2.61 Billion 0.91% of portfolio
69,929
Q4 2025 Reduced 17.66%
$156B
$2.53 Billion 0.88% of portfolio
20,576
Q4 2025 Reduced 37.79%
$197B
$2.51 Billion 0.87% of portfolio
9,758
Q4 2025 Reduced 92.27%
$17.4B
$2.48 Billion 0.86% of portfolio
59,281
Q4 2025 Reduced 17.42%
$113B
$2.41 Billion 0.84% of portfolio
25,724
Q4 2025 Reduced 66.18%
$78.2B
$2.37 Billion 0.83% of portfolio
6,767
Q4 2025 Reduced 95.57%
$0
$2.33 Billion 0.81% of portfolio
3,091
Q4 2025 Reduced 96.46%
$28.1B
$2.26 Billion 0.79% of portfolio
48,576
Q4 2025 Reduced 38.63%
$1.29T
$2.28 Billion 0.79% of portfolio
5,067
Q4 2025 Added 5.15%
$81.3B
$2.23 Billion 0.78% of portfolio
421,216
Q4 2025 Reduced 2.88%
$141B
$2.22 Billion 0.77% of portfolio
89,146
Q4 2025 Reduced 27.15%
$104B
$2.17 Billion 0.76% of portfolio
37,653
Q4 2025 Reduced 37.56%
$971B
$2.18 Billion 0.76% of portfolio
2,025
Q4 2025 Reduced 83.16%

Summary

  • Portfolio
  • No. of Stocks 168
  • Current Value $287 Billion
  • Prior Value $302 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR/A
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 143 stocks
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