HF Advisory Group, LLC: 13F holdings

CIK 19631692026Q2

Positions168
Reported value$323.5m
Filed2026-07-09

Change since last quarter

Positions168 (+2 vs prior quarter)
Reported value$323.5m (+10.2%)

Top 10 holdings

SecuritySharesValueWeight
DGRO ISHARES TR136,472$10.3m3.2%
FALN ISHARES TR294,108$8.0m2.5%
LGLV SPDR SERIES TRUST37,892$6.9m2.1%
GOOG ALPHABET INC18,657$6.6m2.0%
MSFT MICROSOFT CORP17,237$6.4m2.0%
SPHY SPDR SERIES TRUST253,222$5.9m1.8%
VZ VERIZON COMMUNICATIONS INC137,974$5.8m1.8%
JPM JPMORGAN CHASE & CO17,377$5.7m1.8%
TRP TC ENERGY CORP81,661$5.4m1.7%
PAGP PLAINS GP HLDGS L P211,872$5.1m1.6%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1963169")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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