HF Advisory Group, LLC
•CIK: 1963169•Filing: Q4 2025
**HF Advisory Group, LLC** manages $287M across a diversified portfolio of 168 positions. The firm maintains significant exposure to technology and financial sectors, evidenced by top holdings including GOOG ($7.6M) and MSFT ($6.3M). Notable allocations also include DGRO ($8.8M) and a concentrated banking sector presence with JPM ($5.4M) and WFC ($5.1M). This structure suggests a core focus on established, large-cap growth and financial stability.
Total AUM
$286.6M
QoQ Performance
+5.3%
Positions
130
Top 10 Concentration
21.2%
Latest Filing
Q4 2025
Top Holdings Allocation
DGRO3.1%
GOOG2.7%
FALN2.3%
MSFT2.2%
LGLV2.1%
JPM1.9%
WFC1.8%
BAC1.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other58.9%
Technology11.2%
Financial10.3%
Consumer5.2%
Healthcare3.9%
Consumer Staples2.3%
Industrial2.1%
Energy2.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑107 increased
↓56 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023