HFG Advisors, Inc.

Q2 2026 13F-HR Holdings

Location
Cincinatti, OH
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
117
Total value ($000)
$160,275
Net value change ($000)
+18,183 (12.8%)
New positions
13
Sold out positions
13
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FV 2,299 26.5%
RDVY 1,868 21.6%
QQQ 1,691 14.9%
BUFQ 1,349 235.4%
VOT 1,211 21.1%
FTXR 896 NEW
FTC 854 27.4%
GOOGL 824 45.1%
FYC 786 35.0%
MU 785 NEW
Top Reduces (Value $000, Stocks/ETFs)
MISL -639 -100.0%
ORI -522 -100.0%
FTXN -358 -100.0%
TSM -331 -100.0%
AVGO -327 -45.8%
MSFT -324 -22.4%
VG -316 -64.6%
SHV -289 -14.2%
CVS -249 -100.0%
MA -246 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type