HFG Advisors, Inc.

Q3 2026 13F-HR Holdings

Location
Cincinatti, OH
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
120
Total value ($000)
$157,706
Net value change ($000)
-2,569 (-1.6%)
New positions
10
Sold out positions
7
Turnover %
5.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
DFA INVT DIMENSIONS GROUP IN 2,004 NEW
MSFT 421 37.5%
OMF 335 NEW
SMCI 282 NEW
BUFQ 257 13.4%
NAVIOS MARITIME PARTNERS L P 254 NEW
TCAF 248 7.5%
XOM 228 NEW
AAPL 228 15.1%
CVX 226 NEW
Top Reduces (Value $000, Stocks/ETFs)
IWB -2,921 -59.6%
DFSV -1,935 -100.0%
LNC -823 -100.0%
SHV -588 -33.7%
BIL -427 -23.8%
SNDK -368 -100.0%
GE -263 -16.4%
GEV -236 -19.1%
CSCO -215 -100.0%
VB -212 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type