HFR Wealth Management, LLC
All 13F Filings
- Location
- Niskayuna, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 407,350
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/4/2026 | 49 | 407,350 | 13F-HR | HFR Wealth Management, LLC |
| Q4 2025 | 2/11/2026 | 50 | 423,604 | 13F-HR | HFR Wealth Management, LLC |
| Q3 2025 | 11/10/2025 | 51 | 436,220 | 13F-HR | HFR Wealth Management, LLC |
| Q2 2025 | 8/12/2025 | 51 | 413,966 | 13F-HR | HFR Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 398.1 K | 97.7% | 0 | 14.74 K | -14.74 K |
| ETFs | 348 | 0.1% | 22 | 0 | 22 |
| Other | 8.937 K | 2.2% | 0 | 1.531 K | -1.531 K |
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Fund Snapshot
Q1 2026
Latest filed
5/4/2026
Total value ($000)
407,350
Holdings
49
QoQ value change ($000)
-16,254
(-3.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.