HFR Wealth Management, LLC
All 13F Filings
- Location
- Niskayuna, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 423,604
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 412.8 K | 97.5% | 0 | 12.88 K | -12.88 K |
| ETFs | 326 | 0.1% | 4 | 0 | 4 |
| Other | 10.47 K | 2.5% | 266 | 0 | 266 |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
423,604
Holdings
50
QoQ value change ($000)
-12,616
(-2.9%)
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.