HFR Wealth Management, LLC
All 13F Filings
- Location
- Niskayuna, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 409,692
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 53 | 409,692 | 13F-HR | HFR Wealth Management, LLC |
| 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 | 400.8 K | 97.8% | 2.762 K | 0 | 2.762 K |
| ETFs | 622 | 0.2% | 274 | 0 | 274 |
| Other | 8.241 K | 2.0% | 0 | 696 | -696 |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
409,692
Holdings
53
QoQ value change ($000)
2,342
(0.6%)
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.