HF Advisory Group, LLC

All 13F Filings

Location
Annapolis, MD
Most recent 13F
Q3 2026
Holdings value ($000)
335,788
Description
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Website
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Founded
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Chairman
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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
Q3 2026 10/9/2026 174 335,788 13F-HR HF Advisory Group, LLC
Q2 2026 7/8/2026 168 323,490 13F-HR HF Advisory Group, LLC
Q1 2026 4/21/2026 166 293,445 13F-HR HF Advisory Group, LLC
Q4 2025 1/23/2026 168 286,637 13F-HR/A - RESTATEMENT HF Advisory Group, LLC
Q4 2025 1/16/2026 174 301,713 13F-HR HF Advisory Group, LLC
Q3 2025 10/6/2025 166 272,322 13F-HR HF Advisory Group, LLC
Q2 2025 7/10/2025 164 253,049 13F-HR HF Advisory Group, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 244.4 K 72.8% 11.41 K 0 11.41 K
ETFs 91.41 K 27.2% 887 0 887
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Fund Snapshot

Q3 2026
Latest filed
10/9/2026
Total value ($000)
335,788
Holdings
174
QoQ value change ($000)
12,298 (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.