HF Advisory Group, LLC
All 13F Filings
- Location
- Annapolis, MD
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 286,637
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 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 | 268 K | 93.5% | 23.45 K | 0 | 23.45 K |
| ETFs | 11.67 K | 4.1% | 0 | 9.616 K | -9.616 K |
| Other | 6.926 K | 2.4% | 474 | 0 | 474 |
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Fund Snapshot
Q4 2025
Latest filed
1/23/2026
Total value ($000)
286,637
Holdings
168
QoQ value change ($000)
14,315
(5.3%)
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.