HF Advisory Group, LLC
SEC Form 13F institutional filer · CIK 0001963169
13F-HR · 98 reported holdings · 2026-03-31
Reported long-US-equity value
$0.19B
Top-10 concentration
29.9%
HF Advisory Group, LLC — $186M AUM allocation strategy
HF Advisory Group, LLC files SEC Form 13F and reports $186M of long US equity value across 98 reported holdings for 2026-03-31.
Its largest sector bet is Communication Services 10.6%, followed by Financials 9.6% and Consumer Staples 6.1%.
The top 10 holdings account for 30% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
HF Advisory Group, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$186M
total across 98 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
30% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$DOC +25.7K sh · −$1.06M+$GIS +10.5K sh · −$2.35M+$T +10.4K sh · −$1.95M
Biggest trims (shares)
−$GOOGL −3.94K sh · −$9.73M−$PM −3.62K sh · −$4.55M−$AMAT −2.63K sh · −$2.69M
Exited to nil (held last quarter, gone now)
$EBAY ($2.06M last qtr)$UNH ($1.09M last qtr)$FISV ($662K last qtr)$VTI ($402K last qtr)$DE ($291K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Integrated Telecommunication Services5.3%—
- Interactive Media & Services5.2%—
- Diversified Banks5.2%—
- Systems Software3.3%—
- Broadline Retail2.5%—
- Multi-Sector Holdings2.5%—
- Integrated Oil & Gas2.4%—
- Personal Care Products2.2%—
- Other holdings71.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $VZ | Verizon Communications Inc | 129K | $6.5M | +4.14K | 3.5% |
| $MSFT | Microsoft Corporation | 16.5K | $6.11M | +3.45K | 3.3% |
| $GOOGL | Alphabet Inc | 20.4K | $5.86M | -3.94K | 3.1% |
| $JPM | JP Morgan Chase & Co | 18.1K | $5.33M | +1.22K | 2.9% |
| $AMZN | Amazon.com Inc | 22.7K | $4.73M | +2.41K | 2.5% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 9.8K | $4.7M | +944 | 2.5% |
| $XOM | ExxonMobil Holdings Corporation | 25.9K | $4.39M | -1.76K | 2.4% |
| $WFC | Wells Fargo & Company | 54.6K | $4.35M | -319 | 2.3% |
| $KVUE | Kenvue Inc | 240K | $4.13M | +9.39K | 2.2% |
…and 89 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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