Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HF Advisory Group, LLC (CIK 1963169) reported $293.4M across 166 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DGRO ($9.2M, 3.13%), FALN ($7.2M, 2.45%), VZ ($6.5M, 2.21%), LGLV ($6.2M, 2.12%), MSFT ($6.1M, 2.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES TR | $9.2M | 3.13% | 130,852 | Added |
| 2 | FALN | ISHARES TR | $7.2M | 2.45% | 268,800 | Added |
| 3 | VZ | VERIZON COMMUNICATIONS INC | $6.5M | 2.21% | 129,463 | Added |
| 4 | LGLV | SPDR SERIES TRUST | $6.2M | 2.12% | 34,968 | Added |
| 5 | MSFT | MICROSOFT CORP | $6.1M | 2.08% | 16,494 | Added |
| 6 | GOOG | ALPHABET INC | $5.9M | 2.00% | 20,435 | Trimmed |
| 7 | PAGP | PLAINS GP HLDGS L P | $5.5M | 1.89% | 228,046 | Added |
| 8 | JPM | JPMORGAN CHASE & CO | $5.3M | 1.82% | 18,123 | Added |
| 9 | SPHY | SPDR SERIES TRUST | $5.3M | 1.82% | 229,199 | Added |
| 10 | TRP | TC ENERGY CORP | $5.2M | 1.78% | 83,668 | Added |
| 11 | AMZN | AMAZON COM INC | $4.7M | 1.61% | 22,690 | Added |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.7M | 1.60% | 9,801 | Added |
| 13 | SHEL | SHELL PLC | $4.6M | 1.55% | 49,035 | Added |
| 14 | XOM | EXXON MOBIL CORP | $4.4M | 1.50% | 25,884 | Trimmed |
| 15 | WFC | WELLS FARGO & CO | $4.3M | 1.48% | 54,631 | Trimmed |
| 16 | CAPE | DOUBLELINE ETF TRUST | $4.2M | 1.45% | 137,689 | Added |
| 17 | KVUE | KENVUE INC | $4.1M | 1.41% | 239,546 | Added |
| 18 | SO | SOUTHERN CO | $4.1M | 1.38% | 42,063 | Added |
| 19 | SPLG | SPDR SERIES TRUST | $4.0M | 1.37% | 52,460 | Trimmed |
| 20 | META | META PLATFORMS INC | $3.9M | 1.34% | 6,883 | Added |
| 21 | PEP | PEPSICO INC | $3.7M | 1.25% | 23,617 | Added |
| 22 | SCHW | SCHWAB CHARLES CORP | $3.6M | 1.23% | 38,372 | Added |
| 23 | PM | PHILIP MORRIS INTL INC | $3.5M | 1.19% | 21,174 | Trimmed |
| 24 | RTX | RTX CORPORATION | $3.5M | 1.18% | 17,992 | Added |
| 25 | T | AT&T INC | $3.4M | 1.15% | 116,875 | Added |
Source: SEC Form 13F filings · as of 2026-03-31