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 $323.5M across 168 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DGRO ($10.3M, 3.20%), FALN ($8.0M, 2.48%), LGLV ($6.9M, 2.13%), GOOG ($6.6M, 2.04%), MSFT ($6.4M, 1.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES TR | $10.3M | 3.20% | 136,472 | Added |
| 2 | FALN | ISHARES TR | $8.0M | 2.48% | 294,108 | Added |
| 3 | LGLV | SPDR SERIES TRUST | $6.9M | 2.13% | 37,892 | Added |
| 4 | GOOG | ALPHABET INC | $6.6M | 2.04% | 18,657 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $6.4M | 1.99% | 17,237 | Added |
| 6 | SPHY | SPDR SERIES TRUST | $5.9M | 1.83% | 253,222 | Added |
| 7 | VZ | VERIZON COMMUNICATIONS INC | $5.8M | 1.81% | 137,974 | Added |
| 8 | JPM | JPMORGAN CHASE & CO | $5.7M | 1.76% | 17,377 | Trimmed |
| 9 | TRP | TC ENERGY CORP | $5.4M | 1.67% | 81,661 | Trimmed |
| 10 | PAGP | PLAINS GP HLDGS L P | $5.1M | 1.59% | 211,872 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $5.0M | 1.56% | 21,117 | Trimmed |
| 12 | WFC | WELLS FARGO & CO | $5.0M | 1.56% | 60,883 | Added |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.0M | 1.54% | 9,924 | Added |
| 14 | KVUE | KENVUE INC | $5.0M | 1.53% | 259,626 | Added |
| 15 | CAPE | DOUBLELINE ETF TRUST | $4.9M | 1.50% | 149,640 | Added |
| 16 | SPLG | SPDR SERIES TRUST | $4.6M | 1.44% | 52,889 | Added |
| 17 | AMAT | APPLIED MATLS INC | $4.5M | 1.38% | 6,178 | Trimmed |
| 18 | SO | SOUTHERN CO | $4.3M | 1.33% | 44,799 | Added |
| 19 | QQQ | INVESCO QQQ TR | $4.2M | 1.29% | 5,657 | Trimmed |
| 20 | BKNG | BOOKING HOLDINGS INC | $4.1M | 1.26% | 22,909 | Added |
| 21 | META | META PLATFORMS INC | $4.0M | 1.23% | 7,080 | Added |
| 22 | V | VISA INC | $3.9M | 1.21% | 11,433 | Added |
| 23 | RTX | RTX CORPORATION | $3.9M | 1.21% | 20,712 | Added |
| 24 | PM | PHILIP MORRIS INTL INC | $3.9M | 1.20% | 21,384 | Added |
| 25 | KRC | KILROY REALTY CORP | $3.9M | 1.19% | 102,793 | Added |
Source: SEC Form 13F filings · as of 2026-06-30