Arkolith/Funds/HF Advisory Group, LLC

HF Advisory Group, LLC

CIK 1963169
Holdings as of Jun 30, 2026·disclosed Jul 9, 2026·~9-day 13F lag·13F-HR
Active Filer

HF Advisory Group, LLC holds a diversified book of 168 stocks worth $323.5M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Thermo Fisher Scientific Inc and trimmed Alphabet Inc-CL C. Their largest long position is Ishares Core Dividend Growth at 3% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
8
new positions
Added to
120
existing
Trimmed
38
reduced
Sold out
6
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
12%
Top 10 holdings
20%
Top 20 holdings
35%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

68% mapped to company sectors

ETF / fund or unclassified
32%
Information Technology
14%
Financials
10%
Industrials
9%
Health Care
7%
Consumer Staples
6%
Utilities
5%
Communication Services
4%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

168 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE DIV GRWTH
$10.3M136.5K
3.2%
+4.3%
Added · +6K sh
2Ishares TR
FALN ANGLS USD
$8.0M294.1K
2.5%
+9.4%
Added · +25K sh
3SPDR Series Trust
ST STR R1K LOWV
$6.9M37.9K
2.1%
+8.4%
Added · +3K sh
4Alphabet Inc
CAP STK CL C
$6.6M18.7K
2.0%
−8.7%
Reduced · −2K sh
5Microsoft Corp
COM
$6.4M17.2K
2.0%
+4.5%
Added · +743 sh
6SPDR Series Trust
ST PORT HIGH ETF
$5.9M253.2K
1.8%
+10%
Added · +24K sh
7Verizon Communications Inc
COM
$5.8M138.0K
1.8%
+6.6%
Added · +9K sh
8JPMorgan Chase & Co
COM
$5.7M17.4K
1.8%
−4.1%
Reduced · −746 sh
9TC Energy Corp
COM
$5.4M81.7K
1.7%
−2.4%
Reduced · −2K sh
10Plains GP Hldgs L P
LTD PARTNR INT A
$5.1M211.9K
1.6%
−7.1%
Reduced · −16K sh
11Amazon Com Inc
COM
$5.0M21.1K
1.6%
−6.9%
Reduced · −2K sh
12Wells Fargo & Co
COM
$5.0M60.9K
1.6%
+11%
Added · +6K sh
13Berkshire Hathaway Inc Del
CL B NEW
$5.0M9.9K
1.5%
+1.3%
Added · +123 sh
14Kenvue Inc
COM
$5.0M259.6K
1.5%
+8.4%
Added · +20K sh
15Doubleline ETF Trust
SHIL CAP U S ETF
$4.9M149.6K
1.5%
+8.7%
Added · +12K sh
16SPDR Series Trust
ST STR P500ETF
$4.6M52.9K
1.4%
+0.8%
Added · +429 sh
17Applied Matls Inc
COM
$4.5M6.2K
1.4%
−13%
Reduced · −955 sh
18Southern Co
COM
$4.3M44.8K
1.3%
+6.5%
Added · +3K sh
19Invesco QQQ TR
UNIT SER 1
$4.2M5.7K
1.3%
−0.1%
Reduced · −5 sh
20Booking Holdings Inc
COM
$4.1M22.9K
1.3%
29×
Added · +22K sh
21Meta Platforms Inc
CL A
$4.0M7.1K
1.2%
+2.9%
Added · +197 sh
22RTX Corporation
COM
$3.9M20.7K
1.2%
+15%
Added · +3K sh
23Visa Inc
COM CL A
$3.9M11.4K
1.2%
+33%
Added · +3K sh
24Philip Morris Intl Inc
COM
$3.9M21.4K
1.2%
+1.0%
Added · +210 sh
25Taiwan Semiconductor Manufac
SPONSORED ADS
$3.9M8.1K
1.2%
−13%
Reduced · −1K sh
26Kilroy Realty Corp
COM
$3.9M102.8K
1.2%
+5.2%
Added · +5K sh
27Schwab Charles Corp
COM
$3.8M41.3K
1.2%
+7.5%
Added · +3K sh
28SPDR Series Trust
ST STR CONV ETF
$3.8M34.8K
1.2%
+2.0%
Added · +682 sh
29Shell PLC
SPON ADS
$3.7M48.1K
1.2%
−1.9%
Reduced · −922 sh
30Vanguard World FD
MEGA CAP INDEX
$3.7M13.6K
1.2%
−0.3%
Reduced · −37 sh
31Pepsico Inc
COM
$3.5M25.8K
1.1%
+9.4%
Added · +2K sh
32Exxon Mobil Corp
COM
$3.5M25.4K
1.1%
−1.9%
Reduced · −504 sh
33British Amern Tob PLC
SPONSORED ADR
$3.4M55.1K
1.1%
+8.0%
Added · +4K sh
34Truist Finl Corp
COM
$3.4M67.5K
1.0%
+8.4%
Added · +5K sh
35Ishares TR
ESG AWR MSCI USA
$3.4M20.5K
1.0%
+2.1%
Added · +430 sh
36Nisource Inc
COM
$3.3M69.4K
1.0%
+6.6%
Added · +4K sh
37Altria Group Inc
COM
$3.1M43.0K
1.0%
+3.6%
Added · +2K sh
38Apple Inc
COM
$3.0M10.5K
0.9%
−2.5%
Reduced · −271 sh
39Nvidia Corporation
COM
$3.0M15.1K
0.9%
+0.1%
Added · +12 sh
40Texas Instrs Inc
COM
$3.0M10.0K
0.9%
−19%
Reduced · −2K sh
41Gilead Sciences Inc
COM
$3.0M23.5K
0.9%
+12%
Added · +3K sh
42Vodafone Group PLC
SPONSORED ADR
$2.9M220.1K
0.9%
+4.6%
Added · +10K sh
43General Mills Inc
COM
$2.9M83.3K
0.9%
+41%
Added · +24K sh
44Healthpeak Properties Inc
COM
$2.8M130.4K
0.9%
+9.2%
Added · +11K sh
45Vanguard World FD
INF TECH ETF
$2.8M23.1K
0.9%
+694%
Added · +20K sh
46AT&T Inc
COM
$2.7M132.0K
0.8%
+13%
Added · +15K sh
47Eli Lilly & Co
COM
$2.7M2.2K
0.8%
+14%
Added · +278 sh
48Wisdomtree TR
US MIDCAP DIVID
$2.6M46.8K
0.8%
+2.1%
Added · +982 sh
49Elevance Health Inc Formerly
COM
$2.6M6.8K
0.8%
−4.3%
Reduced · −306 sh
50Unilever PLC
SPON ADR NEW
$2.6M43.4K
0.8%
+21%
Added · +8K sh
Showing 50 of 168 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 9, 2026168$323.5M13F-HR
Q1 2026Mar 31, 2026Apr 21, 2026166$293.4M13F-HR
Q4 2025Dec 31, 2025Jan 23, 2026168$286.6M13F-HR/A
Q3 2025Sep 30, 2025Oct 6, 2025166$272.3M13F-HR
Q2 2025Jun 30, 2025Jul 10, 2025164$253.0M13F-HR
Q1 2025Mar 31, 2025Apr 10, 2025160$228.8M13F-HR
Q4 2024Dec 31, 2024Jan 15, 2025159$217.6M13F-HR
Amended / restated
  • Q4 2025 · filed Jan 16, 202613F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.