HFR Wealth Management, LLC holds a diversified book of 53 reported positions worth $409.7M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened SS SPDR S&P 500 ETF Trust-US and trimmed Amphenol Corp-CL A. Their largest long position is Amphenol Corp-CL A at 6% of the reported non-option book. Cloning the disclosed picks since 2025 would be +0% (+0.2%/yr). That is a simulation of the disclosed long book, not audited returns.
HFR Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 2.3 points over this window.
Growth of $10,000 cloning HFR Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+3 sectors below the cut, under 0.5% together
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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as HFR Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 49 / 53 | $274.0B |
| Hoffman, Alan N Investment Management | 5 / 53 | $139.4M |
| Armstrong Henry H Associates Inc | 22 / 53 | $831.0M |
| Emerald Advisors, LLC | 23 / 53 | $624.6M |
| Independent Investors Inc | 21 / 53 | $410.0M |
| 9823 Capital, L.P. | 6 / 53 | $114.4M |
| New World Advisors LLC | 28 / 53 | $453.9M |
| H&H International Investment, LLC | 5 / 53 | $14.3B |
Ranked by the share of each fund's own book sitting in the names it shares with HFR Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Amphenol Corp CL A | $22.6M | 128.0K | 5.5% | ▼−2.8% Reduced · −4K sh | |
| 2 | Apple Inc COM | $22.3M | 77.2K | 5.5% | ▼−3.4% Reduced · −3K sh | |
| 3 | Amazon Com Inc COM | $22.0M | 92.4K | 5.4% | ▼−1.7% Reduced · −2K sh | |
| 4 | TJX Cos Inc New COM | $19.6M | 129.5K | 4.8% | ▼−4.2% Reduced · −6K sh | |
| 5 | Costco Wholesale Corporation COM | $16.7M | 17.9K | 4.1% | ▼−2.5% Reduced · −457 sh | |
| 6 | Cintas Corp COM | $16.4M | 96.4K | 4.0% | ▼−1.1% Reduced · −1K sh | |
| 7 | Schwab Charles Corp COM | $15.5M | 167.6K | 3.8% | ▼−1.5% Reduced · −3K sh | |
| 8 | Visa Inc COM CL A | $15.3M | 44.7K | 3.7% | ▼−1.4% Reduced · −621 sh | |
| 9 | Lennox Intl Inc COM | $14.8M | 25.8K | 3.6% | ▼−0.8% Reduced · −215 sh | |
| 10 | Procter & Gamble Co COM | $14.3M | 97.7K | 3.5% | ▼−2.4% Reduced · −2K sh | |
| 11 | Dover Corp COM | $13.9M | 61.8K | 3.4% | ▼−1.8% Reduced · −1K sh | |
| 12 | Amgen Inc COM | $13.6M | 37.6K | 3.3% | ▼−1.1% Reduced · −424 sh | |
| 13 | Packaging Corp Amer COM | $12.7M | 53.3K | 3.1% | ▼−1.2% Reduced · −657 sh | |
| 14 | Union Pac Corp COM | $12.6M | 46.3K | 3.1% | ▼−1.0% Reduced · −479 sh | |
| 15 | Waste Mgmt Inc Del COM | $12.5M | 55.9K | 3.0% | ▼−1.8% Reduced · −1K sh | |
| 16 | Berkshire Hathaway Inc Del CL B NEW | $12.1M | 24.1K | 2.9% | ▼−1.4% Reduced · −354 sh | |
| 17 | Duke Energy Corp New COM NEW | $11.9M | 93.9K | 2.9% | ▼−3.9% Reduced · −4K sh | |
| 18 | Wec Energy Group Inc COM | $11.7M | 100.5K | 2.9% | ▼−1.0% Reduced · −1K sh | |
| 19 | Tootsie Roll Inds Inc COM | $11.7M | 295.3K | 2.9% | ▲+1.9% Added · +6K sh | |
| 20 | NextEra Energy Inc COM | $11.4M | 130.4K | 2.8% | ▼−0.9% Reduced · −1K sh | |
| 21 | Rollins Inc COM | $11.1M | 266.6K | 2.7% | ▼−0.8% Reduced · −2K sh | |
| 22 | RPM Intl Inc COM | $10.9M | 98.1K | 2.7% | ▼−0.3% Reduced · −330 sh | |
| 23 | Air Products And Chemicals I COM | $10.7M | 36.3K | 2.6% | ▼−0.4% Reduced · −156 sh | |
| 24 | Automatic Data Processing In COM | $10.6M | 47.6K | 2.6% | ▼−0.3% Reduced · −170 sh | |
| 25 | Veralto Corp COM SHS | $9.5M | 106.8K | 2.3% | ▼−3.2% Reduced · −4K sh | |
| 26 | Schein Henry Inc COM | $9.5M | 113.2K | 2.3% | ▼−1.7% Reduced · −2K sh | |
| 27 | Steris PLC SHS USD | $8.2M | 39.1K | 2.0% | ▼−3.2% Reduced · −1K sh | |
| 28 | Tractor Supply Co COM | $8.2M | 260.5K | 2.0% | ▲+0.4% Added · +1K sh | |
| 29 | Danaher Corp Del COM | $8.0M | 42.2K | 2.0% | ▲+0.1% Added · +56 sh | |
| 30 | Intuit COM | $7.9M | 30.3K | 1.9% | ▼−3.1% Reduced · −988 sh | |
| 31 | Berkshire Hathaway Inc Del CL A | $2.2M | 3 | 0.5% | —Held | |
| 32 | RTX Corporation COM | $879K | 4.6K | 0.2% | ▼−0.1% Reduced · −7 sh | |
| 33 | Standex Intl Corp COM | $766K | 2.1K | 0.2% | ▼−1.4% Reduced · −30 sh | |
| 34 | Johnson & Johnson COM | $732K | 2.9K | 0.2% | —Held | |
| 35 | Barrick MNG Corp COM SHS | $706K | 19.2K | 0.2% | —Held | |
| 36 | JPMorgan Chase & Co COM | $617K | 1.9K | 0.2% | —Held | |
| 37 | Eaton Corp PLC SHS | $507K | 1.2K | 0.1% | ▼−7.3% Reduced · −94 sh | |
| 38 | Home Depot Inc COM | $472K | 1.3K | 0.1% | —Held | |
| 39 | Exxon Mobil Corp COM | $444K | 3.3K | 0.1% | —Held | |
| 40 | Chevron Corporation COM | $415K | 2.5K | 0.1% | —Held | |
| 41 | Unitedhealth Group Inc COM | $409K | 985 | 0.1% | ▼−9.6% Reduced · −105 sh | |
| 42 | Ishares TR CORE S&P MCP ETF | $398K | 5.2K | 0.1% | —Held | |
| 43 | Abbvie Inc COM | $356K | 1.4K | 0.1% | ▼−1.4% Reduced · −20 sh | |
| 44 | Deere & Co COM | $336K | 529 | 0.1% | —Held | |
| 45 | McCormick & Co Inc COM NON VTG | $288K | 5.7K | 0.1% | —Held | |
| 46 | Philip Morris Intl Inc COM | $267K | 1.5K | 0.1% | —Held | |
| 47 | Broadcom Inc COM | $241K | 639 | 0.1% | ▼−5.9% Reduced · −40 sh | |
| 48 | Spire Inc COM | $237K | 3.0K | 0.1% | —Held | |
| 49 | State STR SPDR S&P 500 ETF T TR UNIT | $224K | 300 | 0.1% | ▲New New position | |
| 50 | International Business Machs COM | $220K | 783 | 0.1% | ▲New New position |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.