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CIK: 0001963169
Total reported value
$323.5M
$323.5M
168 檔
11.0%
During the Q4 2025 filing period, HF Advisory Group, LLC (CIK: 0001963169) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $323.5M across 168 reported positions.
In Q4 2025, HF Advisory Group, LLC displayed an active expansion posture, initiating 3 new positions and adding to 31 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.07% | +0.07% | +4.09% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.67% | +0.04% | -4.69% | |
| 3 | FALN | Ishares Fallen Angels ETF | ETF-Other | 2.34% | +0.03% | +9.29% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.20% | -0.09% | +1.90% | |
| 5 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 2.11% | +0.01% | +7.84% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.90% | -0.06% | +7.08% | |
| 7 | WFC | Wells Fargo & Co | Stock-Financials | 1.79% | +0.08% | +5.51% | |
| 8 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.78% | -0.40% | +16.93% | |
| 9 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.73% | +0.01% | +11.47% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.63% | -0.05% | +21.97% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.55% | -0.06% | -10.86% | |
| 12 | TRP | Tc Energy CORP | Stock-Energy | 1.52% | -0.11% | +9.47% | |
| 13 | PAGP | Plains Gp Holdings Lp-cl A | Stock-Energy | 1.51% | -0.30% | +16.85% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.47% | +0.07% | +1.25% | |
| 15 | CAPE | Doubleline Shiller Cape US | ETF-Other | 1.43% | +0.05% | +6.56% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.41% | -0.11% | +5.55% | |
| 17 | PM | Philip Morris International | Stock-Consumer Staples | 1.39% | +0.01% | +27.85% | |
| 18 | KVUE | Kenvue Inc | Stock-Consumer Staples | 1.39% | +0.12% | +47.59% | |
| 19 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.35% | +0.13% | +0.56% | |
| 20 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.31% | -0.05% | +1.18% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.23% | +0.18% | -0.93% | |
| 22 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.21% | +0.05% | +2.00% | |
| 23 | SHEL | Shell Plc-adr | Stock-Energy | 1.18% | -0.40% | +9.67% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.16% | -0.43% | +8.46% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 1.12% | +0.03% | -1.97% | |
| 26 | SO | Southern Co/the | Stock-Utilities | 1.08% | -0.05% | +10.68% | |
| 27 | TFC | Truist Financial CORP | Stock-Financials | 1.07% | +0.07% | +8.55% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.06% | +0.12% | +5.51% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.06% | -0.17% | +7.77% | |
| 30 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.06% | +0.07% | +1.69% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 1.03% | +0.01% | -2.77% | |
| 32 | VOD | Vodafone Group Plc-sp Adr | Stock-Comm Services | 1.03% | -0.18% | +7.32% | |
| 33 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.03% | +0.10% | +5.01% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 1.01% | +0.32% | -19.31% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 1.00% | +0.03% | -0.51% | |
| 36 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 0.95% | +0.03% | +16.07% | |
| 37 | T | At&t Inc | Stock-Comm Services | 0.92% | -0.31% | +15.08% | |
| 38 | KRC | Kilroy Realty CORP | Stock-Real Estate | 0.91% | +0.25% | +1.02% | |
| 39 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.88% | -0.07% | +3.58% | |
| 40 | AMAT | Applied Materials Inc | Stock-Tech | 0.87% | +0.55% | -15.53% | |
| 41 | NI | Nisource Inc | Stock-Utilities | 0.86% | -0.02% | +8.62% | |
| 42 | COP | Conocophillips | Stock-Energy | 0.84% | -0.43% | +20.29% | |
| 43 | ELV | Elevance Health Inc | Stock-Healthcare | 0.83% | +0.10% | -15.94% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.81% | +0.16% | -2.55% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.79% | +0.02% | +5.15% | |
| 46 | GIS | General Mills Inc | Stock-Consumer Staples | 0.79% | +0.15% | +298.98% | |
| 47 | LYG | Lloyds Banking Group Plc-adr | Stock-Financials | 0.78% | +0.13% | +4.86% | |
| 48 | PFE | Pfizer Inc | Stock-Healthcare | 0.77% | -0.14% | -40.31% | |
| 49 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.76% | — | +4.01% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.76% | +0.21% | -8.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GIS | General Mills Inc | +0.6% | +298.98% | Add |
| 2 | KVUE | Kenvue Inc | +0.5% | +47.59% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.4% | -4.69% | Trim |
| 4 | AMZN | Amazon.com Inc | +0.3% | +21.97% | Add |
| 5 | PM | Philip Morris International | +0.2% | +27.85% | Add |
| 6 | PAGP | Plains Gp Holdings Lp-cl A | +0.2% | +16.85% | Add |
| 7 | WFC | Wells Fargo & Co | +0.2% | +5.51% | Add |
| 8 | VOD | Vodafone Group Plc-sp Adr | +0.1% | +7.32% | Add |
| 9 | BTI | British American Tob-sp Adr | +0.1% | +16.07% | Add |
| 10 | LLY | Eli Lilly & Co | +0.1% | -8.91% | Trim |
| 11 | TFC | Truist Financial CORP | +0.1% | +8.55% | Add |
| 12 | LYG | Lloyds Banking Group Plc-adr | +0.1% | +4.86% | Add |
| 13 | XOM | Exxon Mobil CORP | +0.1% | +8.46% | Add |
| 14 | COP | Conocophillips | +0.1% | +20.29% | Add |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +5.51% | Add |
| 16 | SPHY | Ss Spdr P High Yield ETF | +0.1% | +11.47% | Add |
| 17 | SHEL | Shell Plc-adr | +0.1% | +9.67% | Add |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | +7.08% | Add |
| 19 | TRP | Tc Energy CORP | +0.1% | +9.47% | Add |
| 20 | GILD | Gilead Sciences Inc | +0.1% | +3.58% | Add |
| 21 | IQV | Iqvia Holdings Inc | +0.1% | -0.29% | Trim |
| 22 | MAR | Marriott International -cl A | +0.1% | +0.07% | Add |
| 23 | CAH | Cardinal Health Inc | +0.1% | +0.95% | Add |
| 24 | ADI | Analog Devices Inc | +0.1% | +5.03% | Add |
| 25 | NVS | Novartis Ag-sponsored Adr | +0.1% | +8.91% | Add |
| 26 | FALN | Ishares Fallen Angels ETF | +0.1% | +9.29% | Add |
| 27 | VZ | Verizon Communications Inc | +0.1% | +16.93% | Add |
| 28 | PEP | Pepsico Inc | +0.1% | +7.77% | Add |
| 29 | CMCSA | Comcast Corp-class A | +0.1% | +21.33% | Add |
| 30 | DGRO | Ishares Core Dividend Growth | 0% | +4.09% | Add |
| 31 | RTX | Rtx CORP | 0% | -1.97% | Trim |
| 32 | LGLV | Spdr US Lc Low Vol Idx | 0% | +7.84% | Add |
| 33 | VEEV | Veeva Systems Inc-class A | -0.1% | -10.01% | Trim |
| 34 | ELV | Elevance Health Inc | -0.1% | -15.94% | Trim |
| 35 | FISV | Fiserv Inc | -0.1% | -16.52% | Trim |
| 36 | UNH | Unitedhealth Group Inc | -0.1% | -38.82% | Trim |
| 37 | ABNB | Airbnb Inc-class A | -0.1% | -40.20% | Trim |
| 38 | KRC | Kilroy Realty CORP | -0.2% | +1.02% | Add |
| 39 | META | Meta Platforms Inc-class A | -0.2% | +5.55% | Add |
| 40 | MA | Mastercard Inc - A | -0.2% | -23.71% | Trim |
| 41 | MSFT | Microsoft CORP | -0.2% | +1.90% | Add |
| 42 | V | Visa Inc-class A Shares | -0.3% | -19.31% | Trim |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -10.86% | Trim |
| 44 | ORCL | Oracle CORP | -0.4% | -15.38% | Trim |
| 45 | UPS | United Parcel Service-cl B | -0.5% | -61.66% | Trim |
| 46 | PFE | Pfizer Inc | -0.6% | -40.31% | Trim |
| 47 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 48 | UL | Unilever PLC | — | EXIT | Sold out |
| 49 | DOC | Healthpeak Properties Inc | — | NEW | New buy |
| 50 | KHC | Kraft Heinz Co/the | — | NEW | New buy |
According to official SEC Form 13F filings, HF Advisory Group, LLC reported a total U.S. public equity portfolio value of $323.5M across 168 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DGRO, GOOG, FALN) accounted for 11.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
UL
市值: $2.0M
Top Position Liquidated / Trimmed
UL
前期市值: $1.9M
During Q4 2025, HF Advisory Group, LLC's top holdings by market value included DGRO (3.1%)、GOOG (2.7%)、FALN (2.3%). The largest single position, DGRO, represented 3.1% of total portfolio value.
In Q4 2025, HF Advisory Group, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 31 positions, trimming 15 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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