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CIK: 0001911087
Total reported value
$160.3M
$160.3M
117 檔
25.6%
At the close of Q1 2026, HFG Advisors, Inc. disclosed equity holdings valued at approximately $160.3M, spread across 117 reported holdings.
In Q1 2026, HFG Advisors, Inc. displayed an active expansion posture, initiating 15 new positions and adding to 50 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, FV, RDVY) accounted for 25.6% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.98% | +0.15% | -3.24% | |
| 2 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 6.11% | +0.74% | +0.14% | |
| 3 | RDVY | First Trust Rising Dividend | ETF-Other | 6.07% | +0.48% | +22.20% | |
| 4 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 4.37% | -0.63% | +1.77% | |
| 5 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 4.35% | -0.14% | +3.55% | |
| 6 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 4.04% | +0.30% | +3.91% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.99% | +0.07% | +1.21% | |
| 8 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.23% | +0.20% | +1.75% | |
| 9 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 2.19% | +0.29% | +1.38% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.98% | -0.16% | +4.12% | |
| 11 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 1.97% | +0.10% | +2.38% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.97% | -0.06% | +2.77% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.96% | -0.23% | -3.92% | |
| 14 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 1.89% | -0.10% | +2.40% | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 1.84% | -0.17% | +5.29% | |
| 16 | HDV | Ishares Core High Dividend E | ETF-Other | 1.71% | -0.24% | +1.10% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.59% | +0.03% | -2.91% | |
| 18 | FYC | First Trust Small Cap Growth | ETF-Small Cap | 1.58% | +0.31% | +1.30% | |
| 19 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.43% | -0.34% | +2.94% | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.38% | -0.26% | +64.34% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.35% | +0.06% | +2.07% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.29% | +0.36% | +16.00% | |
| 23 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.19% | +0.02% | +3.26% | |
| 24 | PFF | Ishares Preferred & Income S | ETF-Other | 1.18% | -0.14% | -3.45% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.04% | +0.01% | — | |
| 26 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.03% | +0.08% | — | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 1.02% | -0.32% | +51.06% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.97% | -0.03% | +25.72% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.97% | +0.05% | — | |
| 30 | GE | General Electric | Stock-Industrials | 0.94% | +0.06% | +9.77% | |
| 31 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.91% | +0.01% | +3.99% | |
| 32 | FXO | First Trust Financial Alphad | ETF-Other | 0.89% | — | +5.23% | |
| 33 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.88% | -0.01% | +11.51% | |
| 34 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 0.87% | -0.08% | — | |
| 35 | FXU | First Trust Utilities Alphad | ETF-Other | 0.81% | -0.09% | +10.54% | |
| 36 | EPD | Enterprise Products Partners | Stock-Energy | 0.81% | -0.11% | -9.00% | |
| 37 | ET | Energy Transfer LP | Stock-Energy | 0.71% | -0.09% | -24.65% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.71% | +0.03% | — | |
| 39 | GEV | GE Vernova Inc | Stock-Industrials | 0.69% | +0.08% | +5.76% | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.69% | -0.01% | +1.24% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.64% | +0.01% | -8.51% | |
| 42 | FTCS | First Trust Capital Strength | ETF-Other | 0.62% | -0.06% | -52.66% | |
| 43 | LNC | Lincoln National CORP | Stock-Financials | 0.58% | -0.07% | +2.99% | |
| 44 | IYF | Ishares US Financials ETF | ETF-Other | 0.58% | -0.02% | — | |
| 45 | FITB | Fifth Third Bancorp | Stock-Financials | 0.51% | +0.04% | +1.43% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.50% | -0.26% | +143.76% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.49% | -0.01% | — | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.48% | +0.04% | -0.63% | |
| 49 | MISL | First Trust Indxx Aero & Def | ETF-Other | 0.45% | -0.45% | EXIT | |
| 50 | FBT | First Trust Nyse Arca Biotec | ETF-Other | 0.44% | +0.05% | — |
According to official SEC Form 13F filings, HFG Advisors, Inc. reported a total U.S. public equity portfolio value of $160.3M across 117 disclosed positions in Q1 2026.
During Q1 2026, HFG Advisors, Inc.'s top holdings by market value included QQQ (8.0%)、FV (6.1%)、RDVY (6.1%). The largest single position, QQQ, represented 8.0% of total portfolio value.
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Top New Position Initiated
PAAA
市值: $1.2M
Top Position Liquidated / Trimmed
BINC
前期市值: $1.1M
In Q1 2026, HFG Advisors, Inc. made 94 total portfolio adjustments, initiating 15 new buys, adding to 50 positions, trimming 21 holdings, and fully liquidating 8 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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