HFR Wealth Management, LLC
HFR Wealth Management, LLC reported 53 positions worth $409.7M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: APH (5.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | APH | SH | $22.6M | 5.51% | 127,977 | — | — | |
| ▸ 2 | AAPL | SH | $22.3M | 5.45% | 77,226 | — | — | |
| ▸ 3 | AMZN | SH | $22.0M | 5.37% | 92,387 | — | — | |
| ▸ 4 | TJX | SH | $19.6M | 4.79% | 129,485 | — | — | |
| ▸ 5 | COST | SH | $16.7M | 4.08% | 17,850 | — | — | |
| ▸ 6 | CTAS | SH | $16.4M | 4.00% | 96,378 | — | — | |
| ▸ 7 | SCHW | SH | $15.5M | 3.78% | 167,634 | — | — | |
| ▸ 8 | V | SH | $15.3M | 3.74% | 44,666 | — | — | |
| ▸ 9 | LII | SH | $14.8M | 3.61% | 25,825 | — | — | |
| ▸ 10 | PG | SH | $14.3M | 3.50% | 97,734 | — | — |
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Frequently Asked Questions
What stocks does HFR Wealth Management, LLC hold as of Q2 2026?
HFR Wealth Management, LLC reported 53 positions worth $409.7M in its Q2 2026 13F filing. Largest positions: APH (5.5%), AAPL (5.5%), AMZN (5.4%), TJX (4.8%) and COST (4.1%).
What did HFR Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did HFR Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.