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HFR Wealth Management, LLC

Location
NISKAYUNA, NY
Portfolio Value
Small $432,256,024
Diversification
Diversified
Filing Date
Global Rank
#4,212 / 8,795 ▼ 588 · as of Jun 2026
Top Industry
Electronic Components 10.5%
Period ended 3 months ago
Filed Aug 7, 2026 · 2mo
21 quarters · since Jun 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

52 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
10.4%
+2.6 pts
Top 5
29.1%
+2.4 pts
Top 10
46.8%
+2.3 pts
HHI
395
Sep 2023 → Jun 2026 · range 306 – 445
Diversified+33

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Technology 20.1% $86,694,890
Industrials 19.0% $82,067,562
Consumer Cyclical 17.2% $74,380,178
Financial Services 10.6% $45,737,356
Consumer Defensive 10.0% $43,263,037
Healthcare 9.4% $40,845,995
Utilities 8.2% $35,311,091
Basic Materials 5.2% $22,263,387
Energy 0.2% $859,207
Unclassified 0.1% $621,918
Communication Services 0.0% $211,403

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
3 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
4 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
No qualifying positions this quarter.

Portfolio Positions

Export CSV View 13F filing
52 tracked positions · $432,256,024 total · filing declares 53 positions · $409,691,759 · as of Jun 30, 2026
Showing 1–50 of 52 positions by value · page 1 of 2
Ticker Company Shares Value (USD) % of Portfolio History

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.