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Holders — by stockHoldings — by fund

HF Advisory Group, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001963169

$323.5M

disclosed book value

168

positions

3.2%

largest position share

Positions, as of 2026-06-30

top 100 of 168 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1DGROISHARES TR136,472$10.3M3.2%
2FALNISHARES TR294,108$8.0M2.5%
3LGLVSPDR SERIES TRUST37,892$6.9M2.1%
4GOOGALPHABET INC18,657$6.6M2%
5MSFTMICROSOFT CORP17,237$6.4M2%
6SPHYSPDR SERIES TRUST253,222$5.9M1.8%
7VZVERIZON COMMUNICATIONS INC137,974$5.8M1.8%
8JPMJPMORGAN CHASE & CO17,377$5.7M1.8%
9TRPTC ENERGY CORP81,661$5.4M1.7%
10PAGPPLAINS GP HLDGS L P211,872$5.1M1.6%
11AMZNAMAZON COM INC21,117$5.0M1.6%
12WFCWELLS FARGO & CO60,883$5.0M1.6%
13BRK/BBERKSHIRE HATHAWAY INC DEL9,924$5.0M1.5%
14KVUEKENVUE INC259,626$5.0M1.5%
15CAPEDOUBLELINE ETF TRUST149,640$4.9M1.5%
16SPYMSPDR SERIES TRUST52,889$4.6M1.4%
17AMATAPPLIED MATLS INC6,178$4.5M1.4%
18SOSOUTHERN CO44,799$4.3M1.3%
19QQQINVESCO QQQ TR5,657$4.2M1.3%
20BKNGBOOKING HOLDINGS INC22,909$4.1M1.3%
21METAMETA PLATFORMS INC7,080$4.0M1.2%
22RTXRTX CORPORATION20,712$3.9M1.2%
23VVISA INC11,433$3.9M1.2%
24PMPHILIP MORRIS INTL INC21,384$3.9M1.2%
25TSMTAIWAN SEMICONDUCTOR MANUFAC8,069$3.9M1.2%
26KRCKILROY REALTY CORP102,793$3.9M1.2%
27SCHWSCHWAB CHARLES CORP41,262$3.8M1.2%
28CWBSPDR SERIES TRUST34,791$3.8M1.2%
29SHELSHELL PLC48,113$3.7M1.2%
30MGCVANGUARD WORLD FD13,596$3.7M1.2%
31PEPPEPSICO INC25,846$3.5M1.1%
32EXMOCEXXON MOBIL CORP25,380$3.5M1.1%
33BTIBRITISH AMERN TOB PLC55,111$3.4M1.1%
34TFCTRUIST FINL CORP67,468$3.4M1%
35ESGUISHARES TR20,485$3.4M1%
36NINISOURCE INC69,432$3.3M1%
37MOALTRIA GROUP INC42,957$3.1M1%
38AAPLAPPLE INC10,525$3.0M0.9%
39NVDANVIDIA CORPORATION15,080$3.0M0.9%
40TXNTEXAS INSTRS INC9,976$3.0M0.9%
41GILDGILEAD SCIENCES INC23,463$3.0M0.9%
42VODVODAFONE GROUP PLC220,130$2.9M0.9%
43GISGENERAL MILLS INC83,336$2.9M0.9%
44DOCHEALTHPEAK PROPERTIES INC130,432$2.8M0.9%
45VGTVANGUARD WORLD FD23,056$2.8M0.9%
46TAT&T INC132,008$2.7M0.8%
47LLYELI LILLY & CO2,246$2.7M0.8%
48DONWISDOMTREE TR46,776$2.6M0.8%
49ELVELEVANCE HEALTH INC FORMERLY6,781$2.6M0.8%
50ULUNILEVER PLC43,377$2.6M0.8%
51LYGLLOYDS BANKING GROUP PLC445,833$2.6M0.8%
52PFEPFIZER INC102,378$2.5M0.8%
53GDGENERAL DYNAMICS CORP6,753$2.4M0.7%
54COPCONOCOPHILLIPS22,484$2.3M0.7%
55SPHQINVESCO EXCHANGE TRADED FD T25,543$2.3M0.7%
56TSLATESLA INC5,027$2.1M0.7%
57MARMARRIOTT INTL INC NEW5,674$2.1M0.7%
58ADIANALOG DEVICES INC5,176$2.1M0.6%
59COWZPACER FDS TR30,285$1.9M0.6%
60BDXBECTON DICKINSON & CO12,398$1.9M0.6%
61ONEVSPDR SERIES TRUST12,693$1.8M0.6%
62ORCLORACLE CORP12,066$1.8M0.5%
63IQVIQVIA HLDGS INC9,095$1.8M0.5%
64MEDTRONIC PLC22,412$1.8M0.5%
65SMMDISHARES TR19,037$1.7M0.5%
66CMCSACOMCAST CORP NEW69,989$1.7M0.5%
67SPABSPDR SERIES TRUST66,776$1.7M0.5%
68USFRWISDOMTREE TR33,560$1.7M0.5%
69CRMSALESFORCE INC10,647$1.7M0.5%
70MDYVSPDR SERIES TRUST17,529$1.7M0.5%
71FRELFIDELITY COVINGTON TRUST55,036$1.6M0.5%
72SNYSANOFI SA37,289$1.6M0.5%
73IMCGISHARES TR15,258$1.5M0.5%
74ENBENBRIDGE INC27,413$1.5M0.5%
75SPYSTATE STR SPDR S&P 500 ETF T1,982$1.5M0.5%
76VUGVANGUARD INDEX FDS17,067$1.5M0.5%
77IFFINTERNATIONAL FLAVORS&FRAGRA17,847$1.4M0.4%
78ESGDISHARES TR13,626$1.4M0.4%
79DDWMWISDOMTREE TR29,470$1.4M0.4%
80NVSNOVARTIS AG8,551$1.3M0.4%
81CAHCARDINAL HEALTH INC5,518$1.3M0.4%
82QYLDGLOBAL X FDS69,146$1.3M0.4%
83TMOTHERMO FISHER SCIENTIFIC INC2,466$1.2M0.4%
84MAMASTERCARD INCORPORATED2,349$1.2M0.4%
85AON PLC3,638$1.2M0.4%
86SMLVSPDR SERIES TRUST7,591$1.2M0.4%
87OMCOMNICOM GROUP INC16,299$1.2M0.4%
88FERGFERGUSON ENTERPRISES INC5,000$1.2M0.4%
89UPSUNITED PARCEL SVCS INC10,997$1.2M0.4%
90SBUXSTARBUCKS CORP11,365$1.2M0.4%
91PDIPIMCO DYNAMIC INCOME FD69,328$1.2M0.4%
92MCKMCKESSON CORP1,516$1.1M0.4%
93SHAGWISDOMTREE TR24,096$1.1M0.4%
94AMRIZE LTD21,325$1.1M0.4%
95ADBEADOBE INC5,529$1.1M0.4%
96JNJJOHNSON & JOHNSON4,322$1.1M0.3%
97CHECK POINT SOFTWARE TECH LT8,343$1.1M0.3%
98JSMLJANUS DETROIT STR TR11,164$1.0M0.3%
99DISDISNEY WALT CO10,617$1.0M0.3%
100IYFISHARES TR7,655$976,1270.3%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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