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Portfolio (Quarterly) Guide ↗

HF Advisory Group, LLC

· CIK 0001963169
13F Portfolio $323M AUM 168 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 12 New 102 Added 49 Reduced 12 Exited
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SOXX ISHARES TR 682.0 $437K 0.14% -193.0 -22.1% $640.76 -21.9%
42 GOOGL ALPHABET INC Communication Services 1,139.0 $407K 0.13% -124.0 -9.8% $357.18 -6.2%
43 KCE SPDR SERIES TRUST 2,721.0 $401K 0.12% -171.0 -5.9% $147.22 +13.7%
44 GSK GSK PLC Healthcare 7,578.0 $397K 0.12% -1K -12.3% $52.42 -3.4%
45 SLYG SPDR SERIES TRUST 3,024.0 $360K 0.11% -610.0 -16.8% $119.15 -6.0%
46 FBT FIRST TR EXCHANGE-TRADED FD 1,270.0 $315K 0.10% -167.0 -11.6% $247.89 +8.0%
47 VEU VANGUARD INTL EQUITY INDEX F 3,541.0 $297K 0.09% -388.0 -9.9% $83.75 +1.1%
48 BIV VANGUARD BD INDEX FDS 3,286.0 $252K 0.08% -169.0 -4.9% $76.69 -2.4%
49 ICSH ISHARES TR 4,056.0 $205K 0.06% -508.0 -11.1% $50.59 -0.4%
Page 3 of 3  ·  49 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 16.9%
Technology 16.6%
Healthcare 11.9%
Consumer Defensive 11.4%
Energy 10.8%
Communication Services 9.5%
Consumer Cyclical 7.6%
Industrials 5.9%
Utilities 4.1%
Real Estate 3.9%