§ 13F · FUND PROFILE
HFR Wealth Management, LLC.
AUM · $410M (13F)Positions · 53Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$860K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | APH | AMPHENOL CORP | 128K | $23M | 5.5% | −3% |
| 2 | AAPL | APPLE INC | 77K | $22M | 5.5% | −3% |
| 3 | AMZN | AMAZON COM INC | 92K | $22M | 5.4% | −2% |
| 4 | TJX | TJX COS INC NEW | 129K | $20M | 4.8% | −4% |
| 5 | COST | COSTCO WHOLESALE CORPORATION | 18K | $17M | 4.1% | −2% |
| 6 | CTAS | CINTAS CORP | 96K | $16M | 4.0% | −1% |
| 7 | SCHW | SCHWAB CHARLES CORP | 168K | $15M | 3.8% | −2% |
| 8 | V | VISA INC | 45K | $15M | 3.7% | −1% |
| 9 | LII | LENNOX INTL INC | 26K | $15M | 3.6% | −1% |
| 10 | PG | PROCTER & GAMBLE CO | 98K | $14M | 3.5% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HFR SIGNAL
AC read
HFR Wealth Management, LLC is a Other fund managing $410 million in assets. The fund runs a portfolio of 53 positions.
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