§ 13F · FUND PROFILE
HFR Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $436M (13F)Positions · 51Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$13M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | TJX | TJX COS INC NEW | 135K | $22M | 5.3% | −3% |
| 2 | AAPL | APPLE INC | 80K | $20M | 5.0% | −2% |
| 3 | AMZN | AMAZON COM INC | 94K | $20M | 4.8% | −2% |
| 4 | COST | COSTCO WHOLESALE CORPORATION | 18K | $18M | 4.5% | −2% |
| 5 | APH | AMPHENOL CORP | 132K | $17M | 4.1% | −39% |
| 6 | CTAS | CINTAS CORP | 97K | $16M | 4.0% | −1% |
| 7 | SCHW | SCHWAB CHARLES CORP | 170K | $16M | 3.9% | −2% |
| 8 | PG | PROCTER & GAMBLE CO | 100K | $14M | 3.6% | −2% |
| 9 | ROL | ROLLINS INC | 269K | $14M | 3.5% | −2% |
| 10 | V | VISA INC | 45K | $14M | 3.4% | −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 $436 million in assets. The fund runs a portfolio of 51 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed