13F Insight
DOSSIER · 13F-HR · Q2 2026

HFR Wealth Management, LLC

$410M in tracked AUM across 53 positions as of Q2 2026.

HW
CIK 0001877822 · last filed Jun 30, 2026
Total AUM
$410M
as of Q2 2026
Holdings
53
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

HFR Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
APH
AMPHENOL CORP
$23M128K5.5%02
AAPL
APPLE INC
$22M77K5.5%03
AMZN
AMAZON COM INC
$22M92K5.4%04
TJX
TJX COS INC NEW
$20M129K4.8%05
COST
COSTCO WHOLESALE CORPORATION
$17M18K4.1%06
CTAS
CINTAS CORP
$16M96K4.0%07
SCHW
SCHWAB CHARLES CORP
$15M168K3.8%08
V
VISA INC
$15M45K3.7%09
LII
LENNOX INTL INC
$15M26K3.6%10
PG
PROCTER & GAMBLE CO
$14M98K3.5%

Filing history

2026Q2Jun 30
$410M▲ 0.6%
53 positionsView →2026Q1Mar 31
$407M▼ 3.8%
49 positionsView →2025Q4Dec 31
$424M▼ 2.9%
50 positionsView →2025Q3Sep 30
$436M▲ 5.4%
51 positionsView →2025Q2Jun 30
$414M▲ 0.8%
51 positionsLocked2025Q1Mar 31
$411M▲ 1.5%
53 positionsLocked2024Q4Dec 31
$405M▼ 1.7%
52 positionsLocked2024Q3Sep 30
$412M▲ 4.7%
54 positionsLocked2024Q2Jun 30
$393M▼ 0.6%
53 positionsLocked2024Q1Mar 31
$395M▲ 7.2%
55 positionsLocked2023Q4Dec 31
$369M▲ 8.0%
53 positionsLocked2023Q3Sep 30
$342M▼ 5.0%
52 positionsLocked
Showing 12 of 21