DOSSIER · 13F-HR · Q1 2026

HOEY INVESTMENTS, INC

HOEY INVESTMENTS's family office based in San Francisco, CA — $693M in tracked AUM across 420 positions as of Q1 2026.

HI

HOEY INVESTMENTS·San Francisco, CA·Family Office

CIK 0001799544 · last filed Mar 31, 2026

Total AUM

$693M

▼ 5.2%

vs prior

Holdings

420

—

positions

Whale Score

68

68

tracked

Activity

—

no data

changes this Q

Top sector

Tech

13% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

HOEY INVESTMENTS, INC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

NVIDIA CORPORATION

$241M1.4M34.8%

02

AMAZON COM INC

$130M624K18.7%

03

META PLATFORMS INC

$73M128K10.5%

04

MICROSOFT CORP

$41M112K6.0%

05

PALANTIR TECHNOLOGIES INC

$27M184K3.9%

06

APPLE INC

$19M75K2.8%

07

BROADCOM INC

$17M56K2.5%

08

WELLS FARGO & CO

$11M137K1.6%

09

GOLDMAN SACHS GROUP INC

$10M12K1.5%

10

GE AEROSPACE

$10M35K1.4%

Filing history

Filing history loading…