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HF Advisory Group, LLC
HF Advisory Group, LLC is a boutique financial planning and investment advisory firm headquartered in Annapolis, Maryland. Founded in 2016, the firm serves families, business owners, and individuals primarily in the Baltimore-Washington metropolitan area, offering comprehensive financial planning and investment management services. The firm provides personalized solutions to help clients build a comfortable retirement and manage wealth. Employee count is below 10, based on available public sources.
Investment Strategy
The firm focuses on tailored financial planning and investment management, emphasizing individualized strategies driven by each client’s risk tolerance and long-term goals. Their approach includes holistic analysis of clients’ total financial picture, diversified portfolio construction, risk management, and strategies for retirement, education funding, estate planning, and tax minimization. HF Advisory Group strives to optimize client outcomes through active and diversified investment across equities, government securities, and other asset classes, coupled with attentive financial guidance.
Latest 13F Filing Activity
HF Advisory Group, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 165 equity positions with a total 13F market value of $272M. The fund increased holdings in Alphabet Inc., Airbnb Inc., Berkshire Hathaway Inc. Del among other positions. HF Advisory Group, LLC reduced exposure to Meta Platforms Inc., Vanguard Index FDS, Taiwan Semiconductor MFG LTD among others.
Top Holdings
Equity Positions (165)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DGRO | ISHARES TR | 3.04% | $8.3M | 121,683 | $53.29 | $68.08 | +$837.0K |
M MSFT | MICROSOFT CORP | 2.43% | $6.6M | 12,799 | $308.72 | $517.95 | -$339.0K |
F FALN | ISHARES TR | 2.29% | $6.2M | 224,703 | $25.69 | $27.78 | +$634.6K |
G GOOG | ALPHABET INC | 2.29% | $6.2M | 25,576 | $108.99 | $243.55 | +$1.3M |
L LGLV | SPDR SERIES TRUST | 2.09% | $5.7M | 31,874 | $140.12 | $178.16 | +$375.7K |
Industry Allocation
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