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HFG Advisors, Inc.
HFG Advisors, Inc. is an SEC-registered investment adviser based in Bloomfield Hills, Michigan, serving retail investors nationwide. The firm offers asset management, financial planning, and consulting services, primarily to individuals and families. HFG works with sub-advisers for investment management and delivers customized strategies tailored to each client's financial goals, including ongoing monitoring and goal-driven planning. Founded in Michigan, HFG maintains fiduciary standards and acts in clients’ best interests, aiming to provide transparent, fee-based advice. As of March 2024, the firm reported approximately $85.89 million in assets under management and emphasizes integrity, dedicated client relationships, and experienced local leadership.
Investment Strategy
HFG Advisors, Inc. primarily provides investment advisory services to retail investors, including asset management via selected and closely monitored sub-advisers. Each client's strategy is developed based on their personal financial objectives, combining ongoing monitoring, portfolio rebalancing, and evidence-driven investing. The firm integrates comprehensive financial planning—covering investments, tax strategy, and estate planning—with the goal of maximizing long-term returns and aligning every recommendation with clients’ best interests. As fiduciaries, HFG operates with a transparent, relationship-driven approach, avoiding commission-based products and focusing on individualized guidance and continuous support.
Latest 13F Filing Activity
HFG Advisors, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 97 equity positions with a total 13F market value of $126M. The fund increased holdings in Invesco QQQ TR, Vanguard Index FDS, Micron Technology Inc. among other positions. HFG Advisors, Inc. reduced exposure to Procter and Gamble Co., First TR Exchange-traded FD, Ford MTR Co. among others.
Top Holdings
Equity Positions (97)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 9.21% | $11.6M | 21,070 | $393.49 | $551.64 | +$1.8M |
F FV | FIRST TR EXCHANGE TRADED FD | 6.69% | $8.5M | 142,594 | $49.06 | $59.26 | +$560.9K |
R RDVY | FIRST TR EXCHANGE TRADED FD | 4.91% | $6.2M | 98,772 | $50.00 | $62.74 | +$485.0K |
V VOT | VANGUARD INDEX FDS | 4.81% | $6.1M | 21,357 | $237.71 | $284.39 | +$936.8K |
V VOE | VANGUARD INDEX FDS | 4.19% | $5.3M | 32,129 | $149.31 | $164.46 | +$99.8K |
Industry Allocation
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