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HFR Wealth Management, LLC
HFR Wealth Management, LLC is an SEC-registered investment adviser headquartered in Niskayuna, New York. Established in 2021, the firm provides wealth management and investment advisory services, primarily serving individuals and families, as well as institutional investors. As a boutique advisory firm, it offers personalized portfolio management and financial planning solutions tailored to client needs. The firm maintains a small professional staff and focuses on delivering fiduciary service.
Investment Strategy
The firm employs a diversified, client-focused investment strategy that combines asset allocation, individualized portfolio construction, and risk management. HFR Wealth Management, LLC emphasizes long-term wealth preservation and growth through a mix of equities, fixed income, and alternative investments, selected to meet each client's goals, risk tolerance, and time horizon.
Latest 13F Filing Activity
HFR Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 51 equity positions with a total 13F market value of $414M. The fund increased holdings in Amphenol Corp. New, Intuit, Amazon Com Inc. among other positions. HFR Wealth Management, LLC reduced exposure to Johnson & Johnson, Apple Inc., Becton Dickinson & Co. among others.
Top Holdings
Equity Positions (51)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A APH | AMPHENOL CORP NEW | 5.52% | $22.9M | 231,448 | $34.47 | $98.75 | +$7.6M |
C CTAS | CINTAS CORP | 5.35% | $22.2M | 99,442 | $95.74 | $222.87 | +$1.7M |
A AMZN | AMAZON COM INC | 5.14% | $21.3M | 97,042 | $136.71 | $219.39 | +$2.9M |
C COST | COSTCO WHSL CORP NEW | 4.50% | $18.6M | 18,817 | $400.46 | $989.94 | +$816.8K |
I INTU | INTUIT | 4.46% | $18.5M | 23,427 | $492.22 | $787.63 | +$4.1M |
Industry Allocation
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