HFR Wealth Management
HFR Wealth Management reported 53 stocks worth $410M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are APH (5.5%), AAPL (5.5%) and AMZN (5.4%). Compared with Q1 2026, the fund opened new positions in SPY, IBM and TSLA, added to TR, TSCO and DHR and trimmed APH, AAPL and AMZN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  APH Amphenol Corp New | $22.6M | 5.5% | 128K | −3,715 (−3%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $22.3M | 5.5% | 77K | −2,683 (−3%) | 8 of 8 | |
| 3 |  AMZN Amazon Com Inc | $22M | 5.4% | 92K | −1,635 (−2%) | 8 of 8 | |
| 4 |  TJX Tjx Cos Inc New | $19.6M | 4.8% | 129K | −5,747 (−4%) | 8 of 8 | |
| 5 |  COST Costco Whsl Corp New | $16.7M | 4.1% | 18K | −457 (−2%) | 8 of 8 | |
| 6 |  CTAS Cintas Corp | $16.4M | 4.0% | 96K | −1,032 (−1%) | 8 of 8 | |
| 7 |  SCHW Schwab Charles Corp | $15.5M | 3.8% | 168K | −2,632 (−2%) | 8 of 8 | |
| 8 |  V Visa Inc | $15.3M | 3.7% | 45K | −621 (−1%) | 8 of 8 | |
| 9 |  LII Lennox Intl Inc | $14.8M | 3.6% | 26K | −215 (−1%) | 8 of 8 | |
| 10 |  PG Procter & Gamble Co | $14.3M | 3.5% | 98K | −2,443 (−2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →HFR Wealth Management 13F FAQ
What does HFR Wealth Management own?
HFR Wealth Management reported 53 stocks worth $410M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are APH (5.5%), AAPL (5.5%) and AMZN (5.4%). The table above lists every position in the filing (the top 10 without an account).
What did HFR Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 4 new positions, 3 added to, 33 trimmed and 0 sold out. New positions include SPY, IBM and TSLA.
When will HFR Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is HFR Wealth Management's portfolio worth?
The Q2 2026 filing reports $410M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.