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Livermore
Livermore
ZHEN

HFG Advisors, Inc.

SEC CIK
0001911087
Latest filing
Aug 7, 2026

The latest 13F from HFG Advisors, Inc. covers Q2 2026 (filed Aug 7, 2026): 117 long positions worth $160.3M. The top 10 holdings make up 43.9% of the portfolio, and the largest is Invesco QQQ Trust Series I at 8.1%. Livermore has 19 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
13
Est. +$4.20M
Added
36
Est. +$3.56M
Reduced
30
Est. −$4.44M
Sold out
13
Est. −$3.87M

Top 5 holdings

Share of this quarter's portfolio value

  1. Invesco QQQ Trust Series I46090E103
    8.1%$13.0M
  2. First Tr Exchange Traded FD33738R605
    6.9%$11.0M
  3. First Trust Rising Dividend Achievers ETF33738R506
    6.5%$10.5M
  4. Vanguard Morningstar Mid-Cap Growth ETF922908538
    4.3%$6.95M
  5. Vanguard Morningstar Mid-Cap Value ETF922908512
    4.2%$6.75M

Biggest buys

New and added positions, by estimated amount bought

  1. First Tr Exchng Traded FD VI33740U752
    +$1.29MAdded
  2. First Tr Exchange Traded FD33738R795
    +$896.5KNew
  3. MUMicron Technology Inc
    +$784.9KNewHistory
  4. GOOGLAlphabet Inc.
    +$379.5KAddedHistory
  5. SNDKSandisk Corp
    +$368.3KNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. First Tr Exchng Traded FD VI33740U752
    +0.80 pp0.4% → 1.2%
  2. First Tr Exchange Traded FD33738R605
    +0.74 pp6.1% → 6.9%
  3. First Tr Exchange Traded FD33738R795
    +0.56 pp0.0% → 0.6%
  4. MUMicron Technology Inc
    +0.49 pp0.0% → 0.5%History
  5. First Trust Rising Dividend Achievers ETF33738R506
    +0.48 pp6.1% → 6.5%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Invesco QQQ Trust Series I46090E103
    −$1.44MReduced
  2. First Tr Exchange-Traded FD33733E831
    −$638.8KSold out
  3. ORIOld Republic International Corp
    −$522.1KSold outHistory
  4. AVGOBroadcom Inc.
    −$484.3KReducedHistory
  5. First Tr Exchange Traded FD33738R845
    −$357.9KSold out

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. First Tr Exchange-Traded FD33733E831
    −0.45 pp0.4% → 0.0%
  2. ORIOld Republic International Corp
    −0.37 pp0.4% → 0.0%History
  3. iShares Trust iShares 0-1 Year Treasury Bond ETF464288679
    −0.34 pp1.4% → 1.1%
  4. MSFTMicrosoft Corp
    −0.32 pp1.0% → 0.7%History
  5. AVGOBroadcom Inc.
    −0.26 pp0.5% → 0.2%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$160.3M
+$18.2M (+12.8%) vs. prior quarter
Positions
117
0 vs. prior quarter
Top 10 concentration
43.9%
Top 10 as share of value
Turnover
5.1%
Q2 2026, one quarter
Average holding period
15.7 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $160.3M (Q2 2026)

Q4 2021: $88.8MQ1 2022: $87.6MQ2 2022: $74.1MQ3 2022: $72.0MQ4 2022: $85.1MQ1 2023: $87.8MQ2 2023: $94.7MQ3 2023: $91.4MQ4 2023: $103.8MQ1 2024: $112.8MQ2 2024: $107.1MQ3 2024: $112.9MQ4 2024: $114.4MQ1 2025: $117.1MQ2 2025: $126.2MQ3 2025: $135.6MQ4 2025: $138.0MQ1 2026: $142.1MQ2 2026: $160.3M
Q4 2021Q2 2026
13F filings of HFG Advisors, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 7, 2026117$160.3MInvesco QQQ Trust Series IFirst Tr Exchange Traded FDFirst Trust Rising Dividend Achievers ETFvs. Q1 2026SEC
Q1 2026May 8, 2026117$142.1MInvesco QQQ Trust Series IFirst Tr Exchange Traded FDFirst Trust Rising Dividend Achievers ETFvs. Q4 2025SEC
Q4 2025Feb 13, 2026110$138.0MInvesco QQQ Trust Series IFirst Tr Exchange Traded FDFirst Trust Rising Dividend Achievers ETFvs. Q3 2025SEC
Q3 2025Nov 12, 2025105$135.6MInvesco QQQ Trust Series IFirst Tr Exchange Traded FDFirst Trust Rising Dividend Achievers ETFvs. Q2 2025SEC
Q2 2025Aug 5, 202597$126.2MInvesco QQQ Trust Series IFirst Tr Exchange Traded FDFirst Trust Rising Dividend Achievers ETFvs. Q1 2025SEC
Q1 2025Apr 21, 202594$117.1MInvesco QQQ Trust Series IFirst Tr Exchange Traded FDPGvs. Q4 2024SEC
Q4 2024Jan 24, 202593$114.4MInvesco QQQ Trust Series IFirst Tr Exchange Traded FDFirst Trust Rising Dividend Achievers ETFvs. Q3 2024SEC
Q3 2024Oct 16, 202496$112.9MInvesco QQQ Trust Series IFirst Tr Exchange Traded FDFirst Trust Rising Dividend Achievers ETFvs. Q2 2024SEC
Q2 2024Jul 12, 202494$107.1MInvesco QQQ Trust Series IFirst Tr Exchange Traded FDFirst Trust Rising Dividend Achievers ETFvs. Q1 2024SEC
Q1 2024Apr 18, 2024108$112.8MInvesco QQQ Trust Series IFirst Tr Exchange Traded FDFirst Trust Rising Dividend Achievers ETFvs. Q4 2023SEC
Q4 2023Jan 12, 2024103$103.8MInvesco QQQ Trust Series IFirst Tr Exchange Traded FDVanguard Morningstar Small-Cap Value ETFvs. Q3 2023SEC
Q3 2023Oct 25, 202394$91.4MInvesco QQQ Trust Series IFirst Tr Exchange Traded FDiShares Trvs. Q2 2023SEC
Q2 2023Jul 13, 202393$94.7MInvesco QQQ Trust Series IFirst Tr Exchange Traded FDiShares Trvs. Q1 2023SEC
Q1 2023Apr 20, 202388$87.8MInvesco QQQ Trust Series IFirst Tr Exchange Traded FDFirst Tr Exchange-Traded FDvs. Q4 2022SEC
Q4 2022Jan 18, 202393$85.1MFirst Tr Exchange Traded FDInvesco QQQ Trust Series IFirst Tr Exchange-Traded FDvs. Q3 2022SEC
Q3 2022Oct 17, 202281$72.0MFirst Tr Exchange Traded FDInvesco QQQ Trust Series IVanguard Morningstar Small-Cap Value ETFvs. Q2 2022SEC
Q2 2022Jul 15, 202282$74.1MInvesco QQQ Trust Series IFirst Tr Exchange Traded FDFirst Trust Rising Dividend Achievers ETFvs. Q1 2022SEC
Q1 2022Apr 20, 202288$87.6MInvesco QQQ Trust Series IFirst Tr Exchange Traded FDFirst Trust Rising Dividend Achievers ETFvs. Q4 2021SEC
Q4 2021Feb 14, 202285$88.8MInvesco QQQ Trust Series IFirst Tr Exchange Traded FDFirst Tr Exchange-Traded FD–SEC