MondegarAI
HFG Advisors, Inc.

Q4 2025 · 13F-HR

HFG Advisors, Inc.holdings as filed

Filed 2026-02-13 · accession 0001951757-26-000445

$138.0M
Reported value
110
Positions
2025-12-31
Period end
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The Brief · HFG Advisors, Inc. · Q4 2025

AI · grounded in 13F

HFG Advisors, Inc. closed its position in USB for a reduction of $1,039,918. The fund established new positions in BUFQ for $570,860 and MU for $491,189. Additionally, the manager increased share counts in MSFT by 51.58% and GOOGL by 44.16%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46090E103QQQINVESCO QQQ TR$12.5M9.04%20,297CommonNONE
33738R605FVFIRST TR EXCHANGE TRADED FD$9.0M6.54%143,478CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$7.2M5.21%103,436CommonNONE
922908538VOTVANGUARD INDEX FDS$6.0M4.34%21,454CommonNONE
922908512VOEVANGUARD INDEX FDS$5.7M4.17%32,416CommonNONE
336917109FDLFIRST TR EXCHANGE-TRADED FD$5.3M3.86%120,126CommonNONE
464287622IWBISHARES TR$4.4M3.19%11,781CommonNONE
33735K108FTCFIRST TR EXCHANGE-TRADED ALP$3.2M2.31%19,944CommonNONE
464287234EEMISHARES TR$3.0M2.17%54,795CommonNONE
87283Q867TCAFT ROWE PRICE ETF INC$2.9M2.13%76,987CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.9M2.09%20,117CommonNONE
464288513HYGISHARES TR$2.7M1.98%33,939CommonNONE
464287465EFAISHARES TR$2.7M1.95%27,990CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$2.6M1.91%12,901CommonNONE
921937835BNDVANGUARD BD INDEX FDS$2.5M1.81%33,775CommonNONE
922908769VTIVANGUARD INDEX FDS$2.4M1.76%7,261CommonNONE
33737M300FYCFIRST TR EXCHANGE-TRADED ALP$2.2M1.59%22,831CommonNONE
46429B663HDVISHARES TR$2.2M1.56%17,680CommonNONE
922908363VOOVANGUARD INDEX FDS$2.0M1.43%3,147CommonNONE
464288679SHVISHARES TR$2.0M1.43%17,901CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$1.9M1.35%20,208CommonNONE
464288687PFFISHARES TR$1.8M1.29%57,374CommonNONE
02079K305GOOGLALPHABET INC$1.7M1.24%5,481CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$1.6M1.16%3,587CommonNONE
464287200IVVISHARES TR$1.5M1.12%2,259CommonNONE
25434V815DFSVDIMENSIONAL ETF TRUST$1.5M1.11%46,775CommonNONE
464287614IWFISHARES TR$1.5M1.10%3,216CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$1.4M1.04%5,312CommonNONE
369604301GEGE AEROSPACE$1.3M0.96%4,299CommonNONE
33734X135FXOFIRST TR EXCHANGE TRADED FD$1.3M0.94%21,460CommonNONE
594918104MSFTMICROSOFT CORP$1.3M0.91%2,589CommonNONE
78468R663BILSPDR SERIES TRUST$1.2M0.86%12,985CommonNONE
037833100AAPLAPPLE INC$1.2M0.85%4,319CommonNONE
33734X150FXRFIRST TR EXCHANGE TRADED FD$1.2M0.85%14,694CommonNONE
29273V100ETENERGY TRANSFER L P$1.1M0.83%69,452CommonNONE
78464A839MDYVSPDR SERIES TRUST$1.1M0.81%13,184CommonNONE
092528603BINCBLACKROCK ETF TRUST II$1.1M0.80%20,884CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$1.1M0.77%33,335CommonNONE
534187109LNCLINCOLN NATL CORP IND$1.0M0.73%22,607CommonNONE
464287655IWMISHARES TR$986,9340.72%4,009CommonNONE
464287507IJHISHARES TR$984,0600.71%14,910CommonNONE
33734X184FXUFIRST TR EXCHANGE TRADED FD$946,6330.69%21,032CommonNONE
922908611VBRVANGUARD INDEX FDS$937,3840.68%4,426CommonNONE
464287788IYFISHARES TR$900,0600.65%6,981CommonNONE
172062101CINFCINCINNATI FINL CORP$849,2640.62%5,200CommonNONE
33733E401QQXTFIRST TR EXCHANGE-TRADED FD$798,1560.58%8,032CommonNONE
316773100FITBFIFTH THIRD BANCORP$725,4150.53%15,497CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$716,4830.52%3,260CommonNONE
36828A101GEVGE VERNOVA INC$692,1310.50%1,059CommonNONE
464287804IJRISHARES TR$664,5980.48%5,530CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$641,7020.46%14,430CommonNONE
33737J117FEPFIRST TR EXCH TRD ALPHDX FD$616,9950.45%11,478CommonNONE
33740U752BUFQFIRST TR EXCHNG TRADED FD VI$570,8600.41%15,928CommonNONE
680223104ORIOLD REP INTL CORP$551,5140.40%12,084CommonNONE
33734K109FEXFIRST TR EXCHANGE-TRADED ALP$541,1280.39%4,562CommonNONE
464287309IVWISHARES TR$513,5010.37%4,166CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$509,6860.37%1,014CommonNONE
595112103MUMICRON TECHNOLOGY INC$491,1890.36%1,721CommonNONE
46137V746PWBINVESCO EXCHANGE TRADED FD T$489,3740.35%3,850CommonNONE
29287L700FLXRTCW ETF TRUST$451,5990.33%11,404CommonNONE
949746101WMT2WELLS FARGO CO NEW$440,7440.32%4,729CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$423,0140.31%1,392CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$401,5320.29%3,298CommonNONE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$399,2830.29%9,925CommonNONE
464287838IYMISHARES TR$396,6010.29%2,576CommonNONE
75513E101RTXRTX CORPORATION$382,0230.28%2,083CommonNONE
320517105FHNFIRST HORIZON CORPORATION$376,5460.27%15,755CommonNONE
33733C108FABFIRST TR EXCHANGE-TRADED ALP$365,0880.26%4,095CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$363,9580.26%8,340CommonNONE
478160104JNJJOHNSON & JOHNSON$343,9510.25%1,662CommonNONE
023135106AMZNAMAZON COM INC$343,2290.25%1,487CommonNONE
33734X176FXLFIRST TR EXCHANGE TRADED FD$342,6170.25%2,036CommonNONE
464287481IWPISHARES TR$333,9950.24%2,439CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$333,1770.24%1,034CommonNONE
46434V621DGROISHARES TR$330,9250.24%4,767CommonNONE
337345102QTECFIRST TR EXCHANGE-TRADED FD$329,8920.24%1,433CommonNONE
11135F101AVGOBROADCOM INC$327,4110.24%946CommonNONE
532457108LLYELI LILLY & CO$320,2540.23%298CommonNONE
58844R108MBINMERCHANTS BANCORP IND$315,6350.23%9,267CommonNONE
37954Y830COPXGLOBAL X FDS$305,9700.22%4,262CommonNONE
464287226AGGISHARES TR$304,0350.22%3,044CommonNONE
767204100RIORIO TINTO PLC$300,0320.22%3,749CommonNONE
92204A603VISVANGUARD WORLD FD$292,4130.21%980CommonNONE
67066G104NVDANVIDIA CORPORATION$286,4650.21%1,536CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$271,8870.20%2,732CommonNONE
001055102AFLAFLAC INC$268,8380.19%2,438CommonNONE
060505104BACBANK AMERICA CORP$264,4400.19%4,808CommonNONE
33738R845FTXNFIRST TR EXCHANGE TRADED FD$258,8460.19%9,271CommonNONE
464287648IWOISHARES TR$253,2390.18%784CommonNONE
01881G106ABALLIANCEBERNSTEIN HLDG L P$252,4290.18%6,560CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$249,9700.18%3,500CommonNONE
56501R106MFCMANULIFE FINL CORP$230,9940.17%6,367CommonNONE
92204A702VGTVANGUARD WORLD FD$229,1490.17%304CommonNONE
33734X127FXNFIRST TR EXCHANGE TRADED FD$226,3140.16%13,741CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$224,9540.16%1,562CommonNONE
126650100CVSCVS HEALTH CORP$220,0650.16%2,773CommonNONE
57636Q104MAMASTERCARD INCORPORATED$219,7880.16%385CommonNONE
55336V100MPLXMPLX LP$216,1490.16%4,050CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$212,6630.15%11,672CommonNONE
11271J107BNBROOKFIELD CORP$212,1490.15%4,623CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$211,9560.15%605CommonNONE
97717Y527USFRWISDOMTREE TR$211,8160.15%4,209CommonNONE
00287Y109ABBVABBVIE INC$210,2110.15%920CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$207,4080.15%2,091CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$206,6230.15%303CommonNONE
922908629VOVANGUARD INDEX FDS$205,4760.15%708CommonNONE
464287754IYJISHARES TR$201,2150.15%1,358CommonNONE
58933Y105MRKMERCK & CO INC$200,9410.15%1,909CommonNONE
46432F842IEFAISHARES TR$200,3900.15%2,240CommonNONE
64828T201RITMRITHM CAPITAL CORP$109,0000.08%10,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.