HFR Wealth Management, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 52 separate positions held by the firm.
The report indicates that the firm is headquartered in Niskayuna, New York, and is managed by Herbert F. Reilly III, who is identified as the President and Chief Compliance Officer. The filing does not specify the total dollar value of the portfolio.
The portfolio is diversified across various sectors, with a significant portion of the holdings concentrated in large-cap technology and healthcare companies. Key positions include Apple Inc., with 74,710 shares; Microsoft Corporation, holding 509 shares; and Procter & Gamble Co., which holds 95,413 shares. Other notable holdings include Amazon.com Inc. (88,627 shares), Visa Inc. Class A (42,904 shares), and Johnson & Johnson (2,882 shares).
The filing also includes a mix of industrial and energy companies. Notable industrial holdings include UnitedHealth Group Inc. (980 shares), Chevron Corporation (2,502 shares), and Waste Management Inc. (54,695 shares). The portfolio also includes several exchange-traded funds, such as the iShares Core S&P Mid-Cap ETF and the SPDR S&P 500 ETF Trust.
