SEC Form 13F

HFR Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-08
Reported value$409,691,759
Positions53

Largest disclosed positions

IssuerTickerClassReported valueReported amount
AMPHENOL CORPAPHCL A$22,564,981127,977
APPLE INCAAPLCOM$22,346,06477,226
AMAZON COM INCAMZNCOM$22,019,62992,387
TJX COS INC NEWTJXCOM$19,616,966129,485
COSTCO WHOLESALE CORPORATIONCOSTCOM$16,698,15217,850
CINTAS CORPCTASCOM$16,391,92196,378
SCHWAB CHARLES CORPSCHWCOM$15,467,577167,634
VISA INCVCOM CL A$15,324,49544,666
LENNOX INTL INCLIICOM$14,796,34425,825
PROCTER & GAMBLE COPGCOM$14,331,66897,734

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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