# EDGAR Filing Document

**Accession Number:** 0001877822
**File Stem:** 0001877822-26-000004
**Filing Date:** 2026-5
**Character Count:** 8269
**Document Hash:** bba410c952a77f06724e1f05c2532c45
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001877822-26-000004.hdr.sgml**: 20260504

**ACCESSION NUMBER**: 0001877822-26-000004

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260504

**DATE AS OF CHANGE**: 20260504

**EFFECTIVENESS DATE**: 20260504

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** HFR Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0001877822

**ORGANIZATION NAME:**
- **EIN:** 863584492
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21323
- **FILM NUMBER:** 26935397

**BUSINESS ADDRESS:**
- **STREET 1:** 1760 VAN ANTWERP ROAD
- **CITY:** NISKAYUNA
- **STATE:** NY
- **ZIP:** 12309
- **BUSINESS PHONE:** 5183468189

**MAIL ADDRESS:**
- **STREET 1:** 1760 VAN ANTWERP ROAD
- **CITY:** NISKAYUNA
- **STATE:** NY
- **ZIP:** 12309

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** HFR Wealth Management LLC<br>**Address:** 1760 VAN ANTWERP ROAD<br>NISKAYUNA, NY 12309

**Form 13F File Number:** 028-21323

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Herbert F. Reilly III<br>**Title:** President CCO<br>**Phone:** 5183468189

**Signature, Place, and Date of Signing:**

Herbert F Reilly III  Niskayuna, NY  05-04-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 49

**Form 13F Information Table Value Total:** $407350419

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 311648 | 1433 | SH |  | SOLE |  | 1433 | 0 | 0 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 |  | 10599886 | 36490 | SH |  | SOLE |  | 36490 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 19582018 | 94022 | SH |  | SOLE |  | 94022 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 13377466 | 38020 | SH |  | SOLE |  | 38020 | 0 | 0 |
| AMPHENOL CORP | CL A | 032095101 |  | 16639335 | 131692 | SH |  | SOLE |  | 131692 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 20280201 | 79909 | SH |  | SOLE |  | 79909 | 0 | 0 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 9696024 | 47721 | SH |  | SOLE |  | 47721 | 0 | 0 |
| BARRICK MNG CORP | COM SHS | 06849F108 |  | 784351 | 19229 | SH |  | SOLE |  | 19229 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 11739500 | 24498 | SH |  | SOLE |  | 24498 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 2154420 | 3 | SH |  | SOLE |  | 3 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 210047 | 679 | SH |  | SOLE |  | 679 | 0 | 0 |
| CHEVRON CORPORATION | COM | 166764100 |  | 517664 | 2502 | SH |  | SOLE |  | 2502 | 0 | 0 |
| CINTAS CORP | COM | 172908105 |  | 16475936 | 97410 | SH |  | SOLE |  | 97410 | 0 | 0 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 18241460 | 18307 | SH |  | SOLE |  | 18307 | 0 | 0 |
| DANAHER CORP DEL | COM | 235851102 |  | 7991518 | 42149 | SH |  | SOLE |  | 42149 | 0 | 0 |
| DEERE  CO | COM | 244199105 |  | 298244 | 529 | SH |  | SOLE |  | 529 | 0 | 0 |
| DOVER CORP | COM | 260003108 |  | 13115861 | 62921 | SH |  | SOLE |  | 62921 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 12795588 | 97721 | SH |  | SOLE |  | 97721 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 458891 | 1283 | SH |  | SOLE |  | 1283 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 551565 | 3251 | SH |  | SOLE |  | 3251 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 440097 | 1338 | SH |  | SOLE |  | 1338 | 0 | 0 |
| INTUIT | COM | 461202103 |  | 13523708 | 31277 | SH |  | SOLE |  | 31277 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 348455 | 5160 | SH |  | SOLE |  | 5160 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 704476 | 2882 | SH |  | SOLE |  | 2882 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 554786 | 1886 | SH |  | SOLE |  | 1886 | 0 | 0 |
| LENNOX INTL INC | COM | 526107107 |  | 12086139 | 26040 | SH |  | SOLE |  | 26040 | 0 | 0 |
| MCCORMICK  CO INC | COM NON VTG | 579780206 |  | 288265 | 5715 | SH |  | SOLE |  | 0 | 0 | 5715 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 12221121 | 131580 | SH |  | SOLE |  | 131580 | 0 | 0 |
| PACKAGING CORP AMER | COM | 695156109 |  | 11447376 | 53941 | SH |  | SOLE |  | 53941 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 244373 | 1478 | SH |  | SOLE |  | 1478 | 0 | 0 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 14469581 | 100177 | SH |  | SOLE |  | 100177 | 0 | 0 |
| ROLLINS INC | COM | 775711104 |  | 14346336 | 268608 | SH |  | SOLE |  | 268608 | 0 | 0 |
| RPM INTL INC | COM | 749685103 |  | 9784749 | 98438 | SH |  | SOLE |  | 98438 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 895249 | 4641 | SH |  | SOLE |  | 4641 | 0 | 0 |
| SCHEIN HENRY INC | COM | 806407102 |  | 8484934 | 115128 | SH |  | SOLE |  | 115128 | 0 | 0 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 16001605 | 170266 | SH |  | SOLE |  | 170266 | 0 | 0 |
| SPIRE INC | COM | 84857L101 |  | 275061 | 3038 | SH |  | SOLE |  | 3038 | 0 | 0 |
| STANDEX INTL CORP | COM | 854231107 |  | 553301 | 2171 | SH |  | SOLE |  | 2171 | 0 | 0 |
| STERIS PLC | SHS USD | G8473T100 |  | 8937190 | 40416 | SH |  | SOLE |  | 40416 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 |  | 21596572 | 135232 | SH |  | SOLE |  | 135232 | 0 | 0 |
| TOOTSIE ROLL INDS INC | COM | 890516107 |  | 12376379 | 289709 | SH |  | SOLE |  | 289709 | 0 | 0 |
| TRACTOR SUPPLY CO | COM | 892356106 |  | 11756003 | 259514 | SH |  | SOLE |  | 259514 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 |  | 11355661 | 46804 | SH |  | SOLE |  | 46804 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 294943 | 1090 | SH |  | SOLE |  | 1090 | 0 | 0 |
| VERALTO CORP | COM SHS | 92338C103 |  | 9757238 | 110351 | SH |  | SOLE |  | 110351 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 250649 | 4993 | SH |  | SOLE |  | 4993 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 13687412 | 45287 | SH |  | SOLE |  | 45287 | 0 | 0 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 13085390 | 56945 | SH |  | SOLE |  | 56945 | 0 | 0 |
| WEC ENERGY GROUP INC | COM | 92939U106 |  | 11761747 | 101596 | SH |  | SOLE |  | 101596 | 0 | 0 |

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