HFM Investment Advisors, LLC
CIK: 0002067972Latest portfolio: $255.8M · Q4 2025
Holdings
1,278
Total Value
$255.8M
New Positions
74
Closed Positions
63
Top Holdings
View All 1,278 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 2,582,955 | $102.3M | 39.97% | +31K | |
| 2 | DFAXDIMENSIONAL ETF TRUST | 1,591,987 | $52.1M | 20.37% | +19K | |
| 3 | DFCFDIMENSIONAL ETF TRUST | 717,629 | $30.5M | 11.94% | +8K | |
| 4 | DFNMDIMENSIONAL ETF TRUST | 366,733 | $17.7M | 6.91% | -8,391 | |
| 5 | DUHPDIMENSIONAL ETF TRUST | 453,234 | $17.2M | 6.74% | +6K | |
| 6 | DFGXDIMENSIONAL ETF TRUST | 170,020 | $8.9M | 3.50% | +2K | |
| 7 | DFGRDIMENSIONAL ETF TRUST | 185,881 | $4.9M | 1.92% | +4K | |
| 8 | DFGPDIMENSIONAL ETF TRUST | 83,473 | $4.5M | 1.76% | +756 | |
| 9 | AOAISHARES TR | 25,937 | $2.3M | 0.91% | -447 | |
| 10 | VTVANGUARD INTL EQUITY INDEX F | 12,047 | $1.7M | 0.66% | +389 | |
| 11 | JNJJOHNSON & JOHNSON | 5,691 | $1.2M | 0.46% | +63 | |
| 12 | CSCOCISCO SYS INC | 10,879 | $838K | 0.33% | +85 | |
| 13 | AORISHARES TR | 12,035 | $782K | 0.31% | +59 | |
| 14 | GEGE AEROSPACE | 2,253 | $693K | 0.27% | +17 | |
| 15 | ROKROCKWELL AUTOMATION INC | 1,612 | $627K | 0.25% | +1 | |
| 16 | MMM3M CO | 3,482 | $557K | 0.22% | +34 | |
| 17 | XOMEXXON MOBIL CORP | 4,384 | $527K | 0.21% | +173 | |
| 18 | IBMINTERNATIONAL BUSINESS MACHS | 1,684 | $498K | 0.19% | +37 | |
| 19 | TSLATESLA INC | 830 | $373K | 0.15% | +78 | |
| 20 | GEVGE VERNOVA INC | 569 | $371K | 0.15% | +10 | |
| 21 | CEGCONSTELLATION ENERGY CORP | 1,027 | $362K | 0.14% | +21 | |
| 22 | NVDANVIDIA CORPORATION | 1,658 | $309K | 0.12% | +1K | |
| 23 | AAPLAPPLE INC | 1,101 | $299K | 0.12% | +512 | |
| 24 | MSFTMICROSOFT CORP | 558 | $269K | 0.11% | +283 | |
| 25 | AMZNAMAZON COM INC | 821 | $189K | 0.07% | +328 |
Quarterly Changes
New Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Industrials0.0% ($6.936275571154634e+204T)
Technology0.0% ($8.384983092992691e+198T)
Consumer Cyclical0.0% ($3.7318942252297665e+154T)
Healthcare0.0% ($1.1771451318867643e+118T)
Unknown0.0% ($3.326161412754332e+73T)
Energy0.0% ($5.271918101053111e+68T)
Consumer Defensive0.0% ($1.6088876925241665e+56T)
Utilities0.0% ($3.713624833257654e+46T)
Communication Services0.0% ($1.8315713630221299e+46T)
Basic Materials0.0% ($1.57321111111111e+43T)
Real Estate0.0% ($434431.1T)
Filing History
Fund Information
HFM Investment Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $255.8M across 1,278 holdings. The largest position is DIMENSIONAL ETF TRUST (DFAC), representing 40.0% of the portfolio. Compared to the previous quarter, the fund opened 76 new positions and closed 65 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.