HFM Investment Advisors, LLC Q2 2025 Filing
Filed July 22, 2025
Portfolio Value
$227.5B
Holdings
1,287
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,287 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 2,558,691 | $91.7B | 40.31% | |
| 2 | DFAXDIMENSIONAL ETF TRUST | 1,580,414 | $46.4B | 20.40% | |
| 3 | DFCFDIMENSIONAL ETF TRUST | 619,646 | $26.2B | 11.51% | |
| 4 | DFNMDIMENSIONAL ETF TRUST | 370,076 | $17.6B | 7.72% | |
| 5 | DUHPDIMENSIONAL ETF TRUST | 435,180 | $15.5B | 6.80% | |
| 6 | DFGXDIMENSIONAL ETF TRUST | 149,128 | $8.0B | 3.50% | |
| 7 | DFGRDIMENSIONAL ETF TRUST | 160,435 | $4.3B | 1.89% | |
| 8 | DFGPDIMENSIONAL ETF TRUST | 73,509 | $4.0B | 1.76% | |
| 9 | AOAISHARES TR | 25,682 | $2.1B | 0.94% | |
| 10 | VTVANGUARD INTL EQUITY INDEX F | 11,437 | $1.5B | 0.65% | |
| 11 | JNJJOHNSON & JOHNSON | 5,610 | $856.9M | 0.38% | |
| 12 | CSCOCISCO SYS INC | 10,797 | $749.1M | 0.33% | |
| 13 | AORISHARES TR | 11,998 | $738.7M | 0.32% | |
| 14 | GEGE AEROSPACE | 2,236 | $575.5M | 0.25% | |
| 15 | ROKROCKWELL AUTOMATION INC | 1,613 | $535.8M | 0.24% | |
| 16 | MMM3M CO | 3,448 | $524.9M | 0.23% | |
| 17 | IBMINTERNATIONAL BUSINESS MACHS | 1,641 | $483.8M | 0.21% | |
| 18 | XOMEXXON MOBIL CORP | 4,188 | $451.4M | 0.20% | |
| 19 | CEGCONSTELLATION ENERGY CORP | 1,007 | $325.0M | 0.14% | |
| 20 | GEVGE VERNOVA INC | 559 | $295.8M | 0.13% | |
| 21 | TSLATESLA INC | 753 | $239.2M | 0.11% | |
| 22 | JSCPJ P MORGAN EXCHANGE TRADED F | 4,041 | $191.7M | 0.08% | |
| 23 | SPSBSPDR SERIES TRUST | 6,343 | $191.5M | 0.08% | |
| 24 | PGPROCTER AND GAMBLE CO | 1,093 | $174.1M | 0.08% | |
| 25 | JPSTJ P MORGAN EXCHANGE TRADED F | 2,871 | $145.5M | 0.06% | |
| 26 | MSFTMICROSOFT CORP | 283 | $140.7M | 0.06% | |
| 27 | PEOEXELON CORP | 3,062 | $133.0M | 0.06% | |
| 28 | BMYBRISTOL-MYERS SQUIBB CO | 2,633 | $121.9M | 0.05% | |
| 29 | AOMISHARES TR | 2,617 | $120.5M | 0.05% | |
| 30 | AAPLAPPLE INC | 560 | $114.9M | 0.05% | |
| 31 | AMZNAMAZON COM INC | 494 | $108.4M | 0.05% | |
| 32 | METAMETA PLATFORMS INC | 138 | $101.9M | 0.04% | |
| 33 | ELVELEVANCE HEALTH INC | 242 | $94.0M | 0.04% | |
| 34 | NVDANVIDIA CORPORATION | 571 | $90.2M | 0.04% | |
| 35 | NOCNORTHROP GRUMMAN CORP | 172 | $86.2M | 0.04% | |
| 36 | SENEBSENECA FOODS CORP NEW | 800 | $81.6M | 0.04% | |
| 37 | LLYELI LILLY & CO | 104 | $81.2M | 0.04% | |
| 38 | SENEASENECA FOODS CORP NEW | 800 | $81.1M | 0.04% | |
| 39 | GOOGALPHABET INC | 437 | $77.5M | 0.03% | |
| 40 | SPYMSPDR SERIES TRUST | 1,052 | $76.5M | 0.03% | |
| 41 | VEAVANGUARD TAX-MANAGED FDS | 1,193 | $68.0M | 0.03% | |
| 42 | SOLVSOLVENTUM CORP | 858 | $65.1M | 0.03% | |
| 43 | GEHCGE HEALTHCARE TECHNOLOGIES I | 757 | $56.1M | 0.02% | |
| 44 | RSGREPUBLIC SVCS INC | 220 | $54.2M | 0.02% | |
| 45 | CSGPCOSTAR GROUP INC | 646 | $51.9M | 0.02% | |
| 46 | JAAAJANUS DETROIT STR TR | 946 | $48.0M | 0.02% | |
| 47 | EDCONSOLIDATED EDISON INC | 478 | $48.0M | 0.02% | |
| 48 | VTIPVANGUARD MALVERN FDS | 953 | $47.9M | 0.02% | |
| 49 | GSLCGOLDMAN SACHS ETF TR | 385 | $46.7M | 0.02% | |
| 50 | BACVERIZON COMMUNICATIONS INC | 1,013 | $43.8M | 0.02% | |
| 51 | MUBISHARES TR | 393 | $41.1M | 0.02% | |
| 52 | VTIVANGUARD INDEX FDS | 133 | $40.4M | 0.02% | |
| 53 | BNDXVANGUARD CHARLOTTE FDS | 743 | $36.8M | 0.02% | |
| 54 | TAT&T INC | 1,248 | $36.1M | 0.02% | |
| 55 | BABOEING CO | 153 | $32.1M | 0.01% | |
| 56 | DFICDIMENSIONAL ETF TRUST | 873 | $27.1M | 0.01% | |
| 57 | GOOGLALPHABET INC | 151 | $26.6M | 0.01% | |
| 58 | CRWDCROWDSTRIKE HLDGS INC | 51 | $26.0M | 0.01% | |
| 59 | VGSHVANGUARD SCOTTSDALE FDS | 432 | $25.4M | 0.01% | |
| 60 | JPMJPMORGAN CHASE & CO. | 87 | $25.2M | 0.01% | |
| 61 | MCDMCDONALDS CORP | 86 | $25.1M | 0.01% | |
| 62 | INTCINTEL CORP | 1,108 | $24.8M | 0.01% | |
| 63 | YUMYUM BRANDS INC | 162 | $24.0M | 0.01% | |
| 64 | ESEVERSOURCE ENERGY | 376 | $23.9M | 0.01% | |
| 65 | AOKISHARES TR | 574 | $22.4M | 0.01% | |
| 66 | VWOVANGUARD INTL EQUITY INDEX F | 423 | $20.9M | 0.01% | |
| 67 | VVISA INC | 58 | $20.6M | 0.01% | |
| 68 | CLCOLGATE PALMOLIVE CO | 213 | $19.3M | 0.01% | |
| 69 | KOCOCA COLA CO | 258 | $18.2M | 0.01% | |
| 70 | AGGISHARES TR | 180 | $17.8M | 0.01% | |
| 71 | IUSBISHARES TR | 369 | $17.1M | 0.01% | |
| 72 | PFEPFIZER INC | 688 | $16.7M | 0.01% | |
| 73 | SMLFISHARES TR | 216 | $14.7M | 0.01% | |
| 74 | DYHTARGET CORP | 144 | $14.2M | 0.01% | |
| 75 | GSIEGOLDMAN SACHS ETF TR | 347 | $13.8M | 0.01% | |
| 76 | GBILGOLDMAN SACHS ETF TR | 136 | $13.6M | 0.01% | |
| 77 | LNGCHENIERE ENERGY INC | 55 | $13.4M | 0.01% | |
| 78 | BRK/BBERKSHIRE HATHAWAY INC DEL | 26 | $12.6M | 0.01% | |
| 79 | SGOVISHARES TR | 116 | $11.7M | 0.01% | |
| 80 | GSGOLDMAN SACHS GROUP INC | 16 | $11.3M | 0.00% | |
| 81 | PYLDPIMCO ETF TR | 407 | $10.8M | 0.00% | |
| 82 | STIPISHARES TR | 97 | $10.0M | 0.00% | |
| 83 | EMBISHARES TR | 108 | $10.0M | 0.00% | |
| 84 | ZBHZIMMER BIOMET HOLDINGS INC | 104 | $9.5M | 0.00% | |
| 85 | BLKBLACKROCK INC | 9 | $9.4M | 0.00% | |
| 86 | TFISPDR SERIES TRUST | 205 | $9.2M | 0.00% | |
| 87 | EMNEASTMAN CHEM CO | 120 | $9.0M | 0.00% | |
| 88 | VRSKVERISK ANALYTICS INC | 28 | $8.7M | 0.00% | |
| 89 | SPGIS&P GLOBAL INC | 16 | $8.4M | 0.00% | |
| 90 | MAMASTERCARD INCORPORATED | 15 | $8.4M | 0.00% | |
| 91 | JPCNUVEEN PFD & INCOME OPPORTUN | 1,043 | $8.4M | 0.00% | |
| 92 | SPMDSPDR SERIES TRUST | 152 | $8.3M | 0.00% | |
| 93 | ETNEATON CORP PLC | 23 | $8.2M | 0.00% | |
| 94 | WCNWASTE CONNECTIONS INC | 43 | $8.0M | 0.00% | |
| 95 | COSTCOSTCO WHSL CORP NEW | 8 | $7.9M | 0.00% | |
| 96 | TMUST-MOBILE US INC | 33 | $7.9M | 0.00% | |
| 97 | SCISERVICE CORP INTL | 95 | $7.7M | 0.00% | |
| 98 | CSXCSX CORP | 224 | $7.3M | 0.00% | |
| 99 | CVSCVS HEALTH CORP | 105 | $7.2M | 0.00% | |
| 100 | NEENEXTERA ENERGY INC | 104 | $7.2M | 0.00% |
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