HFM Investment Advisors, LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$246.5B
Holdings
1,267
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (1,267 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 2,552,121 | $98.4B | 39.93% | |
| 2 | DFAXDIMENSIONAL ETF TRUST | 1,573,404 | $49.4B | 20.03% | |
| 3 | DFCFDIMENSIONAL ETF TRUST | 709,967 | $30.4B | 12.32% | |
| 4 | DFNMDIMENSIONAL ETF TRUST | 375,124 | $18.0B | 7.30% | |
| 5 | DUHPDIMENSIONAL ETF TRUST | 447,144 | $16.9B | 6.85% | |
| 6 | DFGXDIMENSIONAL ETF TRUST | 168,062 | $9.1B | 3.68% | |
| 7 | DFGRDIMENSIONAL ETF TRUST | 181,998 | $5.0B | 2.02% | |
| 8 | DFGPDIMENSIONAL ETF TRUST | 82,717 | $4.6B | 1.86% | |
| 9 | AOAISHARES TR | 26,384 | $2.3B | 0.94% | |
| 10 | VTVANGUARD INTL EQUITY INDEX F | 11,658 | $1.6B | 0.65% | |
| 11 | JNJJOHNSON & JOHNSON | 5,628 | $1.0B | 0.42% | |
| 12 | AORISHARES TR | 11,976 | $771.0M | 0.31% | |
| 13 | CSCOCISCO SYS INC | 10,794 | $738.5M | 0.30% | |
| 14 | GEGE AEROSPACE | 2,236 | $672.6M | 0.27% | |
| 15 | ROKROCKWELL AUTOMATION INC | 1,611 | $563.1M | 0.23% | |
| 16 | MMM3M CO | 3,448 | $535.1M | 0.22% | |
| 17 | XOMEXXON MOBIL CORP | 4,211 | $474.8M | 0.19% | |
| 18 | IBMINTERNATIONAL BUSINESS MACHS | 1,647 | $464.7M | 0.19% | |
| 19 | GEVGE VERNOVA INC | 559 | $343.7M | 0.14% | |
| 20 | TSLATESLA INC | 752 | $334.4M | 0.14% | |
| 21 | CEGCONSTELLATION ENERGY CORP | 1,006 | $331.0M | 0.13% | |
| 22 | SPSBSPDR SERIES TRUST | 5,888 | $178.3M | 0.07% | |
| 23 | JSCPJ P MORGAN EXCHANGE TRADED F | 3,744 | $178.3M | 0.07% | |
| 24 | PGPROCTER AND GAMBLE CO | 1,091 | $167.6M | 0.07% | |
| 25 | AAPLAPPLE INC | 589 | $150.0M | 0.06% | |
| 26 | MSFTMICROSOFT CORP | 275 | $142.5M | 0.06% | |
| 27 | PEOEXELON CORP | 3,060 | $137.7M | 0.06% | |
| 28 | JPSTJ P MORGAN EXCHANGE TRADED F | 2,671 | $135.5M | 0.05% | |
| 29 | AOMISHARES TR | 2,636 | $125.4M | 0.05% | |
| 30 | BMYBRISTOL-MYERS SQUIBB CO | 2,660 | $119.9M | 0.05% | |
| 31 | AMZNAMAZON COM INC | 493 | $108.2M | 0.04% | |
| 32 | GOOGALPHABET INC | 442 | $107.6M | 0.04% | |
| 33 | NVDANVIDIA CORPORATION | 572 | $106.7M | 0.04% | |
| 34 | METAMETA PLATFORMS INC | 143 | $105.0M | 0.04% | |
| 35 | NOCNORTHROP GRUMMAN CORP | 172 | $104.9M | 0.04% | |
| 36 | SENEBSENECA FOODS CORP NEW | 800 | $87.2M | 0.04% | |
| 37 | SENEASENECA FOODS CORP NEW | 800 | $86.4M | 0.04% | |
| 38 | SPYMSPDR SERIES TRUST | 1,038 | $81.3M | 0.03% | |
| 39 | LLYELI LILLY & CO | 104 | $79.7M | 0.03% | |
| 40 | ELVELEVANCE HEALTH INC FORMERLY | 241 | $77.9M | 0.03% | |
| 41 | VEAVANGUARD TAX-MANAGED FDS | 1,184 | $71.0M | 0.03% | |
| 42 | SOLVSOLVENTUM CORP | 858 | $62.6M | 0.03% | |
| 43 | GEHCGE HEALTHCARE TECHNOLOGIES I | 756 | $56.8M | 0.02% | |
| 44 | CSGPCOSTAR GROUP INC | 646 | $54.5M | 0.02% | |
| 45 | RSGREPUBLIC SVCS INC | 219 | $50.3M | 0.02% | |
| 46 | EDCONSOLIDATED EDISON INC | 481 | $48.3M | 0.02% | |
| 47 | VTIPVANGUARD MALVERN FDS | 881 | $44.6M | 0.02% | |
| 48 | JAAAJANUS DETROIT STR TR | 877 | $44.5M | 0.02% | |
| 49 | BACVERIZON COMMUNICATIONS INC | 1,002 | $44.0M | 0.02% | |
| 50 | MUBISHARES TR | 389 | $41.5M | 0.02% | |
| 51 | VTIVANGUARD INDEX FDS | 126 | $41.3M | 0.02% | |
| 52 | GSLCGOLDMAN SACHS ETF TR | 305 | $39.7M | 0.02% | |
| 53 | GOOGLALPHABET INC | 156 | $37.9M | 0.02% | |
| 54 | INTCINTEL CORP | 1,126 | $37.8M | 0.02% | |
| 55 | BNDXVANGUARD CHARLOTTE FDS | 731 | $36.1M | 0.01% | |
| 56 | TAT&T INC | 1,234 | $34.8M | 0.01% | |
| 57 | BABOEING CO | 153 | $33.0M | 0.01% | |
| 58 | JPMJPMORGAN CHASE & CO. | 87 | $27.4M | 0.01% | |
| 59 | ESEVERSOURCE ENERGY | 376 | $26.7M | 0.01% | |
| 60 | MCDMCDONALDS CORP | 86 | $26.1M | 0.01% | |
| 61 | YUMYUM BRANDS INC | 162 | $24.6M | 0.01% | |
| 62 | CRWDCROWDSTRIKE HLDGS INC | 50 | $24.5M | 0.01% | |
| 63 | VGSHVANGUARD SCOTTSDALE FDS | 404 | $23.8M | 0.01% | |
| 64 | AOKISHARES TR | 577 | $23.2M | 0.01% | |
| 65 | DFICDIMENSIONAL ETF TRUST | 705 | $23.1M | 0.01% | |
| 66 | VWOVANGUARD INTL EQUITY INDEX F | 413 | $22.4M | 0.01% | |
| 67 | AGGISHARES TR | 197 | $19.7M | 0.01% | |
| 68 | VVISA INC | 54 | $18.4M | 0.01% | |
| 69 | PFEPFIZER INC | 700 | $17.8M | 0.01% | |
| 70 | KOCOCA COLA CO | 261 | $17.3M | 0.01% | |
| 71 | CLCOLGATE PALMOLIVE CO | 214 | $17.1M | 0.01% | |
| 72 | IUSBISHARES TR | 358 | $16.7M | 0.01% | |
| 73 | DYHTARGET CORP | 145 | $13.0M | 0.01% | |
| 74 | GSGOLDMAN SACHS GROUP INC | 16 | $12.7M | 0.01% | |
| 75 | SMLFISHARES TR | 170 | $12.6M | 0.01% | |
| 76 | LNGCHENIERE ENERGY INC | 53 | $12.5M | 0.01% | |
| 77 | GBILGOLDMAN SACHS ETF TR | 123 | $12.3M | 0.01% | |
| 78 | GSIEGOLDMAN SACHS ETF TR | 292 | $12.0M | 0.00% | |
| 79 | SGOVISHARES TR | 116 | $11.7M | 0.00% | |
| 80 | BRK/BBERKSHIRE HATHAWAY INC DEL | 23 | $11.6M | 0.00% | |
| 81 | ZBHZIMMER BIOMET HOLDINGS INC | 108 | $10.6M | 0.00% | |
| 82 | PYLDPIMCO ETF TR | 392 | $10.5M | 0.00% | |
| 83 | BLKBLACKROCK INC | 9 | $10.5M | 0.00% | |
| 84 | STIPISHARES TR | 95 | $9.8M | 0.00% | |
| 85 | TFISPDR SERIES TRUST | 205 | $9.3M | 0.00% | |
| 86 | ORCLORACLE CORP | 33 | $9.3M | 0.00% | |
| 87 | SPMDSPDR SERIES TRUST | 156 | $8.9M | 0.00% | |
| 88 | JPCNUVEEN PFD & INCOME OPPORTUN | 1,043 | $8.6M | 0.00% | |
| 89 | ETNEATON CORP PLC | 22 | $8.2M | 0.00% | |
| 90 | ABBVABBVIE INC | 35 | $8.1M | 0.00% | |
| 91 | BXBLACKSTONE INC | 47 | $8.0M | 0.00% | |
| 92 | CVSCVS HEALTH CORP | 106 | $8.0M | 0.00% | |
| 93 | MAMASTERCARD INCORPORATED | 14 | $8.0M | 0.00% | |
| 94 | AVGOBROADCOM INC | 24 | $7.9M | 0.00% | |
| 95 | SCISERVICE CORP INTL | 95 | $7.9M | 0.00% | |
| 96 | APPAPPLOVIN CORP | 11 | $7.9M | 0.00% | |
| 97 | CSXCSX CORP | 220 | $7.8M | 0.00% | |
| 98 | SPGIS&P GLOBAL INC | 16 | $7.8M | 0.00% | |
| 99 | NEENEXTERA ENERGY INC | 103 | $7.8M | 0.00% | |
| 100 | TMUST-MOBILE US INC | 32 | $7.7M | 0.00% |
Page 1 of 13Next