HFM Investment Advisors, LLC Q4 2025 Filing
Filed February 5, 2026
Portfolio Value
$255.8M
Holdings
1,278
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,278 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 2,582,955 | $102.3M | 39.97% | |
| 2 | DFAXDIMENSIONAL ETF TRUST | 1,591,987 | $52.1M | 20.37% | |
| 3 | DFCFDIMENSIONAL ETF TRUST | 717,629 | $30.5M | 11.94% | |
| 4 | DFNMDIMENSIONAL ETF TRUST | 366,733 | $17.7M | 6.91% | |
| 5 | DUHPDIMENSIONAL ETF TRUST | 453,234 | $17.2M | 6.74% | |
| 6 | DFGXDIMENSIONAL ETF TRUST | 170,020 | $8.9M | 3.50% | |
| 7 | DFGRDIMENSIONAL ETF TRUST | 185,881 | $4.9M | 1.92% | |
| 8 | DFGPDIMENSIONAL ETF TRUST | 83,473 | $4.5M | 1.76% | |
| 9 | AOAISHARES TR | 25,937 | $2.3M | 0.91% | |
| 10 | VTVANGUARD INTL EQUITY INDEX F | 12,047 | $1.7M | 0.66% | |
| 11 | JNJJOHNSON & JOHNSON | 5,691 | $1.2M | 0.46% | |
| 12 | CSCOCISCO SYS INC | 10,879 | $838K | 0.33% | |
| 13 | AORISHARES TR | 12,035 | $782K | 0.31% | |
| 14 | GEGE AEROSPACE | 2,253 | $693K | 0.27% | |
| 15 | ROKROCKWELL AUTOMATION INC | 1,612 | $627K | 0.25% | |
| 16 | MMM3M CO | 3,482 | $557K | 0.22% | |
| 17 | XOMEXXON MOBIL CORP | 4,384 | $527K | 0.21% | |
| 18 | IBMINTERNATIONAL BUSINESS MACHS | 1,684 | $498K | 0.19% | |
| 19 | TSLATESLA INC | 830 | $373K | 0.15% | |
| 20 | GEVGE VERNOVA INC | 569 | $371K | 0.15% | |
| 21 | CEGCONSTELLATION ENERGY CORP | 1,027 | $362K | 0.14% | |
| 22 | NVDANVIDIA CORPORATION | 1,658 | $309K | 0.12% | |
| 23 | AAPLAPPLE INC | 1,101 | $299K | 0.12% | |
| 24 | MSFTMICROSOFT CORP | 558 | $269K | 0.11% | |
| 25 | AMZNAMAZON COM INC | 821 | $189K | 0.07% | |
| 26 | GOOGALPHABET INC | 584 | $183K | 0.07% | |
| 27 | PGPROCTER AND GAMBLE CO | 1,117 | $160K | 0.06% | |
| 28 | METAMETA PLATFORMS INC | 238 | $157K | 0.06% | |
| 29 | SPSBSPDR SERIES TRUST | 5,083 | $153K | 0.06% | |
| 30 | JSCPJ P MORGAN EXCHANGE TRADED F | 3,232 | $153K | 0.06% | |
| 31 | BMYBRISTOL-MYERS SQUIBB CO | 2,703 | $145K | 0.06% | |
| 32 | GOOGLALPHABET INC | 437 | $136K | 0.05% | |
| 33 | PEOEXELON CORP | 3,124 | $136K | 0.05% | |
| 34 | LLYELI LILLY & CO | 123 | $131K | 0.05% | |
| 35 | AOMISHARES TR | 2,624 | $125K | 0.05% | |
| 36 | JPSTJ P MORGAN EXCHANGE TRADED F | 2,413 | $122K | 0.05% | |
| 37 | NOCNORTHROP GRUMMAN CORP | 203 | $115K | 0.04% | |
| 38 | SPYMSPDR SERIES TRUST | 1,154 | $92K | 0.04% | |
| 39 | AVGOBROADCOM INC | 258 | $89K | 0.03% | |
| 40 | SENEASENECA FOODS CORP NEW | 800 | $88K | 0.03% | |
| 41 | ELVELEVANCE HEALTH INC FORMERLY | 253 | $88K | 0.03% | |
| 42 | SENEBSENECA FOODS CORP NEW | 800 | $87K | 0.03% | |
| 43 | VEAVANGUARD TAX-MANAGED FDS | 1,244 | $77K | 0.03% | |
| 44 | WMTWALMART INC | 628 | $69K | 0.03% | |
| 45 | SOLVSOLVENTUM CORP | 858 | $67K | 0.03% | |
| 46 | AMDADVANCED MICRO DEVICES INC | 306 | $65K | 0.03% | |
| 47 | GEHCGE HEALTHCARE TECHNOLOGIES I | 782 | $64K | 0.03% | |
| 48 | JPMJPMORGAN CHASE & CO. | 192 | $61K | 0.02% | |
| 49 | MAMASTERCARD INCORPORATED | 107 | $61K | 0.02% | |
| 50 | EDCONSOLIDATED EDISON INC | 486 | $48K | 0.02% | |
| 51 | RSGREPUBLIC SVCS INC | 222 | $46K | 0.02% | |
| 52 | CSGPCOSTAR GROUP INC | 644 | $43K | 0.02% | |
| 53 | INTCINTEL CORP | 1,182 | $43K | 0.02% | |
| 54 | MCDMCDONALDS CORP | 138 | $42K | 0.02% | |
| 55 | FSSLFS SPECIALTY LENDING FD | 2,927 | $41K | 0.02% | |
| 56 | BACVERIZON COMMUNICATIONS INC | 998 | $40K | 0.02% | |
| 57 | MUBISHARES TR | 380 | $40K | 0.02% | |
| 58 | VTIVANGUARD INDEX FDS | 118 | $39K | 0.02% | |
| 59 | IWMISHARES TR | 162 | $39K | 0.02% | |
| 60 | JAAAJANUS DETROIT STR TR | 755 | $38K | 0.01% | |
| 61 | GSLCGOLDMAN SACHS ETF TR | 294 | $38K | 0.01% | |
| 62 | VTIPVANGUARD MALVERN FDS | 759 | $37K | 0.01% | |
| 63 | BNDXVANGUARD CHARLOTTE FDS | 708 | $34K | 0.01% | |
| 64 | BACBANK AMERICA CORP | 626 | $34K | 0.01% | |
| 65 | BRK/BBERKSHIRE HATHAWAY INC DEL | 66 | $33K | 0.01% | |
| 66 | NEENEXTERA ENERGY INC | 413 | $33K | 0.01% | |
| 67 | BABOEING CO | 153 | $33K | 0.01% | |
| 68 | TMOTHERMO FISHER SCIENTIFIC INC | 53 | $30K | 0.01% | |
| 69 | TAT&T INC | 1,221 | $30K | 0.01% | |
| 70 | PHPARKER-HANNIFIN CORP | 33 | $29K | 0.01% | |
| 71 | PFEPFIZER INC | 1,127 | $28K | 0.01% | |
| 72 | IWRISHARES TR | 287 | $27K | 0.01% | |
| 73 | SPYINEOS ETF TRUST | 511 | $26K | 0.01% | |
| 74 | NVDYTIDAL TRUST II | 1,840 | $26K | 0.01% | |
| 75 | ESEVERSOURCE ENERGY | 376 | $25K | 0.01% | |
| 76 | YUMYUM BRANDS INC | 171 | $25K | 0.01% | |
| 77 | CRWDCROWDSTRIKE HLDGS INC | 54 | $25K | 0.01% | |
| 78 | ORCLORACLE CORP | 129 | $25K | 0.01% | |
| 79 | KOCOCA COLA CO | 363 | $25K | 0.01% | |
| 80 | PWRQUANTA SVCS INC | 58 | $24K | 0.01% | |
| 81 | COSTCOSTCO WHSL CORP NEW | 28 | $24K | 0.01% | |
| 82 | COFCAPITAL ONE FINL CORP | 101 | $24K | 0.01% | |
| 83 | AOKISHARES TR | 577 | $23K | 0.01% | |
| 84 | KLACKLA CORP | 19 | $23K | 0.01% | |
| 85 | DFICDIMENSIONAL ETF TRUST | 679 | $23K | 0.01% | |
| 86 | VWOVANGUARD INTL EQUITY INDEX F | 439 | $23K | 0.01% | |
| 87 | AGGISHARES TR | 238 | $23K | 0.01% | |
| 88 | ISRGINTUITIVE SURGICAL INC | 39 | $22K | 0.01% | |
| 89 | TMUST-MOBILE US INC | 111 | $22K | 0.01% | |
| 90 | HDHOME DEPOT INC | 65 | $22K | 0.01% | |
| 91 | GSGOLDMAN SACHS GROUP INC | 25 | $21K | 0.01% | |
| 92 | VOEVANGUARD INDEX FDS | 123 | $21K | 0.01% | |
| 93 | VVISA INC | 61 | $21K | 0.01% | |
| 94 | VGSHVANGUARD SCOTTSDALE FDS | 347 | $20K | 0.01% | |
| 95 | HCAHCA HEALTHCARE INC | 42 | $19K | 0.01% | |
| 96 | EOGEOG RES INC | 190 | $19K | 0.01% | |
| 97 | CVXCHEVRON CORP NEW | 122 | $18K | 0.01% | |
| 98 | CITCINTAS CORP | 87 | $16K | 0.01% | |
| 99 | CLCOLGATE PALMOLIVE CO | 214 | $16K | 0.01% | |
| 100 | GBILGOLDMAN SACHS ETF TR | 157 | $15K | 0.01% |
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