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HIA

HFM Investment Advisors Portfolio holdings

AUM $285M
1-Year Est. Return 18.43%
This Fund
S&P 500
This Quarter Est. Return
+10.01%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$285M
AUM Growth
+$25.1M
Cap. Flow
+$604K
Cap. Flow %
0.21%
Top 10 Hldgs %
94.71%
Holding
1,330
New
126
Increased
1,031
Reduced
73
Closed
37

Top Buys

Rank Stock Value
1
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$3.4M
2
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$770K
3
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$346K
4
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$182K
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$70.9K

Top Sells

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.65M
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$1.11M
3
XOM icon
ExxonMobil
XOM
+$746K
4
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$741K
5
VT icon
Vanguard Total World Stock ETF
VT
+$340K

Sector Composition

Rank Sector Weight
1 Miscellaneous 95.31%
2 Industrials 1.33%
3 Technology 1.29%
4 Healthcare 0.78%
5 Consumer Discretionary 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMD icon
26
Advanced Micro Devices
AMD
$780B
$181K 0.06%
312
+6
+2% +$2.46K
PG icon
27
Procter & Gamble
PG
$340B
$170K 0.06%
1,162
+42
+4% +$6.11K
INTC icon
28
Intel
INTC
$506B
$168K 0.06%
1,202
+68
+6% +$6.88K
LLY icon
29
Eli Lilly
LLY
$1.02T
$164K 0.06%
137
+13
+10% +$13.3K
BMY icon
30
Bristol-Myers Squibb
BMY
$136B
$162K 0.06%
2,813
+76
+3% +$4.36K
GOOGL icon
31
Alphabet (Google) Class A
GOOGL
$4.14T
$147K 0.05%
411
+54
+15% +$19.4K
EXC icon
32
Exelon
EXC
$45B
$143K 0.05%
3,075
-49
-2% -$2.27K
SENEA icon
33
Seneca Foods Class A
SENEA
$1.33B
$139K 0.05%
800
– –
SENEB
34
Seneca Foods Class B
SENEB
$139K 0.05%
800
– –
SPYM
35
State Street SPDR Portfolio S&P 500 ETF
SPYM
$172B
$115K 0.04%
1,309
-942
-42% -$80.4K
SPSB icon
36
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.5B
$112K 0.04%
3,748
-688
-16% -$20.6K
JSCP icon
37
JPMorgan Short Duration Core Plus ETF
JSCP
$1.81B
$112K 0.04%
2,381
-438
-16% -$20.6K
NOC icon
38
Northrop Grumman
NOC
$73.2B
$105K 0.04%
208
+5
+2% +$2.88K
AVGO icon
39
Broadcom
AVGO
$1.7T
$105K 0.04%
279
+23
+9% +$9.22K
ELV icon
40
Elevance Health
ELV
$88.4B
$98.1K 0.03%
254
+10
+4% +$3.71K
VEA icon
41
Vanguard FTSE Developed Markets ETF
VEA
$240B
$90.3K 0.03%
1,269
-633
-33% -$44.1K
JPST icon
42
JPMorgan Ultra-Short Income ETF
JPST
$41B
$90.2K 0.03%
1,785
-418
-19% -$21.1K
META icon
43
Meta Platforms (Facebook)
META
$1.57T
$87.9K 0.03%
156
+41
+36% +$25.1K
AOM icon
44
iShares Core Moderate Allocation ETF
AOM
$1.8B
$81.6K 0.03%
1,637
+6
+0.4% +$295
SNDA icon
45
Sonida Senior Living
SNDA
$1.81B
$81.2K 0.03%
1,991
– –
JPM icon
46
JPMorgan Chase
JPM
$953B
$75.9K 0.03%
232
+42
+22% +$13K
SOLV icon
47
Solventum
SOLV
$15.6B
$66.7K 0.02%
865
+7
+0.8% +$510
ED icon
48
Consolidated Edison
ED
$39.7B
$55.5K 0.02%
502
+13
+3% +$1.41K
MU icon
49
Micron Technology
MU
$1.15T
$54.3K 0.02%
47
+26
+124% +$19.5K
RSG icon
50
Republic Services
RSG
$68.2B
$49.2K 0.02%
232
+10
+5% +$2.09K
1
2
3 4 5

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HFM Investment Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, HFM Investment Advisors held 1,330 positions worth $285M, up 9.7% from $260M the previous quarter. Its ten largest holdings account for 95% of the portfolio.

HFM Investment Advisors's Q2 2026 filing shows 126 new, 1,031 increased, 73 reduced and 37 closed positions. Its largest new stake was SpaceX: 25 shares worth $4.27K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $1.65M.

By sector, the portfolio is most concentrated in Miscellaneous at 95% of assets, down from 96% a quarter earlier, followed by Industrials and Technology.

  • HFM Investment Advisors's largest Q2 2026 buy was SpaceX: 25 shares worth $4.27K.
  • HFM Investment Advisors added most to Dimensional National Municipal Bond ETF in Q2 2026, an estimated $3.4M increase.
  • HFM Investment Advisors's biggest Q2 2026 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $1.65M.
  • HFM Investment Advisors fully exited ExxonMobil in Q2 2026, selling an estimated $746K.
  • HFM Investment Advisors's ten largest holdings make up 95% of its $285M portfolio in Q2 2026.
  • HFM Investment Advisors opened 126 new positions and closed 37 in Q2 2026.
  • HFM Investment Advisors's portfolio value rose 9.7% quarter-over-quarter to $285M.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.