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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
-0.39%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$206M
AUM Growth
–
Cap. Flow
+$352M
Cap. Flow %
170.87%
Top 10 Hldgs %
96.51%
Holding
1,189
New
1,188
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VT icon
Vanguard Total World Stock ETF
VT
+$143M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$94.3M
3
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$43.6M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$29.2M
5
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$17.5M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Industrials 0.87%
2 Healthcare 0.67%
3 Technology 0.65%
4 Energy 0.25%
5 Utilities 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AOM icon
26
iShares Core Moderate Allocation ETF
AOM
$1.78B
$113K 0.06%
+2,583
New +$114K
ELV icon
27
Elevance Health
ELV
$85.5B
$103K 0.05%
+238
New +$95.5K
AAPL icon
28
Apple
AAPL
$4.57T
$98.6K 0.05%
+444
New +$103K
NOC icon
29
Northrop Grumman
NOC
$81.2B
$86.3K 0.04%
+169
New +$80.7K
AMZN icon
30
Amazon
AMZN
$2.96T
$82.6K 0.04%
+434
New +$94.2K
LLY icon
31
Eli Lilly
LLY
$1.06T
$81K 0.04%
+99
New +$82.4K
MSFT icon
32
Microsoft
MSFT
$3.71T
$73.1K 0.04%
+195
New +$79.5K
SENEB
33
Seneca Foods Class B
SENEB
$1.13B
$72.6K 0.04%
+800
New +$66K
SENEA icon
34
Seneca Foods Class A
SENEA
$1.21B
$71.2K 0.03%
+800
New +$64K
META icon
35
Meta Platforms (Facebook)
META
$1.51T
$70.3K 0.03%
+122
New +$78.7K
SOLV icon
36
Solventum
SOLV
$14.1B
$65.2K 0.03%
+858
New +$63.9K
GEHC icon
37
GE HealthCare
GEHC
$32.4B
$59.9K 0.03%
+742
New +$63.8K
GOOG icon
38
Alphabet (Google) Class C
GOOG
$4.32T
$58.4K 0.03%
+374
New +$68.5K
SPYM
39
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
$58.2K 0.03%
+885
New +$61.2K
VEA icon
40
Vanguard FTSE Developed Markets ETF
VEA
$237B
$57.3K 0.03%
+1,128
New +$57.1K
RSG icon
41
Republic Services
RSG
$65.7B
$52.6K 0.03%
+218
New +$48.9K
VTIP icon
42
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$52K 0.03%
+1,041
New +$51.1K
ED icon
43
Consolidated Edison
ED
$39.9B
$51.9K 0.03%
+469
New +$46K
CSGP icon
44
CoStar Group
CSGP
$12.3B
$50.8K 0.02%
+641
New +$48.8K
JAAA icon
45
Janus Henderson AAA CLO ETF
JAAA
$29.8B
$50K 0.02%
+985
New +$50K
VZ icon
46
Verizon
VZ
$196B
$43.1K 0.02%
+951
New +$39.6K
BNDX icon
47
Vanguard Total International Bond ETF
BNDX
$83.1B
$37.9K 0.02%
+777
New +$38K
VTI icon
48
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$36.8K 0.02%
+134
New +$38.9K
MUB icon
49
iShares National Muni Bond ETF
MUB
$45.9B
$36.6K 0.02%
+348
New +$37K
GSLC icon
50
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$16B
$35.7K 0.02%
+325
New +$37.6K
1
2
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WW
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ONPI
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HMP
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4WM
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A
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FFL
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HFM Investment Advisors's Q1 2025 Portfolio in Review

Q1 2025 is the first quarter with a 13F filing on record for HFM Investment Advisors, which disclosed 1,189 positions worth $206M. Its ten largest holdings account for 97% of the portfolio.

Its largest position is Vanguard Total World Stock ETF: 1,196,406 shares worth $1.24M.

By sector, the portfolio is most concentrated in Industrials at 0.87% of assets, followed by Healthcare and Technology.

  • HFM Investment Advisors's largest Q1 2025 buy was Vanguard Total World Stock ETF: 1,196,406 shares worth $1.24M.
  • HFM Investment Advisors's ten largest holdings make up 97% of its $206M portfolio in Q1 2025.
  • HFM Investment Advisors disclosed 1,189 positions in Q1 2025, its first 13F filing on record.

Based on HFM Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.