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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
+5.64%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$246M
AUM Growth
+$19M
Cap. Flow
+$6.15M
Cap. Flow %
2.5%
Top 10 Hldgs %
95.59%
Holding
1,323
New
36
Increased
294
Reduced
381
Closed
56

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$3.83M
2
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$1.01M
3
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$584K
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$505K
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$439K

Top Sells

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$245K
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$213K
3
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$14.1K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$13.7K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$10.1K

Sector Composition

Rank Sector Weight
1 Industrials 1.01%
2 Technology 0.73%
3 Healthcare 0.64%
4 Consumer Discretionary 0.25%
5 Utilities 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
26
Microsoft
MSFT
$3.71T
$142K 0.06%
275
-8
-3% -$4.08K
EXC icon
27
Exelon
EXC
$47B
$138K 0.06%
3,060
-2
-0.1% -$88
JPST icon
28
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
$135K 0.06%
2,671
-200
-7% -$10.1K
AOM icon
29
iShares Core Moderate Allocation ETF
AOM
$1.78B
$125K 0.05%
2,636
+19
+0.7% +$883
BMY icon
30
Bristol-Myers Squibb
BMY
$132B
$120K 0.05%
2,660
+27
+1% +$1.26K
AMZN icon
31
Amazon
AMZN
$2.96T
$108K 0.04%
493
-1
-0.2% -$226
GOOG icon
32
Alphabet (Google) Class C
GOOG
$4.32T
$108K 0.04%
442
+5
+1% +$1.05K
NVDA icon
33
NVIDIA
NVDA
$5.42T
$107K 0.04%
572
+1
+0.2% +$174
META icon
34
Meta Platforms (Facebook)
META
$1.51T
$105K 0.04%
143
+5
+4% +$3.72K
NOC icon
35
Northrop Grumman
NOC
$81.2B
$105K 0.04%
172
– –
SENEB
36
Seneca Foods Class B
SENEB
$1.13B
$87.2K 0.04%
800
– –
SENEA icon
37
Seneca Foods Class A
SENEA
$1.21B
$86.4K 0.04%
800
– –
SPYM
38
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
$81.3K 0.03%
1,038
-14
-1% -$1.06K
LLY icon
39
Eli Lilly
LLY
$1.06T
$79.7K 0.03%
104
– –
ELV icon
40
Elevance Health
ELV
$85.5B
$77.9K 0.03%
241
-1
-0.4% -$311
VEA icon
41
Vanguard FTSE Developed Markets ETF
VEA
$237B
$71K 0.03%
1,184
-9
-0.8% -$525
SOLV icon
42
Solventum
SOLV
$14.1B
$62.6K 0.03%
858
– –
GEHC icon
43
GE HealthCare
GEHC
$32.4B
$56.8K 0.02%
756
-1
-0.1% -$75
CSGP icon
44
CoStar Group
CSGP
$12.3B
$54.5K 0.02%
646
– –
RSG icon
45
Republic Services
RSG
$65.7B
$50.3K 0.02%
219
-1
-0.5% -$235
ED icon
46
Consolidated Edison
ED
$39.9B
$48.3K 0.02%
481
+3
+0.6% +$301
VTIP icon
47
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$44.6K 0.02%
881
-72
-8% -$3.62K
JAAA icon
48
Janus Henderson AAA CLO ETF
JAAA
$29.8B
$44.5K 0.02%
877
-69
-7% -$3.5K
VZ icon
49
Verizon
VZ
$196B
$44K 0.02%
1,002
-11
-1% -$476
MUB icon
50
iShares National Muni Bond ETF
MUB
$45.9B
$41.5K 0.02%
389
-4
-1% -$419
1
2
3 4 5

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HFM Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, HFM Investment Advisors held 1,323 positions worth $246M, up 8.4% from $227M the previous quarter. Its ten largest holdings account for 96% of the portfolio.

HFM Investment Advisors's Q3 2025 filing shows 36 new, 294 increased, 381 reduced and 56 closed positions. Its largest new stake was MSC Income Fund Inc: 206 shares worth $2.71K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $245K.

By sector, the portfolio is most concentrated in Industrials at 1% of assets, up from 1% a quarter earlier, followed by Technology and Healthcare.

  • HFM Investment Advisors's largest Q3 2025 buy was MSC Income Fund Inc: 206 shares worth $2.71K.
  • HFM Investment Advisors added most to Dimensional Core Fixed Income ETF in Q3 2025, an estimated $3.83M increase.
  • HFM Investment Advisors's biggest Q3 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $245K.
  • HFM Investment Advisors fully exited Hess in Q3 2025, selling an estimated $2.08K.
  • HFM Investment Advisors's ten largest holdings make up 96% of its $246M portfolio in Q3 2025.
  • HFM Investment Advisors opened 36 new positions and closed 56 in Q3 2025.
  • HFM Investment Advisors's portfolio value rose 8.4% quarter-over-quarter to $246M.

Based on HFM Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.