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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
+2.07%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$256M
AUM Growth
+$9.32M
Cap. Flow
+$4.43M
Cap. Flow %
1.73%
Top 10 Hldgs %
94.68%
Holding
1,342
New
75
Increased
392
Reduced
252
Closed
63

Top Buys

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.2M
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$593K
3
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$328K
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$231K
5
NVDA icon
NVIDIA
NVDA
+$202K

Top Sells

Rank Stock Value
1
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$404K
2
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$39.8K
3
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$24.4K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$24.3K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$13.1K

Sector Composition

Rank Sector Weight
1 Industrials 1.09%
2 Technology 1.07%
3 Healthcare 0.76%
4 Consumer Discretionary 0.32%
5 Utilities 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOG icon
26
Alphabet (Google) Class C
GOOG
$4.32T
$183K 0.07%
584
+142
+32% +$40.7K
PG icon
27
Procter & Gamble
PG
$339B
$160K 0.06%
1,117
+26
+2% +$3.83K
META icon
28
Meta Platforms (Facebook)
META
$1.51T
$157K 0.06%
238
+95
+66% +$63.4K
JSCP icon
29
JPMorgan Short Duration Core Plus ETF
JSCP
$1.76B
$154K 0.06%
3,232
-512
-14% -$24.4K
SPSB icon
30
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$154K 0.06%
5,083
-805
-14% -$24.3K
BMY icon
31
Bristol-Myers Squibb
BMY
$132B
$146K 0.06%
2,703
+43
+2% +$2.07K
GOOGL icon
32
Alphabet (Google) Class A
GOOGL
$4.33T
$137K 0.05%
437
+281
+180% +$80.3K
EXC icon
33
Exelon
EXC
$47B
$136K 0.05%
3,124
+64
+2% +$2.92K
LLY icon
34
Eli Lilly
LLY
$1.06T
$132K 0.05%
123
+19
+18% +$18.2K
AOM icon
35
iShares Core Moderate Allocation ETF
AOM
$1.78B
$125K 0.05%
2,624
-12
-0.5% -$574
JPST icon
36
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
$122K 0.05%
2,413
-258
-10% -$13.1K
NOC icon
37
Northrop Grumman
NOC
$81.2B
$116K 0.05%
203
+31
+18% +$18K
SPYM
38
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
$92.6K 0.04%
1,154
+116
+11% +$9.22K
AVGO icon
39
Broadcom
AVGO
$2.04T
$89.3K 0.03%
258
+234
+975% +$83.7K
SENEA icon
40
Seneca Foods Class A
SENEA
$1.21B
$88.5K 0.03%
800
– –
ELV icon
41
Elevance Health
ELV
$85.5B
$88.4K 0.03%
253
+12
+5% +$4.05K
SENEB
42
Seneca Foods Class B
SENEB
$1.13B
$87.4K 0.03%
800
– –
VEA icon
43
Vanguard FTSE Developed Markets ETF
VEA
$237B
$77.7K 0.03%
1,244
+60
+5% +$3.67K
WMT icon
44
Walmart Inc
WMT
$890B
$70K 0.03%
628
+573
+1,042% +$61.5K
SOLV icon
45
Solventum
SOLV
$14.1B
$68K 0.03%
858
– –
AMD icon
46
Advanced Micro Devices
AMD
$789B
$65.5K 0.03%
306
+292
+2,086% +$65.6K
GEHC icon
47
GE HealthCare
GEHC
$32.4B
$64.1K 0.03%
782
+26
+3% +$2.03K
JPM icon
48
JPMorgan Chase
JPM
$950B
$61.9K 0.02%
192
+105
+121% +$32.5K
MA icon
49
Mastercard
MA
$493B
$61.1K 0.02%
107
+93
+664% +$52K
ED icon
50
Consolidated Edison
ED
$39.9B
$48.2K 0.02%
486
+5
+1% +$496
1
2
3 4 5

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HFM Investment Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, HFM Investment Advisors held 1,342 positions worth $256M, up 3.8% from $246M the previous quarter. Its ten largest holdings account for 95% of the portfolio.

HFM Investment Advisors's Q4 2025 filing shows 75 new, 392 increased, 252 reduced and 63 closed positions. Its largest new stake was FS Specialty Lending Fund: 2,927 shares worth $41.4K. The largest sale was Dimensional National Municipal Bond ETF, an estimated $404K.

By sector, the portfolio is most concentrated in Industrials at 1.1% of assets, up from 1% a quarter earlier, followed by Technology and Healthcare.

  • HFM Investment Advisors's largest Q4 2025 buy was FS Specialty Lending Fund: 2,927 shares worth $41.4K.
  • HFM Investment Advisors added most to Dimensional US Core Equity 2 ETF in Q4 2025, an estimated $1.2M increase.
  • HFM Investment Advisors's biggest Q4 2025 reduction was Dimensional National Municipal Bond ETF, cutting an estimated $404K.
  • HFM Investment Advisors fully exited Fiserv Inc in Q4 2025, selling an estimated $645.
  • HFM Investment Advisors's ten largest holdings make up 95% of its $256M portfolio in Q4 2025.
  • HFM Investment Advisors opened 75 new positions and closed 63 in Q4 2025.
  • HFM Investment Advisors's portfolio value rose 3.8% quarter-over-quarter to $256M.

Based on HFM Investment Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.