We are live on ! Find out more
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
IVZ icon
476
Invesco
IVZ
$14B
$946 ﹤0.01%
36
+4
+13% +$98
SNPS icon
477
Synopsys
SNPS
$78.7B
$940 ﹤0.01%
2
– –
EW icon
478
Edwards Lifesciences
EW
$53.9B
$938 ﹤0.01%
11
-1
-8% -$82
VO icon
479
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$932 ﹤0.01%
16
+4
+33% +$291
CF icon
480
CF Industries
CF
$17.9B
$929 ﹤0.01%
12
– –
MRSH
481
Marsh
MRSH
$91.7B
$928 ﹤0.01%
5
– –
CCK icon
482
Crown Holdings
CCK
$13.2B
$927 ﹤0.01%
9
– –
CTRA
483
DELISTED
Coterra Energy
CTRA
$922 ﹤0.01%
35
+6
+21% +$151
VTRS icon
484
Viatris
VTRS
$18.8B
$922 ﹤0.01%
74
+16
+28% +$173
ATI icon
485
ATI
ATI
$31.1B
$919 ﹤0.01%
8
+1
+14% +$97
JKHY icon
486
Jack Henry & Associates
JKHY
$11B
$913 ﹤0.01%
5
+2
+67% +$333
WRB icon
487
W.R. Berkley
WRB
$26.2B
$912 ﹤0.01%
13
– –
AVY icon
488
Avery Dennison
AVY
$13.6B
$910 ﹤0.01%
5
+2
+67% +$346
TYL icon
489
Tyler Technologies
TYL
$13.1B
$908 ﹤0.01%
2
+1
+100% +$476
SANM icon
490
Sanmina
SANM
$10.8B
$901 ﹤0.01%
6
-1
-14% -$148
PFGC icon
491
Performance Food Group
PFGC
$17.8B
$900 ﹤0.01%
10
– –
VLTO icon
492
Veralto
VLTO
$23.9B
$899 ﹤0.01%
9
+2
+29% +$202
SN icon
493
SharkNinja
SN
$26.6B
$896 ﹤0.01%
8
+4
+100% +$394
RGLD icon
494
Royal Gold
RGLD
$19.8B
$890 ﹤0.01%
4
– –
INCY icon
495
Incyte
INCY
$24.5B
$889 ﹤0.01%
9
+1
+13% +$97
CG icon
496
Carlyle Group
CG
$17.5B
$887 ﹤0.01%
15
-4
-21% -$227
XEL icon
497
Xcel Energy
XEL
$48.5B
$887 ﹤0.01%
12
– –
ELAN icon
498
Elanco Animal Health
ELAN
$11.4B
$883 ﹤0.01%
39
+9
+30% +$196
BIIB icon
499
Biogen
BIIB
$30.4B
$880 ﹤0.01%
5
+4
+400% +$653
DVN icon
500
Devon Energy
DVN
$50B
$880 ﹤0.01%
24
+8
+50% +$279
18 19
20
21 22

Similar funds

VPF
Vantage Point Financial Lisle, Illinois $285M AUM 21.31% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
4WM
44 Wealth Management Eugene, Oregon $286M AUM 18.78% 1-Year Est. Return
A
Argentarii Cincinnati, Ohio $286M AUM 32.04% 1-Year Est. Return
FFL
Future Fund LLC Chicago, Illinois $284M AUM 28.58% 1-Year Est. Return
CCM
Chaney Capital Management Lynnwood, Washington $284M AUM 15.54% 1-Year Est. Return
BO
Bank OZK Little Rock, Arkansas $283M AUM 24.45% 1-Year Est. Return

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.