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
+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
EVRG icon
526
Evergy
EVRG
$18.9B
$684 ﹤0.01%
9
– –
HAS icon
527
Hasbro
HAS
$13.3B
$683 ﹤0.01%
9
-1
-10% -$78
HPQ icon
528
HP
HPQ
$27.3B
$681 ﹤0.01%
25
+9
+56% +$240
DINO icon
529
HF Sinclair
DINO
$15.2B
$680 ﹤0.01%
13
+8
+160% +$379
STRL icon
530
Sterling Infrastructure
STRL
$16.2B
$679 ﹤0.01%
2
– –
ZION icon
531
Zions Bancorporation
ZION
$10.3B
$679 ﹤0.01%
12
– –
INCY icon
532
Incyte
INCY
$24.6B
$678 ﹤0.01%
8
+1
+14% +$79
OMF icon
533
OneMain Financial
OMF
$7.27B
$678 ﹤0.01%
12
– –
HOLX
534
DELISTED
Hologic
HOLX
$675 ﹤0.01%
10
– –
VOYA icon
535
Voya Financial
VOYA
$9.08B
$673 ﹤0.01%
9
– –
JBHT icon
536
JB Hunt Transport Services
JBHT
$25B
$671 ﹤0.01%
5
-1
-17% -$144
NTNX icon
537
Nutanix
NTNX
$17.4B
$670 ﹤0.01%
9
-2
-18% -$147
NXT icon
538
Nextpower Inc
NXT
$15.6B
$666 ﹤0.01%
9
+6
+200% +$387
GPN icon
539
Global Payments
GPN
$22.8B
$665 ﹤0.01%
8
– –
DVA icon
540
DaVita
DVA
$11.7B
$664 ﹤0.01%
5
-2
-29% -$275
WTFC icon
541
Wintrust Financial
WTFC
$10.7B
$662 ﹤0.01%
5
– –
TMHC
542
DELISTED
Taylor Morrison
TMHC
$660 ﹤0.01%
10
+1
+11% +$66
CMS icon
543
CMS Energy
CMS
$21.7B
$659 ﹤0.01%
9
– –
FIS icon
544
Fidelity National Information Services
FIS
$21.9B
$659 ﹤0.01%
10
-8
-44% -$583
JAZZ icon
545
Jazz Pharmaceuticals
JAZZ
$16.7B
$659 ﹤0.01%
5
– –
BRO icon
546
Brown & Brown
BRO
$24B
$657 ﹤0.01%
7
-2
-22% -$195
DOX icon
547
Amdocs
DOX
$6.22B
$656 ﹤0.01%
8
+1
+14% +$87
ARMK icon
548
Aramark
ARMK
$14.6B
$653 ﹤0.01%
17
– –
KKR icon
549
KKR & Co
KKR
$93.2B
$650 ﹤0.01%
5
– –
NI icon
550
NiSource
NI
$20B
$650 ﹤0.01%
15
-1
-6% -$41
20 21
22
23 24

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
MAG
Mayfair Advisory Group Birmingham, Alabama $286M AUM 19.6% 1-Year Est. Return
CCM
Chaney Capital Management Lynnwood, Washington $284M AUM 15.54% 1-Year Est. Return

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.