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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
+10.01%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$285M
AUM Growth
+$25.1M
Cap. Flow
+$604K
Cap. Flow %
0.21%
Top 10 Hldgs %
94.71%
Holding
1,330
New
126
Increased
1,031
Reduced
73
Closed
37

Top Buys

Rank Stock Value
1
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$3.4M
2
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$770K
3
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$346K
4
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$182K
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$70.9K

Top Sells

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.65M
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$1.11M
3
XOM icon
ExxonMobil
XOM
+$746K
4
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$741K
5
VT icon
Vanguard Total World Stock ETF
VT
+$340K

Sector Composition

Rank Sector Weight
1 Miscellaneous 95.31%
2 Industrials 1.33%
3 Technology 1.29%
4 Healthcare 0.78%
5 Consumer Discretionary 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMT icon
51
Walmart Inc
WMT
$850B
$49K 0.02%
433
-118
-21% -$14.6K
VZ icon
52
Verizon
VZ
$208B
$46K 0.02%
1,086
+86
+9% +$4.03K
MUB icon
53
iShares National Muni Bond ETF
MUB
$45B
$45K 0.02%
418
-18
-4% -$1.93K
VTI icon
54
Vanguard Morningstar Total Stock Market ETF
VTI
$688B
$43.5K 0.02%
118
– –
SPYI icon
55
NEOS S&P 500 High Income ETF
SPYI
$11.7B
$39.1K 0.01%
738
+227
+44% +$11.9K
CRWD icon
56
CrowdStrike
CRWD
$218B
$38.9K 0.01%
204
– –
PWR icon
57
Quanta Services
PWR
$93.9B
$38.2K 0.01%
53
+4
+8% +$2.73K
MA icon
58
Mastercard
MA
$507B
$37K 0.01%
72
-36
-33% -$17.9K
BRK.B icon
59
Berkshire Hathaway Class B
BRK.B
$1.08T
$36.5K 0.01%
73
+10
+16% +$4.81K
NVDY icon
60
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.45B
$36.1K 0.01%
2,898
+1,058
+58% +$14.3K
MCD icon
61
McDonald's
MCD
$181B
$35.4K 0.01%
131
– –
BAC icon
62
Bank of America
BAC
$438B
$34.6K 0.01%
607
-15
-2% -$798
BA icon
63
Boeing
BA
$168B
$34.4K 0.01%
159
+7
+5% +$1.56K
PH icon
64
Parker-Hannifin
PH
$121B
$34.2K 0.01%
35
+3
+9% +$2.75K
GEHC icon
65
GE HealthCare
GEHC
$31.1B
$34K 0.01%
531
-307
-37% -$20.2K
FSSL
66
FS Specialty Lending Fund
FSSL
$909M
$32.6K 0.01%
2,927
– –
BNDX icon
67
Vanguard Total International Bond ETF
BNDX
$82.2B
$30.6K 0.01%
632
-187
-23% -$8.99K
VTIP icon
68
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$28.8K 0.01%
574
-104
-15% -$5.23K
V icon
69
Visa
V
$700B
$28.5K 0.01%
83
+36
+77% +$11.6K
COST icon
70
Costco
COST
$406B
$28.1K 0.01%
30
+1
+3% +$996
JAAA icon
71
Janus Henderson AAA CLO ETF
JAAA
$30.1B
$28K 0.01%
555
-104
-16% -$5.26K
ES icon
72
Eversource Energy
ES
$26.8B
$27.9K 0.01%
386
+10
+3% +$693
T icon
73
AT&T
T
$176B
$27.6K 0.01%
1,335
+108
+9% +$2.68K
YUM icon
74
Yum! Brands
YUM
$41.1B
$27.2K 0.01%
171
-2
-1% -$310
VWO icon
75
Vanguard FTSE Emerging Markets ETF
VWO
$128B
$27K 0.01%
452
-226
-33% -$13.3K
1 2
3
4 5

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HFM Investment Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, HFM Investment Advisors held 1,330 positions worth $285M, up 9.7% from $260M the previous quarter. Its ten largest holdings account for 95% of the portfolio.

HFM Investment Advisors's Q2 2026 filing shows 126 new, 1,031 increased, 73 reduced and 37 closed positions. Its largest new stake was SpaceX: 25 shares worth $4.27K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $1.65M.

By sector, the portfolio is most concentrated in Miscellaneous at 95% of assets, down from 96% a quarter earlier, followed by Industrials and Technology.

  • HFM Investment Advisors's largest Q2 2026 buy was SpaceX: 25 shares worth $4.27K.
  • HFM Investment Advisors added most to Dimensional National Municipal Bond ETF in Q2 2026, an estimated $3.4M increase.
  • HFM Investment Advisors's biggest Q2 2026 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $1.65M.
  • HFM Investment Advisors fully exited ExxonMobil in Q2 2026, selling an estimated $746K.
  • HFM Investment Advisors's ten largest holdings make up 95% of its $285M portfolio in Q2 2026.
  • HFM Investment Advisors opened 126 new positions and closed 37 in Q2 2026.
  • HFM Investment Advisors's portfolio value rose 9.7% quarter-over-quarter to $285M.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.