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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
VTI icon
51
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$41.3K 0.02%
126
-7
-5% -$2.21K
GSLC icon
52
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$16B
$39.7K 0.02%
305
-80
-21% -$10.1K
GOOGL icon
53
Alphabet (Google) Class A
GOOGL
$4.33T
$37.9K 0.02%
156
+5
+3% +$1.05K
INTC icon
54
Intel
INTC
$513B
$37.8K 0.02%
1,126
+18
+2% +$436
BNDX icon
55
Vanguard Total International Bond ETF
BNDX
$83.1B
$36.1K 0.01%
731
-12
-2% -$592
T icon
56
AT&T
T
$163B
$34.8K 0.01%
1,234
-14
-1% -$398
BA icon
57
Boeing
BA
$185B
$33K 0.01%
153
– –
JPM icon
58
JPMorgan Chase
JPM
$950B
$27.4K 0.01%
87
– –
ES icon
59
Eversource Energy
ES
$27.2B
$26.7K 0.01%
376
– –
MCD icon
60
McDonald's
MCD
$195B
$26.1K 0.01%
86
– –
YUM icon
61
Yum! Brands
YUM
$41.1B
$24.6K 0.01%
162
– –
CRWD icon
62
CrowdStrike
CRWD
$218B
$24.5K 0.01%
200
-4
-2% -$455
VGSH icon
63
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
$23.8K 0.01%
404
-28
-6% -$1.64K
AOK icon
64
iShares Core Conservative Allocation ETF
AOK
$793M
$23.2K 0.01%
577
+3
+0.5% +$118
DFIC icon
65
Dimensional International Core Equity 2 ETF
DFIC
$15.3B
$23.1K 0.01%
705
-168
-19% -$5.36K
VWO icon
66
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$22.4K 0.01%
413
-10
-2% -$515
AGG icon
67
iShares Core US Aggregate Bond ETF
AGG
$138B
$19.7K 0.01%
197
+17
+9% +$1.69K
V icon
68
Visa
V
$677B
$18.4K 0.01%
54
-4
-7% -$1.38K
PFE icon
69
Pfizer
PFE
$153B
$17.8K 0.01%
700
+12
+2% +$296
KO icon
70
Coca-Cola
KO
$375B
$17.3K 0.01%
261
+3
+1% +$206
CL icon
71
Colgate-Palmolive
CL
$74.4B
$17.1K 0.01%
214
+1
+0.5% +$85
IUSB icon
72
iShares Core Universal USD Bond ETF
IUSB
$43.3B
$16.7K 0.01%
358
-11
-3% -$509
TGT icon
73
Target
TGT
$68B
$13K 0.01%
145
+1
+0.7% +$98
GS icon
74
Goldman Sachs
GS
$303B
$12.7K 0.01%
16
– –
SMLF icon
75
iShares US Small Cap Equity Factor ETF
SMLF
$4.3B
$12.6K 0.01%
170
-46
-21% -$3.29K
1 2
3
4 5

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ONPI
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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.