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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
RSG icon
51
Republic Services
RSG
$65.7B
$47K 0.02%
222
+3
+1% +$646
INTC icon
52
Intel
INTC
$513B
$43.6K 0.02%
1,182
+56
+5% +$2.12K
CSGP icon
53
CoStar Group
CSGP
$12.3B
$43.3K 0.02%
644
-2
-0.3% -$142
MCD icon
54
McDonald's
MCD
$195B
$42.2K 0.02%
138
+52
+60% +$15.9K
FSSL
55
FS Specialty Lending Fund
FSSL
$864M
$41.4K 0.02%
+2,927
New +$40K
MUB icon
56
iShares National Muni Bond ETF
MUB
$45.9B
$40.7K 0.02%
380
-9
-2% -$964
VZ icon
57
Verizon
VZ
$196B
$40.6K 0.02%
998
-4
-0.4% -$162
IWM icon
58
iShares Russell 2000 ETF
IWM
$81.9B
$39.9K 0.02%
+162
New +$39.8K
VTI icon
59
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$39.4K 0.02%
118
-8
-6% -$2.66K
GSLC icon
60
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$16B
$38.9K 0.02%
294
-11
-4% -$1.44K
JAAA icon
61
Janus Henderson AAA CLO ETF
JAAA
$29.8B
$38.2K 0.01%
755
-122
-14% -$6.17K
VTIP icon
62
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$37.5K 0.01%
759
-122
-14% -$6.1K
BAC icon
63
Bank of America
BAC
$442B
$34.4K 0.01%
626
+532
+566% +$28.1K
BNDX icon
64
Vanguard Total International Bond ETF
BNDX
$83.1B
$34.1K 0.01%
708
-23
-3% -$1.14K
BA icon
65
Boeing
BA
$185B
$33.2K 0.01%
153
– –
BRK.B icon
66
Berkshire Hathaway Class B
BRK.B
$1.13T
$33.2K 0.01%
66
+43
+187% +$21.4K
NEE icon
67
NextEra Energy
NEE
$177B
$33.2K 0.01%
413
+310
+301% +$25.7K
TMO icon
68
Thermo Fisher Scientific
TMO
$220B
$30.7K 0.01%
53
+41
+342% +$23.2K
T icon
69
AT&T
T
$163B
$30.3K 0.01%
1,221
-13
-1% -$329
PH icon
70
Parker-Hannifin
PH
$135B
$29K 0.01%
33
+30
+1,000% +$24.6K
PFE icon
71
Pfizer
PFE
$153B
$28K 0.01%
1,127
+427
+61% +$10.8K
IWR icon
72
iShares Russell Mid-Cap ETF
IWR
$57.5B
$27.6K 0.01%
+287
New +$27.6K
NVDY icon
73
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.46B
$26.9K 0.01%
+1,840
New +$28.3K
SPYI icon
74
NEOS S&P 500 High Income ETF
SPYI
$11.3B
$26.8K 0.01%
+511
New +$26.8K
YUM icon
75
Yum! Brands
YUM
$41.1B
$25.8K 0.01%
171
+9
+6% +$1.33K
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.