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
MDU icon
851
MDU Resources
MDU
$4.34B
$332 ﹤0.01%
17
+4
+31% +$79
SIG icon
852
Signet Jewelers
SIG
$3.72B
$332 ﹤0.01%
4
– –
CHWY icon
853
Chewy
CHWY
$9.38B
$331 ﹤0.01%
10
+2
+25% +$69
KEX icon
854
Kirby Corp
KEX
$7.07B
$331 ﹤0.01%
3
+1
+50% +$102
BRKR icon
855
Bruker
BRKR
$8.64B
$330 ﹤0.01%
7
+5
+250% +$211
MZTI
856
The Marzetti Company
MZTI
$3.14B
$329 ﹤0.01%
2
– –
RGEN icon
857
Repligen
RGEN
$9.27B
$328 ﹤0.01%
2
– –
PATK icon
858
Patrick Industries
PATK
$2.79B
$326 ﹤0.01%
3
– –
PBF icon
859
PBF Energy
PBF
$7.92B
$326 ﹤0.01%
12
+7
+140% +$224
ZWS icon
860
Zurn Elkay Water Solutions
ZWS
$8.63B
$326 ﹤0.01%
7
– –
ARES icon
861
Ares Management
ARES
$32.3B
$324 ﹤0.01%
2
– –
BHF icon
862
Brighthouse Financial
BHF
$3.42B
$324 ﹤0.01%
5
– –
MTCH icon
863
Match Group
MTCH
$8.46B
$323 ﹤0.01%
10
– –
NJR icon
864
New Jersey Resources
NJR
$5.47B
$323 ﹤0.01%
7
– –
H icon
865
Hyatt Hotels
H
$16.3B
$321 ﹤0.01%
2
– –
MSA icon
866
Mine Safety
MSA
$7.54B
$321 ﹤0.01%
2
– –
SWX icon
867
Southwest Gas
SWX
$6.59B
$321 ﹤0.01%
4
+1
+33% +$80
ACA icon
868
Arcosa
ACA
$7.12B
$319 ﹤0.01%
3
– –
OPCH icon
869
Option Care Health
OPCH
$3.65B
$319 ﹤0.01%
10
+3
+43% +$88
FLR icon
870
Fluor
FLR
$7.15B
$318 ﹤0.01%
8
– –
SWKS icon
871
Skyworks Solutions
SWKS
$10.6B
$318 ﹤0.01%
5
-2
-29% -$140
REZI icon
872
Resideo Technologies
REZI
$3.57B
$317 ﹤0.01%
9
-2
-18% -$74
VCTR icon
873
Victory Capital Holdings
VCTR
$6.98B
$316 ﹤0.01%
5
– –
CART icon
874
Maplebear
CART
$11.4B
$315 ﹤0.01%
7
+1
+17% +$41
CBSH icon
875
Commerce Bancshares
CBSH
$8.46B
$315 ﹤0.01%
6
-5
-45% -$261
33 34
35
36 37

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 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.