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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
AGG icon
76
iShares Core US Aggregate Bond ETF
AGG
$138B
$26.3K 0.01%
266
-8
-3% -$792
KO icon
77
Coca-Cola
KO
$379B
$24.6K 0.01%
303
+8
+3% +$632
AOK icon
78
iShares Core Conservative Allocation ETF
AOK
$794M
$24.2K 0.01%
583
+3
+0.5% +$123
LRCX icon
79
Lam Research
LRCX
$385B
$23.8K 0.01%
55
+25
+83% +$7.59K
KLAC icon
80
KLA
KLAC
$242B
$22.9K 0.01%
76
+36
+90% +$7.15K
TGT icon
81
Target
TGT
$74.7B
$22.7K 0.01%
174
+17
+11% +$2.16K
CAT icon
82
Caterpillar
CAT
$374B
$22.4K 0.01%
21
+10
+91% +$8.79K
GS icon
83
Goldman Sachs
GS
$302B
$22.3K 0.01%
22
+6
+38% +$5.85K
BNY
84
Bank of New York Mellon
BNY
$112B
$21.8K 0.01%
151
+127
+529% +$17.4K
PFE icon
85
Pfizer
PFE
$162B
$21.3K 0.01%
885
-261
-23% -$6.83K
CL icon
86
Colgate-Palmolive
CL
$70.8B
$21.1K 0.01%
231
+10
+5% +$875
GSLC icon
87
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.3B
$21.1K 0.01%
149
-29
-16% -$4.01K
LIN icon
88
Linde
LIN
$220B
$20.8K 0.01%
40
+2
+5% +$1.01K
WDC icon
89
Western Digital
WDC
$169B
$20.4K 0.01%
32
+16
+100% +$7.78K
TMUS icon
90
T-Mobile US
TMUS
$195B
$19.3K 0.01%
115
+3
+3% +$568
COF icon
91
Capital One
COF
$135B
$18.9K 0.01%
94
-5
-5% -$956
CSGP icon
92
CoStar Group
CSGP
$12.5B
$18.3K 0.01%
645
+8
+1% +$275
HCA icon
93
HCA Healthcare
HCA
$87.7B
$17.9K 0.01%
46
+4
+10% +$1.69K
PM icon
94
Philip Morris
PM
$284B
$16.1K 0.01%
89
+11
+14% +$1.91K
CTAS icon
95
Cintas
CTAS
$80.2B
$16K 0.01%
94
+5
+6% +$864
AMAT icon
96
Applied Materials
AMAT
$361B
$15.9K 0.01%
22
+10
+83% +$4.61K
FIX icon
97
Comfort Systems
FIX
$56.7B
$15.9K 0.01%
8
+5
+167% +$9.07K
MRK icon
98
Merck
MRK
$371B
$15.7K 0.01%
122
+35
+40% +$4.1K
HD icon
99
Home Depot
HD
$320B
$15.2K 0.01%
43
-26
-38% -$8.46K
VGSH icon
100
Vanguard Short-Term Treasury ETF
VGSH
$30.1B
$14.9K 0.01%
256
-48
-16% -$2.8K
2 3
4
5 6

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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.