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HIA

HFM Investment Advisors Portfolio holdings

AUM $260M
1-Year Est. Return 15.51%
This Fund
S&P 500
This Quarter Est. Return
-0.16%
1 Year Est. Return
+15.51%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$260M
AUM Growth
+$4.23M
Cap. Flow
+$5.15M
Cap. Flow %
1.98%
Top 10 Hldgs %
94.93%
Holding
1,320
New
40
Increased
313
Reduced
345
Closed
114

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$3.02M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.53M
3
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$1.06M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$658K
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$543K

Top Sells

Rank Stock Value
1
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$933K
2
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$414K
3
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$277K
4
META icon
Meta Platforms (Facebook)
META
+$78.8K
5
MSFT icon
Microsoft
MSFT
+$67K

Sector Composition

Rank Sector Weight
1 Industrials 1.09%
2 Technology 0.89%
3 Healthcare 0.81%
4 Energy 0.33%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMO icon
76
Thermo Fisher Scientific
TMO
$198B
$26.1K 0.01%
53
– –
ES icon
77
Eversource Energy
ES
$28.1B
$26K 0.01%
376
– –
CSGP icon
78
CoStar Group
CSGP
$12.2B
$25.7K 0.01%
637
-7
-1% -$364
SPYI icon
79
NEOS S&P 500 High Income ETF
SPYI
$10.5B
$25.2K 0.01%
511
– –
NVDY icon
80
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.36B
$23.9K 0.01%
1,840
– –
TMUS icon
81
T-Mobile US
TMUS
$208B
$23.5K 0.01%
112
+1
+0.9% +$205
AOK icon
82
iShares Core Conservative Allocation ETF
AOK
$806M
$23.2K 0.01%
580
+3
+0.5% +$122
HD icon
83
Home Depot
HD
$338B
$22.7K 0.01%
69
+4
+6% +$1.46K
KO icon
84
Coca-Cola
KO
$351B
$22.5K 0.01%
295
-68
-19% -$5.14K
VOE icon
85
Vanguard Mid-Cap Value ETF
VOE
$23.5B
$22.4K 0.01%
122
-1
-0.8% -$187
GSLC icon
86
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.4B
$22.4K 0.01%
178
-116
-39% -$15.2K
CRWD icon
87
CrowdStrike
CRWD
$207B
$19.9K 0.01%
204
-12
-6% -$1.27K
HCA icon
88
HCA Healthcare
HCA
$82.3B
$19.9K 0.01%
42
– –
TGT icon
89
Target
TGT
$63.4B
$19.1K 0.01%
157
+10
+7% +$1.13K
CL icon
90
Colgate-Palmolive
CL
$74.4B
$18.9K 0.01%
221
+7
+3% +$624
LIN icon
91
Linde
LIN
$237B
$18.8K 0.01%
38
+2
+6% +$944
GBIL icon
92
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.68B
$18.2K 0.01%
182
+25
+16% +$2.5K
COF icon
93
Capital One
COF
$128B
$18.1K 0.01%
99
-2
-2% -$418
VGSH icon
94
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$17.8K 0.01%
304
-43
-12% -$2.52K
SPMD icon
95
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.1B
$17.5K 0.01%
296
+117
+65% +$7.12K
JCPB icon
96
JPMorgan Core Plus Bond ETF
JCPB
$13.8B
$17.1K 0.01%
+362
New +$17.2K
ISRG icon
97
Intuitive Surgical
ISRG
$122B
$17.1K 0.01%
37
-2
-5% -$1.01K
CVX icon
98
Chevron
CVX
$373B
$17K 0.01%
82
-40
-33% -$7.29K
IUSB icon
99
iShares Core Universal USD Bond ETF
IUSB
$42.8B
$15.5K 0.01%
334
-1
-0.3% -$47
UPS icon
100
United Parcel Service
UPS
$100B
$15.4K 0.01%
157
– –
2 3
4
5 6

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HFM Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, HFM Investment Advisors held 1,320 positions worth $260M, up 1.7% from $256M the previous quarter. Its ten largest holdings account for 95% of the portfolio.

HFM Investment Advisors's Q1 2026 filing shows 40 new, 313 increased, 345 reduced and 114 closed positions. Its largest new stake was Sonida Senior Living: 1,991 shares worth $64.2K. The largest sale was Dimensional World ex US Core Equity 2 ETF, an estimated $933K.

By sector, the portfolio is most concentrated in Industrials at 1.1% of assets, up from 1.1% a quarter earlier, followed by Technology and Healthcare.

  • HFM Investment Advisors's largest Q1 2026 buy was Sonida Senior Living: 1,991 shares worth $64.2K.
  • HFM Investment Advisors added most to Dimensional Core Fixed Income ETF in Q1 2026, an estimated $3.02M increase.
  • HFM Investment Advisors's biggest Q1 2026 reduction was Dimensional World ex US Core Equity 2 ETF, cutting an estimated $933K.
  • HFM Investment Advisors fully exited DoorDash in Q1 2026, selling an estimated $6.57K.
  • HFM Investment Advisors's ten largest holdings make up 95% of its $260M portfolio in Q1 2026.
  • HFM Investment Advisors opened 40 new positions and closed 114 in Q1 2026.
  • HFM Investment Advisors's portfolio value rose 1.7% quarter-over-quarter to $260M.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.