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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
LNG icon
76
Cheniere Energy
LNG
$54.2B
$12.5K 0.01%
53
-2
-4% -$470
GBIL icon
77
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.59B
$12.3K 0.01%
123
-13
-10% -$1.3K
GSIE icon
78
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.14B
$12K ﹤0.01%
292
-55
-16% -$2.22K
SGOV icon
79
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
$11.7K ﹤0.01%
116
– –
BRK.B icon
80
Berkshire Hathaway Class B
BRK.B
$1.15T
$11.6K ﹤0.01%
23
-3
-12% -$1.45K
ZBH icon
81
Zimmer Biomet
ZBH
$18.5B
$10.6K ﹤0.01%
108
+4
+4% +$396
PYLD icon
82
PIMCO Multi Sector Bond Active ETF
PYLD
$15.2B
$10.5K ﹤0.01%
392
-15
-4% -$399
BLK icon
83
Blackrock
BLK
$176B
$10.5K ﹤0.01%
9
– –
STIP icon
84
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$9.79K ﹤0.01%
95
-2
-2% -$206
TFI icon
85
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.17B
$9.34K ﹤0.01%
205
– –
ORCL icon
86
Oracle
ORCL
$430B
$9.28K ﹤0.01%
33
+14
+74% +$3.56K
SPMD icon
87
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.9B
$8.9K ﹤0.01%
156
+4
+3% +$225
JPC icon
88
Nuveen Preferred & Income Opportunities Fund
JPC
$2.92B
$8.55K ﹤0.01%
1,043
– –
ETN icon
89
Eaton
ETN
$173B
$8.23K ﹤0.01%
22
-1
-4% -$364
ABBV icon
90
AbbVie
ABBV
$435B
$8.1K ﹤0.01%
35
– –
BX icon
91
Blackstone
BX
$111B
$8.03K ﹤0.01%
47
– –
CVS icon
92
CVS Health
CVS
$122B
$7.99K ﹤0.01%
106
+1
+1% +$69
MA icon
93
Mastercard
MA
$495B
$7.96K ﹤0.01%
14
-1
-7% -$574
AVGO icon
94
Broadcom
AVGO
$2.02T
$7.92K ﹤0.01%
24
+10
+71% +$3.07K
SCI icon
95
Service Corp International
SCI
$11.4B
$7.91K ﹤0.01%
95
– –
APP icon
96
Applovin
APP
$115B
$7.9K ﹤0.01%
11
– –
CSX icon
97
CSX Corp
CSX
$93.1B
$7.81K ﹤0.01%
220
-4
-2% -$137
SPGI icon
98
S&P Global
SPGI
$121B
$7.79K ﹤0.01%
16
– –
NEE icon
99
NextEra Energy
NEE
$176B
$7.78K ﹤0.01%
103
-1
-1% -$73
TMUS icon
100
T-Mobile US
TMUS
$187B
$7.66K ﹤0.01%
32
-1
-3% -$242
2 3
4
5 6

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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.