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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
KO icon
76
Coca-Cola
KO
$375B
$25.3K 0.01%
363
+102
+39% +$7.11K
ES icon
77
Eversource Energy
ES
$27.2B
$25.3K 0.01%
376
– –
CRWD icon
78
CrowdStrike
CRWD
$218B
$25.3K 0.01%
216
+16
+8% +$2.04K
ORCL icon
79
Oracle
ORCL
$423B
$25.1K 0.01%
129
+96
+291% +$22.9K
PWR icon
80
Quanta Services
PWR
$101B
$24.5K 0.01%
58
+54
+1,350% +$23.7K
COF icon
81
Capital One
COF
$134B
$24.5K 0.01%
101
+89
+742% +$19.8K
COST icon
82
Costco
COST
$420B
$24.1K 0.01%
28
+25
+833% +$22.7K
AGG icon
83
iShares Core US Aggregate Bond ETF
AGG
$138B
$23.7K 0.01%
238
+41
+21% +$4.11K
VWO icon
84
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$23.6K 0.01%
439
+26
+6% +$1.41K
DFIC icon
85
Dimensional International Core Equity 2 ETF
DFIC
$15.3B
$23.4K 0.01%
679
-26
-4% -$868
AOK icon
86
iShares Core Conservative Allocation ETF
AOK
$793M
$23.1K 0.01%
577
– –
KLAC icon
87
KLA
KLAC
$259B
$23.1K 0.01%
190
+150
+375% +$17.6K
TMUS icon
88
T-Mobile US
TMUS
$190B
$22.5K 0.01%
111
+79
+247% +$16.7K
HD icon
89
Home Depot
HD
$355B
$22.4K 0.01%
65
+47
+261% +$17.2K
ISRG icon
90
Intuitive Surgical
ISRG
$134B
$22.1K 0.01%
39
+38
+3,800% +$20.2K
GS icon
91
Goldman Sachs
GS
$303B
$22K 0.01%
25
+9
+56% +$7.34K
VOE icon
92
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.2B
$21.8K 0.01%
123
+91
+284% +$15.9K
V icon
93
Visa
V
$677B
$21.4K 0.01%
61
+7
+13% +$2.38K
VGSH icon
94
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
$20.4K 0.01%
347
-57
-14% -$3.35K
EOG icon
95
EOG Resources
EOG
$70.7B
$20K 0.01%
190
+172
+956% +$18.5K
HCA icon
96
HCA Healthcare
HCA
$89.5B
$19.6K 0.01%
42
+40
+2,000% +$18.6K
CVX icon
97
Chevron
CVX
$366B
$18.6K 0.01%
122
+83
+213% +$12.6K
CL icon
98
Colgate-Palmolive
CL
$74.4B
$16.8K 0.01%
214
– –
CTAS icon
99
Cintas
CTAS
$81.3B
$16.4K 0.01%
87
+80
+1,143% +$15.1K
GBIL icon
100
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.59B
$15.7K 0.01%
157
+34
+28% +$3.4K
2 3
4
5 6

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WW
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ONPI
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HMP
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4WM
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A
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FFL
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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.