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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
CTAS icon
101
Cintas
CTAS
$81.8B
$15.1K 0.01%
89
+2
+2% +$383
LNG icon
102
Cheniere Energy
LNG
$55B
$15K 0.01%
53
-2
-4% -$462
SPSM icon
103
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.9B
$14.8K 0.01%
306
+142
+87% +$7.03K
TRGP icon
104
Targa Resources
TRGP
$60.7B
$14.5K 0.01%
58
+1
+2% +$217
V icon
105
Visa
V
$682B
$14.2K 0.01%
47
-14
-23% -$4.5K
GS icon
106
Goldman Sachs
GS
$314B
$13.5K 0.01%
16
-9
-36% -$8.03K
DFIC icon
107
Dimensional International Core Equity 2 ETF
DFIC
$14.4B
$13.4K 0.01%
377
-302
-44% -$11K
PM icon
108
Philip Morris
PM
$301B
$12.9K 0.01%
78
+1
+1% +$174
STIP icon
109
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$12.9K ﹤0.01%
124
+14
+13% +$1.44K
ORCL icon
110
Oracle
ORCL
$364B
$12.8K ﹤0.01%
87
-42
-33% -$6.83K
SGOV icon
111
iShares 0-3 Month Treasury Bond ETF
SGOV
$97.5B
$11.7K ﹤0.01%
116
– –
EMB icon
112
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$10.8K ﹤0.01%
115
-1
-0.9% -$96
MRK icon
113
Merck
MRK
$315B
$10.5K ﹤0.01%
87
-28
-24% -$3.23K
EOG icon
114
EOG Resources
EOG
$74.5B
$10.4K ﹤0.01%
72
-118
-62% -$14.3K
ZBH icon
115
Zimmer Biomet
ZBH
$17.6B
$9.95K ﹤0.01%
110
+3
+3% +$275
CRM icon
116
Salesforce
CRM
$140B
$9.71K ﹤0.01%
52
-4
-7% -$829
PYLD icon
117
PIMCO Multi Sector Bond Active ETF
PYLD
$14.8B
$9.62K ﹤0.01%
367
+1
+0.3% +$27
TFI icon
118
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.07B
$9.29K ﹤0.01%
205
– –
EMN icon
119
Eastman Chemical
EMN
$7.84B
$9.23K ﹤0.01%
121
+6
+5% +$432
VOT icon
120
Vanguard Mid-Cap Growth ETF
VOT
$19.1B
$9.01K ﹤0.01%
35
– –
WBD icon
121
Warner Bros
WBD
$67.4B
$8.93K ﹤0.01%
325
– –
CSX icon
122
CSX Corp
CSX
$94.3B
$8.87K ﹤0.01%
216
-175
-45% -$6.86K
BLK icon
123
Blackrock
BLK
$166B
$8.65K ﹤0.01%
9
– –
NFLX icon
124
Netflix
NFLX
$290B
$8.56K ﹤0.01%
89
-47
-35% -$4.14K
CB icon
125
Chubb
CB
$137B
$8.47K ﹤0.01%
26
– –
3 4
5
6 7

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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.