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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
LNG icon
101
Cheniere Energy
LNG
$60.3B
$14.8K 0.01%
62
+9
+17% +$2.24K
CSX icon
102
CSX Corp
CSX
$91.5B
$13.6K ﹤0.01%
287
+71
+33% +$3.21K
BLK icon
103
Blackrock
BLK
$174B
$13.5K ﹤0.01%
14
+5
+56% +$5.17K
GLW icon
104
Corning
GLW
$133B
$13.3K ﹤0.01%
52
+25
+93% +$4.55K
CVS icon
105
CVS Health
CVS
$124B
$13.3K ﹤0.01%
129
+22
+21% +$1.96K
NEE icon
106
NextEra Energy
NEE
$174B
$12.8K ﹤0.01%
146
-200
-58% -$18.1K
IUSB icon
107
iShares Core Universal USD Bond ETF
IUSB
$43.5B
$12.1K ﹤0.01%
262
-72
-22% -$3.32K
SGOV icon
108
iShares 0-3 Month Treasury Bond ETF
SGOV
$105B
$11.7K ﹤0.01%
116
– –
UNH icon
109
UnitedHealth
UNH
$356B
$11.6K ﹤0.01%
28
+23
+460% +$8.53K
SPMD icon
110
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.7B
$11.6K ﹤0.01%
173
-123
-42% -$7.91K
STX icon
111
Seagate
STX
$192B
$11.6K ﹤0.01%
12
+6
+100% +$4.58K
DFIC icon
112
Dimensional International Core Equity 2 ETF
DFIC
$15.5B
$11.6K ﹤0.01%
311
-66
-18% -$2.48K
ETN icon
113
Eaton
ETN
$160B
$11.5K ﹤0.01%
27
+4
+17% +$1.61K
TMO icon
114
Thermo Fisher Scientific
TMO
$227B
$10.5K ﹤0.01%
21
-32
-60% -$15.4K
GBIL icon
115
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.6B
$10.2K ﹤0.01%
102
-80
-44% -$8K
SPSM icon
116
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.9B
$9.96K ﹤0.01%
173
-133
-43% -$7.1K
ZBH icon
117
Zimmer Biomet
ZBH
$18.7B
$9.81K ﹤0.01%
114
+4
+4% +$351
STIP icon
118
iShares 0-5 Year TIPS Bond ETF
STIP
$16.1B
$9.63K ﹤0.01%
95
-29
-23% -$2.99K
TFI icon
119
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.05B
$9.38K ﹤0.01%
205
– –
CB icon
120
Chubb
CB
$132B
$9.2K ﹤0.01%
27
+1
+4% +$326
ORCL icon
121
Oracle
ORCL
$457B
$9.09K ﹤0.01%
62
-25
-29% -$4.53K
URI icon
122
United Rentals
URI
$62.9B
$9.06K ﹤0.01%
8
+5
+167% +$4.76K
AMGN icon
123
Amgen
AMGN
$236B
$9.05K ﹤0.01%
25
+13
+108% +$4.45K
GM icon
124
General Motors
GM
$77B
$8.79K ﹤0.01%
114
+35
+44% +$2.75K
VTV icon
125
Vanguard Morningstar Value ETF
VTV
$193B
$8.67K ﹤0.01%
40
– –
3 4
5
6 7

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MFG
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CWA
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LAM
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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.