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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
WCN
101
Waste Connections
WCN
$41.8B
$7.56K ﹤0.01%
43
– –
VTV icon
102
Vanguard Morningstar Value ETF
VTV
$192B
$7.42K ﹤0.01%
40
-1
-2% -$181
EMN icon
103
Eastman Chemical
EMN
$8.33B
$7.38K ﹤0.01%
117
-3
-3% -$209
HD icon
104
Home Depot
HD
$347B
$7.29K ﹤0.01%
18
– –
FE icon
105
FirstEnergy
FE
$27.1B
$7.24K ﹤0.01%
158
-1
-0.6% -$43
VST icon
106
Vistra
VST
$48.5B
$6.86K ﹤0.01%
35
– –
GTLS
107
DELISTED
Chart Industries
GTLS
$6.8K ﹤0.01%
34
– –
VRSK icon
108
Verisk Analytics
VRSK
$23.9B
$6.79K ﹤0.01%
27
-1
-4% -$274
SPSM icon
109
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.4B
$6.73K ﹤0.01%
145
– –
EMB icon
110
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$6.71K ﹤0.01%
71
-37
-34% -$3.46K
WBD icon
111
Warner Bros
WBD
$67.3B
$6.35K ﹤0.01%
325
-2
-0.6% -$27
HOOD icon
112
Robinhood
HOOD
$84.1B
$6.16K ﹤0.01%
43
+10
+30% +$1.09K
PRU icon
113
Prudential Financial
PRU
$41.7B
$6.12K ﹤0.01%
59
– –
CVX icon
114
Chevron
CVX
$378B
$6.06K ﹤0.01%
39
+7
+22% +$1.08K
GEM icon
115
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.7B
$5.91K ﹤0.01%
145
-44
-23% -$1.7K
DIS icon
116
Walt Disney
DIS
$178B
$5.84K ﹤0.01%
51
+4
+9% +$471
TMO icon
117
Thermo Fisher Scientific
TMO
$219B
$5.82K ﹤0.01%
12
+1
+9% +$465
AVEM icon
118
Avantis Emerging Markets Equity ETF
AVEM
$26.5B
$5.78K ﹤0.01%
77
-23
-23% -$1.64K
YUMC icon
119
Yum China
YUMC
$16.4B
$5.75K ﹤0.01%
134
– –
WMT icon
120
Walmart Inc
WMT
$885B
$5.67K ﹤0.01%
55
-7
-11% -$697
VOE icon
121
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.2B
$5.5K ﹤0.01%
32
-2
-6% -$340
CAT icon
122
Caterpillar
CAT
$388B
$5.25K ﹤0.01%
11
– –
ALC icon
123
Alcon
ALC
$35.1B
$5.22K ﹤0.01%
70
– –
AMT icon
124
American Tower
AMT
$79.1B
$5.19K ﹤0.01%
27
– –
AVDE icon
125
Avantis International Equity ETF
AVDE
$18.7B
$5.01K ﹤0.01%
63
– –
3 4
5
6 7

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ONPI
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HMP
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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.