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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
UPS icon
101
United Parcel Service
UPS
$88.9B
$15.6K 0.01%
157
+144
+1,108% +$13.5K
IUSB icon
102
iShares Core Universal USD Bond ETF
IUSB
$43.3B
$15.5K 0.01%
335
-23
-6% -$1.07K
LIN icon
103
Linde
LIN
$226B
$15.4K 0.01%
36
+29
+414% +$12.4K
CRM icon
104
Salesforce
CRM
$158B
$14.8K 0.01%
56
+48
+600% +$11.9K
INTU icon
105
Intuit
INTU
$89B
$14.6K 0.01%
22
+20
+1,000% +$13.2K
CVS icon
106
CVS Health
CVS
$122B
$14.5K 0.01%
183
+77
+73% +$6.07K
TGT icon
107
Target
TGT
$68B
$14.4K 0.01%
147
+2
+1% +$184
ETN icon
108
Eaton
ETN
$174B
$14.3K 0.01%
45
+23
+105% +$8.15K
CSX icon
109
CSX Corp
CSX
$93.1B
$14.2K 0.01%
391
+171
+78% +$6.12K
NFLX icon
110
Netflix
NFLX
$309B
$12.8K 0.01%
136
+96
+240% +$10.3K
PM icon
111
Philip Morris
PM
$295B
$12.4K ﹤0.01%
77
+68
+756% +$10.5K
SMLF icon
112
iShares US Small Cap Equity Factor ETF
SMLF
$4.3B
$12.2K ﹤0.01%
163
-7
-4% -$522
GSIE icon
113
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.16B
$12.1K ﹤0.01%
283
-9
-3% -$376
APP icon
114
Applovin
APP
$116B
$12.1K ﹤0.01%
18
+7
+64% +$4.41K
MRK icon
115
Merck
MRK
$318B
$12.1K ﹤0.01%
115
+94
+448% +$8.82K
SGOV icon
116
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
$11.6K ﹤0.01%
116
– –
ADBE icon
117
Adobe
ADBE
$105B
$11.6K ﹤0.01%
33
+28
+560% +$9.52K
STIP icon
118
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$11.2K ﹤0.01%
110
+15
+16% +$1.54K
NET icon
119
Cloudflare
NET
$107B
$11.2K ﹤0.01%
57
+55
+2,750% +$11.6K
EMB icon
120
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$11.1K ﹤0.01%
116
+45
+63% +$4.32K
LNG icon
121
Cheniere Energy
LNG
$52.9B
$10.7K ﹤0.01%
55
+2
+4% +$420
TRGP icon
122
Targa Resources
TRGP
$55.1B
$10.5K ﹤0.01%
57
+50
+714% +$8.42K
CAT icon
123
Caterpillar
CAT
$387B
$10.3K ﹤0.01%
18
+7
+64% +$3.89K
SPMD icon
124
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.9B
$10.3K ﹤0.01%
179
+23
+15% +$1.32K
VOT icon
125
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.8B
$9.77K ﹤0.01%
+35
New +$10K
3 4
5
6 7

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WW
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ONPI
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HMP
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4WM
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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.