We are live on ! Find out more
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
CERT icon
1276
Certara
CERT
$1.23B
$9 ﹤0.01%
1
– –
GIGB icon
1277
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$969M
$5 ﹤0.01%
+1
New +$47
SEGG
1278
Sports Entertainment Gaming Global Corp
SEGG
$8.15M
$4 ﹤0.01%
1
– –
ACHC icon
1279
Acadia Healthcare
ACHC
$2.96B
– –
-1
Closed -$25
AGIO icon
1280
Agios Pharmaceuticals
AGIO
$1.95B
– –
-3
Closed -$120
AIN icon
1281
Albany International
AIN
$1.73B
– –
-1
Closed -$53
ALG icon
1282
Alamo Group
ALG
$2.06B
– –
-2
Closed -$382
ALIT icon
1283
Alight
ALIT
$394M
– –
0
– -$16
BAX icon
1284
Baxter International
BAX
$14.4B
– –
-7
Closed -$159
BBWI icon
1285
Bath & Body Works
BBWI
$3.89B
– –
-9
Closed -$232
CHH icon
1286
Choice Hotels
CHH
$4.62B
– –
-2
Closed -$214
CMG icon
1287
Chipotle Mexican Grill
CMG
$40.7B
– –
-12
Closed -$470
CNMD icon
1288
CONMED
CNMD
$1.48B
– –
-1
Closed -$47
CWH icon
1289
Camping World
CWH
$635M
– –
-1
Closed -$16
CZR icon
1290
Caesars Entertainment
CZR
$6.13B
– –
-11
Closed -$297
DRVN icon
1291
Driven Brands
DRVN
$2.07B
– –
-6
Closed -$97
DV icon
1292
DoubleVerify
DV
$2.03B
– –
-2
Closed -$24
FISV
1293
Fiserv Inc
FISV
$27.8B
– –
-5
Closed -$645
FMC icon
1294
FMC
FMC
$1.31B
– –
-4
Closed -$135
FOUR icon
1295
Shift4
FOUR
$3.41B
– –
-2
Closed -$155
GEF.B icon
1296
Greif Class B
GEF.B
$4.15B
– –
-1
Closed -$62
GO icon
1297
Grocery Outlet
GO
$972M
– –
-3
Closed -$48
GSHD icon
1298
Goosehead Insurance
GSHD
$2.29B
– –
-1
Closed -$74
HBI
1299
DELISTED
Hanesbrands
HBI
– –
-19
Closed -$125
HRMY icon
1300
Harmony Biosciences
HRMY
$2.27B
– –
-3
Closed -$83
50 51
52
53 54

Similar funds

VPF
Vantage Point Financial Lisle, Illinois $285M AUM 21.31% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
4WM
44 Wealth Management Eugene, Oregon $286M AUM 18.78% 1-Year Est. Return
A
Argentarii Cincinnati, Ohio $286M AUM 32.04% 1-Year Est. Return
FFL
Future Fund LLC Chicago, Illinois $284M AUM 28.58% 1-Year Est. Return
MAG
Mayfair Advisory Group Birmingham, Alabama $286M AUM 19.6% 1-Year Est. Return
CCM
Chaney Capital Management Lynnwood, Washington $284M AUM 15.54% 1-Year Est. Return

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.