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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 Industrials 1.33%
2 Technology 1.29%
3 Healthcare 0.78%
4 Consumer Discretionary 0.3%
5 Consumer Staples 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WING icon
1326
Wingstop
WING
$3.18B
– –
-2
Closed -$310
XOM icon
1327
ExxonMobil
XOM
$634B
– –
-4,395
Closed -$746K
ZS icon
1328
Zscaler
ZS
$27.3B
– –
-1
Closed -$140
GLIBK
1329
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
$958M
– –
-2
Closed -$74
MIAX
1330
Miami International Holdings
MIAX
$4.28B
– –
-1,301
Closed -$50.6K
50 51 52 53
54

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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 Industrials at 1.3% of assets, up from 1.1% a quarter earlier, followed by Technology and Healthcare.

  • 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.