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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
WBD icon
126
Warner Bros
WBD
$70.8B
$8.66K ﹤0.01%
325
– –
EMN icon
127
Eastman Chemical
EMN
$8.14B
$8.57K ﹤0.01%
128
+7
+6% +$512
MS icon
128
Morgan Stanley
MS
$342B
$8.57K ﹤0.01%
41
+21
+105% +$4.16K
SPGI icon
129
S&P Global
SPGI
$131B
$8.55K ﹤0.01%
21
+5
+31% +$2.11K
AXP icon
130
American Express
AXP
$220B
$8.46K ﹤0.01%
25
+14
+127% +$4.48K
QCOM icon
131
Qualcomm
QCOM
$180B
$8.32K ﹤0.01%
45
+33
+275% +$6.17K
COHR icon
132
Coherent
COHR
$55.2B
$8.28K ﹤0.01%
21
+11
+110% +$3.89K
FLEX icon
133
Flex
FLEX
$40.5B
$8.27K ﹤0.01%
51
+26
+104% +$3.15K
JPC icon
134
Nuveen Preferred & Income Opportunities Fund
JPC
$2.75B
$8.22K ﹤0.01%
1,043
– –
FE icon
135
FirstEnergy
FE
$27.1B
$8.13K ﹤0.01%
171
+13
+8% +$617
MRVL icon
136
Marvell Technology
MRVL
$201B
$8.04K ﹤0.01%
27
+11
+69% +$2.21K
CIEN icon
137
Ciena
CIEN
$45.5B
$7.85K ﹤0.01%
16
+9
+129% +$4.59K
CVX icon
138
Chevron
CVX
$409B
$7.79K ﹤0.01%
47
-35
-43% -$6.51K
GILD icon
139
Gilead Sciences
GILD
$187B
$7.71K ﹤0.01%
61
+28
+85% +$3.69K
PYLD icon
140
PIMCO Multi Sector Bond Active ETF
PYLD
$15.5B
$7.69K ﹤0.01%
290
-77
-21% -$2.03K
UNP icon
141
Union Pacific
UNP
$172B
$7.62K ﹤0.01%
28
+16
+133% +$4.2K
TRV icon
142
Travelers Companies
TRV
$77B
$7.59K ﹤0.01%
23
+11
+92% +$3.33K
PRU icon
143
Prudential Financial
PRU
$42.1B
$7.56K ﹤0.01%
70
+14
+25% +$1.42K
SCI icon
144
Service Corp International
SCI
$11.2B
$7.52K ﹤0.01%
99
+4
+4% +$313
EME icon
145
Emcor
EME
$33.3B
$7.47K ﹤0.01%
9
+5
+125% +$4.23K
TXN icon
146
Texas Instruments
TXN
$236B
$7.45K ﹤0.01%
25
+15
+150% +$4.16K
C icon
147
Citigroup
C
$231B
$7.42K ﹤0.01%
53
+26
+96% +$3.38K
VRT icon
148
Vertiv
VRT
$108B
$7.37K ﹤0.01%
22
+10
+83% +$3.17K
PEP icon
149
PepsiCo
PEP
$188B
$7.31K ﹤0.01%
54
+27
+100% +$4.04K
MSIF
150
MSC Income Fund Inc
MSIF
$574M
$7.18K ﹤0.01%
621
– –
4 5
6
7 8

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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.