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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
PYLD icon
126
PIMCO Multi Sector Bond Active ETF
PYLD
$15.2B
$9.77K ﹤0.01%
366
-26
-7% -$697
BLK icon
127
Blackrock
BLK
$176B
$9.63K ﹤0.01%
9
– –
ZBH icon
128
Zimmer Biomet
ZBH
$18.4B
$9.62K ﹤0.01%
107
-1
-0.9% -$95
HOOD icon
129
Robinhood
HOOD
$83.9B
$9.39K ﹤0.01%
83
+40
+93% +$5.2K
WBD icon
130
Warner Bros
WBD
$67.1B
$9.37K ﹤0.01%
325
– –
TFI icon
131
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.17B
$9.36K ﹤0.01%
205
– –
NKE icon
132
Nike
NKE
$61.9B
$9.11K ﹤0.01%
143
+120
+522% +$7.82K
DIS icon
133
Walt Disney
DIS
$181B
$8.53K ﹤0.01%
75
+24
+47% +$2.64K
JPC icon
134
Nuveen Preferred & Income Opportunities Fund
JPC
$2.9B
$8.46K ﹤0.01%
1,043
– –
SPGI icon
135
S&P Global
SPGI
$120B
$8.36K ﹤0.01%
16
– –
PLTR icon
136
Palantir
PLTR
$413B
$8.36K ﹤0.01%
47
+34
+262% +$6.16K
ABBV icon
137
AbbVie
ABBV
$435B
$8.23K ﹤0.01%
36
+1
+3% +$228
BX icon
138
Blackstone
BX
$110B
$8.17K ﹤0.01%
53
+6
+13% +$912
JCI icon
139
Johnson Controls International
JCI
$92.2B
$8.14K ﹤0.01%
68
+49
+258% +$5.63K
CB icon
140
Chubb
CB
$135B
$8.12K ﹤0.01%
26
+20
+333% +$5.85K
SPSM icon
141
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.5B
$7.66K ﹤0.01%
164
+19
+13% +$886
VTV icon
142
Vanguard Morningstar Value ETF
VTV
$192B
$7.6K ﹤0.01%
40
– –
WCN
143
Waste Connections
WCN
$42B
$7.54K ﹤0.01%
43
– –
SCI icon
144
Service Corp International
SCI
$11.6B
$7.41K ﹤0.01%
95
– –
STT icon
145
State Street
STT
$50.7B
$7.35K ﹤0.01%
57
+49
+613% +$5.87K
EMN icon
146
Eastman Chemical
EMN
$8.42B
$7.34K ﹤0.01%
115
-2
-2% -$123
INSM icon
147
Insmed
INSM
$28.6B
$7.14K ﹤0.01%
41
+39
+1,950% +$7.12K
GILD icon
148
Gilead Sciences
GILD
$165B
$7.12K ﹤0.01%
58
+26
+81% +$3.16K
FE icon
149
FirstEnergy
FE
$27.5B
$7.07K ﹤0.01%
158
– –
GTLS
150
DELISTED
Chart Industries
GTLS
$7.01K ﹤0.01%
34
– –
4 5
6
7 8

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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.