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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
+5.64%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$246M
AUM Growth
+$19M
Cap. Flow
+$6.15M
Cap. Flow %
2.5%
Top 10 Hldgs %
95.59%
Holding
1,323
New
36
Increased
294
Reduced
381
Closed
56

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$3.83M
2
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$1.01M
3
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$584K
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$505K
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$439K

Top Sells

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$245K
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$213K
3
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$14.1K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$13.7K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$10.1K

Sector Composition

Rank Sector Weight
1 Industrials 1.01%
2 Technology 0.73%
3 Healthcare 0.64%
4 Consumer Discretionary 0.25%
5 Utilities 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMGN icon
151
Amgen
AMGN
$222B
$3.1K ﹤0.01%
11
-2
-15% -$580
AVRE icon
152
Avantis Real Estate ETF
AVRE
$874M
$3.07K ﹤0.01%
69
-5
-7% -$222
URI icon
153
United Rentals
URI
$72.4B
$2.86K ﹤0.01%
3
– –
MU icon
154
Micron Technology
MU
$991B
$2.84K ﹤0.01%
17
+4
+31% +$512
COST icon
155
Costco
COST
$420B
$2.78K ﹤0.01%
3
-5
-63% -$4.79K
HWM icon
156
Howmet Aerospace
HWM
$112B
$2.75K ﹤0.01%
14
– –
C icon
157
Citigroup
C
$226B
$2.74K ﹤0.01%
27
– –
MET icon
158
MetLife
MET
$62.1B
$2.72K ﹤0.01%
33
+9
+38% +$708
MSIF
159
MSC Income Fund Inc
MSIF
$566M
$2.71K ﹤0.01%
+206
New +$3.06K
BNY
160
Bank of New York Mellon
BNY
$107B
$2.62K ﹤0.01%
24
– –
UNP icon
161
Union Pacific
UNP
$174B
$2.6K ﹤0.01%
11
-2
-15% -$451
EME icon
162
Emcor
EME
$36B
$2.6K ﹤0.01%
4
– –
GM icon
163
General Motors
GM
$76.8B
$2.56K ﹤0.01%
42
– –
COF icon
164
Capital One
COF
$134B
$2.55K ﹤0.01%
12
-10
-45% -$2.19K
LMT icon
165
Lockheed Martin
LMT
$136B
$2.5K ﹤0.01%
5
– –
FIX icon
166
Comfort Systems
FIX
$59.6B
$2.48K ﹤0.01%
3
– –
KR icon
167
Kroger
KR
$34.8B
$2.43K ﹤0.01%
36
-7
-16% -$487
SCHW
168
Charles Schwab
SCHW
$187B
$2.39K ﹤0.01%
25
+1
+4% +$95
PLTR icon
169
Palantir
PLTR
$413B
$2.37K ﹤0.01%
13
– –
MPC icon
170
Marathon Petroleum
MPC
$83.7B
$2.31K ﹤0.01%
12
-1
-8% -$176
PH icon
171
Parker-Hannifin
PH
$135B
$2.27K ﹤0.01%
3
– –
COP icon
172
ConocoPhillips
COP
$141B
$2.27K ﹤0.01%
24
-1
-4% -$95
AMD icon
173
Advanced Micro Devices
AMD
$789B
$2.27K ﹤0.01%
14
+7
+100% +$1.13K
ADSK icon
174
Autodesk
ADSK
$52.6B
$2.22K ﹤0.01%
7
– –
GLW icon
175
Corning
GLW
$143B
$2.21K ﹤0.01%
27
– –
5 6
7
8 9

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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 Q3 2025 Portfolio in Review

As of Q3 2025, HFM Investment Advisors held 1,323 positions worth $246M, up 8.4% from $227M the previous quarter. Its ten largest holdings account for 96% of the portfolio.

HFM Investment Advisors's Q3 2025 filing shows 36 new, 294 increased, 381 reduced and 56 closed positions. Its largest new stake was MSC Income Fund Inc: 206 shares worth $2.71K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $245K.

By sector, the portfolio is most concentrated in Industrials at 1% of assets, up from 1% a quarter earlier, followed by Technology and Healthcare.

  • HFM Investment Advisors's largest Q3 2025 buy was MSC Income Fund Inc: 206 shares worth $2.71K.
  • HFM Investment Advisors added most to Dimensional Core Fixed Income ETF in Q3 2025, an estimated $3.83M increase.
  • HFM Investment Advisors's biggest Q3 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $245K.
  • HFM Investment Advisors fully exited Hess in Q3 2025, selling an estimated $2.08K.
  • HFM Investment Advisors's ten largest holdings make up 96% of its $246M portfolio in Q3 2025.
  • HFM Investment Advisors opened 36 new positions and closed 56 in Q3 2025.
  • HFM Investment Advisors's portfolio value rose 8.4% quarter-over-quarter to $246M.

Based on HFM Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.