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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
PANW icon
151
Palo Alto Networks
PANW
$297B
$7K ﹤0.01%
38
+34
+850% +$6.86K
FDX icon
152
FedEx
FDX
$75.4B
$6.93K ﹤0.01%
24
+18
+300% +$4.73K
YUMC icon
153
Yum China
YUMC
$16.3B
$6.78K ﹤0.01%
142
+8
+6% +$366
PEP icon
154
PepsiCo
PEP
$190B
$6.75K ﹤0.01%
47
+21
+81% +$3.09K
PRU icon
155
Prudential Financial
PRU
$41.8B
$6.66K ﹤0.01%
59
– –
DASH icon
156
DoorDash
DASH
$93.7B
$6.57K ﹤0.01%
29
+27
+1,350% +$6.33K
NXPI icon
157
NXP Semiconductors
NXPI
$60.4B
$6.51K ﹤0.01%
30
+21
+233% +$4.5K
CVNA icon
158
Carvana
CVNA
$77.9B
$6.33K ﹤0.01%
75
+55
+275% +$4.09K
VST icon
159
Vistra
VST
$47.4B
$6.29K ﹤0.01%
39
+4
+11% +$729
GM icon
160
General Motors
GM
$76.8B
$6.26K ﹤0.01%
77
+35
+83% +$2.47K
CFG icon
161
Citizens Financial Group
CFG
$30.6B
$6.13K ﹤0.01%
105
+85
+425% +$4.57K
CTSH icon
162
Cognizant
CTSH
$26B
$6.06K ﹤0.01%
73
+60
+462% +$4.49K
VRSK icon
163
Verisk Analytics
VRSK
$25B
$6.04K ﹤0.01%
27
– –
QCOM icon
164
Qualcomm
QCOM
$176B
$5.99K ﹤0.01%
35
+16
+84% +$2.74K
EBAY icon
165
eBay
EBAY
$49.8B
$5.92K ﹤0.01%
68
+46
+209% +$3.98K
HBAN icon
166
Huntington Bancshares
HBAN
$35.5B
$5.85K ﹤0.01%
337
+277
+462% +$4.55K
GEM icon
167
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.72B
$5.82K ﹤0.01%
141
-4
-3% -$166
SHOP icon
168
Shopify
SHOP
$195B
$5.79K ﹤0.01%
+36
New +$5.78K
AVEM icon
169
Avantis Emerging Markets Equity ETF
AVEM
$26.5B
$5.7K ﹤0.01%
74
-3
-4% -$230
ABT icon
170
Abbott
ABT
$187B
$5.64K ﹤0.01%
45
+19
+73% +$2.42K
SRE icon
171
Sempra
SRE
$54.8B
$5.56K ﹤0.01%
63
+54
+600% +$4.92K
FITB
172
Fifth Third Bancorp
FITB
$51.8B
$5.52K ﹤0.01%
118
+100
+556% +$4.4K
ALC icon
173
Alcon
ALC
$35B
$5.52K ﹤0.01%
70
– –
RTX icon
174
RTX Corp
RTX
$301B
$5.5K ﹤0.01%
30
+10
+50% +$1.74K
MSIF
175
MSC Income Fund Inc
MSIF
$566M
$5.43K ﹤0.01%
413
+207
+100% +$2.75K
5 6
7
8 9

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VPF
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WW
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ONPI
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HMP
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4WM
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A
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FFL
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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.