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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
UBER icon
201
Uber
UBER
$153B
$4.33K ﹤0.01%
53
+43
+430% +$3.87K
BDX icon
202
Becton Dickinson
BDX
$48.2B
$4.27K ﹤0.01%
22
+13
+144% +$2.47K
ALL icon
203
Allstate
ALL
$67.5B
$4.16K ﹤0.01%
20
+11
+122% +$2.25K
IRM icon
204
Iron Mountain
IRM
$36.1B
$4.15K ﹤0.01%
+50
New +$4.68K
BABA icon
205
Alibaba
BABA
$308B
$4.11K ﹤0.01%
+28
New +$4.56K
MCK icon
206
McKesson
MCK
$101B
$4.1K ﹤0.01%
5
+3
+150% +$2.45K
WFC icon
207
Wells Fargo
WFC
$264B
$4.1K ﹤0.01%
44
-1
-2% -$87
VWOB icon
208
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.25B
$4.1K ﹤0.01%
61
+14
+30% +$944
ALNY icon
209
Alnylam Pharmaceuticals
ALNY
$29.3B
$3.98K ﹤0.01%
10
+9
+900% +$3.98K
VBR icon
210
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$3.98K ﹤0.01%
19
-1
-5% -$209
CW icon
211
Curtiss-Wright
CW
$25.5B
$3.86K ﹤0.01%
7
+4
+133% +$2.23K
OCFC icon
212
OceanFirst Financial
OCFC
$1.91B
$3.84K ﹤0.01%
214
– –
EQIX icon
213
Equinix
EQIX
$103B
$3.83K ﹤0.01%
+5
New +$3.92K
DPZ icon
214
Domino's
DPZ
$11.6B
$3.75K ﹤0.01%
9
+8
+800% +$3.33K
SNY icon
215
Sanofi
SNY
$104B
$3.73K ﹤0.01%
+77
New +$3.82K
DE icon
216
Deere & Co
DE
$168B
$3.73K ﹤0.01%
8
+4
+100% +$1.88K
TSM icon
217
TSMC
TSM
$2.18T
$3.65K ﹤0.01%
+12
New +$3.52K
RSP icon
218
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$3.64K ﹤0.01%
19
– –
VRTX icon
219
Vertex Pharmaceuticals
VRTX
$126B
$3.63K ﹤0.01%
8
+6
+300% +$2.59K
SBUX icon
220
Starbucks
SBUX
$120B
$3.62K ﹤0.01%
43
+37
+617% +$3.12K
AMGN icon
221
Amgen
AMGN
$222B
$3.6K ﹤0.01%
11
– –
NEM icon
222
Newmont
NEM
$119B
$3.6K ﹤0.01%
36
-1
-3% -$90
IP icon
223
International Paper
IP
$22B
$3.58K ﹤0.01%
91
+74
+435% +$3.04K
SE icon
224
Sea Limited
SE
$69.5B
$3.57K ﹤0.01%
+28
New +$4.15K
MS icon
225
Morgan Stanley
MS
$340B
$3.55K ﹤0.01%
20
– –
7 8
9
10 11

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WW
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ONPI
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HMP
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4WM
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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.