Hfm Investment Advisors, LLC Top Holdings and 13F Report (2025) About Hfm Investment Advisors, LLCInvestment ActivityHfm Investment Advisors, LLC has $227.49 million in total holdings as of June 30, 2025.Hfm Investment Advisors, LLC owns shares of 1,287 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 9.23% of the portfolio was purchased this quarter.About 73.23% of the portfolio was sold this quarter.This quarter, Hfm Investment Advisors, LLC has purchased 1,189 new stocks and bought additional shares in 1,035 stocks.Hfm Investment Advisors, LLC sold shares of 40 stocks and completely divested from 43 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $91,703,487Dimensional World ex U.S. Core Equity 2 ETF $46,416,748Dimensional Core Fixed Income ETF $26,186,244Dimensional National Municipal Bond ETF $17,552,697Dimensional US High Profitability ETF $15,475,003 Largest New Holdings this Quarter 25434V831 - Dimensional US High Profitability ETF $15,475,003 Holding25434V583 - DIMENSIONAL ETF TRUST $4,005,504 Holding72201R585 - PIMCO Multi Sector Bond Active ETF $10,802 Holding025072703 - Avantis International Equity ETF $4,699 Holding31946M103 - First Citizens BancShares $1,956 Holding Largest Purchases this Quarter Dimensional US High Profitability ETF 435,180 shares (about $15.48M)DIMENSIONAL ETF TRUST 73,509 shares (about $4.01M)Dimensional National Municipal Bond ETF 5,415 shares (about $256.83K)Dimensional Global Real Estate ETF 7,469 shares (about $200.39K)iShares Core 80/20 Aggressive Allocation ETF 1,130 shares (about $94.24K) Largest Sales this Quarter Vanguard Total World Stock ETF 1,184,969 shares (about $152.30M)Dimensional U.S. Core Equity 2 ETF 158,287 shares (about $5.67M)Dimensional Core Fixed Income ETF 80,169 shares (about $3.39M)Dimensional World ex U.S. Core Equity 2 ETF 99,150 shares (about $2.91M)DIMENSIONAL ETF TRUST 41,332 shares (about $2.21M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHfm Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$91,703,487$5,673,006 ▼-5.8%2,558,69140.3%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$46,416,748$2,912,035 ▼-5.9%1,580,41420.4%ETFDFCFDimensional Core Fixed Income ETF$26,186,244$3,387,942 ▼-11.5%619,64611.5%ETFDFNMDimensional National Municipal Bond ETF$17,552,697$256,833 ▲1.5%370,0767.7%ETFDUHPDimensional US High Profitability ETF$15,475,003$15,475,003 ▲New Holding435,1806.8%ETFDIMENSIONAL ETF TRUST$7,957,448$2,205,469 ▼-21.7%149,1283.5%GLOBAL EX US CORDFGRDimensional Global Real Estate ETF$4,304,470$200,393 ▲4.9%160,4351.9%ETFDIMENSIONAL ETF TRUST$4,005,504$4,005,504 ▲New Holding73,5091.8%GLOBAL CORE PLUSAOAiShares Core 80/20 Aggressive Allocation ETF$2,141,852$94,241 ▲4.6%25,6820.9%ETFVTVanguard Total World Stock ETF$1,469,942$152,298,304 ▼-99.0%11,4370.6%ETFJNJJohnson & Johnson$856,878$86,910 ▲11.3%5,6100.4%MedicalCSCOCisco Systems$749,096$3,122 ▲0.4%10,7970.3%Computer and TechnologyAORiShares Core 60/40 Balanced Allocation ETF$738,747$17,117 ▲2.4%11,9980.3%ETFGEGE Aerospace$575,524$5,405 ▲0.9%2,2360.3%AerospaceROKRockwell Automation$535,790$997 ▲0.2%1,6130.2%Computer and TechnologyMMM3M$524,924$1,218 ▲0.2%3,4480.2%Multi-Sector ConglomeratesIBMInternational Business Machines$483,825$7,076 ▲1.5%1,6410.2%Computer and TechnologyXOMExxon Mobil$451,430$9,378 ▲2.1%4,1880.2%EnergyCEGConstellation Energy$325,019$28,080 ▲9.5%1,0070.1%EnergyGE VERNOVA INC$295,795$2,646 ▲0.9%5590.1%COMTSLATesla$239,198$1,906 ▲0.8%7530.1%Auto/Tires/TrucksJSCPJPMorgan Short Duration Core Plus ETF$191,705$12,334 ▼-6.0%4,0410.1%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$191,495$11,623 ▼-5.7%6,3430.1%ETFPGProcter & Gamble$174,137$3,983 ▲2.3%1,0930.1%Consumer StaplesJPSTJPMorgan Ultra-Short Income ETF$145,486$29,340 ▼-16.8%2,8710.1%ETFMSFTMicrosoft$140,698$43,751 ▲45.1%2830.1%Computer and TechnologyEXCExelon$132,952$12,722 ▲10.6%3,0620.1%UtilitiesBMYBristol Myers Squibb$121,891$2,546 ▲2.1%2,6330.1%MedicalAOMiShares Core 40/60 Moderate Allocation ETF$120,480$1,565 ▲1.3%2,6170.1%ETFAAPLApple$114,895$23,800 ▲26.1%5600.1%Computer and TechnologyAMZNAmazon.com$108,379$13,163 ▲13.8%4940.0%Retail/WholesaleMETAMeta Platforms$101,856$11,809 ▲13.1%1380.0%Computer and TechnologyELVElevance Health$94,008$1,554 ▲1.7%2420.0%MedicalNVDANVIDIA$90,212$63,354 ▲235.9%5710.0%Computer and TechnologyNOCNorthrop Grumman$86,203$1,504 ▲1.8%1720.0%AerospaceSENEBSeneca Foods$81,5920.0%8000.0%Consumer DefensiveLLYEli Lilly and Company$81,242$3,906 ▲5.1%1040.0%MedicalSENEASeneca Foods$81,1440.0%8000.0%Consumer StaplesGOOGAlphabet$77,519$11,176 ▲16.8%4370.0%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$76,476$12,140 ▲18.9%1,0520.0%ETFVEAVanguard FTSE Developed Markets ETF$68,040$3,707 ▲5.8%1,1930.0%ETFSOLVENTUM CORP$65,0710.0%8580.0%COM SHSGEHCGE HealthCare Technologies$56,071$1,111 ▲2.0%7570.0%MedicalRSGRepublic Services$54,158$492 ▲0.9%2200.0%Business ServicesCSGPCoStar Group$51,938$402 ▲0.8%6460.0%Computer and TechnologyJAAAJanus Henderson AAA CLO ETF$48,010$1,979 ▼-4.0%9460.0%ETFEDConsolidated Edison$47,951$903 ▲1.9%4780.0%UtilitiesVTIPVanguard Short-Term Inflation-Protected Securities ETF$47,929$4,426 ▼-8.5%9530.0%ManufacturingGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$46,677$7,274 ▲18.5%3850.0%ETFVZVerizon Communications$43,833$2,683 ▲6.5%1,0130.0%Computer and TechnologyMUBiShares National Muni Bond ETF$41,071$4,703 ▲12.9%3930.0%ETFVTIVanguard Total Stock Market ETF$40,430$304 ▼-0.7%1330.0%ETFBNDXVanguard Total International Bond ETF$36,766$1,682 ▼-4.4%7430.0%ETFTAT&T$36,117$2,662 ▲8.0%1,2480.0%Computer and TechnologyBABoeing$32,058$629 ▲2.0%1530.0%AerospaceDFICDimensional International Core Equity 2 ETF$27,141$746 ▲2.8%8730.0%ETFGOOGLAlphabet$26,611$13,746 ▲106.8%1510.0%Computer and TechnologyCRWDCrowdStrike$25,9750.0%510.0%Computer and TechnologyVGSHVanguard Short-Term Treasury ETF$25,393$1,352 ▼-5.1%4320.0%ETFJPMJPMorgan Chase & Co.$25,222$9,277 ▲58.2%870.0%FinanceMCDMcDonald's$25,127$877 ▲3.6%860.0%Retail/WholesaleINTCIntel$24,819$448 ▲1.8%1,1080.0%Computer and TechnologyYUMYum! Brands$24,034$445 ▲1.9%1620.0%Retail/WholesaleESEversource Energy$23,921$382 ▲1.6%3760.0%UtilitiesAOKiShares Core 30/70 Conservative Allocation ETF$22,416$351 ▲1.6%5740.0%ETFVWOVanguard FTSE Emerging Markets ETF$20,910$939 ▲4.7%4230.0%ETFVVisa$20,593$6,391 ▲45.0%580.0%Business ServicesCLColgate-Palmolive$19,330$817 ▲4.4%2130.0%Consumer StaplesKOCocaCola$18,226$1,484 ▲8.9%2580.0%Consumer StaplesAGGiShares Core U.S. Aggregate Bond ETF$17,844$2,677 ▲17.6%1800.0%FinanceIUSBiShares Core Total USD Bond Market ETF$17,054$5,731 ▼-25.2%3690.0%ManufacturingPFEPfizer$16,676$1,333 ▲8.7%6880.0%MedicalSMLFiShares U.S. Small Cap Equity Factor ETF$14,695$3,266 ▲28.6%2160.0%ETFTGTTarget$14,157$393 ▲2.9%1440.0%Retail/WholesaleGSIEGoldman Sachs ActiveBeta International Equity ETF$13,752$357 ▲2.7%3470.0%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$13,585$5,194 ▲61.9%1360.0%ETFCHENIERE ENERGY INC$13,394$1,705 ▲14.6%550.0%COM NEWBRK.BBerkshire Hathaway$12,630$7,287 ▲136.4%260.0%FinanceSGOViShares 0-3 Month Treasury Bond ETF$11,6800.0%1160.0%ETFGSThe Goldman Sachs Group$11,324$2,123 ▲23.1%160.0%FinancePYLDPIMCO Multi Sector Bond Active ETF$10,802$10,802 ▲New Holding4070.0%ETFSTIPiShares 0-5 Year TIPS Bond ETF$10,001$1,650 ▲19.8%970.0%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$9,988$1,202 ▼-10.7%1080.0%ETFZBHZimmer Biomet$9,486$91 ▲1.0%1040.0%MedicalBLACKROCK INC$9,443$1,049 ▲12.5%90.0%COMTFISPDR Nuveen ICE Municipal Bond ETF$9,1500.0%2050.0%FinanceEMNEastman Chemical$8,959$299 ▲3.4%1200.0%Basic MaterialsVRSKVerisk Analytics$8,722$623 ▲7.7%280.0%Business ServicesSPGIS&P Global$8,437$527 ▲6.7%160.0%FinanceMAMastercard$8,429$4,495 ▲114.3%150.0%Business ServicesJPCNuveen Preferred & Income Opportunities Fund$8,3650.0%1,0430.0%Financial ServicesSPMDSPDR Portfolio S&P 400 Mid Cap ETF$8,287$218 ▼-2.6%1520.0%ETFETNEaton$8,211$1,071 ▲15.0%230.0%IndustrialsWCNWaste Connections$8,0290.0%430.0%Business ServicesCOSTCostco Wholesale$7,920$3,960 ▲100.0%80.0%Retail/WholesaleTMUST-Mobile US$7,863$1,668 ▲26.9%330.0%Computer and TechnologySCIService Corporation International$7,733$488 ▲6.7%950.0%Consumer StaplesCSXCSX$7,309$1,534 ▲26.6%2240.0%TransportationCVSCVS Health$7,245$966 ▲15.4%1050.0%MedicalNEENextEra Energy$7,220$486 ▲7.2%1040.0%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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