Hfm Investment Advisors, LLC Top Holdings and 13F Report (2026)

About Hfm Investment Advisors, LLC

Investment Activity

Hfm Investment Advisors, LLC has $285.18 million in total holdings as of June 30, 2026.
Hfm Investment Advisors, LLC owns shares of 1,293 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
Approximately 2.23% of the portfolio was purchased this quarter.
About 2.01% of the portfolio was sold this quarter.
This quarter, Hfm Investment Advisors, LLC has purchased 1,205 new stocks and bought additional shares in 1,029 stocks.
Hfm Investment Advisors, LLC sold shares of 72 stocks and completely divested from 41 stocks this quarter.

Largest Holdings

Dimensional U.S. Core Equity 2 ETF: $114,552,526
Dimensional World ex U.S. Core Equity 2 ETF: $56,544,192
Dimensional Core Fixed Income ETF: $34,051,845
Dimensional National Municipal Bond ETF: $20,721,841
Dimensional US High Profitability ETF: $19,991,197

Largest New Holdings this Quarter

84615Q103 - SPACE EXPLORATION TECHN CORP: $4,272 Holding
444859102 - Humana: $3,178 Holding
G2004J103 - CARNIVAL CORP LTD: $2,972 Holding
04626A103 - ASTERA LABS INC: $2,899 Holding
893641100 - Transdigm Group: $2,665 Holding

Largest Purchases this Quarter

Dimensional National Municipal Bond ETF: 70,524 shares (about $3.41M)
Dimensional Core Fixed Income ETF: 18,226 shares (about $769.32K)
Dimensional US High Profitability ETF: 8,675 shares (about $362.01K)
DIMENSIONAL ETF TRUST: 3,428 shares (about $183.72K)
DIMENSIONAL ETF TRUST: 1,302 shares (about $70.91K)

Largest Sales this Quarter

Dimensional U.S. Core Equity 2 ETF: 38,508 shares (about $1.71M)
Dimensional World ex U.S. Core Equity 2 ETF: 30,318 shares (about $1.12M)
iShares Core 80/20 Aggressive Allocation ETF: 7,771 shares (about $758.38K)
Vanguard Total World Stock ETF: 2,228 shares (about $349.65K)
iShares Core 60/40 Balanced Allocation ETF: 3,097 shares (about $215.22K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DFAC Dimensional U.S. Core Equity 2 ETF	$114,552,526	$1,708,214 â–¼	-1.5%	2,582,339	40.2%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$56,544,192	$1,116,914 â–¼	-1.9%	1,534,860	19.8%	ETF
DFCF Dimensional Core Fixed Income ETF	$34,051,845	$769,319 â–²	2.3%	806,725	11.9%	ETF
DFNM Dimensional National Municipal Bond ETF	$20,721,841	$3,408,785 â–²	19.7%	428,712	7.3%	ETF
DUHP Dimensional US High Profitability ETF	$19,991,197	$362,007 â–²	1.8%	479,061	7.0%	ETF
DIMENSIONAL ETF TRUST	$10,365,744	$183,723 â–²	1.8%	193,410	3.6%	INTL COR FIX ETF
DFGR Dimensional Global Real Estate ETF	$5,766,794	$185,553 â–¼	-3.1%	199,061	2.0%	ETF
DIMENSIONAL ETF TRUST	$5,160,127	$70,907 â–²	1.4%	94,751	1.8%	GLOB CO PLUS ETF
AOA iShares Core 80/20 Aggressive Allocation ETF	$1,476,364	$758,383 â–¼	-33.9%	15,128	0.5%	ETF
VT Vanguard Total World Stock ETF	$1,475,807	$349,649 â–¼	-19.2%	9,404	0.5%	ETF
JNJ Johnson & Johnson	$1,353,703	$57,134 â–¼	-4.0%	5,331	0.5%	Healthcare
CSCO Cisco Systems	$1,284,895	$7,048 â–²	0.6%	10,939	0.5%	Technology
GE GE Aerospace	$932,457	$2,616 â–²	0.3%	2,495	0.3%	Industrials
ROK Rockwell Automation	$800,050	$2,475 â–²	0.3%	1,616	0.3%	Industrials
GE VERNOVA INC	$734,288	$4,699 â–²	0.6%	625	0.3%	COM
AOR iShares Core 60/40 Balanced Allocation ETF	$568,528	$215,222 â–¼	-27.5%	8,181	0.2%	ETF
MMM 3M	$561,504	$2,591 â–²	0.5%	3,468	0.2%	Industrials
IBM International Business Machines	$472,870	$3,374 â–²	0.7%	1,682	0.2%	Technology
NVDA NVIDIA	$401,781	$68,031 â–²	20.4%	2,008	0.1%	Technology
AAPL Apple	$361,411	$65,685 â–²	22.2%	1,249	0.1%	Technology
TSLA Tesla	$353,304	$4,206 â–²	1.2%	840	0.1%	Consumer Discretionary
CEG Constellation Energy	$251,103	$3,974 â–¼	-1.6%	1,011	0.1%	Utilities
GOOG Alphabet	$216,238	$15,193 â–²	7.6%	612	0.1%	Communication Services
MSFT Microsoft	$211,075	$62,651 â–²	42.2%	566	0.1%	Technology
AMZN Amazon.com	$204,973	$35,274 â–²	20.8%	860	0.1%	Consumer Discretionary
AMD Advanced Micro Devices	$181,244	$3,485 â–²	2.0%	312	0.1%	Technology
PG Procter & Gamble	$170,396	$6,159 â–²	3.8%	1,162	0.1%	Consumer Staples
INTC Intel	$167,836	$9,495 â–²	6.0%	1,202	0.1%	Technology
LLY Eli Lilly and Company	$164,158	$15,577 â–²	10.5%	137	0.1%	Healthcare
BMY Bristol Myers Squibb	$162,059	$4,378 â–²	2.8%	2,813	0.1%	Healthcare
GOOGL Alphabet	$146,880	$19,298 â–²	15.1%	411	0.1%	Communication Services
EXC Exelon	$143,357	$2,284 â–¼	-1.6%	3,075	0.1%	Utilities
SENEA Seneca Foods	$139,152		0.0%	800	0.0%	Consumer Staples
SENEB Seneca Foods	$138,896		0.0%	800	0.0%	Consumer Staples
SPLG SPDR Portfolio S&P 500 ETF	$115,008	$82,764 â–¼	-41.8%	1,309	0.0%	ETF
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$112,478	$20,647 â–¼	-15.5%	3,748	0.0%	ETF
JSCP JPMorgan Short Duration Core Plus ETF	$112,253	$20,650 â–¼	-15.5%	2,381	0.0%	ETF
NOC Northrop Grumman	$105,457	$2,535 â–²	2.5%	208	0.0%	Industrials
AVGO Broadcom	$105,393	$8,688 â–²	9.0%	279	0.0%	Technology
ELV Elevance Health	$98,085	$3,862 â–²	4.1%	254	0.0%	Healthcare
VEA Vanguard FTSE Developed Markets ETF	$90,349	$45,068 â–¼	-33.3%	1,269	0.0%	ETF
JPST JPMorgan Ultra-Short Income ETF	$90,238	$21,131 â–¼	-19.0%	1,785	0.0%	ETF
META Meta Platforms	$87,874	$23,095 â–²	35.7%	156	0.0%	Communication Services
AOM iShares Core 40/60 Moderate Allocation ETF	$81,642	$299 â–²	0.4%	1,637	0.0%	ETF
SONIDA SENIOR LIVING INC	$81,233		0.0%	1,991	0.0%	COM
JPM JPMorgan Chase & Co.	$75,941	$13,748 â–²	22.1%	232	0.0%	Finance
SOLVENTUM CORP	$66,735	$540 â–²	0.8%	865	0.0%	COM SHS
ED Consolidated Edison	$55,501	$1,437 â–²	2.7%	502	0.0%	Utilities
MU Micron Technology	$54,252	$30,012 â–²	123.8%	47	0.0%	Technology
RSG Republic Services	$49,222	$2,122 â–²	4.5%	232	0.0%	Industrials
WALMART INC	$49,042	$13,365 â–¼	-21.4%	433	0.0%	COM
VZ Verizon Communications	$45,982	$3,641 â–²	8.6%	1,086	0.0%	Communication Services
MUB iShares National Muni Bond ETF	$44,958	$1,936 â–¼	-4.1%	418	0.0%	ETF
VTI Vanguard Total Stock Market ETF	$43,509		0.0%	118	0.0%	ETF
SPYI NEOS S&P 500 High Income ETF	$39,141	$12,039 â–²	44.4%	738	0.0%	ETF
CRWD CrowdStrike	$38,921		0.0%	51	0.0%	Technology
PWR Quanta Services	$38,163	$2,880 â–²	8.2%	53	0.0%	Industrials
MA Mastercard	$36,980	$18,490 â–¼	-33.3%	72	0.0%	Finance
BRK.B Berkshire Hathaway	$36,529	$5,004 â–²	15.9%	73	0.0%	Finance
NVDY YieldMax NVDA Option Income Strategy ETF	$36,051	$13,161 â–²	57.5%	2,898	0.0%	ETF
MCD McDonald's	$35,411		0.0%	131	0.0%	Consumer Discretionary
BAC Bank of America	$34,587	$855 â–¼	-2.4%	607	0.0%	Finance
BA Boeing	$34,419	$1,515 â–²	4.6%	159	0.0%	Industrials
PH Parker-Hannifin	$34,235	$2,934 â–²	9.4%	35	0.0%	Industrials
GEHC GE HealthCare Technologies	$33,990	$19,651 â–¼	-36.6%	531	0.0%	Healthcare
FS SPECIALTY LENDING FD	$32,637		0.0%	2,927	0.0%	COM SH BEN INT
BNDX Vanguard Total International Bond ETF	$30,567	$9,044 â–¼	-22.8%	632	0.0%	ETF
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$28,795	$5,217 â–¼	-15.3%	574	0.0%	ETF
V Visa	$28,477	$12,351 â–²	76.6%	83	0.0%	Finance
COST Costco Wholesale	$28,065	$936 â–²	3.4%	30	0.0%	Consumer Staples
JAAA Janus Henderson AAA CLO ETF	$28,022	$5,251 â–¼	-15.8%	555	0.0%	ETF
ES Eversource Energy	$27,897	$723 â–²	2.7%	386	0.0%	Utilities
T AT&T	$27,635	$2,236 â–²	8.8%	1,335	0.0%	Communication Services
YUM Yum! Brands	$27,208	$318 â–¼	-1.2%	171	0.0%	Consumer Discretionary
VWO Vanguard FTSE Emerging Markets ETF	$26,974	$13,487 â–¼	-33.3%	452	0.0%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$26,275	$790 â–¼	-2.9%	266	0.0%	ETF
KO CocaCola	$24,620	$650 â–²	2.7%	303	0.0%	Consumer Staples
AOK iShares Core 30/70 Conservative Allocation ETF	$24,173	$124 â–²	0.5%	583	0.0%	ETF
LAM RESEARCH CORP	$23,834	$10,834 â–²	83.3%	55	0.0%	COM NEW
KLAC KLA	$22,930	$21,723 â–²	1,800.0%	76	0.0%	Technology
TGT Target	$22,687	$2,217 â–²	10.8%	174	0.0%	Consumer Staples
CAT Caterpillar	$22,363	$10,649 â–²	90.9%	21	0.0%	Industrials
GS The Goldman Sachs Group	$22,251	$6,068 â–²	37.5%	22	0.0%	Finance
BANK OF NY MELLON CORP	$21,837	$18,366 â–²	529.2%	151	0.0%	COM
PFE Pfizer	$21,310	$6,285 â–¼	-22.8%	885	0.0%	Healthcare
CL Colgate-Palmolive	$21,132	$915 â–²	4.5%	231	0.0%	Consumer Staples
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$21,114	$4,109 â–¼	-16.3%	149	0.0%	ETF
LINDE PLC	$20,758	$1,038 â–²	5.3%	40	0.0%	SHS
WDC Western Digital	$20,440	$10,220 â–²	100.0%	32	0.0%	Technology
TMUS T-Mobile US	$19,289	$503 â–²	2.7%	115	0.0%	Communication Services
COF Capital One Financial	$18,859	$1,003 â–¼	-5.1%	94	0.0%	Finance
CSGP CoStar Group	$18,267	$227 â–²	1.3%	645	0.0%	Real Estate
HCA HCA Healthcare	$17,935	$1,560 â–²	9.5%	46	0.0%	Healthcare
PM Philip Morris International	$16,101	$1,990 â–²	14.1%	89	0.0%	Consumer Staples
CTAS Cintas	$15,988	$850 â–²	5.6%	94	0.0%	Industrials
AMAT Applied Materials	$15,906	$7,230 â–²	83.3%	22	0.0%	Technology
FIX Comfort Systems USA	$15,856	$9,910 â–²	166.7%	8	0.0%	Industrials
MRK Merck & Co., Inc.	$15,677	$4,498 â–²	40.2%	122	0.0%	Healthcare
HD Home Depot	$15,166	$9,170 â–¼	-37.7%	43	0.0%	Consumer Discretionary
VGSH Vanguard Short-Term Treasury ETF	$14,900	$2,794 â–¼	-15.8%	256	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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Hfm Investment Advisors, LLC Top Holdings and 13F Report (2026)

About Hfm Investment Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Hfm Investment Advisors, LLC Top Holdings and 13F Report (2026)

About Hfm Investment Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHfm Investment Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools