Hfm Investment Advisors, LLC Top Holdings and 13F Report (2026) About Hfm Investment Advisors, LLCInvestment ActivityHfm Investment Advisors, LLC has $260.05 million in total holdings as of March 31, 2026.Hfm Investment Advisors, LLC owns shares of 1,210 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 2.96% of the portfolio was purchased this quarter.About ∞ of the portfolio was sold this quarter.This quarter, Hfm Investment Advisors, LLC has purchased 1,278 new stocks and bought additional shares in 315 stocks.Hfm Investment Advisors, LLC sold shares of 346 stocks and completely divested from 111 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $101,846,120Dimensional World ex U.S. Core Equity 2 ETF $53,169,098Dimensional Core Fixed Income ETF $33,290,470Dimensional US High Profitability ETF $17,291,401Dimensional National Municipal Bond ETF $17,167,974 Largest New Holdings this Quarter 140475203 - SONIDA SENIOR LIVING INC $64,210 Holding59356Q108 - MIAMI INTL HLDGS INC $50,635 Holding46641Q670 - JPMorgan Core Plus Bond ETF $17,065 HoldingG0250X149 - AMCOR PLC $755 Holding80004C200 - SANDISK CORP $635 Holding Largest Purchases this Quarter Dimensional Core Fixed Income ETF 70,870 shares (about $2.99M)Dimensional U.S. Core Equity 2 ETF 37,892 shares (about $1.47M)DIMENSIONAL ETF TRUST 19,962 shares (about $1.05M)Dimensional US High Profitability ETF 17,152 shares (about $630.51K)DIMENSIONAL ETF TRUST 9,976 shares (about $538.60K) Largest Sales this Quarter Vanguard Long-Term Treasury ETF 1 shares (about $∞T)Goldman Sachs Access Emerging Markets USD Bond ETF 1 shares (about $∞T)Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF 1 shares (about $∞T)Goldman Sachs Access Investment Grade Corporate Bond ETF 1 shares (about $∞T)Dimensional World ex U.S. Core Equity 2 ETF 26,809 shares (about $910.70K) 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$101,846,120$1,472,483 ▲1.5%2,620,84739.2%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$53,169,098$910,702 ▼-1.7%1,565,17820.4%ETFDFCFDimensional Core Fixed Income ETF$33,290,470$2,992,135 ▲9.9%788,49912.8%ETFDUHPDimensional US High Profitability ETF$17,291,401$630,508 ▲3.8%470,3866.6%ETFDFNMDimensional National Municipal Bond ETF$17,167,974$409,562 ▼-2.3%358,1886.6%ETFDIMENSIONAL ETF TRUST$9,964,665$1,047,018 ▲11.7%189,9823.8%DIMENSIONAL INTEDFGRDimensional Global Real Estate ETF$5,461,278$520,569 ▲10.5%205,4662.1%ETFDIMENSIONAL ETF TRUST$5,045,316$538,605 ▲12.0%93,4491.9%GLOBAL CORE PLUSAOAiShares Core 80/20 Aggressive Allocation ETF$2,026,421$268,844 ▼-11.7%22,8990.8%ETFVTVanguard Total World Stock ETF$1,609,081$57,408 ▼-3.4%11,6320.6%ETFJNJJohnson & Johnson$1,358,113$33,000 ▼-2.4%5,5560.5%MedicalCSCOCisco Systems$844,1020.0%10,8790.3%Computer and TechnologyXOMExxonMobil$745,672$1,866 ▲0.3%4,3950.3%EnergyAORiShares Core 60/40 Balanced Allocation ETF$725,798$48,717 ▼-6.3%11,2780.3%ETFGEGE Aerospace$706,020$66,686 ▲10.4%2,4880.3%AerospaceROKRockwell Automation$578,156$359 ▼-0.1%1,6110.2%Computer and TechnologyGE VERNOVA INC$542,071$45,391 ▲9.1%6210.2%COMMMM3M$501,334$4,357 ▼-0.9%3,4520.2%Multi-Sector ConglomeratesIBMInternational Business Machines$404,930$3,395 ▼-0.8%1,6700.2%Computer and TechnologyTSLATesla$308,5530.0%8300.1%Auto/Tires/TrucksNVDANVIDIA$290,899$1,744 ▲0.6%1,6680.1%Computer and TechnologyCEGConstellation Energy$286,7900.0%1,0270.1%EnergyAAPLApple$259,373$20,049 ▼-7.2%1,0220.1%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$172,298$83,968 ▲95.1%2,2510.1%ETFBMYBristol Myers Squibb$166,051$2,063 ▲1.3%2,7370.1%MedicalGOOGAlphabet$163,223$4,303 ▼-2.6%5690.1%Computer and TechnologyPGProcter & Gamble$161,773$433 ▲0.3%1,1200.1%Consumer StaplesEXCExelon$153,1380.0%3,1240.1%UtilitiesAMZNAmazon.com$148,288$22,701 ▼-13.3%7120.1%Retail/WholesaleMSFTMicrosoft$147,538$59,312 ▼-28.7%3980.1%Computer and TechnologyNOCNorthrop Grumman$138,7000.0%2030.1%AerospaceSPSBSPDR Portfolio Short Term Corporate Bond ETF$133,391$19,455 ▼-12.7%4,4360.1%ETFJSCPJPMorgan Short Duration Core Plus ETF$133,339$19,535 ▼-12.8%2,8190.1%ETFVEAVanguard FTSE Developed Markets ETF$121,885$42,166 ▲52.9%1,9020.0%ETFSENEASeneca Foods$120,8960.0%8000.0%Consumer StaplesSENEBSeneca Foods$119,3040.0%8000.0%Consumer DefensiveLLYEli Lilly and Company$114,713$925 ▲0.8%1240.0%MedicalJPSTJPMorgan Ultra-Short Income ETF$111,474$10,626 ▼-8.7%2,2030.0%ETFGOOGLAlphabet$102,659$23,005 ▼-18.3%3570.0%Computer and TechnologyAVGOBroadcom$79,235$619 ▼-0.8%2560.0%Computer and TechnologyAOMiShares Core 40/60 Moderate Allocation ETF$77,301$47,063 ▼-37.8%1,6310.0%ETFELVElevance Health$71,593$2,641 ▼-3.6%2440.0%MedicalWALMART INC$68,478$9,570 ▼-12.3%5510.0%COMMETAMeta Platforms$65,795$70,372 ▼-51.7%1150.0%Computer and TechnologySONIDA SENIOR LIVING INC$64,210$64,210 ▲New Holding1,9910.0%COMAMDAdvanced Micro Devices$62,2500.0%3060.0%Computer and TechnologyGEHCGE HealthCare Technologies$59,649$3,986 ▲7.2%8380.0%MedicalSOLVENTUM CORP$56,0270.0%8580.0%COM SHSJPMJPMorgan Chase & Co.$55,890$588 ▼-1.0%1900.0%FinanceEDConsolidated Edison$55,428$340 ▲0.6%4890.0%UtilitiesMAMastercard$53,963$500 ▲0.9%1080.0%Business ServicesMIAMI INTL HLDGS INC$50,635$50,635 ▲New Holding1,3010.0%COMVZVerizon Communications$50,200$100 ▲0.2%1,0000.0%Computer and TechnologyINTCIntel$50,043$2,118 ▼-4.1%1,1340.0%Computer and TechnologyRSGRepublic Services$48,7010.0%2220.0%Business ServicesMUBiShares National Muni Bond ETF$46,252$5,941 ▲14.7%4360.0%ETFMCDMcDonald's$40,713$2,176 ▼-5.1%1310.0%Retail/WholesaleBNDXVanguard Total International Bond ETF$39,347$5,333 ▲15.7%8190.0%ETFVTIVanguard Total Stock Market ETF$37,7210.0%1180.0%ETFVWOVanguard FTSE Emerging Markets ETF$36,668$12,926 ▲54.4%6780.0%ETFFS SPECIALTY LENDING FD$36,6170.0%2,9270.0%COM SH BEN INTTAT&T$35,571$174 ▲0.5%1,2270.0%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$33,878$4,047 ▼-10.7%6780.0%ManufacturingJAAAJanus Henderson AAA CLO ETF$33,194$4,836 ▼-12.7%6590.0%ETFPFEPfizer$32,190$534 ▲1.7%1,1460.0%MedicalNEENextEra Energy$32,136$6,223 ▼-16.2%3460.0%UtilitiesBACBank of America$30,323$195 ▼-0.6%6220.0%FinanceBABoeing$30,253$199 ▼-0.7%1520.0%AerospaceBRK.BBerkshire Hathaway$30,190$1,438 ▼-4.5%630.0%FinanceCOSTCostco Wholesale$28,896$996 ▲3.6%290.0%Retail/WholesalePHParker-Hannifin$28,648$895 ▼-3.0%320.0%IndustrialsIWMiShares Russell 2000 ETF$28,520$11,656 ▼-29.0%1150.0%FinanceAGGiShares Core U.S. Aggregate Bond ETF$27,202$3,574 ▲15.1%2740.0%FinanceYUMYum! Brands$26,964$312 ▲1.2%1730.0%Retail/WholesalePWRQuanta Services$26,902$4,941 ▼-15.5%490.0%ConstructionTMOThermo Fisher Scientific$26,0510.0%530.0%MedicalESEversource Energy$26,0490.0%3760.0%UtilitiesCSGPCoStar Group$25,697$282 ▼-1.1%6370.0%Computer and TechnologySPYINEOS S&P 500 High Income ETF$25,2280.0%5110.0%ETFNVDYYieldMax NVDA Option Income Strategy ETF$23,8830.0%1,8400.0%ETFTMUST-Mobile US$23,523$210 ▲0.9%1120.0%Computer and TechnologyAOKiShares Core 30/70 Conservative Allocation ETF$23,166$120 ▲0.5%5800.0%ETFHDHome Depot$22,693$1,316 ▲6.2%690.0%Retail/WholesaleKOCocaCola$22,464$5,178 ▼-18.7%2950.0%Consumer StaplesVOEVanguard Mid-Cap Value ETF$22,445$184 ▼-0.8%1220.0%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$22,355$14,568 ▼-39.5%1780.0%ETFCRWDCrowdStrike$19,911$1,171 ▼-5.6%510.0%Computer and TechnologyHCAHCA Healthcare$19,8760.0%420.0%MedicalTGTTarget$19,075$1,215 ▲6.8%1570.0%Retail/WholesaleCLColgate-Palmolive$18,860$597 ▲3.3%2210.0%Consumer StaplesLINDE PLC$18,839$992 ▲5.6%380.0%SHSGBILGoldman Sachs Access Treasury 0-1 Year ETF$18,185$2,498 ▲15.9%1820.0%ETFCOFCapital One Financial$18,061$365 ▼-2.0%990.0%FinanceVGSHVanguard Short-Term Treasury ETF$17,796$2,517 ▼-12.4%3040.0%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$17,523$6,926 ▲65.4%2960.0%ETFJCPBJPMorgan Core Plus Bond ETF$17,065$17,065 ▲New Holding3620.0%ETFISRGIntuitive Surgical$17,057$922 ▼-5.1%370.0%MedicalCVXChevron$16,966$8,276 ▼-32.8%820.0%EnergyIUSBiShares Core Total USD Bond Market ETF$15,468$46 ▼-0.3%3340.0%ManufacturingUPSUnited Parcel Service$15,4460.0%1570.0%TransportationShowing 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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