Hfm Investment Advisors, LLC Top Holdings and 13F Report (2026) About Hfm Investment Advisors, LLCInvestment ActivityHfm 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 $114,552,526Dimensional World ex U.S. Core Equity 2 ETF $56,544,192Dimensional Core Fixed Income ETF $34,051,845Dimensional National Municipal Bond ETF $20,721,841Dimensional US High Profitability ETF $19,991,197 Largest New Holdings this Quarter 84615Q103 - SPACE EXPLORATION TECHN CORP $4,272 Holding444859102 - Humana $3,178 HoldingG2004J103 - CARNIVAL CORP LTD $2,972 Holding04626A103 - ASTERA LABS INC $2,899 Holding893641100 - 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 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$114,552,526$1,708,214 ▼-1.5%2,582,33940.2%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$56,544,192$1,116,914 ▼-1.9%1,534,86019.8%ETFDFCFDimensional Core Fixed Income ETF$34,051,845$769,319 ▲2.3%806,72511.9%ETFDFNMDimensional National Municipal Bond ETF$20,721,841$3,408,785 ▲19.7%428,7127.3%ETFDUHPDimensional US High Profitability ETF$19,991,197$362,007 ▲1.8%479,0617.0%ETFDIMENSIONAL ETF TRUST$10,365,744$183,723 ▲1.8%193,4103.6%INTL COR FIX ETFDFGRDimensional Global Real Estate ETF$5,766,794$185,553 ▼-3.1%199,0612.0%ETFDIMENSIONAL ETF TRUST$5,160,127$70,907 ▲1.4%94,7511.8%GLOB CO PLUS ETFAOAiShares Core 80/20 Aggressive Allocation ETF$1,476,364$758,383 ▼-33.9%15,1280.5%ETFVTVanguard Total World Stock ETF$1,475,807$349,649 ▼-19.2%9,4040.5%ETFJNJJohnson & Johnson$1,353,703$57,134 ▼-4.0%5,3310.5%HealthcareCSCOCisco Systems$1,284,895$7,048 ▲0.6%10,9390.5%TechnologyGEGE Aerospace$932,457$2,616 ▲0.3%2,4950.3%IndustrialsROKRockwell Automation$800,050$2,475 ▲0.3%1,6160.3%IndustrialsGE VERNOVA INC$734,288$4,699 ▲0.6%6250.3%COMAORiShares Core 60/40 Balanced Allocation ETF$568,528$215,222 ▼-27.5%8,1810.2%ETFMMM3M$561,504$2,591 ▲0.5%3,4680.2%IndustrialsIBMInternational Business Machines$472,870$3,374 ▲0.7%1,6820.2%TechnologyNVDANVIDIA$401,781$68,031 ▲20.4%2,0080.1%TechnologyAAPLApple$361,411$65,685 ▲22.2%1,2490.1%TechnologyTSLATesla$353,304$4,206 ▲1.2%8400.1%Consumer DiscretionaryCEGConstellation Energy$251,103$3,974 ▼-1.6%1,0110.1%UtilitiesGOOGAlphabet$216,238$15,193 ▲7.6%6120.1%Communication ServicesMSFTMicrosoft$211,075$62,651 ▲42.2%5660.1%TechnologyAMZNAmazon.com$204,973$35,274 ▲20.8%8600.1%Consumer DiscretionaryAMDAdvanced Micro Devices$181,244$3,485 ▲2.0%3120.1%TechnologyPGProcter & Gamble$170,396$6,159 ▲3.8%1,1620.1%Consumer StaplesINTCIntel$167,836$9,495 ▲6.0%1,2020.1%TechnologyLLYEli Lilly and Company$164,158$15,577 ▲10.5%1370.1%HealthcareBMYBristol Myers Squibb$162,059$4,378 ▲2.8%2,8130.1%HealthcareGOOGLAlphabet$146,880$19,298 ▲15.1%4110.1%Communication ServicesEXCExelon$143,357$2,284 ▼-1.6%3,0750.1%UtilitiesSENEASeneca Foods$139,1520.0%8000.0%Consumer StaplesSENEBSeneca Foods$138,8960.0%8000.0%Consumer StaplesSPLGSPDR Portfolio S&P 500 ETF$115,008$82,764 ▼-41.8%1,3090.0%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$112,478$20,647 ▼-15.5%3,7480.0%ETFJSCPJPMorgan Short Duration Core Plus ETF$112,253$20,650 ▼-15.5%2,3810.0%ETFNOCNorthrop Grumman$105,457$2,535 ▲2.5%2080.0%IndustrialsAVGOBroadcom$105,393$8,688 ▲9.0%2790.0%TechnologyELVElevance Health$98,085$3,862 ▲4.1%2540.0%HealthcareVEAVanguard FTSE Developed Markets ETF$90,349$45,068 ▼-33.3%1,2690.0%ETFJPSTJPMorgan Ultra-Short Income ETF$90,238$21,131 ▼-19.0%1,7850.0%ETFMETAMeta Platforms$87,874$23,095 ▲35.7%1560.0%Communication ServicesAOMiShares Core 40/60 Moderate Allocation ETF$81,642$299 ▲0.4%1,6370.0%ETFSONIDA SENIOR LIVING INC$81,2330.0%1,9910.0%COMJPMJPMorgan Chase & Co.$75,941$13,748 ▲22.1%2320.0%FinanceSOLVENTUM CORP$66,735$540 ▲0.8%8650.0%COM SHSEDConsolidated Edison$55,501$1,437 ▲2.7%5020.0%UtilitiesMUMicron Technology$54,252$30,012 ▲123.8%470.0%TechnologyRSGRepublic Services$49,222$2,122 ▲4.5%2320.0%IndustrialsWALMART INC$49,042$13,365 ▼-21.4%4330.0%COMVZVerizon Communications$45,982$3,641 ▲8.6%1,0860.0%Communication ServicesMUBiShares National Muni Bond ETF$44,958$1,936 ▼-4.1%4180.0%ETFVTIVanguard Total Stock Market ETF$43,5090.0%1180.0%ETFSPYINEOS S&P 500 High Income ETF$39,141$12,039 ▲44.4%7380.0%ETFCRWDCrowdStrike$38,9210.0%510.0%TechnologyPWRQuanta Services$38,163$2,880 ▲8.2%530.0%IndustrialsMAMastercard$36,980$18,490 ▼-33.3%720.0%FinanceBRK.BBerkshire Hathaway$36,529$5,004 ▲15.9%730.0%FinanceNVDYYieldMax NVDA Option Income Strategy ETF$36,051$13,161 ▲57.5%2,8980.0%ETFMCDMcDonald's$35,4110.0%1310.0%Consumer DiscretionaryBACBank of America$34,587$855 ▼-2.4%6070.0%FinanceBABoeing$34,419$1,515 ▲4.6%1590.0%IndustrialsPHParker-Hannifin$34,235$2,934 ▲9.4%350.0%IndustrialsGEHCGE HealthCare Technologies$33,990$19,651 ▼-36.6%5310.0%HealthcareFS SPECIALTY LENDING FD$32,6370.0%2,9270.0%COM SH BEN INTBNDXVanguard Total International Bond ETF$30,567$9,044 ▼-22.8%6320.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$28,795$5,217 ▼-15.3%5740.0%ETFVVisa$28,477$12,351 ▲76.6%830.0%FinanceCOSTCostco Wholesale$28,065$936 ▲3.4%300.0%Consumer StaplesJAAAJanus Henderson AAA CLO ETF$28,022$5,251 ▼-15.8%5550.0%ETFESEversource Energy$27,897$723 ▲2.7%3860.0%UtilitiesTAT&T$27,635$2,236 ▲8.8%1,3350.0%Communication ServicesYUMYum! Brands$27,208$318 ▼-1.2%1710.0%Consumer DiscretionaryVWOVanguard FTSE Emerging Markets ETF$26,974$13,487 ▼-33.3%4520.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$26,275$790 ▼-2.9%2660.0%ETFKOCocaCola$24,620$650 ▲2.7%3030.0%Consumer StaplesAOKiShares Core 30/70 Conservative Allocation ETF$24,173$124 ▲0.5%5830.0%ETFLAM RESEARCH CORP$23,834$10,834 ▲83.3%550.0%COM NEWKLACKLA$22,930$21,723 ▲1,800.0%760.0%TechnologyTGTTarget$22,687$2,217 ▲10.8%1740.0%Consumer StaplesCATCaterpillar$22,363$10,649 ▲90.9%210.0%IndustrialsGSThe Goldman Sachs Group$22,251$6,068 ▲37.5%220.0%FinanceBANK OF NY MELLON CORP$21,837$18,366 ▲529.2%1510.0%COMPFEPfizer$21,310$6,285 ▼-22.8%8850.0%HealthcareCLColgate-Palmolive$21,132$915 ▲4.5%2310.0%Consumer StaplesGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$21,114$4,109 ▼-16.3%1490.0%ETFLINDE PLC$20,758$1,038 ▲5.3%400.0%SHSWDCWestern Digital$20,440$10,220 ▲100.0%320.0%TechnologyTMUST-Mobile US$19,289$503 ▲2.7%1150.0%Communication ServicesCOFCapital One Financial$18,859$1,003 ▼-5.1%940.0%FinanceCSGPCoStar Group$18,267$227 ▲1.3%6450.0%Real EstateHCAHCA Healthcare$17,935$1,560 ▲9.5%460.0%HealthcarePMPhilip Morris International$16,101$1,990 ▲14.1%890.0%Consumer StaplesCTASCintas$15,988$850 ▲5.6%940.0%IndustrialsAMATApplied Materials$15,906$7,230 ▲83.3%220.0%TechnologyFIXComfort Systems USA$15,856$9,910 ▲166.7%80.0%IndustrialsMRKMerck & Co., Inc.$15,677$4,498 ▲40.2%1220.0%HealthcareHDHome Depot$15,166$9,170 ▼-37.7%430.0%Consumer DiscretionaryVGSHVanguard Short-Term Treasury ETF$14,900$2,794 ▼-15.8%2560.0%ETFShowing largest 100 holdings. 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