Institutions / HFM Investment Advisors, LLC
HFM Investment Advisors, LLC
CIK 2067972 · Institution · as of Dec 31, 2025
Portfolio value
$255.82M
Positions
1,278
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 1,278 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $102.26M | 40.0% |
| Dimensional ETF Trust | $52.11M | 20.4% |
| Dimensional ETF Trust | $30.54M | 11.9% |
| Dimensional ETF Trust | $17.67M | 6.9% |
| Dimensional ETF Trust | $17.24M | 6.7% |
| Dimensional ETF Trust | $8.95M | 3.5% |
| Dimensional ETF Trust | $4.91M | 1.9% |
| Dimensional ETF Trust | $4.51M | 1.8% |
| iShares Tr | $2.32M | 0.9% |
| Vanguard Intl Equity Index F | $1.70M | 0.7% |
| Johnson & Johnson | $1.18M | 0.5% |
| Cisco Systems, Inc. | $838.0K | 0.3% |
| iShares Tr | $782.3K | 0.3% |
| General Electric Co | $694.0K | 0.3% |
| Rockwell Automation Inc | $627.2K | 0.2% |
| 3M Co | $557.5K | 0.2% |
| Exxon Mobil Corp | $527.6K | 0.2% |
| International Business Machines Corp | $498.7K | 0.2% |
| Tesla Inc | $373.3K | 0.1% |
| GE Vernova Inc. | $371.9K | 0.1% |
| Constellation Energy Corp | $362.8K | 0.1% |
| NVIDIA Corp | $309.2K | 0.1% |
| Apple Inc. | $299.3K | 0.1% |
| Microsoft Corp | $269.5K | 0.1% |
| Amazon.com Inc | $189.5K | 0.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.