HFM Investment Advisors, LLC
Sector Allocation
- Other94.8%$270.4M
- Industrials1.6%$4.5M
- Technology1.5%$4.3M
- Healthcare1.0%$2.8M
- Consumer Discretionary0.3%$843,749
- Consumer Staples0.2%$688,265
- Financials0.2%$659,574
- Utilities0.2%$613,610
- Materials0.1%$156,999
- Energy0.1%$146,639
AUM History
13fpro.ai/research/fund/hfm-investment-advisors-llc-2067972
Conviction and streaks
Stable · top 10 = 94.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- DIMENSIONAL$114.6M
- DIMENSIONAL$56.5M
- DIMENSIONAL$34.1M
- DIMENSIONAL$20.7M
- DIMENSIONAL$20.0M
- DIMENSIONAL$10.4M
- DIMENSIONAL$5.8M
- DIMENSIONAL$5.2M
- ISHARES$1.5M
DOV
$1.5MJNJ
$1.4MCSCO
$1.3MGE
$932KROK
$800KGEV
$734K- ISHARES$569K
MMM
$562KIBM
$473KNVDA
$402KAAPL
$361K
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/hfm-investment-advisors-llc-2067972
HFM Investment Advisors, LLC 13F holdings — Q2 2026
$285.2M portfolio (+9.7% QoQ) · 1,293 holdings · Q2 2026 13F · top 10 are 95% of the stock portfolio
- 1
DIMENSIONAL ETF TRUST - US COR EQU 2 ETF
$114.6M
40.2% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
DIMENSIONAL ETF TRUST - WORLD EX US CORE
$56.5M
19.8% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
DIMENSIONAL ETF TRUST - CORE FIXE IN ETF
$34.1M
11.9% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
DIMENSIONAL ETF TRUST - NATL MUN BD ETF
$20.7M
7.3% of stocks
+20%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
DIMENSIONAL ETF TRUST - US HIGH PROF ETF
$20.0M
7.0% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
DIMENSIONAL ETF TRUST - INTL COR FIX ETF
$10.4M
3.6% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
DIMENSIONAL ETF TRUST - GLOBAL REAL EST
$5.8M
2.0% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
DIMENSIONAL ETF TRUST - GLOB CO PLUS ETF
$5.2M
1.8% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - CORE 80 20 ETF
$1.5M
0.5% of stocks
-34%This quarter—Since filed—HeldAIQuality—Est. buy— $1.5M
0.5% of stocks
-19%This quarter-3.5%Since filed6+ qtrsHeldAIQuality59.5#924Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $114.6M | 40.2% | -1% | — | — | — | — | |
| 2 | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $56.5M | 19.8% | -2% | — | — | — | — | |
| 3 | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $34.1M | 11.9% | +2% | — | — | — | — | |
| 4 | DIMENSIONAL ETF TRUST - NATL MUN BD ETF | $20.7M | 7.3% | +20% | — | — | — | — | |
| 5 | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $20.0M | 7.0% | +2% | — | — | — | — | |
| 6 | DIMENSIONAL ETF TRUST - INTL COR FIX ETF | $10.4M | 3.6% | +2% | — | — | — | — | |
| 7 | DIMENSIONAL ETF TRUST - GLOBAL REAL EST | $5.8M | 2.0% | -3% | — | — | — | — | |
| 8 | DIMENSIONAL ETF TRUST - GLOB CO PLUS ETF | $5.2M | 1.8% | +1% | — | — | — | — | |
| 9 | ISHARES TR - CORE 80 20 ETF | $1.5M | 0.5% | -34% | — | — | — | — | |
| 10 | $1.5M | 0.5% | -19% | -3.5% | 6+ qtrsTrimmed 2 qtrs in a row | 59.5#924 | Estimated buy price is Pro: unlock with a free trial |
All holdings — HFM Investment Advisors, LLC (Q2 2026)
1,293 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | JOHNSON & JOHNSON | Healthcare | $1.4M | 0.5% | 5,331 | -4% | 6+ qtrsTrimmed 2 qtrs in a row | 69.2 | 13F | |
| 12 | CISCO SYSTEMS, INC. | Technology | $1.3M | 0.5% | 11K | +0.6% | 6+ qtrs | 70.4 | 13F | |
| 13 | GENERAL ELECTRIC CO | Industrials | $932K | 0.3% | 2,495 | +0.3% | 6+ qtrs | 72.7 | 13F | |
| 14 | ROCKWELL AUTOMATION, INC | Industrials | $800K | 0.3% | 1,616 | +0.3% | 6+ qtrs | 62.6 | 13F | |
| 15 | GE Vernova Inc. | Industrials | $734K | 0.3% | 625 | +0.6% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | ISHARES TR - CORE 60 BALA ETFetf/fund | — | $569K | 0.2% | 8,181 | -27% | — | — | 13F |
| 17 | 3M CO | Healthcare | $562K | 0.2% | 3,468 | +0.5% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $473K | 0.2% | 1,682 | +0.7% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | NVIDIA CORP | Technology | $402K | 0.1% | 2,008 | +20% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Apple Inc. | Technology | $361K | 0.1% | 1,249 | +22% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Tesla, Inc. | Consumer Discretionary | $353K | 0.1% | 840 | +1% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Constellation Energy Corp | Utilities | $251K | 0.1% | 1,011 | -2% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Alphabet Inc. | Technology | $216K | 0.1% | 612 | +8% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | MICROSOFT CORP | Technology | $211K | 0.1% | 566 | +42% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | AMAZON COM INC | Consumer Discretionary | $205K | 0.1% | 860 | +21% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $181K | 0.1% | 312 | +2% | |||
| 27 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $170K | 0.1% | 1,162 | +4% | |||
| 28 | $INTC | INTEL CORP | Technology | $168K | 0.1% | 1,202 | +6% | |||
| 29 | $LLY | ELI LILLY & Co | Healthcare | $164K | 0.1% | 137 | +10% | |||
| 30 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $162K | 0.1% | 2,813 | +3% | |||
| 31 | $GOOGL | Alphabet Inc. | Technology | $147K | 0.1% | 411 | +15% | |||
| 32 | $EXC | EXELON CORP | Utilities | $143K | 0.1% | 3,075 | -2% | |||
| 33 | $SENEA | Seneca Foods Corp | Consumer Staples | $139K | 0.1% | 800 | — | |||
| 34 | $SENEA | Seneca Foods Corp | Consumer Staples | $139K | 0.1% | 800 | — | |||
| 35 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $115K | 0.0% | 1,309 | -42% | |||
| 36 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | — | $112K | 0.0% | 3,748 | -16% | |||
| 37 | — | J P MORGAN EXCHANGE TRADED F - SHORT DURA CORE | — | $112K | 0.0% | 2,381 | -16% | |||
| 38 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $105K | 0.0% | 208 | +2% | |||
| 39 | $AVGO | Broadcom Inc. | Technology | $105K | 0.0% | 279 | +9% | |||
| 40 | $ELV | Elevance Health, Inc. | Healthcare | $98K | 0.0% | 254 | +4% | |||
| 41 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $90K | 0.0% | 1,269 | -33% | |||
| 42 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $90K | 0.0% | 1,785 | -19% | |||
| 43 | $META | Meta Platforms, Inc. | Technology | $88K | 0.0% | 156 | +36% | |||
| 44 | — | ISHARES TR - CORE 40 MODE ETF | — | $82K | 0.0% | 1,637 | +0.4% | |||
| 45 | $SNDA | SONIDA SENIOR LIVING, INC. | Healthcare | $81K | 0.0% | 1,991 | — | |||
| 46 | $JPM | JPMORGAN CHASE & CO | Financials | $76K | 0.0% | 232 | +22% | |||
| 47 | $SOLV | Solventum Corp | Healthcare | $67K | 0.0% | 865 | +0.8% | |||
| 48 | $ED | CONSOLIDATED EDISON INC | Utilities | $56K | 0.0% | 502 | +3% | |||
| 49 | $MU | MICRON TECHNOLOGY INC | Technology | $54K | 0.0% | 47 | +124% | |||
| 50 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $49K | 0.0% | 232 | +5% | |||
| 51 | $WMT | Walmart Inc. | Consumer Staples | $49K | 0.0% | 433 | -21% | |||
| 52 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $46K | 0.0% | 1,086 | +9% | |||
| 53 | — | ISHARES TR - NATIONAL MUN ETF | — | $45K | 0.0% | 418 | -4% | |||
| 54 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $44K | 0.0% | 118 | — | |||
| 55 | — | NEOS ETF TRUST - NEOS S&P 500 HI | — | $39K | 0.0% | 738 | +44% | |||
| 56 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $39K | 0.0% | 51 | — | |||
| 57 | $PWR | QUANTA SERVICES, INC. | Industrials | $38K | 0.0% | 53 | +8% | |||
| 58 | $MA | Mastercard Inc | Financials | $37K | 0.0% | 72 | -33% | |||
| 59 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $37K | 0.0% | 73 | +16% | |||
| 60 | — | TIDAL TRUST II - YIELDMAX NVDA | — | $36K | 0.0% | 2,898 | +57% | |||
| 61 | $MCD | MCDONALDS CORP | Consumer Discretionary | $35K | 0.0% | 131 | — | |||
| 62 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $35K | 0.0% | 607 | -2% | |||
| 63 | $BA | BOEING CO | Industrials | $34K | 0.0% | 159 | +5% | |||
| 64 | $PH | Parker-Hannifin Corp | Industrials | $34K | 0.0% | 35 | +9% | |||
| 65 | $GEHC | GE HealthCare Technologies Inc. | Healthcare | $34K | 0.0% | 531 | -37% | |||
| 66 | $FSSL | FS Specialty Lending Fund | Other | $33K | 0.0% | 2,927 | — | |||
| 67 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $31K | 0.0% | 632 | -23% | |||
| 68 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | — | $29K | 0.0% | 574 | -15% | |||
| 69 | $V | VISA INC. | Financials | $28K | 0.0% | 83 | +77% | |||
| 70 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $28K | 0.0% | 30 | +3% | |||
| 71 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $28K | 0.0% | 555 | -16% | |||
| 72 | $ES | EVERSOURCE ENERGY | Utilities | $28K | 0.0% | 386 | +3% | |||
| 73 | $T | AT&T INC. | Communication Services | $28K | 0.0% | 1,335 | +9% | |||
| 74 | $YUM | YUM BRANDS INC | Consumer Discretionary | $27K | 0.0% | 171 | -1% | |||
| 75 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $27K | 0.0% | 452 | -33% | |||
| 76 | — | ISHARES TR - CORE US AGGBD ET | — | $26K | 0.0% | 266 | -3% | |||
| 77 | $KO | COCA COLA CO | Consumer Staples | $25K | 0.0% | 303 | +3% | |||
| 78 | — | ISHARES TR - CORE 30 70 ETF | — | $24K | 0.0% | 583 | +0.5% | |||
| 79 | $LRCX | LAM RESEARCH CORP | Technology | $24K | 0.0% | 55 | +83% | |||
| 80 | $KLAC | KLA CORP | Technology | $23K | 0.0% | 76 | +1800% | |||
| 81 | $TGT | TARGET CORP | Consumer Staples | $23K | 0.0% | 174 | +11% | |||
| 82 | $CAT | CATERPILLAR INC | Industrials | $22K | 0.0% | 21 | +91% | |||
| 83 | $GS | GOLDMAN SACHS GROUP INC | Financials | $22K | 0.0% | 22 | +38% | |||
| 84 | $BNY | Bank of New York Mellon Corp | Financials | $22K | 0.0% | 151 | +529% | |||
| 85 | $PFE | PFIZER INC | Healthcare | $21K | 0.0% | 885 | -23% | |||
| 86 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $21K | 0.0% | 231 | +5% | |||
| 87 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | — | $21K | 0.0% | 149 | -16% | |||
| 88 | $LIN | LINDE PLC | Materials | $21K | 0.0% | 40 | +5% | |||
| 89 | $WDC | WESTERN DIGITAL CORP | Technology | $20K | 0.0% | 32 | +100% | |||
| 90 | $TMUS | T-Mobile US, Inc. | Communication Services | $19K | 0.0% | 115 | +3% | |||
| 91 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $19K | 0.0% | 94 | -5% | |||
| 92 | $CSGP | COSTAR GROUP, INC. | Industrials | $18K | 0.0% | 645 | +1% | |||
| 93 | $HCA | HCA Healthcare, Inc. | Healthcare | $18K | 0.0% | 46 | +10% | |||
| 94 | $PM | Philip Morris International Inc. | Consumer Staples | $16K | 0.0% | 89 | +14% | |||
| 95 | $CTAS | CINTAS CORP | Consumer Discretionary | $16K | 0.0% | 94 | +6% | |||
| 96 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $16K | 0.0% | 22 | +83% | |||
| 97 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $16K | 0.0% | 8 | +167% | |||
| 98 | $MRK | Merck & Co., Inc. | Healthcare | $16K | 0.0% | 122 | +40% | |||
| 99 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $15K | 0.0% | 43 | -38% | |||
| 100 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $15K | 0.0% | 256 | -16% | |||
| 101 | $LNG | Cheniere Energy, Inc. | Energy | $15K | 0.0% | 62 | +17% | |||
| 102 | $CSX | CSX CORP | Industrials | $14K | 0.0% | 287 | +33% | |||
| 103 | $BLK | BlackRock, Inc. | Financials | $13K | 0.0% | 14 | +56% | |||
| 104 | $GLW | CORNING INC /NY | Materials | $13K | 0.0% | 52 | +93% | |||
| 105 | $CVS | CVS HEALTH Corp | Healthcare | $13K | 0.0% | 129 | +21% | |||
| 106 | $NEE | NEXTERA ENERGY INC | Utilities | $13K | 0.0% | 146 | -58% | |||
| 107 | — | ISHARES TR - CORE UNIVRSL USD | — | $12K | 0.0% | 262 | -22% | |||
| 108 | — | ISHARES TR - 0-3 MTH TREASURY | — | $12K | 0.0% | 116 | — | |||
| 109 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $12K | 0.0% | 28 | +460% | |||
| 110 | — | SPDR SERIES TRUST - ST STR P400MID | — | $12K | 0.0% | 173 | -42% | |||
| 111 | $STX | Seagate Technology Holdings plc | Technology | $12K | 0.0% | 12 | +100% | |||
| 112 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | — | $12K | 0.0% | 311 | -18% | |||
| 113 | $ETN | Eaton Corp plc | Industrials | $12K | 0.0% | 27 | +17% | |||
| 114 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $11K | 0.0% | 21 | -60% | |||
| 115 | $GS | GOLDMAN SACHS GROUP INC | Financials | $10K | 0.0% | 102 | -44% | |||
| 116 | — | SPDR SERIES TRUST - ST STR SP600 SML | — | $10K | 0.0% | 173 | -43% | |||
| 117 | $ZBH | ZIMMER BIOMET HOLDINGS, INC. | Healthcare | $10K | 0.0% | 114 | +4% | |||
| 118 | — | ISHARES TR - 0-5 YR TIPS ETF | — | $10K | 0.0% | 95 | -23% | |||
| 119 | — | SPDR SERIES TRUST - ST STR NUVEE ETF | — | $9K | 0.0% | 205 | — | |||
| 120 | $CB | Chubb Ltd | Financials | $9K | 0.0% | 27 | +4% | |||
| 121 | $ORCL | ORACLE CORP | Technology | $9K | 0.0% | 62 | -29% | |||
| 122 | $URI | UNITED RENTALS, INC. | Industrials | $9K | 0.0% | 8 | +167% | |||
| 123 | $AMGN | AMGEN INC | Healthcare | $9K | 0.0% | 25 | +108% | |||
| 124 | $GM | General Motors Co | Consumer Discretionary | $9K | 0.0% | 114 | +44% | |||
| 125 | — | VANGUARD INDEX FDS - VALUE ETF | — | $9K | 0.0% | 40 | — | |||
| 126 | $WBD | Warner Bros. Discovery, Inc. | Communication Services | $9K | 0.0% | 325 | — | |||
| 127 | $EMN | EASTMAN CHEMICAL CO | Materials | $9K | 0.0% | 128 | +6% | |||
| 128 | $MS | MORGAN STANLEY | Financials | $9K | 0.0% | 41 | +105% | |||
| 129 | $SPGI | S&P Global Inc. | Financials | $9K | 0.0% | 21 | +31% | |||
| 130 | $AXP | AMERICAN EXPRESS CO | Financials | $8K | 0.0% | 25 | +127% | |||
| 131 | $QCOM | QUALCOMM INC/DE | Technology | $8K | 0.0% | 45 | +275% | |||
| 132 | $COHR | COHERENT CORP. | Technology | $8K | 0.0% | 21 | +110% | |||
| 133 | $FLEX | FLEX LTD. | Technology | $8K | 0.0% | 51 | +104% | |||
| 134 | $JPC | Nuveen Preferred & Income Opportunities Fund | Other | $8K | 0.0% | 1,043 | — | |||
| 135 | $FE | FIRSTENERGY CORP | Utilities | $8K | 0.0% | 171 | +8% | |||
| 136 | $MRVL | Marvell Technology, Inc. | Technology | $8K | 0.0% | 27 | +69% | |||
| 137 | $CIEN | CIENA CORP | Technology | $8K | 0.0% | 16 | +129% | |||
| 138 | $CVX | CHEVRON CORP | Energy | $8K | 0.0% | 47 | -43% | |||
| 139 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $8K | 0.0% | 61 | +85% | |||
| 140 | — | PIMCO ETF TR - MULTISECTOR BD | — | $8K | 0.0% | 290 | -21% | |||
| 141 | $UNP | UNION PACIFIC CORP | Industrials | $8K | 0.0% | 28 | +133% | |||
| 142 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $8K | 0.0% | 23 | +92% | |||
| 143 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $8K | 0.0% | 70 | +25% | |||
| 144 | $SCI | SERVICE CORP INTERNATIONAL | Consumer Discretionary | $8K | 0.0% | 99 | +4% | |||
| 145 | $EME | EMCOR Group, Inc. | Industrials | $7K | 0.0% | 9 | +125% | |||
| 146 | $TXN | TEXAS INSTRUMENTS INC | Technology | $7K | 0.0% | 25 | +150% | |||
| 147 | $C | CITIGROUP INC | Financials | $7K | 0.0% | 53 | +96% | |||
| 148 | $VRT | Vertiv Holdings Co | Technology | $7K | 0.0% | 22 | +83% | |||
| 149 | $PEP | PEPSICO INC | Consumer Staples | $7K | 0.0% | 54 | +100% | |||
| 150 | $MSIF | MSC INCOME FUND, INC. | Other | $7K | 0.0% | 621 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 120 new, 1,035 added to, 74 trimmed, 37 sold out. Share-count changes; largest moves by dollar size first.
New positions (120)
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$4Kfirst bought this quarter
$HUMHUMANA INC$3K
first bought this quarter
$ALABAstera Labs, Inc.$3K
first bought this quarter
$TDGTransDigm Group INC$3K
first bought this quarter
- VANGUARD MUN BD FDS - TAX EXEMPT BD$3K
first bought this quarter
$HONAHoneywell Aerospace Inc.$2K
first bought this quarter
+114 more in the Excel export
Added to (1,035)
- DIMENSIONAL ETF TRUST - NATL MUN BD ETF+20%
now $20.7M
- DIMENSIONAL ETF TRUST - CORE FIXE IN ETF+2%
now $34.1M
- DIMENSIONAL ETF TRUST - US HIGH PROF ETF+2%
now $20.0M
- DIMENSIONAL ETF TRUST - INTL COR FIX ETF+2%
now $10.4M
- DIMENSIONAL ETF TRUST - GLOB CO PLUS ETF+1%
now $5.2M
now $402K · held 6+ qtrs
+1,029 more in the Excel export
Trimmed (74)
- DIMENSIONAL ETF TRUST - US COR EQU 2 ETF-1%
now $114.6M
- DIMENSIONAL ETF TRUST - WORLD EX US CORE-2%
now $56.5M
- ISHARES TR - CORE 80 20 ETF-34%
now $1.5M
now $1.5M · held 6+ qtrs, 2 trims in a row
- ISHARES TR - CORE 60 BALA ETF-27%
now $569K
- DIMENSIONAL ETF TRUST - GLOBAL REAL EST-3%
now $5.8M
+68 more in the Excel export
Sold out (37)
$XOM.R34088EXXON MOBIL CORPwas $746K
held 5+ qtrs
$MIAXMIAMI INTERNATIONAL HOLDINGS, INC.was $51K
held 1 qtr
- ISHARES TRwas $29K
- VANGUARD INDEX FDSwas $9K
- ISHARES TRwas $5K
- ISHARES TRwas $4K
+31 more in the Excel export
Holdings by quarter
Every 13F HFM Investment Advisors, LLC has filed, 5 earlier quarters. Pick one to see what it held then.
Is it too late to follow HFM Investment Advisors?
Q2 2026 13F filed with the SEC on Aug 4, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of HFM Investment Advisors's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
-5.0%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 4% over the last 4
Top 10 weight
95%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
HFM Investment Advisors, LLC disclosed 1,293 positions worth $285.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 120 new positions and exited 37 — including a new stake in $SPCX and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (94.8% of disclosed assets). All figures are sourced directly from HFM Investment Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 2067972.
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AI-Powered Hedge Fund Analysis: HFM Investment Advisors, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For HFM Investment Advisors, LLC (SEC CIK: 2067972), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in HFM Investment Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.