HFM Investment Advisors, LLC — 13F Holdings & Portfolio
CIK 2067972 · latest 13F-HR filed 2026-08-04
HFM Investment Advisors, LLC manages $285.2M in 13F-reported U.S. long-equity assets across 1,293 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DFAC (40.17%), DFAX (19.83%), DFCF (11.94%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 124 new positions, exited 41, added to 1,045, and trimmed 83.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 200
GLASSBORO, NJ 08028
$285.2M
Long-equity book
1,293
Distinct positions
2026-06-30
Filed 2026-08-04
+124 / −41 / ↑1045 / ↓83
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DIMENSIONAL ETF TRUST$12.7M +12.5%
- DIMENSIONAL ETF TRUST$3.6M +20.7%
- DIMENSIONAL ETF TRUST$3.4M +6.3%
- DIMENSIONAL ETF TRUST$2.7M +15.6%
- CISCO SYS INC$440.8K +52.2%
Top Trims
- ISHARES TR-$550.1K -27.1%
- ISHARES TR-$157.3K -21.7%
- VANGUARD INTL EQUITY INDEX F-$133.3K -8.3%
- SPDR SERIES TRUST-$57.3K -33.3%
- CONSTELLATION ENERGY CORP-$35.7K -12.4%
New Positions
- SPACE EXPLORATION TECHN CORP$4.3K
- HUMANA INC$3.2K
- CARNIVAL CORP LTD$3.0K
- ASTERA LABS INC$2.9K
- TRANSDIGM GROUP INC$2.7K
Exited Positions
- EXXON MOBIL CORP$745.7K
- MIAMI INTL HLDGS INC$50.6K
- ISHARES TR$28.5K
- VANGUARD INDEX FDS$9.0K
- ISHARES TR$5.1K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $114.6M | 40.17% | 2,582,339 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $56.5M | 19.83% | 1,534,860 | SH |
| 3 | DIMENSIONAL ETF TRUST | DFCF | 25434V872 | $34.1M | 11.94% | 806,725 | SH |
| 4 | DIMENSIONAL ETF TRUST | DFNM | 25434V849 | $20.7M | 7.27% | 428,712 | SH |
| 5 | DIMENSIONAL ETF TRUST | DUHP | 25434V831 | $20.0M | 7.01% | 479,061 | SH |
| 6 | DIMENSIONAL ETF TRUST | DFGX | 25434V575 | $10.4M | 3.63% | 193,410 | SH |
| 7 | DIMENSIONAL ETF TRUST | DFGR | 25434V658 | $5.8M | 2.02% | 199,061 | SH |
| 8 | DIMENSIONAL ETF TRUST | DFGP | 25434V583 | $5.2M | 1.81% | 94,751 | SH |
| 9 | ISHARES TR | AOA | 464289859 | $1.5M | 0.52% | 15,128 | SH |
| 10 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $1.5M | 0.52% | 9,404 | SH |
| 11 | JOHNSON & JOHNSON | JNJ | 478160104 | $1.4M | 0.47% | 5,331 | SH |
| 12 | CISCO SYS INC | CSCO | 17275R102 | $1.3M | 0.45% | 10,939 | SH |
| 13 | GE AEROSPACE | GE | 369604301 | $932.5K | 0.33% | 2,495 | SH |
| 14 | ROCKWELL AUTOMATION INC | ROK | 773903109 | $800.0K | 0.28% | 1,616 | SH |
| 15 | GE VERNOVA INC | GEV | 36828A101 | $734.3K | 0.26% | 625 | SH |
| 16 | ISHARES TR | AOR | 464289867 | $568.5K | 0.20% | 8,181 | SH |
| 17 | 3M CO | MMM | 88579Y101 | $561.5K | 0.20% | 3,468 | SH |
| 18 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $472.9K | 0.17% | 1,682 | SH |
| 19 | NVIDIA CORPORATION | NVDA | 67066G104 | $401.8K | 0.14% | 2,008 | SH |
| 20 | APPLE INC | AAPL | 037833100 | $361.4K | 0.13% | 1,249 | SH |
| 21 | TESLA INC | TSLA | 88160R101 | $353.3K | 0.12% | 840 | SH |
| 22 | CONSTELLATION ENERGY CORP | CEG | 21037T109 | $251.1K | 0.09% | 1,011 | SH |
| 23 | ALPHABET INC | GOOG | 02079K107 | $216.2K | 0.08% | 612 | SH |
| 24 | MICROSOFT CORP | MSFT | 594918104 | $211.1K | 0.07% | 566 | SH |
| 25 | AMAZON COM INC | AMZN | 023135106 | $205.0K | 0.07% | 860 | SH |
| 26 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $181.2K | 0.06% | 312 | SH |
| 27 | PROCTER & GAMBLE CO | PG | 742718109 | $170.4K | 0.06% | 1,162 | SH |
| 28 | INTEL CORP | INTC | 458140100 | $167.8K | 0.06% | 1,202 | SH |
| 29 | ELI LILLY & CO | LLY | 532457108 | $164.2K | 0.06% | 137 | SH |
| 30 | BRISTOL-MYERS SQUIBB CO | BMY | 110122108 | $162.1K | 0.06% | 2,813 | SH |
| 31 | ALPHABET INC | GOOGL | 02079K305 | $146.9K | 0.05% | 411 | SH |
| 32 | EXELON CORP | EXC | 30161N101 | $143.4K | 0.05% | 3,075 | SH |
| 33 | SENECA FOODS CORP NEW | SENEA | 817070501 | $139.2K | 0.05% | 800 | SH |
| 34 | SENECA FOODS CORP NEW | SENEB | 817070105 | $138.9K | 0.05% | 800 | SH |
| 35 | SPDR SERIES TRUST | SPYM | 78464A854 | $115.0K | 0.04% | 1,309 | SH |
| 36 | SPDR SERIES TRUST | SPSB | 78464A474 | $112.5K | 0.04% | 3,748 | SH |
| 37 | J P MORGAN EXCHANGE TRADED F | JSCP | 46641Q274 | $112.3K | 0.04% | 2,381 | SH |
| 38 | NORTHROP GRUMMAN CORP | NOC | 666807102 | $105.5K | 0.04% | 208 | SH |
| 39 | BROADCOM INC | AVGO | 11135F101 | $105.4K | 0.04% | 279 | SH |
| 40 | ELEVANCE HEALTH INC FORMERLY | ELV | 036752103 | $98.1K | 0.03% | 254 | SH |
| 41 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $90.3K | 0.03% | 1,269 | SH |
| 42 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $90.2K | 0.03% | 1,785 | SH |
| 43 | META PLATFORMS INC | META | 30303M102 | $87.9K | 0.03% | 156 | SH |
| 44 | ISHARES TR | AOM | 464289875 | $81.6K | 0.03% | 1,637 | SH |
| 45 | SONIDA SENIOR LIVING INC | SNDA | 140475203 | $81.2K | 0.03% | 1,991 | SH |
| 46 | JPMORGAN CHASE & CO | JPM | 46625H100 | $75.9K | 0.03% | 232 | SH |
| 47 | SOLVENTUM CORP | SOLV | 83444M101 | $66.7K | 0.02% | 865 | SH |
| 48 | CONSOLIDATED EDISON INC | ED | 209115104 | $55.5K | 0.02% | 502 | SH |
| 49 | MICRON TECHNOLOGY INC | MU | 595112103 | $54.3K | 0.02% | 47 | SH |
| 50 | REPUBLIC SVCS INC | RSG | 760759100 | $49.2K | 0.02% | 232 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-04 | $285.2M | 1,293 | 0002067972-26-000008 |
| 2026-03-31 | 2026-05-01 | $260.0M | 1,210 | 0002067972-26-000004 |
| 2025-12-31 | 2026-02-05 | $255.8M | 1,278 | 0002067972-26-000002 |