HFM Investment Advisors, LLC — 13F Holdings & Portfolio
CIK 2067972 · latest 13F-HR filed 2026-05-01
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.
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AUM
$260.0M
Long-equity book
Holdings
1,210
Distinct positions
Period
2026-03-31
Filed 2026-05-01
Q/Q Activity
+43 / −111 / ↑502 / ↓461
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DIMENSIONAL ETF TRUST$2.7M +9.0%
- DIMENSIONAL ETF TRUST$1.0M +11.3%
- DIMENSIONAL ETF TRUST$550.3K +11.2%
- DIMENSIONAL ETF TRUST$532.0K +11.8%
- EXXON MOBIL CORP$218.1K +41.3%
Top Trims
- ISHARES TR-$296.4K -12.8%
- MICROSOFT CORP-$122.0K -45.3%
- INTERNATIONAL BUSINESS MACHS-$93.8K -18.8%
- META PLATFORMS INC-$91.3K -58.1%
- VANGUARD INTL EQUITY INDEX F-$90.1K -5.3%
New Positions
- SONIDA SENIOR LIVING INC$64.2K
- MIAMI INTL HLDGS INC$50.6K
- J P MORGAN EXCHANGE TRADED F$17.1K
- AMCOR PLC$755
- SANDISK CORP$635
Exited Positions
- DOORDASH INC$6.6K
- SHOPIFY INC$5.8K
- BOOKING HOLDINGS INC$5.4K
- ISHARES TR$4.7K
- ASTRAZENECA PLC$4.6K
All Holdings
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 | $101.8M | 39.16% | 2,620,847 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $53.2M | 20.45% | 1,565,178 | SH |
| 3 | DIMENSIONAL ETF TRUST | DFCF | 25434V872 | $33.3M | 12.80% | 788,499 | SH |
| 4 | DIMENSIONAL ETF TRUST | DUHP | 25434V831 | $17.3M | 6.65% | 470,386 | SH |
| 5 | DIMENSIONAL ETF TRUST | DFNM | 25434V849 | $17.2M | 6.60% | 358,188 | SH |
| 6 | DIMENSIONAL ETF TRUST | DFGX | 25434V575 | $10.0M | 3.83% | 189,982 | SH |
| 7 | DIMENSIONAL ETF TRUST | DFGR | 25434V658 | $5.5M | 2.10% | 205,466 | SH |
| 8 | DIMENSIONAL ETF TRUST | DFGP | 25434V583 | $5.0M | 1.94% | 93,449 | SH |
| 9 | ISHARES TR | AOA | 464289859 | $2.0M | 0.78% | 22,899 | SH |
| 10 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $1.6M | 0.62% | 11,632 | SH |
| 11 | JOHNSON & JOHNSON | JNJ | 478160104 | $1.4M | 0.52% | 5,556 | SH |
| 12 | CISCO SYS INC | CSCO | 17275R102 | $844.1K | 0.32% | 10,879 | SH |
| 13 | EXXON MOBIL CORP | XOM | 30231G102 | $745.7K | 0.29% | 4,395 | SH |
| 14 | ISHARES TR | AOR | 464289867 | $725.8K | 0.28% | 11,278 | SH |
| 15 | GE AEROSPACE | GE | 369604301 | $706.0K | 0.27% | 2,488 | SH |
| 16 | ROCKWELL AUTOMATION INC | ROK | 773903109 | $578.2K | 0.22% | 1,611 | SH |
| 17 | GE VERNOVA INC | GEV | 36828A101 | $542.1K | 0.21% | 621 | SH |
| 18 | 3M CO | MMM | 88579Y101 | $501.3K | 0.19% | 3,452 | SH |
| 19 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $404.9K | 0.16% | 1,670 | SH |
| 20 | TESLA INC | TSLA | 88160R101 | $308.6K | 0.12% | 830 | SH |
| 21 | NVIDIA CORPORATION | NVDA | 67066G104 | $290.9K | 0.11% | 1,668 | SH |
| 22 | CONSTELLATION ENERGY CORP | CEG | 21037T109 | $286.8K | 0.11% | 1,027 | SH |
| 23 | APPLE INC | AAPL | 037833100 | $259.4K | 0.10% | 1,022 | SH |
| 24 | SPDR SERIES TRUST | SPYM | 78464A854 | $172.3K | 0.07% | 2,251 | SH |
| 25 | BRISTOL-MYERS SQUIBB CO | BMY | 110122108 | $166.1K | 0.06% | 2,737 | SH |
| 26 | ALPHABET INC | GOOG | 02079K107 | $163.2K | 0.06% | 569 | SH |
| 27 | PROCTER & GAMBLE CO | PG | 742718109 | $161.8K | 0.06% | 1,120 | SH |
| 28 | EXELON CORP | EXC | 30161N101 | $153.1K | 0.06% | 3,124 | SH |
| 29 | AMAZON COM INC | AMZN | 023135106 | $148.3K | 0.06% | 712 | SH |
| 30 | MICROSOFT CORP | MSFT | 594918104 | $147.5K | 0.06% | 398 | SH |
| 31 | NORTHROP GRUMMAN CORP | NOC | 666807102 | $138.7K | 0.05% | 203 | SH |
| 32 | SPDR SERIES TRUST | SPSB | 78464A474 | $133.4K | 0.05% | 4,436 | SH |
| 33 | J P MORGAN EXCHANGE TRADED F | JSCP | 46641Q274 | $133.3K | 0.05% | 2,819 | SH |
| 34 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $121.9K | 0.05% | 1,902 | SH |
| 35 | SENECA FOODS CORP NEW | SENEA | 817070501 | $120.9K | 0.05% | 800 | SH |
| 36 | SENECA FOODS CORP NEW | SENEB | 817070105 | $119.3K | 0.05% | 800 | SH |
| 37 | ELI LILLY & CO | LLY | 532457108 | $114.7K | 0.04% | 124 | SH |
| 38 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $111.5K | 0.04% | 2,203 | SH |
| 39 | ALPHABET INC | GOOGL | 02079K305 | $102.7K | 0.04% | 357 | SH |
| 40 | BROADCOM INC | AVGO | 11135F101 | $79.2K | 0.03% | 256 | SH |
| 41 | ISHARES TR | AOM | 464289875 | $77.3K | 0.03% | 1,631 | SH |
| 42 | ELEVANCE HEALTH INC FORMERLY | ELV | 036752103 | $71.6K | 0.03% | 244 | SH |
| 43 | WALMART INC | WMT | 931142103 | $68.5K | 0.03% | 551 | SH |
| 44 | META PLATFORMS INC | META | 30303M102 | $65.8K | 0.03% | 115 | SH |
| 45 | SONIDA SENIOR LIVING INC | SNDA | 140475203 | $64.2K | 0.02% | 1,991 | SH |
| 46 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $62.2K | 0.02% | 306 | SH |
| 47 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 36266G107 | $59.6K | 0.02% | 838 | SH |
| 48 | SOLVENTUM CORP | SOLV | 83444M101 | $56.0K | 0.02% | 858 | SH |
| 49 | JPMORGAN CHASE & CO | JPM | 46625H100 | $55.9K | 0.02% | 190 | SH |
| 50 | CONSOLIDATED EDISON INC | ED | 209115104 | $55.4K | 0.02% | 489 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |