HFM Investment Advisors, LLC
CIK: 0002067972SEC EDGAR →
Portfolio Value
$255.8M
Holdings
1,278
As of
Q4 2025
New Positions
39
Closed Positions
59
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 2,582,955 | $102.3M | 39.97% |
| 2 | DIMENSIONAL ETF TRUST | 1,591,987 | $52.1M | 20.37% |
| 3 | DIMENSIONAL ETF TRUST | 717,629 | $30.5M | 11.94% |
| 4 | DIMENSIONAL ETF TRUST | 366,733 | $17.7M | 6.91% |
| 5 | DIMENSIONAL ETF TRUST | 453,234 | $17.2M | 6.74% |
| 6 | DIMENSIONAL ETF TRUST | 170,020 | $8.9M | 3.50% |
| 7 | DIMENSIONAL ETF TRUST | 185,881 | $4.9M | 1.92% |
| 8 | DIMENSIONAL ETF TRUST | 83,473 | $4.5M | 1.76% |
| 9 | ISHARES TR | 25,937 | $2.3M | 0.91% |
| 10 | VANGUARD INTL EQUITY INDEX F | 12,047 | $1.7M | 0.66% |
Quarterly Changes
Top Buys
New Positions (76)
$41K · 3K shares
$39K · 162 shares
$27K · 287 shares
$26K · 511 shares
$26K · 2K shares
$9K · 35 shares
$5K · 120 shares
$5K · 1 shares
$5K · 36 shares
$4K · 28 shares
$4K · 50 shares
$4K · 50 shares
$4K · 58 shares
$3K · 77 shares
$3K · 28 shares
$3K · 5 shares
$3K · 79 shares
$3K · 12 shares
$2K · 1 shares
$2K · 7 shares
$2K · 28 shares
$2K · 44 shares
$2K · 1 shares
$1K · 4 shares
$1K · 21 shares
$1K · 1 shares
$1K · 43 shares
$1K · 1 shares
$1K · 10 shares
$1K · 6 shares
$0 · 6 shares
$0 · 1 shares
$0 · 2 shares
$0 · 6 shares
$0 · 20 shares
$0 · 4 shares
$0 · 2 shares
$0 · 2 shares
$0 · 2 shares
$0 · 8 shares
$0 · 1 shares
$0 · 14 shares
$0 · 1 shares
$0 · 1 shares
$0 · 3 shares
$0 · 5 shares
$0 · 1 shares
$0 · 1 shares
$0 · 2 shares
$0 · 58 shares
$0 · 1 shares
$0 · 9 shares
$0 · 3 shares
$0 · 2 shares
$0 · 1 shares
$0 · 2 shares
$0 · 19 shares
$0 · 1 shares
$0 · 14 shares
$0 · 12 shares
$0 · 17 shares
$0 · 2 shares
$0 · 2 shares
$0 · 3 shares
$0 · 13 shares
$0 · 1 shares
$0 · 9 shares
$0 · 1 shares
$0 · 5 shares
$0 · 1 shares
$0 · 1 shares
$0 · 2 shares
$0 · 3 shares
$0 · 1 shares
$0 · 1 shares
$0 · 1 shares
Closed Positions (65)
$645 · 5 shares
$599 · 2 shares
$596 · 4 shares
$470 · 12 shares
$469 · 5 shares
$445 · 7 shares
$404 · 1 shares
$382 · 2 shares
$359 · 8 shares
$319 · 2 shares
$302 · 19 shares
$297 · 11 shares
$287 · 2 shares
$278 · 10 shares
$267 · 12 shares
$262 · 2 shares
$232 · 9 shares
$227 · 2 shares
$214 · 2 shares
$207 · 4 shares
$207 · 2 shares
$203 · 1 shares
$198 · 1 shares
$184 · 7 shares
$183 · 35 shares
$159 · 7 shares
$155 · 2 shares
$147 · 2 shares
$137 · 4 shares
$135 · 4 shares
$134 · 2 shares
$134 · 2 shares
$128 · 2 shares
$125 · 19 shares
$120 · 3 shares
$114 · 2 shares
$105 · 5 shares
$102 · 3 shares
$97 · 6 shares
$94 · 1 shares
$83 · 3 shares
$78 · 3 shares
$74 · 3 shares
$74 · 1 shares
$62 · 1 shares
$55 · 6 shares
$53 · 1 shares
$52 · 1 shares
$49 · 1 shares
$48 · 3 shares
$47 · 1 shares
$44 · 1 shares
$41 · 2 shares
$39 · 3 shares
$38 · 1 shares
$36 · 4 shares
$34 · 7 shares
$26 · 2 shares
$25 · 1 shares
$24 · 1 shares
$24 · 2 shares
$24 · 2 shares
$20 · 4 shares
$16 · 1 shares
$16 · 5 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 257 | $244.8M | 95.9% |
| Technology | 183 | $2.8M | 1.1% |
| Industrials | 199 | $2.3M | 0.9% |
| Healthcare | 112 | $1.9M | 0.7% |
| Utilities | 49 | $865K | 0.3% |
| Consumer Cyclical | 157 | $754K | 0.3% |
| Energy | 72 | $603K | 0.2% |
| Communication Services | 47 | $572K | 0.2% |
| Consumer Defensive | 58 | $497K | 0.2% |
| Unknown | 78 | $133K | 0.1% |
| Real Estate | 14 | $57K | 0.0% |
| Basic Materials | 52 | $37K | 0.0% |