Hfm Investment Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 4, 2026, Hfm Investment Advisors, Llc disclosed 1286 stock positions valued at approximately $285.18M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 1286
- Portfolio Value
- $285.18M
Holdings by Sector
Hfm Investment Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 40.17% | 2,582,339 | -38,508 | -1.47% | $114,552,526 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 19.83% | 1,534,860 | -30,318 | -1.94% | $56,544,192 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 11.94% | 806,725 | +18,226 | +2.31% | $34,051,845 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 7.27% | 428,712 | +70,524 | +19.69% | $20,721,841 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 7.01% | 479,061 | +8,675 | +1.84% | $19,991,197 |
| DIMENSIONAL ETF TRUST | DFGX | Other | 3.63% | 193,410 | +3,428 | +1.80% | $10,365,744 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 2.02% | 199,061 | -6,405 | -3.12% | $5,766,794 |
| DIMENSIONAL ETF TRUST | DFGP | Other | 1.81% | 94,751 | +1,302 | +1.39% | $5,160,127 |
| ISHARES TR | AOA | Other | 0.52% | 15,128 | -7,771 | -33.94% | $1,476,364 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.52% | 9,404 | -2,228 | -19.15% | $1,475,807 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.47% | 5,331 | -225 | -4.05% | $1,353,703 |
| CISCO SYS INC | CSCO | Technology | 0.45% | 10,939 | +60 | +0.55% | $1,284,895 |
| GE AEROSPACE | GE | Industrials | 0.33% | 2,495 | +7 | +0.28% | $932,457 |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 0.28% | 1,616 | +5 | +0.31% | $800,050 |
| GE VERNOVA INC | GEV | Utilities | 0.26% | 625 | +4 | +0.64% | $734,288 |
| ISHARES TR | AOR | Other | 0.20% | 8,181 | -3,097 | -27.46% | $568,528 |
| 3M CO | MMM | Industrials | 0.20% | 3,468 | +16 | +0.46% | $561,504 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.17% | 1,682 | +12 | +0.72% | $472,870 |
| NVIDIA CORPORATION | NVDA | Technology | 0.14% | 2,008 | +340 | +20.38% | $401,781 |
| APPLE INC | AAPL | Technology | 0.13% | 1,249 | +227 | +22.21% | $361,411 |
| TESLA INC | TSLA | Consumer Cyclical | 0.12% | 840 | +10 | +1.20% | $353,304 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.09% | 1,011 | -16 | -1.56% | $251,103 |
| ALPHABET INC | GOOG | Communication Services | 0.08% | 612 | +43 | +7.56% | $216,238 |
| MICROSOFT CORP | MSFT | Technology | 0.07% | 566 | +168 | +42.21% | $211,075 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.07% | 860 | +148 | +20.79% | $204,973 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.06% | 312 | +6 | +1.96% | $181,244 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.06% | 1,162 | +42 | +3.75% | $170,396 |
| INTEL CORP | INTC | Technology | 0.06% | 1,202 | +68 | +6.00% | $167,836 |
| ELI LILLY & CO | LLY | Healthcare | 0.06% | 137 | +13 | +10.48% | $164,158 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.06% | 2,813 | +76 | +2.78% | $162,059 |
Showing 30 of 1,286 holdings in the latest reporting period.