Hfm Investment Advisors, Llc Portfolio Stock Holdings
Hfm Investment Advisors, Llc disclosed 1210 stock positions valued at approximately $260.0 million in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST. The filing reflects positions held as of March 31, 2026 and was filed on May 1, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 1210
- Portfolio Value
- $260.0M
Holdings by Sector
Hfm Investment Advisors, Llc Portfolio Holdings in Q1 2026
1182 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 39.16% | 2,620,847 | +37,892 | +1.47% | $101,846,120 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 20.45% | 1,565,178 | -26,809 | -1.68% | $53,169,098 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 12.80% | 788,499 | +70,870 | +9.88% | $33,290,470 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 6.65% | 470,386 | +17,152 | +3.78% | $17,291,401 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 6.60% | 358,188 | -8,545 | -2.33% | $17,167,974 |
| DIMENSIONAL ETF TRUST | DFGX | Other | 3.83% | 189,982 | +19,962 | +11.74% | $9,964,665 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 2.10% | 205,466 | +19,585 | +10.54% | $5,461,278 |
| DIMENSIONAL ETF TRUST | DFGP | Other | 1.94% | 93,449 | +9,976 | +11.95% | $5,045,316 |
| ISHARES TR | AOA | Other | 0.78% | 22,899 | -3,038 | -11.71% | $2,026,421 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.62% | 11,632 | -415 | -3.44% | $1,609,081 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.52% | 5,556 | -135 | -2.37% | $1,358,113 |
| CISCO SYS INC | CSCO | Technology | 0.32% | 10,879 | - | - | $844,102 |
| EXXON MOBIL CORP | XOM | Energy | 0.29% | 4,395 | +11 | +0.25% | $745,672 |
| ISHARES TR | AOR | Other | 0.28% | 11,278 | -757 | -6.29% | $725,798 |
| GE AEROSPACE | GE | Industrials | 0.27% | 2,488 | +235 | +10.43% | $706,020 |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 0.22% | 1,611 | -1 | -0.06% | $578,156 |
| GE VERNOVA INC | GEV | Utilities | 0.21% | 621 | +52 | +9.14% | $542,071 |
| 3M CO | MMM | Industrials | 0.19% | 3,452 | -30 | -0.86% | $501,334 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.16% | 1,670 | -14 | -0.83% | $404,930 |
| TESLA INC | TSLA | Consumer Cyclical | 0.12% | 830 | - | - | $308,553 |
| NVIDIA CORPORATION | NVDA | Technology | 0.11% | 1,668 | +10 | +0.60% | $290,899 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.11% | 1,027 | - | - | $286,790 |
| APPLE INC | AAPL | Technology | 0.10% | 1,022 | -79 | -7.18% | $259,373 |
| SPDR SERIES TRUST | SPLG | Other | 0.07% | 2,251 | +1,097 | +95.06% | $172,298 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.06% | 2,737 | +34 | +1.26% | $166,051 |
| ALPHABET INC | GOOG | Communication Services | 0.06% | 569 | -15 | -2.57% | $163,223 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.06% | 1,120 | +3 | +0.27% | $161,773 |
| EXELON CORP | EXC | Utilities | 0.06% | 3,124 | - | - | $153,138 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.06% | 712 | -109 | -13.28% | $148,288 |
| MICROSOFT CORP | MSFT | Technology | 0.06% | 398 | -160 | -28.67% | $147,538 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 0.05% | 203 | - | - | $138,700 |
| SPDR SERIES TRUST | SPSB | Other | 0.05% | 4,436 | -647 | -12.73% | $133,391 |
| J P MORGAN EXCHANGE TRADED F | JSCP | Other | 0.05% | 2,819 | -413 | -12.78% | $133,339 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.05% | 1,902 | +658 | +52.89% | $121,885 |
| SENECA FOODS CORP NEW | SENEA | Consumer Defensive | 0.05% | 800 | - | - | $120,896 |
| SENECA FOODS CORP NEW | SENEB | Consumer Defensive | 0.05% | 800 | - | - | $119,304 |
| ELI LILLY & CO | LLY | Healthcare | 0.04% | 124 | +1 | +0.81% | $114,713 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.04% | 2,203 | -210 | -8.70% | $111,474 |
| ALPHABET INC | GOOGL | Communication Services | 0.04% | 357 | -80 | -18.31% | $102,659 |
| BROADCOM INC | AVGO | Technology | 0.03% | 256 | -2 | -0.78% | $79,235 |
| ISHARES TR | AOM | Other | 0.03% | 1,631 | -993 | -37.84% | $77,301 |
| ELEVANCE HEALTH INC FORMERLY | ELV | Healthcare | 0.03% | 244 | -9 | -3.56% | $71,593 |
| WALMART INC | WMT | Consumer Defensive | 0.03% | 551 | -77 | -12.26% | $68,478 |
| META PLATFORMS INC | META | Communication Services | 0.03% | 115 | -123 | -51.68% | $65,795 |
| SONIDA SENIOR LIVING INC | SNDA | Healthcare | 0.02% | 1,991 | +1,991 | +100.00% | $64,210 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.02% | 306 | - | - | $62,250 |
| GE HEALTHCARE TECHNOLOGIES I | GEHC | Healthcare | 0.02% | 838 | +56 | +7.16% | $59,649 |
| SOLVENTUM CORP | SOLV | Healthcare | 0.02% | 858 | - | - | $56,027 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.02% | 190 | -2 | -1.04% | $55,890 |
| CONSOLIDATED EDISON INC | ED | Utilities | 0.02% | 489 | +3 | +0.62% | $55,428 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.02% | 108 | +1 | +0.93% | $53,963 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.02% | 1,000 | +2 | +0.20% | $50,200 |
| INTEL CORP | INTC | Technology | 0.02% | 1,134 | -48 | -4.06% | $50,043 |
| REPUBLIC SVCS INC | RSG | Industrials | 0.02% | 222 | - | - | $48,701 |
| ISHARES TR | MUB | Other | 0.02% | 436 | +56 | +14.74% | $46,252 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.02% | 131 | -7 | -5.07% | $40,713 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.02% | 819 | +111 | +15.68% | $39,347 |
| VANGUARD INDEX FDS | VTI | Other | 0.01% | 118 | - | - | $37,721 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.01% | 678 | +239 | +54.44% | $36,668 |
| AT&T INC | T | Communication Services | 0.01% | 1,227 | +6 | +0.49% | $35,571 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.01% | 678 | -81 | -10.67% | $33,878 |
| JANUS DETROIT STR TR | JAAA | Other | 0.01% | 659 | -96 | -12.72% | $33,194 |
| PFIZER INC | PFE | Healthcare | 0.01% | 1,146 | +19 | +1.69% | $32,190 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.01% | 346 | -67 | -16.22% | $32,136 |
| BANK AMERICA CORP | BAC | Financial Services | 0.01% | 622 | -4 | -0.64% | $30,323 |
| BOEING CO | BA | Industrials | 0.01% | 152 | -1 | -0.65% | $30,253 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.01% | 63 | -3 | -4.55% | $30,190 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.01% | 29 | +1 | +3.57% | $28,896 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.01% | 32 | -1 | -3.03% | $28,648 |
| ISHARES TR | IWM | Other | 0.01% | 115 | -47 | -29.01% | $28,520 |
| ISHARES TR | AGG | Other | 0.01% | 274 | +36 | +15.13% | $27,202 |
| YUM BRANDS INC | YUM | Consumer Cyclical | 0.01% | 173 | +2 | +1.17% | $26,964 |
| QUANTA SVCS INC | PWR | Industrials | 0.01% | 49 | -9 | -15.52% | $26,902 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.01% | 53 | - | - | $26,051 |
| EVERSOURCE ENERGY | ES | Utilities | 0.01% | 376 | - | - | $26,049 |
| COSTAR GROUP INC | CSGP | Real Estate | 0.01% | 637 | -7 | -1.09% | $25,697 |
| NEOS ETF TRUST | SPYI | Other | 0.01% | 511 | - | - | $25,228 |
| TIDAL TRUST II | NVDY | Other | 0.01% | 1,840 | - | - | $23,883 |
| T-MOBILE US INC | TMUS | Communication Services | 0.01% | 112 | +1 | +0.90% | $23,523 |
| ISHARES TR | AOK | Other | 0.01% | 580 | +3 | +0.52% | $23,166 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.01% | 69 | +4 | +6.15% | $22,693 |
| COCA COLA CO | KO | Consumer Defensive | 0.01% | 295 | -68 | -18.73% | $22,464 |
| VANGUARD INDEX FDS | VOE | Other | 0.01% | 122 | -1 | -0.81% | $22,445 |
| GOLDMAN SACHS ETF TR | GSLC | Other | 0.01% | 178 | -116 | -39.46% | $22,355 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.01% | 51 | -3 | -5.56% | $19,911 |
| HCA HEALTHCARE INC | HCA | Healthcare | 0.01% | 42 | - | - | $19,876 |
| TARGET CORP | TGT | Consumer Defensive | 0.01% | 157 | +10 | +6.80% | $19,075 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.01% | 221 | +7 | +3.27% | $18,860 |
| LINDE PLC | LIN | Other | 0.01% | 38 | +2 | +5.56% | $18,839 |
| GOLDMAN SACHS ETF TR | GBIL | Other | 0.01% | 182 | +25 | +15.92% | $18,185 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.01% | 99 | -2 | -1.98% | $18,061 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.01% | 304 | -43 | -12.39% | $17,796 |
| SPDR SERIES TRUST | SPMD | Other | 0.01% | 296 | +117 | +65.36% | $17,523 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 0.01% | 362 | +362 | +100.00% | $17,065 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.01% | 37 | -2 | -5.13% | $17,057 |
| CHEVRON CORPORATION | CVX | Energy | 0.01% | 82 | -40 | -32.79% | $16,966 |
| ISHARES TR | IUSB | Other | 0.01% | 334 | -1 | -0.30% | $15,468 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.01% | 157 | - | - | $15,446 |
| CINTAS CORP | CTAS | Industrials | 0.01% | 89 | +2 | +2.30% | $15,053 |
| CHENIERE ENERGY INC | LNG | Energy | 0.01% | 53 | -2 | -3.64% | $15,039 |