Hfm Investment Advisors, Llc Portfolio Stock Holdings
Hfm Investment Advisors, Llc disclosed 1293 stock positions valued at approximately $285.2 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 June 30, 2026 and was filed on August 4, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 1293
- Portfolio Value
- $285.2M
Holdings by Sector
Hfm Investment Advisors, Llc Portfolio Holdings in Q2 2026
1258 holdings in the latest reporting period.
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| 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 |
| ALPHABET INC | GOOGL | Communication Services | 0.05% | 411 | +54 | +15.13% | $146,880 |
| EXELON CORP | EXC | Utilities | 0.05% | 3,075 | -49 | -1.57% | $143,357 |
| SENECA FOODS CORP NEW | SENEA | Consumer Defensive | 0.05% | 800 | - | - | $139,152 |
| SENECA FOODS CORP NEW | SENEB | Consumer Defensive | 0.05% | 800 | - | - | $138,896 |
| SPDR SERIES TRUST | SPLG | Other | 0.04% | 1,309 | -942 | -41.85% | $115,008 |
| SPDR SERIES TRUST | SPSB | Other | 0.04% | 3,748 | -688 | -15.51% | $112,478 |
| J P MORGAN EXCHANGE TRADED F | JSCP | Other | 0.04% | 2,381 | -438 | -15.54% | $112,253 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 0.04% | 208 | +5 | +2.46% | $105,457 |
| BROADCOM INC | AVGO | Technology | 0.04% | 279 | +23 | +8.98% | $105,393 |
| ELEVANCE HEALTH INC FORMERLY | ELV | Healthcare | 0.03% | 254 | +10 | +4.10% | $98,085 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.03% | 1,269 | -633 | -33.28% | $90,349 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.03% | 1,785 | -418 | -18.97% | $90,238 |
| META PLATFORMS INC | META | Communication Services | 0.03% | 156 | +41 | +35.65% | $87,874 |
| ISHARES TR | AOM | Other | 0.03% | 1,637 | +6 | +0.37% | $81,642 |
| SONIDA SENIOR LIVING INC | SNDA | Healthcare | 0.03% | 1,991 | - | - | $81,233 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.03% | 232 | +42 | +22.11% | $75,941 |
| SOLVENTUM CORP | SOLV | Healthcare | 0.02% | 865 | +7 | +0.82% | $66,735 |
| CONSOLIDATED EDISON INC | ED | Utilities | 0.02% | 502 | +13 | +2.66% | $55,501 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.02% | 47 | +26 | +123.81% | $54,252 |
| REPUBLIC SVCS INC | RSG | Industrials | 0.02% | 232 | +10 | +4.50% | $49,222 |
| WALMART INC | WMT | Consumer Defensive | 0.02% | 433 | -118 | -21.42% | $49,042 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.02% | 1,086 | +86 | +8.60% | $45,982 |
| ISHARES TR | MUB | Other | 0.02% | 418 | -18 | -4.13% | $44,958 |
| VANGUARD INDEX FDS | VTI | Other | 0.02% | 118 | - | - | $43,509 |
| NEOS ETF TRUST | SPYI | Other | 0.01% | 738 | +227 | +44.42% | $39,141 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.01% | 51 | - | - | $38,921 |
| QUANTA SVCS INC | PWR | Industrials | 0.01% | 53 | +4 | +8.16% | $38,163 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.01% | 72 | -36 | -33.33% | $36,980 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.01% | 73 | +10 | +15.87% | $36,529 |
| TIDAL TRUST II | NVDY | Other | 0.01% | 2,898 | +1,058 | +57.50% | $36,051 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.01% | 131 | - | - | $35,411 |
| BANK OF AMER CORP | BAC | Financial Services | 0.01% | 607 | -15 | -2.41% | $34,587 |
| BOEING CO | BA | Industrials | 0.01% | 159 | +7 | +4.61% | $34,419 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.01% | 35 | +3 | +9.38% | $34,235 |
| GE HEALTHCARE TECHNOLOGIES I | GEHC | Healthcare | 0.01% | 531 | -307 | -36.63% | $33,990 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.01% | 632 | -187 | -22.83% | $30,567 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.01% | 574 | -104 | -15.34% | $28,795 |
| VISA INC | V | Financial Services | 0.01% | 83 | +36 | +76.60% | $28,477 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.01% | 30 | +1 | +3.45% | $28,065 |
| JANUS DETROIT STR TR | JAAA | Other | 0.01% | 555 | -104 | -15.78% | $28,022 |
| EVERSOURCE ENERGY | ES | Utilities | 0.01% | 386 | +10 | +2.66% | $27,897 |
| AT&T INC | T | Communication Services | 0.01% | 1,335 | +108 | +8.80% | $27,635 |
| YUM BRANDS INC | YUM | Consumer Cyclical | 0.01% | 171 | -2 | -1.16% | $27,208 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.01% | 452 | -226 | -33.33% | $26,974 |
| ISHARES TR | AGG | Other | 0.01% | 266 | -8 | -2.92% | $26,275 |
| COCA COLA CO | KO | Consumer Defensive | 0.01% | 303 | +8 | +2.71% | $24,620 |
| ISHARES TR | AOK | Other | 0.01% | 583 | +3 | +0.52% | $24,173 |
| LAM RESEARCH CORP | LRCX | Other | 0.01% | 55 | +25 | +83.33% | $23,834 |
| KLA CORP | KLAC | Technology | 0.01% | 76 | +72 | +1800.00% | $22,930 |
| TARGET CORP | TGT | Consumer Defensive | 0.01% | 174 | +17 | +10.83% | $22,687 |
| CATERPILLAR INC | CAT | Industrials | 0.01% | 21 | +10 | +90.91% | $22,363 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.01% | 22 | +6 | +37.50% | $22,251 |
| BANK OF NY MELLON CORP | BK | Financial Services | 0.01% | 151 | +127 | +529.17% | $21,837 |
| PFIZER INC | PFE | Healthcare | 0.01% | 885 | -261 | -22.77% | $21,310 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.01% | 231 | +10 | +4.52% | $21,132 |
| GOLDMAN SACHS ETF TR | GSLC | Other | 0.01% | 149 | -29 | -16.29% | $21,114 |
| LINDE PLC | LIN | Other | 0.01% | 40 | +2 | +5.26% | $20,758 |
| WESTERN DIGITAL CORP | WDC | Technology | 0.01% | 32 | +16 | +100.00% | $20,440 |
| T-MOBILE US INC | TMUS | Communication Services | 0.01% | 115 | +3 | +2.68% | $19,289 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.01% | 94 | -5 | -5.05% | $18,859 |
| COSTAR GROUP INC | CSGP | Real Estate | 0.01% | 645 | +8 | +1.26% | $18,267 |
| HCA HEALTHCARE INC | HCA | Healthcare | 0.01% | 46 | +4 | +9.52% | $17,935 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.01% | 89 | +11 | +14.10% | $16,101 |
| CINTAS CORP | CTAS | Industrials | 0.01% | 94 | +5 | +5.62% | $15,988 |
| APPLIED MATLS INC | AMAT | Technology | 0.01% | 22 | +10 | +83.33% | $15,906 |
| COMFORT SYS USA INC | FIX | Industrials | 0.01% | 8 | +5 | +166.67% | $15,856 |
| MERCK & CO INC | MRK | Healthcare | 0.01% | 122 | +35 | +40.23% | $15,677 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.01% | 43 | -26 | -37.68% | $15,166 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.01% | 256 | -48 | -15.79% | $14,900 |
| CHENIERE ENERGY INC | LNG | Energy | 0.01% | 62 | +9 | +16.98% | $14,819 |