CIK: 0002067972
Total reported value
$260.0M
Reporting period: 2026-03-31 · Number of holdings: 1210
HFM Investment Advisors, LLC disclosed 1210 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $260.0M and a quarterly turnover rate of 3.9%.
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HFM Investment Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.223 — mathematically equivalent to about 4 equally-sized positions, well below its 1210 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 16.40), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 4% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add DFCF
+9.9% $2.7M
Trim DFAC
+1.5% -$413.0K
Add DFGX
+11.7% $1.0M
Trim DFNM
-2.3% -$497.5K
Add DFGR
+10.5% $550.3K
Add DFGP
+12.0% $532.0K
Showing top 200 holdings (of 1210 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 39.16% | -0.81% | +1.47% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 20.45% | +0.08% | -1.68% | |
| 3 | DFCF | Dimensional Core Fixed INC | ETF-Other | 12.80% | +0.86% | +9.88% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-Other | 6.65% | -0.09% | +3.78% | |
| 5 | DFNM | Dimensional National Muni Bd | ETF-Other | 6.60% | -0.31% | -2.33% | |
| 6 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 3.83% | +0.33% | +11.74% | |
| 7 | DFGR | Dim Global Real Estate ETF | ETF-Other | 2.10% | +0.18% | +10.54% | |
| 8 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.94% | +0.18% | +11.95% | |
| 9 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.78% | -0.13% | -11.71% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.62% | -0.04% | -3.44% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | +0.06% | -2.37% | |
| 12 | CSCO | Cisco Systems INC | Stock-Tech | 0.32% | — | — | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 0.29% | +0.08% | +0.25% | |
| 14 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.28% | -0.03% | -6.29% | |
| 15 | GE | General Electric | Stock-Industrials | 0.27% | — | +10.43% | |
| 16 | ROK | Rockwell Automation INC | Stock-Industrials | 0.22% | -0.03% | -0.06% | |
| 17 | GEV | GE Vernova INC | Stock-Industrials | 0.21% | +0.06% | +9.14% | |
| 18 | MMM | 3m Co | Stock-Industrials | 0.19% | -0.03% | -0.86% | |
| 19 | IBM | Intl Business Machines CORP | Stock-Tech | 0.16% | -0.03% | -0.83% | |
| 20 | TSLA | Tesla INC | Stock-Consumer Disc | 0.12% | -0.03% | — | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.11% | -0.01% | +0.60% | |
| 22 | CEG | Constellation Energy | Stock-Utilities | 0.11% | -0.03% | — | |
| 23 | AAPL | Apple INC | Stock-Tech | 0.10% | -0.02% | -7.18% | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.07% | +0.03% | +95.06% | |
| 25 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.06% | — | +1.26% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.06% | -0.01% | -2.57% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.06% | — | +0.27% | |
| 28 | EXC | Exelon CORP | Stock-Utilities | 0.06% | +0.01% | — | |
| 29 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.06% | -0.01% | -13.28% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.06% | -0.05% | -28.67% | |
| 31 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.05% | — | — | |
| 32 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.05% | -0.01% | -12.73% | |
| 33 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 0.05% | -0.01% | -12.78% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.05% | +0.02% | +52.89% | |
| 35 | SENEA | Seneca Foods CORP - Cl A | Stock-Other | 0.05% | +0.02% | — | |
| 36 | SENEB | Seneca Foods CORP - Cl B | Stock-Other | 0.05% | +0.02% | — | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.04% | -0.01% | +0.81% | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.04% | — | -8.70% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.04% | -0.01% | -18.31% | |
| 40 | AVGO | Broadcom INC | Stock-Tech | 0.03% | — | -0.78% | |
| 41 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.03% | -0.02% | -37.84% | |
| 42 | ELV | Elevance Health INC | Stock-Healthcare | 0.03% | — | -3.56% | |
| 43 | WMT | Walmart INC | Stock-Consumer Staples | 0.03% | — | -12.26% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.03% | -0.03% | -51.68% | |
| 45 | SNDA | Sonida Senior Living INC | Stock-Other | 0.02% | +0.02% | NEW | |
| 46 | AMD | Advanced Micro Devices | Stock-Tech | 0.02% | — | — | |
| 47 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.02% | — | +7.16% | |
| 48 | SOLV | Solventum CORP | Stock-Healthcare | 0.02% | -0.01% | — | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.02% | — | -1.04% | |
| 50 | ED | Consolidated Edison INC | Stock-Utilities | 0.02% | — | +0.62% |
Performance for Q3 2026
—
Performance Last 4 Quarters
—
Based on 0 months of available history
Based on 20% of reported portfolio value with available pricing
HFM Investment Advisors, LLC's most significant position changes for 2026-03-31: New buy: Sonida Senior Living INC (SNDA); New buy: Miami International Holdings (MIAX); New buy: Jpmorgan Core Plus Bond ETF (JCPB); Add: Dimensional Core Fixed INC (DFCF) — shares +9.88%; Add: Dimensional US Core Equity 2 (DFAC) — shares +1.47%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFCF | Dimensional Core Fixed INC | +0.9% | +9.88% | Add |
| 2 | DFGX | Dimsnl Intr Cf In Etf-usd In | +0.3% | +11.74% | Add |
| 3 | DFGR | Dim Global Real Estate ETF | +0.2% | +10.54% | Add |
| 4 | DFGP | Dimensional Glbl Core Pl Fix | +0.2% | +11.95% | Add |
| 5 | DFAX | Dimensional World Ex US Core | +0.1% | -1.68% | Trim |
| 6 | XOM | Exxon Mobil CORP | +0.1% | +0.25% | Add |
| 7 | JNJ | Johnson & Johnson | +0.1% | -2.37% | Trim |
| 8 | GEV | GE Vernova INC | +0.1% | +9.14% | Add |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +95.06% | Add |
| 10 | VEA | Vanguard Ftse Developed ETF | 0% | +52.89% | Add |
| 11 | SENEA | Seneca Foods CORP - Cl A | 0% | — | Unchanged |
| 12 | SENEB | Seneca Foods CORP - Cl B | 0% | — | Unchanged |
| 13 | EXC | Exelon CORP | 0% | — | Unchanged |
| 14 | NOC | Northrop Grumman CORP | — | — | Unchanged |
| 15 | BMY | Bristol-myers Squibb Co | — | +1.26% | Add |
| 16 | ELV | Elevance Health INC | — | -3.56% | Trim |
| 17 | VWO | Vanguard Ftse Emerging Marke | — | +54.44% | Add |
| 18 | GE | General Electric | — | +10.43% | Add |
| 19 | AMZN | Amazon.com INC | 0% | -13.28% | Trim |
| 20 | GOOGL | Alphabet Inc-cl A | 0% | -18.31% | Trim |
| 21 | IWR | Ishares Russell Mid-cap ETF | 0% | -85.02% | Trim |
| 22 | JSCP | Jpmorgan Short Duration Core | 0% | -12.78% | Trim |
| 23 | SPSB | Ss Spdr P St C CORP ETF | 0% | -12.73% | Trim |
| 24 | GOOG | Alphabet Inc-cl C | 0% | -2.57% | Trim |
| 25 | NVDA | Nvidia CORP | 0% | +0.60% | Add |
| 26 | CSGP | Costar Group INC | 0% | -1.09% | Trim |
| 27 | KLAC | Kla CORP | 0% | -78.95% | Trim |
| 28 | LLY | Eli Lilly & Co | 0% | +0.81% | Add |
| 29 | GSLC | Goldman Activebeta US Lc ETF | 0% | -39.46% | Trim |
| 30 | ORCL | Oracle CORP | 0% | -32.56% | Trim |
| 31 | SOLV | Solventum CORP | 0% | — | Unchanged |
| 32 | IWM | Ishares Russell 2000 ETF | 0% | -29.01% | Trim |
| 33 | AOM | Ishares Core 40/60 Moderate | 0% | -37.84% | Trim |
| 34 | AAPL | Apple INC | 0% | -7.18% | Trim |
| 35 | IBM | Intl Business Machines CORP | 0% | -0.83% | Trim |
| 36 | META | Meta Platforms Inc-class A | 0% | -51.68% | Trim |
| 37 | CEG | Constellation Energy | 0% | — | Unchanged |
| 38 | TSLA | Tesla INC | 0% | — | Unchanged |
| 39 | AOR | Ishares Core 60/40 Balanced | 0% | -6.29% | Trim |
| 40 | MMM | 3m Co | 0% | -0.86% | Trim |
| 41 | ROK | Rockwell Automation INC | 0% | -0.06% | Trim |
| 42 | VT | Vanguard Tot World Stk ETF | 0% | -3.44% | Trim |
| 43 | MSFT | Microsoft CORP | -0.1% | -28.67% | Trim |
| 44 | DUHP | Dimensional US High Profi Et | -0.1% | +3.78% | Add |
| 45 | AOA | Ishares Core 80/20 Aggressiv | -0.1% | -11.71% | Trim |
| 46 | DFNM | Dimensional National Muni Bd | -0.3% | -2.33% | Trim |
| 47 | DFAC | Dimensional US Core Equity 2 | -0.8% | +1.47% | Add |
| 48 | SNDA | Sonida Senior Living INC | — | NEW | New buy |
| 49 | MIAX | Miami International Holdings | — | NEW | New buy |
| 50 | JCPB | Jpmorgan Core Plus Bond ETF | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-01 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-05 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-12 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-22 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-16 | 13F-HR | View on EDGAR |
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