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CIK: 0002067972
Total reported value
$285.2M
$285.2M
1189 檔
66.8%
The Q1 2025 SEC filing reveals that HFM Investment Advisors, LLC held a total portfolio value of $285.2M, covering 1189 public equity positions.
During Q1 2025, HFM Investment Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1189 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 43.47% | +1.01% | — | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 21.34% | -0.62% | — | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 14.27% | -0.86% | — | |
| 4 | DFNM | Dimensional National Muni Bd | ETF-Other | 8.41% | +0.67% | — | |
| 5 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 4.83% | -0.20% | — | |
| 6 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.95% | -0.08% | — | |
| 7 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.91% | -0.26% | — | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.60% | -0.10% | — | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | -0.05% | — | |
| 10 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.33% | -0.08% | — | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 0.32% | +0.13% | — | |
| 12 | MMM | 3m Co | Stock-Industrials | 0.24% | +0.01% | — | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | -0.29% | EXIT | |
| 14 | GE | General Electric | Stock-Industrials | 0.21% | +0.06% | — | |
| 15 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.20% | +0.06% | — | |
| 16 | IBM | Intl Business Machines CORP | Stock-Tech | 0.19% | +0.01% | — | |
| 17 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 0.10% | -0.01% | — | |
| 18 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.10% | -0.01% | — | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.09% | — | — | |
| 20 | CEG | Constellation Energy | Stock-Utilities | 0.09% | -0.02% | — | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.09% | — | — | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.08% | -0.01% | — | |
| 23 | GEV | GE Vernova Inc | Stock-Industrials | 0.08% | +0.05% | — | |
| 24 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.08% | — | — | |
| 25 | EXC | Exelon CORP | Stock-Utilities | 0.06% | -0.01% | — | |
| 26 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.05% | — | — | |
| 27 | ELV | Elevance Health Inc | Stock-Healthcare | 0.05% | — | — | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.05% | +0.03% | — | |
| 29 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.04% | -0.01% | — | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.04% | +0.01% | — | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.04% | +0.02% | — | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.04% | +0.01% | — | |
| 33 | SENEB | Seneca Foods CORP - Cl B | Stock-Other | 0.04% | — | — | |
| 34 | SENEA | Seneca Foods CORP - Cl A | Stock-Other | 0.03% | — | — | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.03% | — | — | |
| 36 | SOLV | Solventum CORP | Stock-Healthcare | 0.03% | — | — | |
| 37 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.03% | -0.01% | — | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.03% | +0.02% | — | |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.03% | -0.03% | — | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.03% | -0.02% | — | |
| 41 | RSG | Republic Services Inc | Stock-Industrials | 0.03% | — | — | |
| 42 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.03% | — | — | |
| 43 | ED | Consolidated Edison Inc | Stock-Utilities | 0.03% | — | — | |
| 44 | CSGP | Costar Group Inc | Stock-Real Estate | 0.02% | — | — | |
| 45 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.02% | — | — | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.02% | — | — | |
| 47 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.02% | -0.01% | — | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.02% | +0.01% | — | |
| 49 | MUB | Ishares National Muni Bond E | ETF-Other | 0.02% | — | — | |
| 50 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.02% | — | — |
According to official SEC Form 13F filings, HFM Investment Advisors, LLC reported a total U.S. public equity portfolio value of $285.2M across 1189 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAX, DFCF) accounted for 66.8% of total reported equity market value during Q1 2025.
During Q1 2025, HFM Investment Advisors, LLC's top holdings by market value included DFAC (43.5%)、DFAX (21.3%)、DFCF (14.3%). The largest single position, DFAC, represented 43.5% of total portfolio value.
In Q1 2025, HFM Investment Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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