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CIK: 0002067972
Total reported value
$285.2M
$285.2M
1278 檔
77.1%
According to the latest 13F quarterly dataset, HFM Investment Advisors, LLC managed an equity portfolio of $285.2M at the end of Q4 2025, spanning 1278 distinct U.S. exchange-listed positions.
In Q4 2025, HFM Investment Advisors, LLC displayed an active expansion posture, initiating 5 new positions and adding to 42 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1278 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 39.97% | +1.01% | +1.21% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 20.37% | -0.62% | +1.18% | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 11.94% | -0.86% | +1.08% | |
| 4 | DFNM | Dimensional National Muni Bd | ETF-Other | 6.91% | +0.67% | -2.24% | |
| 5 | DUHP | Dimensional US High Profi Et | ETF-Other | 6.74% | +0.36% | +1.36% | |
| 6 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 3.50% | -0.20% | +1.17% | |
| 7 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.92% | -0.08% | +2.13% | |
| 8 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.76% | -0.13% | +0.91% | |
| 9 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.91% | -0.26% | -1.69% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.66% | -0.10% | +3.34% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | -0.05% | +1.12% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 0.33% | +0.13% | +0.79% | |
| 13 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.31% | -0.08% | +0.49% | |
| 14 | GE | General Electric | Stock-Industrials | 0.27% | +0.06% | +0.76% | |
| 15 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.25% | +0.06% | +0.06% | |
| 16 | MMM | 3m Co | Stock-Industrials | 0.22% | +0.01% | +0.99% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 0.21% | -0.29% | EXIT | |
| 18 | IBM | Intl Business Machines CORP | Stock-Tech | 0.19% | +0.01% | +2.25% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.15% | — | +10.37% | |
| 20 | GEV | GE Vernova Inc | Stock-Industrials | 0.15% | +0.05% | +1.79% | |
| 21 | CEG | Constellation Energy | Stock-Utilities | 0.14% | -0.02% | +2.09% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.12% | +0.03% | +189.86% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.12% | +0.03% | +86.93% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.11% | +0.01% | +102.91% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.07% | +0.01% | +66.53% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.07% | +0.02% | +32.13% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.06% | — | +2.38% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.06% | — | +66.43% | |
| 29 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 0.06% | -0.01% | -13.68% | |
| 30 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.06% | -0.01% | -13.67% | |
| 31 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.06% | — | +1.62% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.05% | +0.01% | +180.13% | |
| 33 | EXC | Exelon CORP | Stock-Utilities | 0.05% | -0.01% | +2.09% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.05% | +0.02% | +18.27% | |
| 35 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.05% | — | -0.46% | |
| 36 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.05% | -0.01% | -9.66% | |
| 37 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.05% | -0.01% | +18.02% | |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.04% | -0.03% | +11.18% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.03% | +0.01% | +975.00% | |
| 40 | SENEA | Seneca Foods CORP - Cl A | Stock-Other | 0.03% | — | — | |
| 41 | ELV | Elevance Health Inc | Stock-Healthcare | 0.03% | — | +4.98% | |
| 42 | SENEB | Seneca Foods CORP - Cl B | Stock-Other | 0.03% | — | — | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.03% | -0.02% | +5.07% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.03% | -0.01% | +1041.82% | |
| 45 | SOLV | Solventum CORP | Stock-Healthcare | 0.03% | — | — | |
| 46 | AMD | Advanced Micro Devices | Stock-Tech | 0.03% | +0.04% | +2085.71% | |
| 47 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.03% | -0.01% | +3.44% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.02% | +0.01% | +120.69% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.02% | -0.01% | +664.29% | |
| 50 | ED | Consolidated Edison Inc | Stock-Utilities | 0.02% | — | +1.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAX | Dimensional World Ex US Core | +0.3% | +1.18% | Add |
| 2 | NVDA | Nvidia CORP | +0.1% | +189.86% | Add |
| 3 | AAPL | Apple Inc | +0.1% | +86.93% | Add |
| 4 | MSFT | Microsoft CORP | +0.1% | +102.91% | Add |
| 5 | DFAC | Dimensional US Core Equity 2 | 0% | +1.21% | Add |
| 6 | JNJ | Johnson & Johnson | 0% | +1.12% | Add |
| 7 | CSCO | Cisco Systems Inc | 0% | +0.79% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | 0% | +180.13% | Add |
| 9 | AVGO | Broadcom Inc | 0% | +975.00% | Add |
| 10 | AMZN | Amazon.com Inc | 0% | +66.53% | Add |
| 11 | GOOG | Alphabet Inc-cl C | 0% | +32.13% | Add |
| 12 | WMT | Walmart Inc | 0% | +1041.82% | Add |
| 13 | AMD | Advanced Micro Devices | 0% | +2085.71% | Add |
| 14 | ROK | Rockwell Automation Inc | 0% | +0.06% | Add |
| 15 | MA | Mastercard Inc - A | 0% | +664.29% | Add |
| 16 | XOM | Exxon Mobil CORP | 0% | +4.11% | Add |
| 17 | META | Meta Platforms Inc-class A | 0% | +66.43% | Add |
| 18 | LLY | Eli Lilly & Co | 0% | +18.27% | Add |
| 19 | VT | Vanguard Tot World Stk ETF | 0% | +3.34% | Add |
| 20 | TSLA | Tesla Inc | 0% | +10.37% | Add |
| 21 | JPM | Jpmorgan Chase & Co | 0% | +120.69% | Add |
| 22 | CEG | Constellation Energy | 0% | +2.09% | Add |
| 23 | BAC | Bank Of America CORP | 0% | +565.96% | Add |
| 24 | GEV | GE Vernova Inc | 0% | +1.79% | Add |
| 25 | PH | Parker Hannifin CORP | 0% | +1000.00% | Add |
| 26 | BMY | Bristol-myers Squibb Co | 0% | +1.62% | Add |
| 27 | NEE | Nextera Energy Inc | 0% | +300.97% | Add |
| 28 | TMO | Thermo Fisher Scientific Inc | 0% | +341.67% | Add |
| 29 | PWR | Quanta Services Inc | 0% | +1350.00% | Add |
| 30 | COF | Capital One Financial CORP | 0% | +741.67% | Add |
| 31 | ISRG | Intuitive Surgical Inc | 0% | +3800.00% | Add |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +186.96% | Add |
| 33 | COST | Costco Wholesale CORP | 0% | +833.33% | Add |
| 34 | KLAC | Kla CORP | 0% | +375.00% | Add |
| 35 | IBM | Intl Business Machines CORP | — | +2.25% | Add |
| 36 | MMM | 3m Co | — | +0.99% | Add |
| 37 | GE | General Electric | — | +0.76% | Add |
| 38 | SPSB | Ss Spdr P St C CORP ETF | 0% | -13.67% | Trim |
| 39 | JSCP | Jpmorgan Short Duration Core | 0% | -13.68% | Trim |
| 40 | DFGP | Dimensional Glbl Core Pl Fix | -0.1% | +0.91% | Add |
| 41 | DFGR | Dim Global Real Estate ETF | -0.1% | +2.13% | Add |
| 42 | DUHP | Dimensional US High Profi Et | -0.1% | +1.36% | Add |
| 43 | DFGX | Dimsnl Intr Cf In Etf-usd In | -0.2% | +1.17% | Add |
| 44 | DFCF | Dimensional Core Fixed Inc | -0.4% | +1.08% | Add |
| 45 | DFNM | Dimensional National Muni Bd | -0.4% | -2.24% | Trim |
| 46 | FSSL | Fs Specialty Lending Fund | — | NEW | New buy |
| 47 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 48 | IWR | Ishares Russell Mid-cap ETF | — | NEW | New buy |
| 49 | NVDY | Yieldmax Nvda Option Inc ETF | — | NEW | New buy |
| 50 | SPYI | Neos S&p 500 High Income ETF | — | NEW | New buy |
According to official SEC Form 13F filings, HFM Investment Advisors, LLC reported a total U.S. public equity portfolio value of $285.2M across 1278 disclosed positions in Q4 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 77.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
FSSL
市值: $41.4K
Top Position Liquidated / Trimmed
DFNM
前期市值: $18.0M
During Q4 2025, HFM Investment Advisors, LLC's top holdings by market value included DFAC (40.0%)、DFAX (20.4%)、DFCF (11.9%). The largest single position, DFAC, represented 40.0% of total portfolio value.
In Q4 2025, HFM Investment Advisors, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 42 positions, trimming 3 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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