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CIK: 0002067972
Total reported value
$285.2M
$285.2M
1210 檔
78.1%
As reported in its official Q1 2026 Form 13F filing, HFM Investment Advisors, LLC's tracked investment portfolio stood at $285.2M with 1210 total positions.
In Q1 2026, HFM Investment Advisors, LLC adopted a defensive or profit-taking posture, trimming 122 positions and completely liquidating 24 holdings to manage risk exposure.
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% | +1.01% | +1.47% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 20.45% | -0.62% | -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% | +0.36% | +3.78% | |
| 5 | DFNM | Dimensional National Muni Bd | ETF-Other | 6.60% | +0.67% | -2.33% | |
| 6 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 3.83% | -0.20% | +11.74% | |
| 7 | DFGR | Dim Global Real Estate ETF | ETF-Other | 2.10% | -0.08% | +10.54% | |
| 8 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.94% | -0.13% | +11.95% | |
| 9 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.78% | -0.26% | -11.71% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.62% | -0.10% | -3.44% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | -0.05% | -2.37% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 0.32% | +0.13% | — | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 0.29% | -0.29% | EXIT | |
| 14 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.28% | -0.08% | -6.29% | |
| 15 | GE | General Electric | Stock-Industrials | 0.27% | +0.06% | +10.43% | |
| 16 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.22% | +0.06% | -0.06% | |
| 17 | GEV | GE Vernova Inc | Stock-Industrials | 0.21% | +0.05% | +9.14% | |
| 18 | MMM | 3m Co | Stock-Industrials | 0.19% | +0.01% | -0.86% | |
| 19 | IBM | Intl Business Machines CORP | Stock-Tech | 0.16% | +0.01% | -0.83% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.12% | — | — | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.11% | +0.03% | +0.60% | |
| 22 | CEG | Constellation Energy | Stock-Utilities | 0.11% | -0.02% | — | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.10% | +0.03% | -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% | +0.02% | -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% | +0.01% | -28.67% | |
| 31 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.05% | -0.01% | — | |
| 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% | — | — | |
| 36 | SENEB | Seneca Foods CORP - Cl B | Stock-Other | 0.05% | — | — | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.04% | +0.02% | +0.81% | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.04% | -0.01% | -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% | +0.01% | -0.78% | |
| 41 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.03% | — | -37.84% | |
| 42 | ELV | Elevance Health Inc | Stock-Healthcare | 0.03% | — | -3.56% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.03% | -0.01% | -12.26% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.03% | — | -51.68% | |
| 45 | SNDA | Sonida Senior Living Inc | Stock-Other | 0.02% | +0.01% | — | |
| 46 | AMD | Advanced Micro Devices | Stock-Tech | 0.02% | +0.04% | — | |
| 47 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.02% | -0.01% | +7.16% | |
| 48 | SOLV | Solventum CORP | Stock-Healthcare | 0.02% | — | — | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.02% | +0.01% | -1.04% | |
| 50 | ED | Consolidated Edison Inc | Stock-Utilities | 0.02% | — | +0.62% |
According to official SEC Form 13F filings, HFM Investment Advisors, LLC reported a total U.S. public equity portfolio value of $285.2M across 1210 disclosed positions in Q1 2026.
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 78.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
SNDA
市值: $64.2K
Top Position Liquidated / Trimmed
DASH
前期市值: $6.6K
During Q1 2026, HFM Investment Advisors, LLC's top holdings by market value included DFAC (39.2%)、DFAX (20.4%)、DFCF (12.8%). The largest single position, DFAC, represented 39.2% of total portfolio value.
In Q1 2026, HFM Investment Advisors, LLC made 186 total portfolio adjustments, initiating 3 new buys, adding to 37 positions, trimming 122 holdings, and fully liquidating 24 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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