HFM Investment Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 4, 2026), HFM Investment Advisors, LLC reported 1,293 stock positions worth $285.2 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 40.2% of the portfolio, followed by Dimensional World Ex US Core (DFAX, 19.8%) and Dimensional Core Fixed (DFCF, 11.9%). Compared with Q1 2026, it opened 118 new positions, sold out of 37, added to 1,038 and reduced 72. The biggest buy was Dimensional National Muni BD (DFNM, shares +20%) and the biggest sale Dimensional World Ex US Core (DFAX, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- GLASSBORO, NJ
- CIK
- 0002067972
- Portfolio Value
- $285.2M (Q2 2026)
- SEC Filing
- 0002067972-26-000008 ↗ filed Aug 4, 2026
Holdings Value
Holdings 1,293 stocks · $285.2M
| DFAC Dimensional US Core Equity 2 | 40.17% | 2,582,339 | $114.6M | Reduce -1.5% |
| DFAX Dimensional World Ex US Core | 19.83% | 1,534,860 | $56.5M | Reduce -1.9% |
| DFCF Dimensional Core Fixed Inc. | 11.94% | 806,725 | $34.1M | Add +2.3% |
| DFNM Dimensional National Muni BD | 7.27% | 428,712 | $20.7M | Add +19.7% |
| DUHP Dimensional US High Profi Et | 7.01% | 479,061 | $20.0M | Add +1.8% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 3.63% | 193,410 | $10.4M | Add +1.8% |
| DFGR Dim Global Real Estate ETF | 2.02% | 199,061 | $5.8M | Reduce -3.1% |
| DFGP Dimensional GLBL Core PL Fix | 1.81% | 94,751 | $5.2M | Add +1.4% |
| AOA iShares Core 80/20 Aggressiv | 0.52% | 15,128 | $1.5M | Reduce -33.9% |
| VT Vanguard Tot World STK ETF | 0.52% | 9,404 | $1.5M | Reduce -19.1% |
| JNJ Johnson & Johnson | 0.47% | 5,331 | $1.4M | Reduce -4.0% |
| CSCO Cisco Systems Inc. | 0.45% | 10,939 | $1.3M | Add +0.6% |
| GE General Electric filed as GE AEROSPACE | 0.33% | 2,495 | $932K | Add +0.3% |
| ROK Rockwell Automation Inc. | 0.28% | 1,616 | $800K | Add +0.3% |
| GEV GE Vernova Inc. | 0.26% | 625 | $734K | Add +0.6% |
| AOR iShares Core 60/40 Balanced | 0.20% | 8,181 | $569K | Reduce -27.5% |
| MMM 3M Co. | 0.20% | 3,468 | $562K | Add +0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.17% | 1,682 | $473K | Add +0.7% |
| NVDA Nvidia Corp. | 0.14% | 2,008 | $402K | Add +20.4% |
| AAPL Apple Inc. | 0.13% | 1,249 | $361K | Add +22.2% |
| TSLA Tesla Inc. | 0.12% | 840 | $353K | Add +1.2% |
| CEG Constellation Energy | 0.09% | 1,011 | $251K | Reduce -1.6% |
| GOOG Alphabet Inc. Class C | 0.08% | 612 | $216K | Add +7.6% |
| MSFT Microsoft Corp. | 0.07% | 566 | $211K | Add +42.2% |
| AMZN Amazon.com Inc. | 0.07% | 860 | $205K | Add +20.8% |
| AMD Advanced Micro Devices | 0.06% | 312 | $181K | Add +2.0% |
| PG The Procter & Gamble Co. | 0.06% | 1,162 | $170K | Add +3.8% |
| INTC Intel Corp. | 0.06% | 1,202 | $168K | Add +6.0% |
| LLY Eli Lilly & Co. | 0.06% | 137 | $164K | Add +10.5% |
| BMY Bristol-Myers Squibb Co. | 0.06% | 2,813 | $162K | Add +2.8% |
| GOOGL Alphabet Inc. Class A | 0.05% | 411 | $147K | Add +15.1% |
| EXC Exelon Corp. | 0.05% | 3,075 | $143K | Reduce -1.6% |
| SENEA Seneca Foods Corp. Class A | 0.05% | 800 | $139K | No change |
| SENEB Seneca Foods Corp. Class B | 0.05% | 800 | $139K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.04% | 1,309 | $115K | Reduce -41.9% |
| SPSB SS SPDR P St C Corp. ETF | 0.04% | 3,748 | $112K | Reduce -15.5% |
| JSCP JPMorgan Short Duration Core | 0.04% | 2,381 | $112K | Reduce -15.5% |
| NOC Northrop Grumman Corp. | 0.04% | 208 | $105K | Add +2.5% |
| AVGO Broadcom Inc. | 0.04% | 279 | $105K | Add +9.0% |
| ELV Elevance Health Inc. | 0.03% | 254 | $98K | Add +4.1% |
| VEA Vanguard Ftse Developed ETF | 0.03% | 1,269 | $90K | Reduce -33.3% |
| JPST JPMorgan Ultra-Short Income | 0.03% | 1,785 | $90K | Reduce -19.0% |
| META Meta Platforms Inc. Class A | 0.03% | 156 | $88K | Add +35.6% |
| AOM iShares Core 40/60 Moderate | 0.03% | 1,637 | $82K | Add +0.4% |
| SNDA Sonida Senior Living Inc. | 0.03% | 1,991 | $81K | No change |
| JPM JPMorgan Chase & Co. | 0.03% | 232 | $76K | Add +22.1% |
| SOLV Solventum Corp. | 0.02% | 865 | $67K | Add +0.8% |
| ED Consolidated Edison Inc. | 0.02% | 502 | $56K | Add +2.7% |
| MU Micron Technology Inc. | 0.02% | 47 | $54K | Add +123.8% |
| RSG Republic Services Inc. | 0.02% | 232 | $49K | Add +4.5% |
| WMT Walmart Inc. | 0.02% | 433 | $49K | Reduce -21.4% |
| VZ Verizon Communications Inc. | 0.02% | 1,086 | $46K | Add +8.6% |
| MUB iShares National Muni Bond E | 0.02% | 418 | $45K | Reduce -4.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.02% | 118 | $44K | No change |
| SPYI Neos S&P 500 High Income ETF | 0.01% | 738 | $39K | Add +44.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.01% | 51 | $39K | No change |
| PWR Quanta Services Inc. | 0.01% | 53 | $38K | Add +8.2% |
| MA Mastercard Inc. Class A | 0.01% | 72 | $37K | Reduce -33.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.01% | 73 | $37K | Add +15.9% |
| NVDY Yieldmax Nvda Option Inc. ETF | 0.01% | 2,898 | $36K | Add +57.5% |
| MCD McDonald's Corp. | 0.01% | 131 | $35K | No change |
| BAC Bank of America Corp. | 0.01% | 607 | $35K | Reduce -2.4% |
| BA The Boeing Co. | 0.01% | 159 | $34K | Add +4.6% |
| PH Parker Hannifin Corp. | 0.01% | 35 | $34K | Add +9.4% |
| GEHC GE Healthcare Technology | 0.01% | 531 | $34K | Reduce -36.6% |
| FSSL FS Specialty Lending Fund | 0.01% | 2,927 | $33K | No change |
| BNDX Vanguard Total Intl Bond ETF | 0.01% | 632 | $31K | Reduce -22.8% |
| VTIP Vanguard Short-Term Tips | 0.01% | 574 | $29K | Reduce -15.3% |
| V Visa Inc. Class A | 0.01% | 83 | $28K | Add +76.6% |
| COST Costco Wholesale Corp. | 0.01% | 30 | $28K | Add +3.5% |
| JAAA Janus Henderson Aaa Clo ETF | 0.01% | 555 | $28K | Reduce -15.8% |
| ES Eversource Energy | 0.01% | 386 | $28K | Add +2.7% |
| T AT&T Inc. | 0.01% | 1,335 | $28K | Add +8.8% |
| YUM Yum! Brands Inc. | 0.01% | 171 | $27K | Reduce -1.2% |
| VWO Vanguard Ftse Emerging Marke | 0.01% | 452 | $27K | Reduce -33.3% |
| AGG iShares Core U.S. Aggregate | 0.01% | 266 | $26K | Reduce -2.9% |
| KO The Coca-Cola Co. | 0.01% | 303 | $25K | Add +2.7% |
| AOK iShares Core 30/70 Conservat | 0.01% | 583 | $24K | Add +0.5% |
| LRCX Lam Research Corp. | 0.01% | 55 | $24K | Add +83.3% |
| KLAC KLA Corp. | 0.01% | 76 | $23K | Add +90.0% |
| TGT Target Corp. | 0.01% | 174 | $23K | Add +10.8% |
| CAT Caterpillar Inc. | 0.01% | 21 | $22K | Add +90.9% |
| GS Goldman Sachs Group Inc. | 0.01% | 22 | $22K | Add +37.5% |
| BNY Bank of New York Mellon Corp. | 0.01% | 151 | $22K | Add +529.2% |
| PFE Pfizer Inc. | 0.01% | 885 | $21K | Reduce -22.8% |
| CL Colgate-Palmolive Co. | 0.01% | 231 | $21K | Add +4.5% |
| GSLC Goldman Activebeta US LC ETF | 0.01% | 149 | $21K | Reduce -16.3% |
| LIN Linde PLC | 0.01% | 40 | $21K | Add +5.3% |
| WDC Western Digital Corp. | 0.01% | 32 | $20K | Add +100.0% |
| TMUS T-Mobile US Inc. | 0.01% | 115 | $19K | Add +2.7% |
| COF Capital One Financial Corp. | 0.01% | 94 | $19K | Reduce -5.0% |
| CSGP Costar Group Inc. | 0.01% | 645 | $18K | Add +1.3% |
| HCA HCA Healthcare Inc. | 0.01% | 46 | $18K | Add +9.5% |
| PM Philip Morris International | 0.01% | 89 | $16K | Add +14.1% |
| CTAS Cintas Corp. | 0.01% | 94 | $16K | Add +5.6% |
| AMAT Applied Materials Inc. | 0.01% | 22 | $16K | Add +83.3% |
| FIX Comfort Systems USA Inc. | 0.01% | 8 | $16K | Add +166.7% |
| MRK Merck & Co. Inc. | 0.01% | 122 | $16K | Add +40.2% |
| HD Home Depot Inc. | 0.01% | 43 | $15K | Reduce -37.7% |
| VGSH Vanguard Short-Term Treasury | 0.01% | 256 | $15K | Reduce -15.8% |
Portfolio Sells Q1 2026 → Q2 2026
| DFAX Dimensional World Ex US Core | Reduce -1.9% | 19.83% | −0.62 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.29 |
| AOA iShares Core 80/20 Aggressiv | Reduce -33.9% | 0.52% | −0.26 |
| VT Vanguard Tot World STK ETF | Reduce -19.1% | 0.52% | −0.10 |
| AOR iShares Core 60/40 Balanced | Reduce -27.5% | 0.20% | −0.08 |
| DFGR Dim Global Real Estate ETF | Reduce -3.1% | 2.02% | −0.08 |
| JNJ Johnson & Johnson | Reduce -4.0% | 0.47% | −0.05 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -41.9% | 0.04% | −0.03 |
| CEG Constellation Energy | Reduce -1.6% | 0.09% | −0.02 |
| MIAX Miami International Holdings | Sold out | 0.00% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -33.3% | 0.03% | −0.02 |
| JSCP JPMorgan Short Duration Core | Reduce -15.5% | 0.04% | −0.01 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -15.5% | 0.04% | −0.01 |
| JPST JPMorgan Ultra-Short Income | Reduce -19.0% | 0.03% | −0.01 |
| GEHC GE Healthcare Technology | Reduce -36.6% | 0.01% | −0.01 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.01 |
| WMT Walmart Inc. | Reduce -21.4% | 0.02% | −0.01 |
| EXC Exelon Corp. | Reduce -1.6% | 0.05% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -57.8% | 0.00% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -33.3% | 0.01% | −0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -76.2% | 0.00% | −0.01 |
| ISRG Intuitive Surgical Inc. | Reduce -94.6% | 0.00% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -60.4% | 0.00% | −0.01 |
| JCPB JPMorgan Core Plus Bond ETF | Reduce -74.9% | 0.00% | −0.01 |
| PFE Pfizer Inc. | Reduce -22.8% | 0.01% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Reduce -33.3% | 0.01% | −0.00 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -22.8% | 0.01% | −0.00 |
| UPS United Parcel Service Class B | Reduce -69.4% | 0.00% | −0.00 |
| TRGP Targa Resources Corp. | Reduce -70.7% | 0.00% | −0.00 |
| CVX Chevron Corp. | Reduce -42.7% | 0.00% | −0.00 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Sold out | 0.00% | −0.00 |
| GBIL Goldman Sachs Access Treasur | Reduce -44.0% | 0.00% | −0.00 |
| HD Home Depot Inc. | Reduce -37.7% | 0.01% | −0.00 |
| CRM Salesforce Inc. | Reduce -78.8% | 0.00% | −0.00 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -15.8% | 0.01% | −0.00 |
| VTIP Vanguard Short-Term Tips | Reduce -15.3% | 0.01% | −0.00 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -41.5% | 0.00% | −0.00 |
| ADBE Adobe Inc. | Reduce -78.1% | 0.00% | −0.00 |
| EMB iShares JP Morgan Usd Emergi | Reduce -52.2% | 0.00% | −0.00 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -43.5% | 0.00% | −0.00 |
| INTU Intuit Inc. | Reduce -73.3% | 0.00% | −0.00 |
| MUB iShares National Muni Bond E | Reduce -4.1% | 0.02% | −0.00 |
| SHYG iShares 0-5 YR HY Corp. Bond | Sold out | 0.00% | −0.00 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -21.6% | 0.00% | −0.00 |
| NKE Nike Inc. Class B | Reduce -70.5% | 0.00% | −0.00 |
| ORCL Oracle Corp. | Reduce -28.7% | 0.00% | −0.00 |
| EOG EOG Resources Inc. | Reduce -26.4% | 0.00% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Sold out | 0.00% | −0.00 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -23.4% | 0.00% | −0.00 |
| VGSH Vanguard Short-Term Treasury | Reduce -15.8% | 0.01% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| DFNM Dimensional National Muni BD | Add +19.7% | 7.27% | +0.66 |
| DUHP Dimensional US High Profi Et | Add +1.8% | 7.01% | +0.36 |
| CSCO Cisco Systems Inc. | Add +0.6% | 0.45% | +0.13 |
| ROK Rockwell Automation Inc. | Add +0.3% | 0.28% | +0.06 |
| GE General Electric | Add +0.3% | 0.33% | +0.06 |
| GEV GE Vernova Inc. | Add +0.6% | 0.26% | +0.05 |
| AMD Advanced Micro Devices | Add +2.0% | 0.06% | +0.04 |
| INTC Intel Corp. | Add +6.0% | 0.06% | +0.04 |
| NVDA Nvidia Corp. | Add +20.4% | 0.14% | +0.03 |
| AAPL Apple Inc. | Add +22.2% | 0.13% | +0.03 |
| MSFT Microsoft Corp. | Add +42.2% | 0.07% | +0.02 |
| MU Micron Technology Inc. | Add +123.8% | 0.02% | +0.02 |
| AMZN Amazon.com Inc. | Add +20.8% | 0.07% | +0.01 |
| LLY Eli Lilly & Co. | Add +10.5% | 0.06% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +7.6% | 0.08% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +15.1% | 0.05% | +0.01 |
| IBM Intl Business Machines Corp. | Add +0.7% | 0.17% | +0.01 |
| ELV Elevance Health Inc. | Add +4.1% | 0.03% | +0.01 |
| BNY Bank of New York Mellon Corp. | Add +529.2% | 0.01% | +0.01 |
| AVGO Broadcom Inc. | Add +9.0% | 0.04% | +0.01 |
| LRCX Lam Research Corp. | Add +83.3% | 0.01% | +0.01 |
| KLAC KLA Corp. | Add +90.0% | 0.01% | +0.01 |
| META Meta Platforms Inc. Class A | Add +35.6% | 0.03% | +0.01 |
| WDC Western Digital Corp. | Add +100.0% | 0.01% | +0.01 |
| TSLA Tesla Inc. | Add +1.2% | 0.12% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +22.1% | 0.03% | +0.01 |
| CAT Caterpillar Inc. | Add +90.9% | 0.01% | +0.00 |
| V Visa Inc. Class A | Add +76.6% | 0.01% | +0.00 |
| MMM 3M Co. | Add +0.5% | 0.20% | +0.00 |
| AMAT Applied Materials Inc. | Add +83.3% | 0.01% | +0.00 |
| FIX Comfort Systems USA Inc. | Add +166.7% | 0.01% | +0.00 |
| SPYI Neos S&P 500 High Income ETF | Add +44.4% | 0.01% | +0.00 |
| UNH Unitedhealth Group Inc. | Add +460.0% | 0.00% | +0.00 |
| NVDY Yieldmax Nvda Option Inc. ETF | Add +57.5% | 0.01% | +0.00 |
| GLW Corning Inc. | Add +92.6% | 0.00% | +0.00 |
| STX Seagate Technology Holdings | Add +100.0% | 0.00% | +0.00 |
| PWR Quanta Services Inc. | Add +8.2% | 0.01% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +37.5% | 0.01% | +0.00 |
| QCOM Qualcomm Inc. | Add +275.0% | 0.00% | +0.00 |
| URI United Rentals Inc. | Add +166.7% | 0.00% | +0.00 |
| FLEX Flex Ltd. | Add +104.0% | 0.00% | +0.00 |
| MRVL Marvell Technology Inc. | Add +68.8% | 0.00% | +0.00 |
| COHR Coherent Corp. | Add +110.0% | 0.00% | +0.00 |
| SOLV Solventum Corp. | Add +0.8% | 0.02% | +0.00 |
| TXN Texas Instruments Inc. | Add +150.0% | 0.00% | +0.00 |
| AXP American Express Co. | Add +127.3% | 0.00% | +0.00 |
| CVS CVS Health Corp. | Add +20.6% | 0.00% | +0.00 |
| CIEN Ciena Corp. | Add +128.6% | 0.00% | +0.00 |
| MS Morgan Stanley | Add +105.0% | 0.00% | +0.00 |
| STRL Sterling Infrastructure Inc. | Add +250.0% | 0.00% | +0.00 |
Notes & Other Activity Q1 2026 → Q2 2026
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | LARGE CAP ETF | Sold out | 0 | $3before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,293 | $285.2M | DFAC, DFAX, DFCF, DFNM, DUHP |
| Q1 2026 | 1,204 | $260.0M | DFAC, DFAX, DFCF, DUHP, DFNM |
| Q4 2025 | 1,278 | $255.8M | DFAC, DFAX, DFCF, DFNM, DUHP |
| Q3 2025 | 1,267 | $246.5M | DFAC, DFAX, DFCF, DFNM, DUHP |
| Q2 2025 | 1,287 | $227.5M | DFAC, DFAX, DFCF, DFNM, DUHP |
| Q1 2025 | 1,189 | $206.2M | DFAC, DFAX, DFCF, DFNM, DFGX |