HFM Investment Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 16, 2025), HFM Investment Advisors, LLC reported 1,189 stock positions worth $206.2 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 43.5% of the portfolio, followed by Dimensional World Ex US Core (DFAX, 21.3%) and Dimensional Core Fixed (DFCF, 14.3%).
- Most Recent 13F
- Q2 2026
- Location
- GLASSBORO, NJ
- CIK
- 0002067972
- Portfolio Value
- $206.2M (Q1 2025)
- SEC Filing
- 0002067972-25-000002 ↗ filed May 16, 2025
Holdings Value
Holdings 1,189 stocks · $206.2M
| DFAC Dimensional US Core Equity 2 | 43.47% | 2,716,978 | $89.6M | — |
| DFAX Dimensional World Ex US Core | 21.34% | 1,679,564 | $44.0M | — |
| DFCF Dimensional Core Fixed Inc. | 14.27% | 699,815 | $29.4M | — |
| DFNM Dimensional National Muni BD | 8.41% | 364,661 | $17.3M | — |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 4.83% | 190,460 | $10.0M | — |
| DFGR Dim Global Real Estate ETF | 1.95% | 152,966 | $4.0M | — |
| AOA iShares Core 80/20 Aggressiv | 0.91% | 24,552 | $1.9M | — |
| VT Vanguard Tot World STK ETF | 0.60% | 1,196,406 | $1.2M | — |
| JNJ Johnson & Johnson | 0.41% | 5,041 | $836K | — |
| AOR iShares Core 60/40 Balanced | 0.33% | 11,720 | $675K | — |
| CSCO Cisco Systems Inc. | 0.32% | 10,752 | $664K | — |
| MMM 3M Co. | 0.24% | 3,440 | $505K | — |
| XOM Exxon Mobil Corp. | 0.24% | 4,101 | $488K | — |
| GE General Electric filed as GE AEROSPACE | 0.21% | 2,215 | $443K | — |
| ROK Rockwell Automation Inc. | 0.20% | 1,610 | $416K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 1,617 | $402K | — |
| JSCP JPMorgan Short Duration Core | 0.10% | 4,301 | $203K | — |
| SPSB SS SPDR P St C Corp. ETF | 0.10% | 6,728 | $203K | — |
| TSLA Tesla Inc. | 0.09% | 747 | $194K | — |
| CEG Constellation Energy | 0.09% | 920 | $186K | — |
| PG The Procter & Gamble Co. | 0.09% | 1,068 | $182K | — |
| JPST JPMorgan Ultra-Short Income | 0.08% | 3,450 | $175K | — |
| GEV GE Vernova Inc. | 0.08% | 554 | $169K | — |
| BMY Bristol-Myers Squibb Co. | 0.08% | 2,578 | $157K | — |
| EXC Exelon Corp. | 0.06% | 2,769 | $128K | — |
| AOM iShares Core 40/60 Moderate | 0.06% | 2,583 | $113K | — |
| ELV Elevance Health Inc. | 0.05% | 238 | $103K | — |
| AAPL Apple Inc. | 0.05% | 444 | $99K | — |
| NOC Northrop Grumman Corp. | 0.04% | 169 | $86K | — |
| AMZN Amazon.com Inc. | 0.04% | 434 | $83K | — |
| LLY Eli Lilly & Co. | 0.04% | 99 | $81K | — |
| MSFT Microsoft Corp. | 0.04% | 195 | $73K | — |
| SENEB Seneca Foods Corp. Class B | 0.04% | 800 | $73K | — |
| SENEA Seneca Foods Corp. Class A | 0.03% | 800 | $71K | — |
| META Meta Platforms Inc. Class A | 0.03% | 122 | $70K | — |
| SOLV Solventum Corp. | 0.03% | 858 | $65K | — |
| GEHC GE Healthcare Technology | 0.03% | 742 | $60K | — |
| GOOG Alphabet Inc. Class C | 0.03% | 374 | $58K | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.03% | 885 | $58K | — |
| VEA Vanguard Ftse Developed ETF | 0.03% | 1,128 | $57K | — |
| RSG Republic Services Inc. | 0.03% | 218 | $53K | — |
| VTIP Vanguard Short-Term Tips | 0.03% | 1,041 | $52K | — |
| ED Consolidated Edison Inc. | 0.03% | 469 | $52K | — |
| CSGP Costar Group Inc. | 0.02% | 641 | $51K | — |
| JAAA Janus Henderson Aaa Clo ETF | 0.02% | 985 | $50K | — |
| VZ Verizon Communications Inc. | 0.02% | 951 | $43K | — |
| BNDX Vanguard Total Intl Bond ETF | 0.02% | 777 | $38K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.02% | 134 | $37K | — |
| MUB iShares National Muni Bond E | 0.02% | 348 | $37K | — |
| GSLC Goldman Activebeta US LC ETF | 0.02% | 325 | $36K | — |
| T AT&T Inc. | 0.02% | 1,156 | $33K | — |
| VGSH Vanguard Short-Term Treasury | 0.01% | 455 | $27K | — |
| MCD McDonald's Corp. | 0.01% | 83 | $26K | — |
| BA The Boeing Co. | 0.01% | 150 | $26K | — |
| YUM Yum! Brands Inc. | 0.01% | 159 | $25K | — |
| INTC Intel Corp. | 0.01% | 1,088 | $25K | — |
| DFIC Dimensional International Co. | 0.01% | 849 | $24K | — |
| ES Eversource Energy | 0.01% | 370 | $23K | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.01% | 493 | $23K | — |
| AOK iShares Core 30/70 Conservat | 0.01% | 565 | $21K | — |
| CL Colgate-Palmolive Co. | 0.01% | 204 | $19K | — |
| NVDA Nvidia Corp. | 0.01% | 170 | $18K | — |
| VWO Vanguard Ftse Emerging Marke | 0.01% | 404 | $18K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.01% | 51 | $18K | — |
| KO The Coca-Cola Co. | 0.01% | 237 | $17K | — |
| PFE Pfizer Inc. | 0.01% | 633 | $16K | — |
| AGG iShares Core U.S. Aggregate | 0.01% | 153 | $15K | — |
| TGT Target Corp. | 0.01% | 140 | $15K | — |
| V Visa Inc. Class A | 0.01% | 40 | $14K | — |
| JPM JPMorgan Chase & Co. | 0.01% | 55 | $13K | — |
| METV Roundhill Ball Metaverse ETF | 0.01% | 1,000 | $13K | — |
| GSIE Goldman Sachs Activebeta Int | 0.01% | 338 | $12K | — |
| SGOV iShares 0-3 Month Treasury B | 0.01% | 116 | $12K | — |
| ZBH Zimmer Biomet Holdings Inc. | 0.01% | 103 | $12K | — |
| GOOGL Alphabet Inc. Class A | 0.01% | 73 | $11K | — |
| LNG Cheniere Energy Inc. | 0.01% | 48 | $11K | — |
| EMB iShares JP Morgan Usd Emergi | 0.01% | 121 | $11K | — |
| SMLF iShares US Smallcap Equity F | 0.01% | 168 | $10K | — |
| EMN Eastman Chemical Co. | 0.01% | 116 | $10K | — |
| MSIF MSC Income Fund Inc. | 0.00% | 622 | $10K | — |
| TFI SS SPDR N Ice Muni Bond ETF | 0.00% | 205 | $9K | — |
| WCN Waste Connections Inc. | 0.00% | 43 | $8K | — |
| GBIL Goldman Sachs Access Treasur | 0.00% | 84 | $8K | — |
| JPC Nuveen Prefered & Income Opp | 0.00% | 1,043 | $8K | — |
| STIP iShares 0-5 Year Tips Bond E | 0.00% | 81 | $8K | — |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.00% | 156 | $8K | — |
| VRSK Verisk Analytics Inc. | 0.00% | 26 | $8K | — |
| SPGI S&P Global Inc. | 0.00% | 15 | $8K | — |
| BLK BlackRock Inc. | 0.00% | 8 | $8K | — |
| SCI Service Corp. International | 0.00% | 89 | $7K | — |
| GS Goldman Sachs Group Inc. | 0.00% | 13 | $7K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.00% | 41 | $7K | — |
| YUMC Yum China Holdings Inc. | 0.00% | 134 | $7K | — |
| TMUS T-Mobile US Inc. | 0.00% | 26 | $7K | — |
| NEE Nextera Energy Inc. | 0.00% | 97 | $7K | — |
| ALC Alcon Inc. filed as ALCON AG | 0.00% | 70 | $7K | — |
| BX Blackstone Inc. | 0.00% | 46 | $6K | — |
| CVS CVS Health Corp. | 0.00% | 91 | $6K | — |
| SCHX Schwab US Large-Cap ETF | 0.00% | 274 | $6K | — |
| FE Firstenergy Corp. | 0.00% | 148 | $6K | — |
Portfolio Sells Q1 2025
No earlier filing to compare with.
Portfolio Buys Q1 2025
No earlier filing to compare with.
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 |