HFM Investment Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 5, 2026), HFM Investment Advisors, LLC reported 1,278 stock positions worth $255.8 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 40.0% of the portfolio, followed by Dimensional World Ex US Core (DFAX, 20.4%) and Dimensional Core Fixed (DFCF, 11.9%). Compared with Q3 2025, it opened 74 new positions, sold out of 64, added to 392 and reduced 252. The biggest buy was Dimensional World Ex US Core (DFAX, shares +1%) and the biggest sale Dimensional National Muni BD (DFNM, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- GLASSBORO, NJ
- CIK
- 0002067972
- Portfolio Value
- $255.8M (Q4 2025)
- SEC Filing
- 0002067972-26-000002 ↗ filed Feb 5, 2026
Holdings Value
Holdings 1,278 stocks · $255.8M
| DFAC Dimensional US Core Equity 2 | 39.97% | 2,582,955 | $102.3M | Add +1.2% |
| DFAX Dimensional World Ex US Core | 20.37% | 1,591,987 | $52.1M | Add +1.2% |
| DFCF Dimensional Core Fixed Inc. | 11.94% | 717,629 | $30.5M | Add +1.1% |
| DFNM Dimensional National Muni BD | 6.91% | 366,733 | $17.7M | Reduce -2.2% |
| DUHP Dimensional US High Profi Et | 6.74% | 453,234 | $17.2M | Add +1.4% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 3.50% | 170,020 | $8.9M | Add +1.2% |
| DFGR Dim Global Real Estate ETF | 1.92% | 185,881 | $4.9M | Add +2.1% |
| DFGP Dimensional GLBL Core PL Fix | 1.76% | 83,473 | $4.5M | Add +0.9% |
| AOA iShares Core 80/20 Aggressiv | 0.91% | 25,937 | $2.3M | Reduce -1.7% |
| VT Vanguard Tot World STK ETF | 0.66% | 12,047 | $1.7M | Add +3.3% |
| JNJ Johnson & Johnson | 0.46% | 5,691 | $1.2M | Add +1.1% |
| CSCO Cisco Systems Inc. | 0.33% | 10,879 | $838K | Add +0.8% |
| AOR iShares Core 60/40 Balanced | 0.31% | 12,035 | $782K | Add +0.5% |
| GE General Electric filed as GE AEROSPACE | 0.27% | 2,253 | $694K | Add +0.8% |
| ROK Rockwell Automation Inc. | 0.25% | 1,612 | $627K | Add +0.1% |
| MMM 3M Co. | 0.22% | 3,482 | $557K | Add +1.0% |
| XOM Exxon Mobil Corp. | 0.21% | 4,384 | $528K | Add +4.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 1,684 | $499K | Add +2.3% |
| TSLA Tesla Inc. | 0.15% | 830 | $373K | Add +10.4% |
| GEV GE Vernova Inc. | 0.15% | 569 | $372K | Add +1.8% |
| CEG Constellation Energy | 0.14% | 1,027 | $363K | Add +2.1% |
| NVDA Nvidia Corp. | 0.12% | 1,658 | $309K | Add +189.9% |
| AAPL Apple Inc. | 0.12% | 1,101 | $299K | Add +86.9% |
| MSFT Microsoft Corp. | 0.11% | 558 | $270K | Add +102.9% |
| AMZN Amazon.com Inc. | 0.07% | 821 | $190K | Add +66.5% |
| GOOG Alphabet Inc. Class C | 0.07% | 584 | $183K | Add +32.1% |
| PG The Procter & Gamble Co. | 0.06% | 1,117 | $160K | Add +2.4% |
| META Meta Platforms Inc. Class A | 0.06% | 238 | $157K | Add +66.4% |
| JSCP JPMorgan Short Duration Core | 0.06% | 3,232 | $154K | Reduce -13.7% |
| SPSB SS SPDR P St C Corp. ETF | 0.06% | 5,083 | $154K | Reduce -13.7% |
| BMY Bristol-Myers Squibb Co. | 0.06% | 2,703 | $146K | Add +1.6% |
| GOOGL Alphabet Inc. Class A | 0.05% | 437 | $137K | Add +180.1% |
| EXC Exelon Corp. | 0.05% | 3,124 | $136K | Add +2.1% |
| LLY Eli Lilly & Co. | 0.05% | 123 | $132K | Add +18.3% |
| AOM iShares Core 40/60 Moderate | 0.05% | 2,624 | $125K | Reduce -0.5% |
| JPST JPMorgan Ultra-Short Income | 0.05% | 2,413 | $122K | Reduce -9.7% |
| NOC Northrop Grumman Corp. | 0.05% | 203 | $116K | Add +18.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.04% | 1,154 | $93K | Add +11.2% |
| AVGO Broadcom Inc. | 0.03% | 258 | $89K | Add +975.0% |
| SENEA Seneca Foods Corp. Class A | 0.03% | 800 | $89K | No change |
| ELV Elevance Health Inc. | 0.03% | 253 | $88K | Add +5.0% |
| SENEB Seneca Foods Corp. Class B | 0.03% | 800 | $87K | No change |
| VEA Vanguard Ftse Developed ETF | 0.03% | 1,244 | $78K | Add +5.1% |
| WMT Walmart Inc. | 0.03% | 628 | $70K | Add +1041.8% |
| SOLV Solventum Corp. | 0.03% | 858 | $68K | No change |
| AMD Advanced Micro Devices | 0.03% | 306 | $66K | Add +2085.7% |
| GEHC GE Healthcare Technology | 0.03% | 782 | $64K | Add +3.4% |
| JPM JPMorgan Chase & Co. | 0.02% | 192 | $62K | Add +120.7% |
| MA Mastercard Inc. Class A | 0.02% | 107 | $61K | Add +664.3% |
| ED Consolidated Edison Inc. | 0.02% | 486 | $48K | Add +1.0% |
| RSG Republic Services Inc. | 0.02% | 222 | $47K | Add +1.4% |
| INTC Intel Corp. | 0.02% | 1,182 | $44K | Add +5.0% |
| CSGP Costar Group Inc. | 0.02% | 644 | $43K | Reduce -0.3% |
| MCD McDonald's Corp. | 0.02% | 138 | $42K | Add +60.5% |
| FSSL FS Specialty Lending Fund | 0.02% | 2,927 | $41K | New |
| MUB iShares National Muni Bond E | 0.02% | 380 | $41K | Reduce -2.3% |
| VZ Verizon Communications Inc. | 0.02% | 998 | $41K | Reduce -0.4% |
| IWM iShares Russell 2000 ETF | 0.02% | 162 | $40K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.02% | 118 | $39K | Reduce -6.3% |
| GSLC Goldman Activebeta US LC ETF | 0.02% | 294 | $39K | Reduce -3.6% |
| JAAA Janus Henderson Aaa Clo ETF | 0.01% | 755 | $38K | Reduce -13.9% |
| VTIP Vanguard Short-Term Tips | 0.01% | 759 | $38K | Reduce -13.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.01% | 626 | $34K | Add +566.0% |
| BNDX Vanguard Total Intl Bond ETF | 0.01% | 708 | $34K | Reduce -3.1% |
| BA The Boeing Co. | 0.01% | 153 | $33K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.01% | 66 | $33K | Add +187.0% |
| NEE Nextera Energy Inc. | 0.01% | 413 | $33K | Add +301.0% |
| TMO Thermo Fisher Scientific Inc. | 0.01% | 53 | $31K | Add +341.7% |
| T AT&T Inc. | 0.01% | 1,221 | $30K | Reduce -1.1% |
| PH Parker Hannifin Corp. | 0.01% | 33 | $29K | Add +1000.0% |
| PFE Pfizer Inc. | 0.01% | 1,127 | $28K | Add +61.0% |
| IWR iShares Russell Mid-Cap ETF | 0.01% | 287 | $28K | New |
| NVDY Yieldmax Nvda Option Inc. ETF | 0.01% | 1,840 | $27K | New |
| SPYI Neos S&P 500 High Income ETF | 0.01% | 511 | $27K | New |
| YUM Yum! Brands Inc. | 0.01% | 171 | $26K | Add +5.6% |
| KO The Coca-Cola Co. | 0.01% | 363 | $25K | Add +39.1% |
| ES Eversource Energy | 0.01% | 376 | $25K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.01% | 54 | $25K | Add +8.0% |
| ORCL Oracle Corp. | 0.01% | 129 | $25K | Add +290.9% |
| PWR Quanta Services Inc. | 0.01% | 58 | $24K | Add +1350.0% |
| COF Capital One Financial Corp. | 0.01% | 101 | $24K | Add +741.7% |
| COST Costco Wholesale Corp. | 0.01% | 28 | $24K | Add +833.3% |
| AGG iShares Core U.S. Aggregate | 0.01% | 238 | $24K | Add +20.8% |
| VWO Vanguard Ftse Emerging Marke | 0.01% | 439 | $24K | Add +6.3% |
| DFIC Dimensional International Co. | 0.01% | 679 | $23K | Reduce -3.7% |
| AOK iShares Core 30/70 Conservat | 0.01% | 577 | $23K | No change |
| KLAC KLA Corp. | 0.01% | 19 | $23K | Add +375.0% |
| TMUS T-Mobile US Inc. | 0.01% | 111 | $23K | Add +246.9% |
| HD Home Depot Inc. | 0.01% | 65 | $22K | Add +261.1% |
| ISRG Intuitive Surgical Inc. | 0.01% | 39 | $22K | Add +3800.0% |
| GS Goldman Sachs Group Inc. | 0.01% | 25 | $22K | Add +56.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.01% | 123 | $22K | Add +284.4% |
| V Visa Inc. Class A | 0.01% | 61 | $21K | Add +13.0% |
| VGSH Vanguard Short-Term Treasury | 0.01% | 347 | $20K | Reduce -14.1% |
| EOG EOG Resources Inc. | 0.01% | 190 | $20K | Add +955.6% |
| HCA HCA Healthcare Inc. | 0.01% | 42 | $20K | Add +2000.0% |
| CVX Chevron Corp. | 0.01% | 122 | $19K | Add +212.8% |
| CL Colgate-Palmolive Co. | 0.01% | 214 | $17K | No change |
| CTAS Cintas Corp. | 0.01% | 87 | $16K | Add +1142.9% |
| GBIL Goldman Sachs Access Treasur | 0.01% | 157 | $16K | Add +27.6% |
Portfolio Sells Q3 2025 → Q4 2025
| DFNM Dimensional National Muni BD | Reduce -2.2% | 6.91% | −0.40 |
| AOA iShares Core 80/20 Aggressiv | Reduce -1.7% | 0.91% | −0.04 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -13.7% | 0.06% | −0.01 |
| JSCP JPMorgan Short Duration Core | Reduce -13.7% | 0.06% | −0.01 |
| JPST JPMorgan Ultra-Short Income | Reduce -9.7% | 0.05% | −0.01 |
| CSGP Costar Group Inc. | Reduce -0.3% | 0.02% | −0.01 |
| VTIP Vanguard Short-Term Tips | Reduce -13.8% | 0.01% | −0.00 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -13.9% | 0.01% | −0.00 |
| T AT&T Inc. | Reduce -1.1% | 0.01% | −0.00 |
| VZ Verizon Communications Inc. | Reduce -0.4% | 0.02% | −0.00 |
| AOM iShares Core 40/60 Moderate | Reduce -0.5% | 0.05% | −0.00 |
| VGSH Vanguard Short-Term Treasury | Reduce -14.1% | 0.01% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -6.3% | 0.02% | −0.00 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -3.1% | 0.01% | −0.00 |
| GSLC Goldman Activebeta US LC ETF | Reduce -3.6% | 0.02% | −0.00 |
| MUB iShares National Muni Bond E | Reduce -2.3% | 0.02% | −0.00 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -6.4% | 0.01% | −0.00 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -0.9% | 0.00% | −0.00 |
| PYLD PIMCO Multisector Bond Actv | Reduce -6.6% | 0.00% | −0.00 |
| ADP Automatic Data Processing | Reduce -42.9% | 0.00% | −0.00 |
| AXON Axon Enterprise Inc. | Reduce -50.0% | 0.00% | −0.00 |
| SMLF iShares US Smallcap Equity F | Reduce -4.1% | 0.00% | −0.00 |
| ZTS Zoetis Inc. | Reduce -7.4% | 0.00% | −0.00 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -20.0% | 0.00% | −0.00 |
| FFIV F5 Inc. | Reduce -50.0% | 0.00% | −0.00 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.00 |
| POOL Pool Corp. | Reduce -66.7% | 0.00% | −0.00 |
| TPL Texas Pacific Land Corp. | Reduce -66.7% | 0.00% | −0.00 |
| ACM Aecom | Reduce -12.5% | 0.00% | −0.00 |
| ALG Alamo Group Inc. | Sold out | 0.00% | −0.00 |
| ADSK Autodesk Inc. | Reduce -14.3% | 0.00% | −0.00 |
| BLDR Builders Firstsource Inc. | Reduce -25.0% | 0.00% | −0.00 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.00 |
| CPRT Copart Inc. | Reduce -42.1% | 0.00% | −0.00 |
| DKS Dick's Sporting Goods Inc. | Reduce -40.0% | 0.00% | −0.00 |
| DFIC Dimensional International Co. | Reduce -3.7% | 0.01% | −0.00 |
| GDDY GoDaddy Inc. Class A | Reduce -75.0% | 0.00% | −0.00 |
| KR Kroger Co. | Reduce -5.6% | 0.00% | −0.00 |
| LH Labcorp Holdings Inc. | Reduce -20.0% | 0.00% | −0.00 |
| LII Lennox International Inc. | Reduce -50.0% | 0.00% | −0.00 |
| LBRDK Liberty Broadband-C | Sold out | 0.00% | −0.00 |
| LYV Live Nation Entertainment Inc. | Reduce -28.6% | 0.00% | −0.00 |
| MOS The Mosaic Co. | Reduce -47.6% | 0.00% | −0.00 |
| NRG NRG Energy Inc. | Reduce -15.4% | 0.00% | −0.00 |
| NTNX Nutanix Inc. Class A | Reduce -66.7% | 0.00% | −0.00 |
| OC Owens Corning | Reduce -50.0% | 0.00% | −0.00 |
| PKG Packaging Corp. of America | Reduce -28.6% | 0.00% | −0.00 |
| PNFP Pinnacle Financial Partners | Sold out | 0.00% | −0.00 |
| Q Qnity Electronics Inc. | Reduce -69.2% | 0.00% | −0.00 |
| RMD Resmed Inc. | Reduce -25.0% | 0.00% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| DFAX Dimensional World Ex US Core | Add +1.2% | 20.37% | +0.34 |
| NVDA Nvidia Corp. | Add +189.9% | 0.12% | +0.08 |
| AAPL Apple Inc. | Add +86.9% | 0.12% | +0.06 |
| MSFT Microsoft Corp. | Add +102.9% | 0.11% | +0.05 |
| DFAC Dimensional US Core Equity 2 | Add +1.2% | 39.97% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +180.1% | 0.05% | +0.04 |
| JNJ Johnson & Johnson | Add +1.1% | 0.46% | +0.04 |
| AVGO Broadcom Inc. | Add +975.0% | 0.03% | +0.03 |
| AMZN Amazon.com Inc. | Add +66.5% | 0.07% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +32.1% | 0.07% | +0.03 |
| CSCO Cisco Systems Inc. | Add +0.8% | 0.33% | +0.03 |
| WMT Walmart Inc. | Add +1041.8% | 0.03% | +0.03 |
| AMD Advanced Micro Devices | Add +2085.7% | 0.03% | +0.02 |
| MA Mastercard Inc. Class A | Add +664.3% | 0.02% | +0.02 |
| LLY Eli Lilly & Co. | Add +18.3% | 0.05% | +0.02 |
| META Meta Platforms Inc. Class A | Add +66.4% | 0.06% | +0.02 |
| ROK Rockwell Automation Inc. | Add +0.1% | 0.25% | +0.02 |
| FSSL FS Specialty Lending Fund | New | 0.02% | +0.02 |
| IWM iShares Russell 2000 ETF | New | 0.02% | +0.02 |
| XOM Exxon Mobil Corp. | Add +4.1% | 0.21% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +120.7% | 0.02% | +0.01 |
| VT Vanguard Tot World STK ETF | Add +3.3% | 0.66% | +0.01 |
| BAC Bank of America Corp. | Add +566.0% | 0.01% | +0.01 |
| IWR iShares Russell Mid-Cap ETF | New | 0.01% | +0.01 |
| SPYI Neos S&P 500 High Income ETF | New | 0.01% | +0.01 |
| NVDY Yieldmax Nvda Option Inc. ETF | New | 0.01% | +0.01 |
| PH Parker Hannifin Corp. | Add +1000.0% | 0.01% | +0.01 |
| TSLA Tesla Inc. | Add +10.4% | 0.15% | +0.01 |
| NEE Nextera Energy Inc. | Add +301.0% | 0.01% | +0.01 |
| TMO Thermo Fisher Scientific Inc. | Add +341.7% | 0.01% | +0.01 |
| PWR Quanta Services Inc. | Add +1350.0% | 0.01% | +0.01 |
| COF Capital One Financial Corp. | Add +741.7% | 0.01% | +0.01 |
| ISRG Intuitive Surgical Inc. | Add +3800.0% | 0.01% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +187.0% | 0.01% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +1.6% | 0.06% | +0.01 |
| COST Costco Wholesale Corp. | Add +833.3% | 0.01% | +0.01 |
| CEG Constellation Energy | Add +2.1% | 0.14% | +0.01 |
| HCA HCA Healthcare Inc. | Add +2000.0% | 0.01% | +0.01 |
| KLAC KLA Corp. | Add +375.0% | 0.01% | +0.01 |
| EOG EOG Resources Inc. | Add +955.6% | 0.01% | +0.01 |
| IBM Intl Business Machines Corp. | Add +2.3% | 0.19% | +0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +284.4% | 0.01% | +0.01 |
| ORCL Oracle Corp. | Add +290.9% | 0.01% | +0.01 |
| GEV GE Vernova Inc. | Add +1.8% | 0.15% | +0.01 |
| MCD McDonald's Corp. | Add +60.5% | 0.02% | +0.01 |
| CTAS Cintas Corp. | Add +1142.9% | 0.01% | +0.01 |
| HD Home Depot Inc. | Add +261.1% | 0.01% | +0.01 |
| TMUS T-Mobile US Inc. | Add +246.9% | 0.01% | +0.01 |
| UPS United Parcel Service Class B | Add +1107.7% | 0.01% | +0.01 |
| INTU Intuit Inc. | Add +1000.0% | 0.01% | +0.01 |
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 |