HFM Investment Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 1, 2026), HFM Investment Advisors, LLC reported 1,204 stock positions worth $260.0 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 39.2% of the portfolio, followed by Dimensional World Ex US Core (DFAX, 20.4%) and Dimensional Core Fixed (DFCF, 12.8%). Compared with Q4 2025, it opened 40 new positions, sold out of 110, added to 314 and reduced 344. The biggest buy was Dimensional Core Fixed (DFCF, shares +10%) and the biggest sale Dimensional National Muni BD (DFNM, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- GLASSBORO, NJ
- CIK
- 0002067972
- Portfolio Value
- $260.0M (Q1 2026)
- SEC Filing
- 0002067972-26-000004 ↗ filed May 1, 2026
Holdings Value
Holdings 1,204 stocks · $260.0M
| DFAC Dimensional US Core Equity 2 | 39.16% | 2,620,847 | $101.8M | Add +1.5% |
| DFAX Dimensional World Ex US Core | 20.45% | 1,565,178 | $53.2M | Reduce -1.7% |
| DFCF Dimensional Core Fixed Inc. | 12.80% | 788,499 | $33.3M | Add +9.9% |
| DUHP Dimensional US High Profi Et | 6.65% | 470,386 | $17.3M | Add +3.8% |
| DFNM Dimensional National Muni BD | 6.60% | 358,188 | $17.2M | Reduce -2.3% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 3.83% | 189,982 | $10.0M | Add +11.7% |
| DFGR Dim Global Real Estate ETF | 2.10% | 205,466 | $5.5M | Add +10.5% |
| DFGP Dimensional GLBL Core PL Fix | 1.94% | 93,449 | $5.0M | Add +11.9% |
| AOA iShares Core 80/20 Aggressiv | 0.78% | 22,899 | $2.0M | Reduce -11.7% |
| VT Vanguard Tot World STK ETF | 0.62% | 11,632 | $1.6M | Reduce -3.4% |
| JNJ Johnson & Johnson | 0.52% | 5,556 | $1.4M | Reduce -2.4% |
| CSCO Cisco Systems Inc. | 0.32% | 10,879 | $844K | No change |
| XOM Exxon Mobil Corp. | 0.29% | 4,395 | $746K | Add +0.3% |
| AOR iShares Core 60/40 Balanced | 0.28% | 11,278 | $726K | Reduce -6.3% |
| GE General Electric filed as GE AEROSPACE | 0.27% | 2,488 | $706K | Add +10.4% |
| ROK Rockwell Automation Inc. | 0.22% | 1,611 | $578K | Reduce -0.1% |
| GEV GE Vernova Inc. | 0.21% | 621 | $542K | Add +9.1% |
| MMM 3M Co. | 0.19% | 3,452 | $501K | Reduce -0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 1,670 | $405K | Reduce -0.8% |
| TSLA Tesla Inc. | 0.12% | 830 | $309K | No change |
| NVDA Nvidia Corp. | 0.11% | 1,668 | $291K | Add +0.6% |
| CEG Constellation Energy | 0.11% | 1,027 | $287K | No change |
| AAPL Apple Inc. | 0.10% | 1,022 | $259K | Reduce -7.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.07% | 2,251 | $172K | Add +95.1% |
| BMY Bristol-Myers Squibb Co. | 0.06% | 2,737 | $166K | Add +1.3% |
| GOOG Alphabet Inc. Class C | 0.06% | 569 | $163K | Reduce -2.6% |
| PG The Procter & Gamble Co. | 0.06% | 1,120 | $162K | Add +0.3% |
| EXC Exelon Corp. | 0.06% | 3,124 | $153K | No change |
| AMZN Amazon.com Inc. | 0.06% | 712 | $148K | Reduce -13.3% |
| MSFT Microsoft Corp. | 0.06% | 398 | $148K | Reduce -28.7% |
| NOC Northrop Grumman Corp. | 0.05% | 203 | $139K | No change |
| SPSB SS SPDR P St C Corp. ETF | 0.05% | 4,436 | $133K | Reduce -12.7% |
| JSCP JPMorgan Short Duration Core | 0.05% | 2,819 | $133K | Reduce -12.8% |
| VEA Vanguard Ftse Developed ETF | 0.05% | 1,902 | $122K | Add +52.9% |
| SENEA Seneca Foods Corp. Class A | 0.05% | 800 | $121K | No change |
| SENEB Seneca Foods Corp. Class B | 0.05% | 800 | $119K | No change |
| LLY Eli Lilly & Co. | 0.04% | 124 | $115K | Add +0.8% |
| JPST JPMorgan Ultra-Short Income | 0.04% | 2,203 | $111K | Reduce -8.7% |
| GOOGL Alphabet Inc. Class A | 0.04% | 357 | $103K | Reduce -18.3% |
| AVGO Broadcom Inc. | 0.03% | 256 | $79K | Reduce -0.8% |
| AOM iShares Core 40/60 Moderate | 0.03% | 1,631 | $77K | Reduce -37.8% |
| ELV Elevance Health Inc. | 0.03% | 244 | $72K | Reduce -3.6% |
| WMT Walmart Inc. | 0.03% | 551 | $68K | Reduce -12.3% |
| META Meta Platforms Inc. Class A | 0.03% | 115 | $66K | Reduce -51.7% |
| SNDA Sonida Senior Living Inc. | 0.02% | 1,991 | $64K | New |
| AMD Advanced Micro Devices | 0.02% | 306 | $62K | No change |
| GEHC GE Healthcare Technology | 0.02% | 838 | $60K | Add +7.2% |
| SOLV Solventum Corp. | 0.02% | 858 | $56K | No change |
| JPM JPMorgan Chase & Co. | 0.02% | 190 | $56K | Reduce -1.0% |
| ED Consolidated Edison Inc. | 0.02% | 489 | $55K | Add +0.6% |
| MA Mastercard Inc. Class A | 0.02% | 108 | $54K | Add +0.9% |
| MIAX Miami International Holdings | 0.02% | 1,301 | $51K | New |
| VZ Verizon Communications Inc. | 0.02% | 1,000 | $50K | Add +0.2% |
| INTC Intel Corp. | 0.02% | 1,134 | $50K | Reduce -4.1% |
| RSG Republic Services Inc. | 0.02% | 222 | $49K | No change |
| MUB iShares National Muni Bond E | 0.02% | 436 | $46K | Add +14.7% |
| MCD McDonald's Corp. | 0.02% | 131 | $41K | Reduce -5.1% |
| BNDX Vanguard Total Intl Bond ETF | 0.02% | 819 | $39K | Add +15.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.01% | 118 | $38K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.01% | 678 | $37K | Add +54.4% |
| FSSL FS Specialty Lending Fund | 0.01% | 2,927 | $37K | No change |
| T AT&T Inc. | 0.01% | 1,227 | $36K | Add +0.5% |
| VTIP Vanguard Short-Term Tips | 0.01% | 678 | $34K | Reduce -10.7% |
| JAAA Janus Henderson Aaa Clo ETF | 0.01% | 659 | $33K | Reduce -12.7% |
| PFE Pfizer Inc. | 0.01% | 1,146 | $32K | Add +1.7% |
| NEE Nextera Energy Inc. | 0.01% | 346 | $32K | Reduce -16.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.01% | 622 | $30K | Reduce -0.6% |
| BA The Boeing Co. | 0.01% | 152 | $30K | Reduce -0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.01% | 63 | $30K | Reduce -4.5% |
| COST Costco Wholesale Corp. | 0.01% | 29 | $29K | Add +3.6% |
| PH Parker Hannifin Corp. | 0.01% | 32 | $29K | Reduce -3.0% |
| IWM iShares Russell 2000 ETF | 0.01% | 115 | $29K | Reduce -29.0% |
| AGG iShares Core U.S. Aggregate | 0.01% | 274 | $27K | Add +15.1% |
| YUM Yum! Brands Inc. | 0.01% | 173 | $27K | Add +1.2% |
| PWR Quanta Services Inc. | 0.01% | 49 | $27K | Reduce -15.5% |
| TMO Thermo Fisher Scientific Inc. | 0.01% | 53 | $26K | No change |
| ES Eversource Energy | 0.01% | 376 | $26K | No change |
| CSGP Costar Group Inc. | 0.01% | 637 | $26K | Reduce -1.1% |
| SPYI Neos S&P 500 High Income ETF | 0.01% | 511 | $25K | No change |
| NVDY Yieldmax Nvda Option Inc. ETF | 0.01% | 1,840 | $24K | No change |
| TMUS T-Mobile US Inc. | 0.01% | 112 | $24K | Add +0.9% |
| AOK iShares Core 30/70 Conservat | 0.01% | 580 | $23K | Add +0.5% |
| HD Home Depot Inc. | 0.01% | 69 | $23K | Add +6.2% |
| KO The Coca-Cola Co. | 0.01% | 295 | $22K | Reduce -18.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.01% | 122 | $22K | Reduce -0.8% |
| GSLC Goldman Activebeta US LC ETF | 0.01% | 178 | $22K | Reduce -39.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.01% | 51 | $20K | Reduce -5.6% |
| HCA HCA Healthcare Inc. | 0.01% | 42 | $20K | No change |
| TGT Target Corp. | 0.01% | 157 | $19K | Add +6.8% |
| CL Colgate-Palmolive Co. | 0.01% | 221 | $19K | Add +3.3% |
| LIN Linde PLC | 0.01% | 38 | $19K | Add +5.6% |
| GBIL Goldman Sachs Access Treasur | 0.01% | 182 | $18K | Add +15.9% |
| COF Capital One Financial Corp. | 0.01% | 99 | $18K | Reduce -2.0% |
| VGSH Vanguard Short-Term Treasury | 0.01% | 304 | $18K | Reduce -12.4% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.01% | 296 | $18K | Add +65.4% |
| JCPB JPMorgan Core Plus Bond ETF | 0.01% | 362 | $17K | New |
| ISRG Intuitive Surgical Inc. | 0.01% | 37 | $17K | Reduce -5.1% |
| CVX Chevron Corp. | 0.01% | 82 | $17K | Reduce -32.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.01% | 334 | $15K | Reduce -0.3% |
| UPS United Parcel Service Class B | 0.01% | 157 | $15K | No change |
Lines left out (6) · $61 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| GEMD Goldman Access Em Usd Bond | ACCESS EMNG MKTS | 0 | $18 |
| VGLT Vanguard Long-Term Treasury | LONG TERM TREAS | 0 | $18 |
| GSSC Goldman Sachs Activebeta US | ACTIVEBETA US | 0 | $12 |
| GIGB Goldman Sachs Inv GRD Corp. | ACCESS INVT GR | 0 | $7 |
| QUAL iShares MSCI USA Quality Fac | MSCI USA QLT FCT | 0 | $3 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | LARGE CAP ETF | 0 | $3 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $260.0M.
Portfolio Sells Q4 2025 → Q1 2026
| DFNM Dimensional National Muni BD | Reduce -2.3% | 6.60% | −0.30 |
| AOA iShares Core 80/20 Aggressiv | Reduce -11.7% | 0.78% | −0.13 |
| MSFT Microsoft Corp. | Reduce -28.7% | 0.06% | −0.05 |
| VT Vanguard Tot World STK ETF | Reduce -3.4% | 0.62% | −0.05 |
| IBM Intl Business Machines Corp. | Reduce -0.8% | 0.16% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -51.7% | 0.03% | −0.04 |
| AOR iShares Core 60/40 Balanced | Reduce -6.3% | 0.28% | −0.03 |
| MMM 3M Co. | Reduce -0.9% | 0.19% | −0.03 |
| ROK Rockwell Automation Inc. | Reduce -0.1% | 0.22% | −0.02 |
| AOM iShares Core 40/60 Moderate | Reduce -37.8% | 0.03% | −0.02 |
| AAPL Apple Inc. | Reduce -7.2% | 0.10% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -13.3% | 0.06% | −0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -18.3% | 0.04% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -85.0% | 0.00% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -2.6% | 0.06% | −0.01 |
| JSCP JPMorgan Short Duration Core | Reduce -12.8% | 0.05% | −0.01 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -12.7% | 0.05% | −0.01 |
| ELV Elevance Health Inc. | Reduce -3.6% | 0.03% | −0.01 |
| CSGP Costar Group Inc. | Reduce -1.1% | 0.01% | −0.01 |
| KLAC KLA Corp. | Reduce -79.0% | 0.00% | −0.01 |
| GSLC Goldman Activebeta US LC ETF | Reduce -39.5% | 0.01% | −0.01 |
| ORCL Oracle Corp. | Reduce -32.6% | 0.00% | −0.00 |
| JPST JPMorgan Ultra-Short Income | Reduce -8.7% | 0.04% | −0.00 |
| IWM iShares Russell 2000 ETF | Reduce -29.0% | 0.01% | −0.00 |
| AVGO Broadcom Inc. | Reduce -0.8% | 0.03% | −0.00 |
| NET Cloudflare Inc. Class A | Reduce -96.5% | 0.00% | −0.00 |
| DFIC Dimensional International Co. | Reduce -44.5% | 0.01% | −0.00 |
| EOG EOG Resources Inc. | Reduce -62.1% | 0.00% | −0.00 |
| APP AppLovin Corp. Class A | Reduce -50.0% | 0.00% | −0.00 |
| GS Goldman Sachs Group Inc. | Reduce -36.0% | 0.01% | −0.00 |
| INTU Intuit Inc. | Reduce -31.8% | 0.00% | −0.00 |
| V Visa Inc. Class A | Reduce -22.9% | 0.01% | −0.00 |
| CVS CVS Health Corp. | Reduce -41.5% | 0.00% | −0.00 |
| INSM Insmed Inc. | Reduce -97.6% | 0.00% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -1.0% | 0.02% | −0.00 |
| COF Capital One Financial Corp. | Reduce -2.0% | 0.01% | −0.00 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −0.00 |
| PLTR Palantir Technologies Inc. Class A | Reduce -74.5% | 0.00% | −0.00 |
| HOOD Robinhood Markets Inc. Class A | Reduce -47.0% | 0.00% | −0.00 |
| STT State Street Corp. | Reduce -84.2% | 0.00% | −0.00 |
| ETN Eaton Corp. PLC | Reduce -48.9% | 0.00% | −0.00 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.00 |
| CTSH Cognizant Tech Solutions-A | Reduce -89.0% | 0.00% | −0.00 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -5.6% | 0.01% | −0.00 |
| SMLF iShares US Smallcap Equity F | Reduce -46.0% | 0.00% | −0.00 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -12.7% | 0.01% | −0.00 |
| JCI Johnson Controls Internation | Reduce -72.1% | 0.00% | −0.00 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.00 |
| CSX CSX Corp. | Reduce -44.8% | 0.00% | −0.00 |
| CVNA Carvana Co. | Reduce -80.0% | 0.00% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| DFCF Dimensional Core Fixed Inc. | Add +9.9% | 12.80% | +0.86 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Add +11.7% | 3.83% | +0.33 |
| DFGR Dim Global Real Estate ETF | Add +10.5% | 2.10% | +0.18 |
| DFGP Dimensional GLBL Core PL Fix | Add +11.9% | 1.94% | +0.18 |
| XOM Exxon Mobil Corp. | Add +0.3% | 0.29% | +0.08 |
| GEV GE Vernova Inc. | Add +9.1% | 0.21% | +0.06 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +95.1% | 0.07% | +0.03 |
| SNDA Sonida Senior Living Inc. | New | 0.02% | +0.02 |
| MIAX Miami International Holdings | New | 0.02% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +52.9% | 0.05% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Add +1.3% | 0.06% | +0.01 |
| JCPB JPMorgan Core Plus Bond ETF | New | 0.01% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +54.4% | 0.01% | +0.00 |
| VZ Verizon Communications Inc. | Add +0.2% | 0.02% | +0.00 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +65.4% | 0.01% | +0.00 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +86.6% | 0.01% | +0.00 |
| ED Consolidated Edison Inc. | Add +0.6% | 0.02% | +0.00 |
| MUB iShares National Muni Bond E | Add +14.7% | 0.02% | +0.00 |
| T AT&T Inc. | Add +0.5% | 0.01% | +0.00 |
| BNDX Vanguard Total Intl Bond ETF | Add +15.7% | 0.02% | +0.00 |
| COST Costco Wholesale Corp. | Add +3.6% | 0.01% | +0.00 |
| TGT Target Corp. | Add +6.8% | 0.01% | +0.00 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +104.9% | 0.00% | +0.00 |
| TRGP Targa Resources Corp. | Add +1.8% | 0.01% | +0.00 |
| PFE Pfizer Inc. | Add +1.7% | 0.01% | +0.00 |
| AGG iShares Core U.S. Aggregate | Add +15.1% | 0.01% | +0.00 |
| LIN Linde PLC | Add +5.6% | 0.01% | +0.00 |
| GBIL Goldman Sachs Access Treasur | Add +15.9% | 0.01% | +0.00 |
| MSIF MSC Income Fund Inc. | Add +50.4% | 0.00% | +0.00 |
| CL Colgate-Palmolive Co. | Add +3.3% | 0.01% | +0.00 |
| EMN Eastman Chemical Co. | Add +5.2% | 0.00% | +0.00 |
| AMAT Applied Materials Inc. | Add +20.0% | 0.00% | +0.00 |
| MU Micron Technology Inc. | Add +10.5% | 0.00% | +0.00 |
| TPL Texas Pacific Land Corp. | Add +300.0% | 0.00% | +0.00 |
| STIP iShares 0-5 Year Tips Bond E | Add +12.7% | 0.00% | +0.00 |
| LRCX Lam Research Corp. | Add +3.5% | 0.00% | +0.00 |
| MPC Marathon Petroleum Corp. | Add +8.3% | 0.00% | +0.00 |
| VRT Vertiv Holdings Co. Class A | Add +9.1% | 0.00% | +0.00 |
| HON Honeywell International Inc. | Add +33.3% | 0.00% | +0.00 |
| OXY Occidental Petroleum Corp. | Add +47.6% | 0.00% | +0.00 |
| OKE Oneok Inc. | Add +100.0% | 0.00% | +0.00 |
| STX Seagate Technology Holdings | Add +20.0% | 0.00% | +0.00 |
| CF CF Industries Holdings Inc. | Add +8.3% | 0.00% | +0.00 |
| DVN Devon Energy Corp. | Add +29.2% | 0.00% | +0.00 |
| KEYS Keysight Technologies Inc. | Add +20.0% | 0.00% | +0.00 |
| MKSI MKS Inc. | Add +66.7% | 0.00% | +0.00 |
| ODFL Old Dominion Freight Line | Add +60.0% | 0.00% | +0.00 |
| REGN Regeneron Pharmaceuticals | Add +100.0% | 0.00% | +0.00 |
| ROST Ross Stores Inc. | Add +7.1% | 0.00% | +0.00 |
| SLB SLB Ltd. | Add +15.6% | 0.00% | +0.00 |
Notes & Other Activity Q4 2025 → Q1 2026
| GEMD Goldman Access Em Usd Bond | ACCESS EMNG MKTS | Reduce -100.0% | 0 | $18 |
| VGLT Vanguard Long-Term Treasury | LONG TERM TREAS | Reduce -100.0% | 0 | $18 |
| GSSC Goldman Sachs Activebeta US | ACTIVEBETA US | Reduce -100.0% | 0 | $12 |
| GIGB Goldman Sachs Inv GRD Corp. | ACCESS INVT GR | Reduce -100.0% | 0 | $7 |
| QUAL iShares MSCI USA Quality Fac | MSCI USA QLT FCT | New | 0 | $3 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | LARGE CAP ETF | New | 0 | $3 |
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 |