Q2 2026 13F · SEC CIK 2067972

HFM Investment Advisors, LLC

Wealth managerFiled 2026-08-04 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $285.2M
Reported positions: 1,293
Holdings vs S&P 500, 3 yrs: —
Assets under management: $493.1M

HFM Investment Advisors, LLC is a wealth manager that reported 1,293 positions worth $285.2M in its Q2 2026 13F, filed 2026-08-04. Its largest holdings were Dimensional U.s. Core Equity 2 (DFAC, 40.2%), Dimensional World Ex U.s. Core (DFAX, 19.8%), Dimensional ETF Trust (DFCF, 11.9%).

HFM Investment Advisors, LLC holdings largest 50 of 1,293 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

HFM Investment Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DFACDimensional U.s. Core Equity 2	40.2%	39.2%	2,582,339	-1.5%	$114.6M
DFAXDimensional World Ex U.s. Core	19.8%	20.4%	1,534,860	-1.9%	$56.5M
DFCFDimensional ETF Trust	11.9%	12.8%	806,725	+2.3%	$34.1M
DFNMDimensional ETF Trust	7.3%	6.6%	428,712	+19.7%	$20.7M
DUHPDimensional ETF Trust	7.0%	6.6%	479,061	+1.8%	$20.0M
DFGXDimensional ETF Trust	3.6%	3.8%	193,410	+1.8%	$10.4M
DFGRDimensional ETF Trust	2.0%	2.1%	199,061	-3.1%	$5.8M
DFGPDimensional ETF Trust	1.8%	1.9%	94,751	+1.4%	$5.2M
AOAiShares Core Aggressive Allocation ETF	0.5%	0.8%	15,128	-33.9%	$1.5M
VTVanguard Total World Stock Index Fund Et	0.5%	0.6%	9,404	-19.2%	$1.5M
JNJJohnson & Johnson	0.5%	0.5%	5,331	-4.0%	$1.4M
CSCOCisco Sys Inc	0.5%	0.3%	10,939	+0.6%	$1.3M
GEGe Aerospace	0.3%	0.3%	2,495	+0.3%	$932K
ROKRockwell Automation Inc	0.3%	0.2%	1,616	+0.3%	$800K
GEVGe Vernova Inc	0.3%	0.2%	625	+0.6%	$734K
AORIshares Tr	0.2%	0.3%	8,181	-27.5%	$569K
MMM3m Co Com	0.2%	0.2%	3,468	+0.5%	$562K
IBMInternational Business Machs	0.2%	0.2%	1,682	+0.7%	$473K
NVDANvidia Corporation Com	0.1%	0.1%	2,008	+20.4%	$402K
AAPLApple Inc	0.1%	0.1%	1,249	+22.2%	$361K
TSLATesla Inc Com	0.1%	0.1%	840	+1.2%	$353K
CEGConstellation Energy Corp	0.1%	0.1%	1,011	-1.6%	$251K
GOOGAlphabet Inc	0.1%	0.1%	612	+7.6%	$216K
MSFTMicrosoft Corp	0.1%	0.1%	566	+42.2%	$211K
AMZNAmazon Com Inc Com	0.1%	0.1%	860	+20.8%	$205K
AMDAdvanced Micro Devices Inc	0.1%	0.0%	312	+2.0%	$181K
PGProcter & Gamble Co Com	0.1%	0.1%	1,162	+3.8%	$170K
INTCIntel Corp	0.1%	—	1,202	—	$168K
LLYLilly Eli & Co	0.1%	0.0%	137	+10.5%	$164K
BMYBristol-Myers Squibb Co Com	0.1%	0.1%	2,813	+2.8%	$162K
GOOGLAlphabet Inc	0.1%	0.0%	411	+15.1%	$147K
EXCExelon Corp	0.1%	0.1%	3,075	-1.6%	$143K
SENEASeneca Foods Corp New	0.0%	0.0%	800	+0.0%	$139K
SENEBSeneca Foods Corp New	0.0%	0.0%	800	+0.0%	$139K
SPLGSpdr Series Trust	0.0%	0.1%	1,309	-41.8%	$115K
SPSBSpdr Series Trust	0.0%	0.1%	3,748	-15.5%	$112K
JSCPJ P Morgan Exchange Traded F	0.0%	0.1%	2,381	-15.5%	$112K
NOCNorthrop Grumman Corp	0.0%	0.1%	208	+2.5%	$105K
AVGOBroadcom Inc	0.0%	0.0%	279	+9.0%	$105K
ELVElevance Health Inc Formerly	0.0%	0.0%	254	+4.1%	$98K
VEAVanguard Tax-Managed Fds	0.0%	0.0%	1,269	-33.3%	$90K
JPSTJ P Morgan Exchange Traded Fd	0.0%	0.0%	1,785	-19.0%	$90K
METAMeta Platforms Inc Class A	0.0%	0.0%	156	+35.7%	$88K
AOMIshares Tr	0.0%	0.0%	1,637	+0.4%	$82K
SNDASonida Senior Living Inc	0.0%	0.0%	1,991	+0.0%	$81K
JPMJpmorgan Chase & Co	0.0%	0.0%	232	+22.1%	$76K
SOLVSolventum Corp	0.0%	0.0%	865	+0.8%	$67K
EDConsolidated Edison Inc	0.0%	0.0%	502	+2.7%	$56K
MUMicron Technology Inc	0.0%	—	47	—	$54K
RSGRepublic Svcs Inc	0.0%	—	232	—	$49K

What HFM Investment Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.5% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$285.2M	1,293
Q1 2026	$260.0M	1,210
Q4 2025	$255.8M	1,278
Q3 2025	$246.5M	1,267
Q2 2025	$227.5M	1,287
Q1 2025	$206.2M	1,189

Questions about HFM Investment Advisors, LLC's portfolio

What stocks does HFM Investment Advisors, LLC own?

HFM Investment Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 4, 2026, lists 1,293 positions worth $285.2M. The largest are Dimensional U.s. Core Equity 2 (DFAC) at 40.2%, Dimensional World Ex U.s. Core (DFAX) at 19.8%, Dimensional ETF Trust (DFCF) at 11.9%, Dimensional ETF Trust (DFNM) at 7.3% and Dimensional ETF Trust (DUHP) at 7.0%.

What did HFM Investment Advisors, LLC buy last quarter?

In Q2 2026, HFM Investment Advisors, LLC added Microsoft Corp (MSFT) (+42.2% shares), Meta Platforms Inc Class A (META) (+35.7% shares) and Apple Inc (AAPL) (+22.2% shares), compared with its Q1 2026 filing.

What did HFM Investment Advisors, LLC sell last quarter?

In Q2 2026, HFM Investment Advisors, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Walmart Inc (WMT), cut from its top 50 Ge Healthcare Technologies I (GEHC), Spdr Series Trust (SPLG) (-41.8% shares), iShares Core Aggressive Allocation ETF (AOA) (-33.9% shares) and Vanguard Tax-Managed Fds (VEA) (-33.3% shares), compared with its Q1 2026 filing.

When is HFM Investment Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. HFM Investment Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does HFM Investment Advisors, LLC manage?

HFM Investment Advisors, LLC reported $493.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $285.2M.