HFM Investment Advisors, LLC — 13F Holdings

2026 Q1  ·  1321 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, HFM Investment Advisors, LLC maintained a portfolio of 1321 distinct positions. The most significant new addition was SONIDA SENIOR LIVING INC, now representing 0.02% of the total fund value. They heavily accumulated shares in DIMENSIONAL ETF TRUST, increasing the position by 9.9%.
Position History hover any row below to update
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HFM Investment Advisors, LLC AUM $260M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
1321
Quarter
2026 Q1
Top Holding
DFAC (39.2%)
Top 10 Concentration
94.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1321
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
DFAC
DIMENSIONAL ETF...
ETF 39.16% 39.97% #1
Prev: #1
6.5
—
37,892 1.5%
P
S
2,620,847 $101,846,120
$32.72 +35.9%
$38.77 +14.7%
2025 Q1 13F Filing 2026-03-31 2026-05-01
DFAX
DIMENSIONAL ETF...
ETF 20.45% 20.37% #2
Prev: #2
6.0
—
-26,809 -1.7%
P
S
1,565,178 $53,169,098 2025 Q1 13F Filing 2026-03-31 2026-05-01
DFCF
DIMENSIONAL ETF...
ETF 12.80% 11.94% #3
Prev: #3
7.0
—
70,870 9.9%
P
S
788,499 $33,290,470 2025 Q1 13F Filing 2026-03-31 2026-05-01
DUHP
DIMENSIONAL ETF...
ETF 6.65% 6.74% #4 1
Prev: #5
3.7
—
17,152 3.8%
P
S
470,386 $17,291,401 2025 Q2 13F Filing 2026-03-31 2026-05-01
DFNM
DIMENSIONAL ETF...
ETF 6.60% 6.91% #5 1
Prev: #4
3.6
—
-8,545 -2.3%
P
S
358,188 $17,167,974 2025 Q1 13F Filing 2026-03-31 2026-05-01
DFGX
DIMENSIONAL ETF...
Bond/Debt 3.83% 3.50% #6
Prev: #6
3.5
—
19,962 11.7%
P
S
189,982 $9,964,665 2025 Q1 13F Filing 2026-03-31 2026-05-01
DFGR
DIMENSIONAL ETF...
ETF 2.10% 1.92% #7
Prev: #7
2.8
—
19,585 10.5%
P
S
205,466 $5,461,278 2025 Q1 13F Filing 2026-03-31 2026-05-01
DFGP
DIMENSIONAL ETF...
ETF 1.94% 1.76% #8
Prev: #8
2.8
—
9,976 12.0%
P
S
93,449 $5,045,316 2025 Q2 13F Filing 2026-03-31 2026-05-01
AOA
ISHARES TR
ETF 0.78% 0.91% #9
Prev: #9
0.8
—
-3,038 -11.7%
P
S
22,899 $2,026,421 2025 Q1 13F Filing 2026-03-31 2026-05-01
VT
VANGUARD INTL E...
ETF 0.62% 0.66% #10
Prev: #10
0.7
—
-415 -3.4%
P
S
11,632 $1,609,081 2025 Q1 13F Filing 2026-03-31 2026-05-01
JNJ
JOHNSON & JOHNS...
Healthcare 0.52% 0.46% #11
Prev: #11
0.7
—
-135 -2.4%
P
S
5,556 $1,358,113 2025 Q1 13F Filing 2026-03-31 2026-05-01
CSCO
CISCO SYS INC
Technology 0.32% 0.33% #12
Prev: #12
1.1
—
no change no change
P
S
10,879 $844,102 2025 Q1 13F Filing 2026-03-31 2026-05-01
XOM
EXXON MOBIL COR...
Energy 0.29% 0.21% #13 4
Prev: #17
0.6
—
11 0.3%
P
S
4,395 $745,672 2025 Q1 13F Filing 2026-03-31 2026-05-01
AOR
ISHARES TR
ETF 0.28% 0.31% #14 1
Prev: #13
0.6
—
-757 -6.3%
P
S
11,278 $725,798 2025 Q1 13F Filing 2026-03-31 2026-05-01
GE
GE AEROSPACE
Industrials 0.27% 0.27% #15 1
Prev: #14
2.1
—
235 10.4%
P
S
2,488 $706,020 2025 Q1 13F Filing 2026-03-31 2026-05-01
ROK
ROCKWELL AUTOMA...
Industrials 0.22% 0.25% #16 1
Prev: #15
0.6
—
-1 -0.1%
P
S
1,611 $578,156 2025 Q1 13F Filing 2026-03-31 2026-05-01
GEV
GE VERNOVA INC
Industrials 0.21% 0.15% #17 3
Prev: #20
2.1
—
52 9.1%
P
S
621 $542,071 2025 Q1 13F Filing 2026-03-31 2026-05-01
MMM
3M CO
Industrials 0.19% 0.22% #18 2
Prev: #16
0.6
—
-30 -0.9%
P
S
3,452 $501,334 2025 Q1 13F Filing 2026-03-31 2026-05-01
IBM
INTERNATIONAL B...
Technology 0.16% 0.19% #19 1
Prev: #18
0.6
—
-14 -0.8%
P
S
1,670 $404,930 2025 Q1 13F Filing 2026-03-31 2026-05-01
TSLA
TESLA INC
Consumer Cyclical 0.12% 0.15% #20 1
Prev: #19
1.0
—
no change no change
P
S
830 $308,553 2025 Q1 13F Filing 2026-03-31 2026-05-01
NVDA
NVIDIA CORPORAT...
Technology 0.11% 0.12% #21 1
Prev: #22
0.5
—
10 0.6%
P
S
1,668 $290,899 2025 Q1 13F Filing 2026-03-31 2026-05-01
CEG
CONSTELLATION E...
Utilities 0.11% 0.14% #22 1
Prev: #21
1.0
—
no change no change
P
S
1,027 $286,790 2025 Q1 13F Filing 2026-03-31 2026-05-01
AAPL
APPLE INC
Technology 0.10% 0.12% #23
Prev: #23
0.5
—
-79 -7.2%
P
S
1,022 $259,373 2025 Q1 13F Filing 2026-03-31 2026-05-01
SPLG
SPDR SERIES TRU...
ETF 0.07% 0.04% #24 14
Prev: #38
3.0
—
1,097 95.1%
P
S
2,251 $172,298 2025 Q1 13F Filing 2026-03-31 2026-05-01
BMY
BRISTOL-MYERS S...
Healthcare 0.06% 0.06% #25 6
Prev: #31
0.5
—
34 1.3%
P
S
2,737 $166,051 2025 Q1 13F Filing 2026-03-31 2026-05-01
GOOG
ALPHABET INC
Communication Services 0.06% 0.07% #26
Prev: #26
0.5
—
-15 -2.6%
P
S
569 $163,223 2025 Q1 13F Filing 2026-03-31 2026-05-01
PG
PROCTER & GAMBL...
Consumer Defensive 0.06% 0.06% #27
Prev: #27
0.5
—
3 0.3%
P
S
1,120 $161,773 2025 Q1 13F Filing 2026-03-31 2026-05-01
EXC
EXELON CORP
Utilities 0.06% 0.05% #28 5
Prev: #33
1.0
—
no change no change
P
S
3,124 $153,138 2025 Q1 13F Filing 2026-03-31 2026-05-01
AMZN
AMAZON COM INC
Consumer Cyclical 0.06% 0.07% #29 4
Prev: #25
0.5
—
-109 -13.3%
P
S
712 $148,288 2025 Q1 13F Filing 2026-03-31 2026-05-01
MSFT
MICROSOFT CORP
Technology 0.06% 0.11% #30 6
Prev: #24
0.0
—
-160 -28.7%
P
S
398 $147,538 2025 Q1 13F Filing 2026-03-31 2026-05-01
NOC
NORTHROP GRUMMA...
Industrials 0.05% 0.05% #31 6
Prev: #37
1.0
—
no change no change
P
S
203 $138,700 2025 Q1 13F Filing 2026-03-31 2026-05-01
SPSB
SPDR SERIES TRU...
ETF 0.05% 0.06% #32 2
Prev: #30
0.5
—
-647 -12.7%
P
S
4,436 $133,391 2025 Q1 13F Filing 2026-03-31 2026-05-01
JSCP
J P MORGAN EXCH...
ETF 0.05% 0.06% #33 4
Prev: #29
0.5
—
-413 -12.8%
P
S
2,819 $133,339 2025 Q1 13F Filing 2026-03-31 2026-05-01
VEA
VANGUARD TAX-MA...
ETF 0.05% 0.03% #34 9
Prev: #43
3.0
—
658 52.9%
P
S
1,902 $121,885 2025 Q1 13F Filing 2026-03-31 2026-05-01
SENEA
SENECA FOODS CO...
Consumer Defensive 0.05% 0.03% #35 5
Prev: #40
1.0
—
no change no change
P
S
800 $120,896 2025 Q1 13F Filing 2026-03-31 2026-05-01
SENEB
SENECA FOODS CO...
Consumer Defensive 0.05% 0.03% #36 6
Prev: #42
1.0
—
no change no change
P
S
800 $119,304 2025 Q1 13F Filing 2026-03-31 2026-05-01
LLY
ELI LILLY & CO
Healthcare 0.04% 0.05% #37 3
Prev: #34
0.5
—
1 0.8%
P
S
124 $114,713 2025 Q1 13F Filing 2026-03-31 2026-05-01
JPST
J P MORGAN EXCH...
ETF 0.04% 0.05% #38 2
Prev: #36
0.5
—
-210 -8.7%
P
S
2,203 $111,474 2025 Q1 13F Filing 2026-03-31 2026-05-01
GOOGL
ALPHABET INC
Communication Services 0.04% 0.05% #39 7
Prev: #32
0.5
—
-80 -18.3%
P
S
357 $102,659 2025 Q1 13F Filing 2026-03-31 2026-05-01
AVGO
BROADCOM INC
Technology 0.03% 0.03% #40 1
Prev: #39
0.5
—
-2 -0.8%
P
S
256 $79,235 2025 Q1 13F Filing 2026-03-31 2026-05-01
AOM
ISHARES TR
ETF 0.03% 0.05% #41 6
Prev: #35
0.0
—
-993 -37.8%
P
S
1,631 $77,301 2025 Q1 13F Filing 2026-03-31 2026-05-01
ELV
ELEVANCE HEALTH...
Healthcare 0.03% 0.03% #42 1
Prev: #41
0.5
—
-9 -3.6%
P
S
244 $71,593 2025 Q1 13F Filing 2026-03-31 2026-05-01
WMT
WALMART INC
Consumer Defensive 0.03% 0.03% #43 1
Prev: #44
0.5
—
-77 -12.3%
P
S
551 $68,478 2025 Q1 13F Filing 2026-03-31 2026-05-01
META
META PLATFORMS ...
Communication Services 0.03% 0.06% #44 16
Prev: #28
0.0
—
-123 -51.7%
P
S
115 $65,795 2025 Q1 13F Filing 2026-03-31 2026-05-01
SNDA
SONIDA SENIOR L...
Healthcare 0.02% — #45
Prev: #—
3.5
—
1,991 —
NEW
 1,991 $64,210 2026 Q1 13F Filing 2026-03-31 2026-05-01
AMD
ADVANCED MICRO ...
Technology 0.02% 0.03% #46
Prev: #46
1.0
—
no change no change
P
S
306 $62,250 2025 Q1 13F Filing 2026-03-31 2026-05-01
GEHC
GE HEALTHCARE T...
Healthcare 0.02% 0.03% #47
Prev: #47
2.0
—
56 7.2%
P
S
838 $59,649 2025 Q1 13F Filing 2026-03-31 2026-05-01
SOLV
SOLVENTUM CORP
Healthcare 0.02% 0.03% #48 3
Prev: #45
1.0
—
no change no change
P
S
858 $56,027 2025 Q1 13F Filing 2026-03-31 2026-05-01
JPM
JPMORGAN CHASE ...
Financial Services 0.02% 0.02% #49 1
Prev: #48
0.5
—
-2 -1.0%
P
S
190 $55,890 2025 Q1 13F Filing 2026-03-31 2026-05-01
ED
CONSOLIDATED ED...
Utilities 0.02% 0.02% #50
Prev: #50
0.5
—
3 0.6%
P
S
489 $55,428 2025 Q1 13F Filing 2026-03-31 2026-05-01
Showing 1-50 of 1321 holdings

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