# HFM Investment Advisors, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2067972. Source: https://holderbook.com/funds/2067972-hfm-investment-advisors-llc/

- Reported value: $285.2M
- Positions: 1,293
- Weight of the ten largest: 94.7%
- Filed: 2026-08-04

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $114.6M | 2,582,339 | 40.2% | 6 |
| DIMENSIONAL ETF TRUST | [DFAX](https://holderbook.com/stocks/DFAX/) | $56.5M | 1,534,860 | 19.8% | 6 |
| DIMENSIONAL ETF TRUST | [DFCF](https://holderbook.com/stocks/DFCF/) | $34.1M | 806,725 | 11.9% | 6 |
| DIMENSIONAL ETF TRUST | [DFNM](https://holderbook.com/stocks/DFNM/) | $20.7M | 428,712 | 7.3% | 6 |
| DIMENSIONAL ETF TRUST | [DUHP](https://holderbook.com/stocks/DUHP/) | $20.0M | 479,061 | 7.0% | 5 |
| DIMENSIONAL ETF TRUST | [DFGX](https://holderbook.com/stocks/DFGX/) | $10.4M | 193,410 | 3.6% | 6 |
| DIMENSIONAL ETF TRUST | [DFGR](https://holderbook.com/stocks/DFGR/) | $5.8M | 199,061 | 2.0% | 6 |
| DIMENSIONAL ETF TRUST | [DFGP](https://holderbook.com/stocks/DFGP/) | $5.2M | 94,751 | 1.8% | 5 |
| ISHARES TR | [AOA](https://holderbook.com/stocks/AOA/) | $1.5M | 15,128 | 0.5% | 6 |
| VANGUARD INTL EQUITY INDEX F | [VT](https://holderbook.com/stocks/VT/) | $1.5M | 9,404 | 0.5% | 6 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $1.4M | 5,331 | 0.5% | 6 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $1.3M | 10,939 | 0.5% | 6 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $932.5K | 2,495 | 0.3% | 6 |
| ROCKWELL AUTOMATION INC | [ROK](https://holderbook.com/stocks/ROK/) | $800.0K | 1,616 | 0.3% | 6 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $734.3K | 625 | 0.3% | 6 |
| ISHARES TR | [AOR](https://holderbook.com/stocks/AOR/) | $568.5K | 8,181 | 0.2% | 6 |
| 3M CO | [MMM](https://holderbook.com/stocks/MMM/) | $561.5K | 3,468 | 0.2% | 6 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $472.9K | 1,682 | 0.2% | 6 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $401.8K | 2,008 | 0.1% | 6 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $361.4K | 1,249 | 0.1% | 6 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $353.3K | 840 | 0.1% | 6 |
| CONSTELLATION ENERGY CORP | [CEG](https://holderbook.com/stocks/CEG/) | $251.1K | 1,011 | 0.1% | 6 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $216.2K | 612 | 0.1% | 6 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $211.1K | 566 | 0.1% | 6 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $205.0K | 860 | 0.1% | 6 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $181.2K | 312 | 0.1% | 6 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $170.4K | 1,162 | 0.1% | 6 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $167.8K | 1,202 | 0.1% | 6 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $164.2K | 137 | 0.1% | 6 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $162.1K | 2,813 | 0.1% | 6 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $146.9K | 411 | 0.1% | 6 |
| EXELON CORP | [EXC](https://holderbook.com/stocks/EXC/) | $143.4K | 3,075 | 0.1% | 6 |
| SENECA FOODS CORP NEW | [SENEA](https://holderbook.com/stocks/SENEA/) | $139.2K | 800 | 0.0% | 6 |
| SENECA FOODS CORP NEW | [SENEB](https://holderbook.com/stocks/SENEB/) | $138.9K | 800 | 0.0% | 6 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $115.0K | 1,309 | 0.0% | 6 |
| SPDR SERIES TRUST | [SPSB](https://holderbook.com/stocks/SPSB/) | $112.5K | 3,748 | 0.0% | 6 |
| J P MORGAN EXCHANGE TRADED F | [JSCP](https://holderbook.com/stocks/JSCP/) | $112.3K | 2,381 | 0.0% | 6 |
| NORTHROP GRUMMAN CORP | [NOC](https://holderbook.com/stocks/NOC/) | $105.5K | 208 | 0.0% | 6 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $105.4K | 279 | 0.0% | 6 |
| ELEVANCE HEALTH INC FORMERLY | [ELV](https://holderbook.com/stocks/ELV/) | $98.1K | 254 | 0.0% | 6 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $90.3K | 1,269 | 0.0% | 6 |
| J P MORGAN EXCHANGE TRADED F | [JPST](https://holderbook.com/stocks/JPST/) | $90.2K | 1,785 | 0.0% | 6 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $87.9K | 156 | 0.0% | 6 |
| ISHARES TR | [AOM](https://holderbook.com/stocks/AOM/) | $81.6K | 1,637 | 0.0% | 6 |
| SONIDA SENIOR LIVING INC | [SNDA](https://holderbook.com/stocks/SNDA/) | $81.2K | 1,991 | 0.0% | 2 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $75.9K | 232 | 0.0% | 6 |
| SOLVENTUM CORP | [SOLV](https://holderbook.com/stocks/SOLV/) | $66.7K | 865 | 0.0% | 6 |
| CONSOLIDATED EDISON INC | [ED](https://holderbook.com/stocks/ED/) | $55.5K | 502 | 0.0% | 6 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $54.3K | 47 | 0.0% | 6 |
| REPUBLIC SVCS INC | [RSG](https://holderbook.com/stocks/RSG/) | $49.2K | 232 | 0.0% | 6 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $49.0K | 433 | 0.0% | 6 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $46.0K | 1,086 | 0.0% | 6 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $45.0K | 418 | 0.0% | 6 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $43.5K | 118 | 0.0% | 6 |
| NEOS ETF TRUST | [SPYI](https://holderbook.com/stocks/SPYI/) | $39.1K | 738 | 0.0% | 3 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $38.9K | 51 | 0.0% | 6 |
| QUANTA SVCS INC | [PWR](https://holderbook.com/stocks/PWR/) | $38.2K | 53 | 0.0% | 6 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $37.0K | 72 | 0.0% | 6 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $36.5K | 73 | 0.0% | 6 |
| TIDAL TRUST II | [NVDY](https://holderbook.com/stocks/NVDY/) | $36.1K | 2,898 | 0.0% | 3 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $35.4K | 131 | 0.0% | 6 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $34.6K | 607 | 0.0% | 6 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $34.4K | 159 | 0.0% | 6 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $34.2K | 35 | 0.0% | 6 |
| GE HEALTHCARE TECHNOLOGIES I | [GEHC](https://holderbook.com/stocks/GEHC/) | $34.0K | 531 | 0.0% | 6 |
| FS SPECIALTY LENDING FD | [FSSL](https://holderbook.com/stocks/FSSL/) | $32.6K | 2,927 | 0.0% | 3 |
| VANGUARD CHARLOTTE FDS | [BNDX](https://holderbook.com/stocks/BNDX/) | $30.6K | 632 | 0.0% | 6 |
| VANGUARD MALVERN FDS | [VTIP](https://holderbook.com/stocks/VTIP/) | $28.8K | 574 | 0.0% | 6 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $28.5K | 83 | 0.0% | 6 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $28.1K | 30 | 0.0% | 6 |
| JANUS DETROIT STR TR | [JAAA](https://holderbook.com/stocks/JAAA/) | $28.0K | 555 | 0.0% | 6 |
| EVERSOURCE ENERGY | [ES](https://holderbook.com/stocks/ES/) | $27.9K | 386 | 0.0% | 6 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $27.6K | 1,335 | 0.0% | 6 |
| YUM BRANDS INC | [YUM](https://holderbook.com/stocks/YUM/) | $27.2K | 171 | 0.0% | 6 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $27.0K | 452 | 0.0% | 6 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $26.3K | 266 | 0.0% | 6 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $24.6K | 303 | 0.0% | 6 |
| ISHARES TR | [AOK](https://holderbook.com/stocks/AOK/) | $24.2K | 583 | 0.0% | 6 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $23.8K | 55 | 0.0% | 6 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $22.9K | 76 | 0.0% | 6 |
| TARGET CORP | [TGT](https://holderbook.com/stocks/TGT/) | $22.7K | 174 | 0.0% | 6 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $22.4K | 21 | 0.0% | 6 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $22.3K | 22 | 0.0% | 6 |
| BANK OF NY MELLON CORP | [BNY](https://holderbook.com/stocks/BNY/) | $21.8K | 151 | 0.0% | 6 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $21.3K | 885 | 0.0% | 6 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $21.1K | 231 | 0.0% | 6 |
| GOLDMAN SACHS ETF TR | [GSLC](https://holderbook.com/stocks/GSLC/) | $21.1K | 149 | 0.0% | 6 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $20.8K | 40 | 0.0% | 6 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $20.4K | 32 | 0.0% | 6 |
| T-MOBILE US INC | [TMUS](https://holderbook.com/stocks/TMUS/) | $19.3K | 115 | 0.0% | 6 |
| CAPITAL ONE FINL CORP | [COF](https://holderbook.com/stocks/COF/) | $18.9K | 94 | 0.0% | 6 |
| COSTAR GROUP INC | [CSGP](https://holderbook.com/stocks/CSGP/) | $18.3K | 645 | 0.0% | 6 |
| HCA HEALTHCARE INC | [HCA](https://holderbook.com/stocks/HCA/) | $17.9K | 46 | 0.0% | 6 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $16.1K | 89 | 0.0% | 6 |
| CINTAS CORP | [CTAS](https://holderbook.com/stocks/CTAS/) | $16.0K | 94 | 0.0% | 6 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $15.9K | 22 | 0.0% | 6 |
| COMFORT SYS USA INC | [FIX](https://holderbook.com/stocks/FIX/) | $15.9K | 8 | 0.0% | 6 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $15.7K | 122 | 0.0% | 6 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $15.2K | 43 | 0.0% | 6 |
| VANGUARD SCOTTSDALE FDS | [VGSH](https://holderbook.com/stocks/VGSH/) | $14.9K | 256 | 0.0% | 6 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +9.4% | +14.8% | -5.4% | 100% |
| Q1 2026 | -0.3% | -4.6% | +4.3% | 100% |
| Q4 2025 | +2.0% | +2.4% | -0.4% | 100% |
| Q3 2025 | +5.6% | +7.8% | -2.2% | 100% |
| Q2 2025 | +7.0% | +10.5% | -3.5% | 100% |

## Quarter by quarter

| Quarter | 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 |