HFM Investment Advisors, LLC

Est. AUM

$260.0M

13F long equity, this entity only

Positions

1,209

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$101.8M	2620847	39.17%	SOLE
2	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$53.2M	1565178	20.45%	SOLE
3	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$33.3M	788499	12.80%	SOLE
4	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$17.3M	470386	6.65%	SOLE
5	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$17.2M	358188	6.60%	SOLE
6	DIMENSIONAL ETF TRUST	DIMENSIONAL INTE	$10.0M	189982	3.83%	SOLE
7	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$5.5M	205466	2.10%	SOLE
8	DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$5.0M	93449	1.94%	SOLE
9	ISHARES TR	CORE 80/20 AGGRE	$2.0M	22899	0.78%	SOLE
10	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.6M	11632	0.62%	SOLE
11	JOHNSON & JOHNSON	COM	$1.4M	5556	0.52%	SOLE
12	CISCO SYS INC	COM	$844K	10879	0.32%	SOLE
13	EXXON MOBIL CORP	COM	$745K	4395	0.29%	SOLE
14	ISHARES TR	CORE 60/40 BALAN	$725K	11278	0.28%	SOLE
15	GE AEROSPACE	COM NEW	$706K	2488	0.27%	SOLE
16	ROCKWELL AUTOMATION INC	COM	$578K	1611	0.22%	SOLE
17	GE VERNOVA INC	COM	$542K	621	0.21%	SOLE
18	3M CO	COM	$501K	3452	0.19%	SOLE
19	INTERNATIONAL BUSINESS MACHS	COM	$404K	1670	0.16%	SOLE
20	TESLA INC	COM	$308K	830	0.12%	SOLE
21	NVIDIA CORPORATION	COM	$290K	1668	0.11%	SOLE
22	CONSTELLATION ENERGY CORP	COM	$286K	1027	0.11%	SOLE
23	APPLE INC	COM	$259K	1022	0.10%	SOLE
24	SPDR SERIES TRUST	STATE STREET SPD	$172K	2251	0.07%	SOLE
25	BRISTOL-MYERS SQUIBB CO	COM	$166K	2737	0.06%	SOLE
26	ALPHABET INC	CAP STK CL C	$163K	569	0.06%	SOLE
27	PROCTER & GAMBLE CO	COM	$161K	1120	0.06%	SOLE
28	EXELON CORP	COM	$153K	3124	0.06%	SOLE
29	AMAZON COM INC	COM	$148K	712	0.06%	SOLE
30	MICROSOFT CORP	COM	$147K	398	0.06%	SOLE
31	NORTHROP GRUMMAN CORP	COM	$138K	203	0.05%	SOLE
32	J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$133K	2819	0.05%	SOLE
33	SPDR SERIES TRUST	STATE STREET SPD	$133K	4436	0.05%	SOLE
34	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$121K	1902	0.05%	SOLE
35	SENECA FOODS CORP NEW	CL A	$120K	800	0.05%	SOLE
36	SENECA FOODS CORP NEW	CL B	$119K	800	0.05%	SOLE
37	ELI LILLY & CO	COM	$114K	124	0.04%	SOLE
38	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$111K	2203	0.04%	SOLE
39	ALPHABET INC	CAP STK CL A	$102K	357	0.04%	SOLE
40	BROADCOM INC	COM	$79K	256	0.03%	SOLE
41	ISHARES TR	CORE 40/60 MODER	$77K	1631	0.03%	SOLE
42	ELEVANCE HEALTH INC FORMERLY	COM	$71K	244	0.03%	SOLE
43	WALMART INC	COM	$68K	551	0.03%	SOLE
44	META PLATFORMS INC	CL A	$65K	115	0.02%	SOLE
45	SONIDA SENIOR LIVING INC	COM	$64K	1991	0.02%	SOLE
46	ADVANCED MICRO DEVICES INC	COM	$62K	306	0.02%	SOLE
47	GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$59K	838	0.02%	SOLE
48	SOLVENTUM CORP	COM SHS	$56K	858	0.02%	SOLE
49	CONSOLIDATED EDISON INC	COM	$55K	489	0.02%	SOLE
50	JPMORGAN CHASE & CO	COM	$55K	190	0.02%	SOLE

1–50 of 1,209

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.