Filed: 5/1/2026ACC: 0002067972-26-000004
📋 What this filing means
HFM INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 1210 equity positions with a total reported market value of $260.05M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1210
Positions
$260.05M
Total AUM (reported)
6.44M
Total Shares
Allocation by class
US CORE EQUITY 2$101.85M39.2%
WORLD EX US CORE$53.17M20.4%
CORE FIXED INCOM$33.29M12.8%
US HIGH PROFITAB$17.29M6.6%
NATL MUN BD ETF$17.17M6.6%
DIMENSIONAL INTE$9.96M3.8%
COM$9.24M3.6%
Portfolio Concentration
Top 3$188.31M72.4%
4–10$58.57M22.5%
11–25$7.89M3.0%
Rest$5.29M2.0%
Top 3 weight
72.4%
Top 10 weight
94.9%
Voting Authority Distribution
Total shares with voting rights: 6.44M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
6.44M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1210
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1210
Rows:
DIMENSIONAL ETF TRUST
SOLEShares2.62M
TypeSH
Market value$101.85M
39.16%
Sole
0.00
Shared
0.00
None
2.62M
DIMENSIONAL ETF TRUST
SOLEShares1.57M
TypeSH
Market value$53.17M
20.45%
Sole
0.00
Shared
0.00
None
1.57M
DIMENSIONAL ETF TRUST
SOLEShares788.50K
TypeSH
Market value$33.29M
12.80%
Sole
0.00
Shared
0.00
None
788.50K
DIMENSIONAL ETF TRUST
SOLEShares470.39K
TypeSH
Market value$17.29M
6.65%
Sole
0.00
Shared
0.00
None
470.39K
DIMENSIONAL ETF TRUST
SOLEShares358.19K
TypeSH
Market value$17.17M
6.60%
Sole
0.00
Shared
0.00
None
358.19K
DIMENSIONAL ETF TRUST
SOLEShares189.98K
TypeSH
Market value$9.96M
3.83%
Sole
0.00
Shared
0.00
None
189.98K
DIMENSIONAL ETF TRUST
SOLEShares205.47K
TypeSH
Market value$5.46M
2.10%
Sole
0.00
Shared
0.00
None
205.47K
DIMENSIONAL ETF TRUST
SOLEShares93.45K
TypeSH
Market value$5.05M
1.94%
Sole
0.00
Shared
0.00
None
93.45K
ISHARES TR
SOLEShares22.90K
TypeSH
Market value$2.03M
0.78%
Sole
0.00
Shared
0.00
None
22.90K
VANGUARD INTL EQUITY INDEX F
SOLEShares11.63K
TypeSH
Market value$1.61M
0.62%
Sole
0.00
Shared
0.00
None
11.63K
JOHNSON & JOHNSON
SOLEShares5.56K
TypeSH
Market value$1.36M
0.52%
Sole
0.00
Shared
0.00
None
5.56K
CISCO SYS INC
SOLEShares10.88K
TypeSH
Market value$844.1K
0.32%
Sole
0.00
Shared
0.00
None
10.88K
EXXON MOBIL CORP
SOLEShares4.39K
TypeSH
Market value$745.7K
0.29%
Sole
0.00
Shared
0.00
None
4.39K
ISHARES TR
SOLEShares11.28K
TypeSH
Market value$725.8K
0.28%
Sole
0.00
Shared
0.00
None
11.28K
GE AEROSPACE
SOLEShares2.49K
TypeSH
Market value$706.0K
0.27%
Sole
0.00
Shared
0.00
None
2.49K
ROCKWELL AUTOMATION INC
SOLEShares1.61K
TypeSH
Market value$578.2K
0.22%
Sole
0.00
Shared
0.00
None
1.61K
GE VERNOVA INC
SOLEShares621.00
TypeSH
Market value$542.1K
0.21%
Sole
0.00
Shared
0.00
None
621.00
3M CO
SOLEShares3.45K
TypeSH
Market value$501.3K
0.19%
Sole
0.00
Shared
0.00
None
3.45K
INTERNATIONAL BUSINESS MACHS
SOLEShares1.67K
TypeSH
Market value$404.9K
0.16%
Sole
0.00
Shared
0.00
None
1.67K
TESLA INC
SOLEShares830.00
TypeSH
Market value$308.6K
0.12%
Sole
0.00
Shared
0.00
None
830.00
NVIDIA CORPORATION
SOLEShares1.67K
TypeSH
Market value$290.9K
0.11%
Sole
0.00
Shared
0.00
None
1.67K
CONSTELLATION ENERGY CORP
SOLEShares1.03K
TypeSH
Market value$286.8K
0.11%
Sole
0.00
Shared
0.00
None
1.03K
APPLE INC
SOLEShares1.02K
TypeSH
Market value$259.4K
0.10%
Sole
0.00
Shared
0.00
None
1.02K
SPDR SERIES TRUST
SOLEShares2.25K
TypeSH
Market value$172.3K
0.07%
Sole
0.00
Shared
0.00
None
2.25K
BRISTOL-MYERS SQUIBB CO
SOLEShares2.74K
TypeSH
Market value$166.1K
0.06%
Sole
0.00
Shared
0.00
None
2.74K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 2.62M | SH | $101.85M 39.16% | 0.00 | 0.00 | 2.62M |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 1.57M | SH | $53.17M 20.45% | 0.00 | 0.00 | 1.57M |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 788.50K | SH | $33.29M 12.80% | 0.00 | 0.00 | 788.50K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 470.39K | SH | $17.29M 6.65% | 0.00 | 0.00 | 470.39K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 358.19K | SH | $17.17M 6.60% | 0.00 | 0.00 | 358.19K |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL INTE | 189.98K | SH | $9.96M 3.83% | 0.00 | 0.00 | 189.98K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 205.47K | SH | $5.46M 2.10% | 0.00 | 0.00 | 205.47K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 93.45K | SH | $5.05M 1.94% | 0.00 | 0.00 | 93.45K |
ISHARES TRSOLE | CORE 80/20 AGGRE | 22.90K | SH | $2.03M 0.78% | 0.00 | 0.00 | 22.90K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 11.63K | SH | $1.61M 0.62% | 0.00 | 0.00 | 11.63K |
JOHNSON & JOHNSONSOLE | COM | 5.56K | SH | $1.36M 0.52% | 0.00 | 0.00 | 5.56K |
CISCO SYS INCSOLE | COM | 10.88K | SH | $844.1K 0.32% | 0.00 | 0.00 | 10.88K |
EXXON MOBIL CORPSOLE | COM | 4.39K | SH | $745.7K 0.29% | 0.00 | 0.00 | 4.39K |
ISHARES TRSOLE | CORE 60/40 BALAN | 11.28K | SH | $725.8K 0.28% | 0.00 | 0.00 | 11.28K |
GE AEROSPACESOLE | COM NEW | 2.49K | SH | $706.0K 0.27% | 0.00 | 0.00 | 2.49K |
ROCKWELL AUTOMATION INCSOLE | COM | 1.61K | SH | $578.2K 0.22% | 0.00 | 0.00 | 1.61K |
GE VERNOVA INCSOLE | COM | 621.00 | SH | $542.1K 0.21% | 0.00 | 0.00 | 621.00 |
3M COSOLE | COM | 3.45K | SH | $501.3K 0.19% | 0.00 | 0.00 | 3.45K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 1.67K | SH | $404.9K 0.16% | 0.00 | 0.00 | 1.67K |
TESLA INCSOLE | COM | 830.00 | SH | $308.6K 0.12% | 0.00 | 0.00 | 830.00 |
NVIDIA CORPORATIONSOLE | COM | 1.67K | SH | $290.9K 0.11% | 0.00 | 0.00 | 1.67K |
CONSTELLATION ENERGY CORPSOLE | COM | 1.03K | SH | $286.8K 0.11% | 0.00 | 0.00 | 1.03K |
APPLE INCSOLE | COM | 1.02K | SH | $259.4K 0.10% | 0.00 | 0.00 | 1.02K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 2.25K | SH | $172.3K 0.07% | 0.00 | 0.00 | 2.25K |
BRISTOL-MYERS SQUIBB COSOLE | COM | 2.74K | SH | $166.1K 0.06% | 0.00 | 0.00 | 2.74K |
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