Holders — by stockHoldings — by fund
HFM Investment Advisors, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2067972
$285.2M
disclosed book value
1,293
positions
40.2%
largest position share
Positions, as of 2026-06-30
top 100 of 1,293 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 2.6M | $114.6M | 40.2% |
| 2 | DFAXDIMENSIONAL ETF TRUST | 1.5M | $56.5M | 19.8% |
| 3 | DFCFDIMENSIONAL ETF TRUST | 806,725 | $34.1M | 11.9% |
| 4 | DFNMDIMENSIONAL ETF TRUST | 428,712 | $20.7M | 7.3% |
| 5 | DUHPDIMENSIONAL ETF TRUST | 479,061 | $20.0M | 7% |
| 6 | DFGXDIMENSIONAL ETF TRUST | 193,410 | $10.4M | 3.6% |
| 7 | DFGRDIMENSIONAL ETF TRUST | 199,061 | $5.8M | 2% |
| 8 | DFGPDIMENSIONAL ETF TRUST | 94,751 | $5.2M | 1.8% |
| 9 | AOAISHARES TR | 15,128 | $1.5M | 0.5% |
| 10 | VTVANGUARD INTL EQUITY INDEX F | 9,404 | $1.5M | 0.5% |
| 11 | JNJJOHNSON & JOHNSON | 5,331 | $1.4M | 0.5% |
| 12 | CSCOCISCO SYS INC | 10,939 | $1.3M | 0.5% |
| 13 | GEGE AEROSPACE | 2,495 | $932,457 | 0.3% |
| 14 | ROKROCKWELL AUTOMATION INC | 1,616 | $800,050 | 0.3% |
| 15 | GEVGE VERNOVA INC | 625 | $734,288 | 0.3% |
| 16 | AORISHARES TR | 8,181 | $568,528 | 0.2% |
| 17 | MMM3M CO | 3,468 | $561,504 | 0.2% |
| 18 | IBMINTERNATIONAL BUSINESS MACHS | 1,682 | $472,870 | 0.2% |
| 19 | NVDANVIDIA CORPORATION | 2,008 | $401,781 | 0.1% |
| 20 | AAPLAPPLE INC | 1,249 | $361,411 | 0.1% |
| 21 | TSLATESLA INC | 840 | $353,304 | 0.1% |
| 22 | CEGCONSTELLATION ENERGY CORP | 1,011 | $251,103 | 0.1% |
| 23 | GOOGALPHABET INC | 612 | $216,238 | 0.1% |
| 24 | MSFTMICROSOFT CORP | 566 | $211,075 | 0.1% |
| 25 | AMZNAMAZON COM INC | 860 | $204,973 | 0.1% |
| 26 | AMDADVANCED MICRO DEVICES INC | 312 | $181,244 | 0.1% |
| 27 | PGPROCTER & GAMBLE CO | 1,162 | $170,396 | 0.1% |
| 28 | INTCINTEL CORP | 1,202 | $167,836 | 0.1% |
| 29 | LLYELI LILLY & CO | 137 | $164,158 | 0.1% |
| 30 | BMYBRISTOL-MYERS SQUIBB CO | 2,813 | $162,059 | 0.1% |
| 31 | GOOGLALPHABET INC | 411 | $146,880 | 0.1% |
| 32 | EXCEXELON CORP | 3,075 | $143,357 | 0.1% |
| 33 | SENECA FOODS CORP NEW | 800 | $139,152 | 0% |
| 34 | SENECA FOODS CORP NEW | 800 | $138,896 | 0% |
| 35 | SPYMSPDR SERIES TRUST | 1,309 | $115,008 | 0% |
| 36 | SPSBSPDR SERIES TRUST | 3,748 | $112,478 | 0% |
| 37 | JSCPJ P MORGAN EXCHANGE TRADED F | 2,381 | $112,253 | 0% |
| 38 | NOCNORTHROP GRUMMAN CORP | 208 | $105,457 | 0% |
| 39 | AVGOBROADCOM INC | 279 | $105,393 | 0% |
| 40 | ELVELEVANCE HEALTH INC FORMERLY | 254 | $98,085 | 0% |
| 41 | VEAVANGUARD TAX-MANAGED FDS | 1,269 | $90,349 | 0% |
| 42 | JPSTJ P MORGAN EXCHANGE TRADED F | 1,785 | $90,238 | 0% |
| 43 | METAMETA PLATFORMS INC | 156 | $87,874 | 0% |
| 44 | AOMISHARES TR | 1,637 | $81,642 | 0% |
| 45 | SNDASONIDA SENIOR LIVING INC | 1,991 | $81,233 | 0% |
| 46 | JPMJPMORGAN CHASE & CO | 232 | $75,941 | 0% |
| 47 | SOLVSOLVENTUM CORP | 865 | $66,735 | 0% |
| 48 | EDCONSOLIDATED EDISON INC | 502 | $55,501 | 0% |
| 49 | MUMICRON TECHNOLOGY INC | 47 | $54,252 | 0% |
| 50 | RSGREPUBLIC SVCS INC | 232 | $49,222 | 0% |
| 51 | WMTWALMART INC | 433 | $49,042 | 0% |
| 52 | VZVERIZON COMMUNICATIONS INC | 1,086 | $45,982 | 0% |
| 53 | MUBISHARES TR | 418 | $44,958 | 0% |
| 54 | VTIVANGUARD INDEX FDS | 118 | $43,509 | 0% |
| 55 | SPYINEOS ETF TRUST | 738 | $39,141 | 0% |
| 56 | CRWDCROWDSTRIKE HLDGS INC | 51 | $38,921 | 0% |
| 57 | PWRQUANTA SVCS INC | 53 | $38,163 | 0% |
| 58 | MAMASTERCARD INCORPORATED | 72 | $36,980 | 0% |
| 59 | BRK/BBERKSHIRE HATHAWAY INC DEL | 73 | $36,529 | 0% |
| 60 | TIDAL TRUST II | 2,898 | $36,051 | 0% |
| 61 | MCDMCDONALDS CORP | 131 | $35,411 | 0% |
| 62 | BACBANK OF AMER CORP | 607 | $34,587 | 0% |
| 63 | BABOEING CO | 159 | $34,419 | 0% |
| 64 | PHPARKER-HANNIFIN CORP | 35 | $34,235 | 0% |
| 65 | GEHCGE HEALTHCARE TECHNOLOGIES I | 531 | $33,990 | 0% |
| 66 | FS SPECIALTY LENDING FD | 2,927 | $32,637 | 0% |
| 67 | BNDXVANGUARD CHARLOTTE FDS | 632 | $30,567 | 0% |
| 68 | VTIPVANGUARD MALVERN FDS | 574 | $28,795 | 0% |
| 69 | VVISA INC | 83 | $28,477 | 0% |
| 70 | COSTCOSTCO WHOLESALE CORPORATION | 30 | $28,065 | 0% |
| 71 | JAAAJANUS DETROIT STR TR | 555 | $28,022 | 0% |
| 72 | ESEVERSOURCE ENERGY | 386 | $27,897 | 0% |
| 73 | TAT&T INC | 1,335 | $27,635 | 0% |
| 74 | YUMYUM BRANDS INC | 171 | $27,208 | 0% |
| 75 | VWOVANGUARD INTL EQUITY INDEX F | 452 | $26,974 | 0% |
| 76 | AGGISHARES TR | 266 | $26,275 | 0% |
| 77 | KOCOCA COLA CO | 303 | $24,620 | 0% |
| 78 | ISHARES TR | 583 | $24,173 | 0% |
| 79 | LRCXLAM RESEARCH CORP | 55 | $23,834 | 0% |
| 80 | KLACKLA CORP | 76 | $22,930 | 0% |
| 81 | TGTTARGET CORP | 174 | $22,687 | 0% |
| 82 | CATCATERPILLAR INC | 21 | $22,363 | 0% |
| 83 | GSGOLDMAN SACHS GROUP INC | 22 | $22,251 | 0% |
| 84 | BNYBANK OF NY MELLON CORP | 151 | $21,837 | 0% |
| 85 | PFEPFIZER INC | 885 | $21,310 | 0% |
| 86 | CLCOLGATE PALMOLIVE CO | 231 | $21,132 | 0% |
| 87 | GSLCGOLDMAN SACHS ETF TR | 149 | $21,114 | 0% |
| 88 | LINDE PLC | 40 | $20,758 | 0% |
| 89 | WDCWESTERN DIGITAL CORP | 32 | $20,440 | 0% |
| 90 | TMUST-MOBILE US INC | 115 | $19,289 | 0% |
| 91 | COFCAPITAL ONE FINL CORP | 94 | $18,859 | 0% |
| 92 | CSGPCOSTAR GROUP INC | 645 | $18,267 | 0% |
| 93 | HCAHCA HEALTHCARE INC | 46 | $17,935 | 0% |
| 94 | PMPHILIP MORRIS INTL INC | 89 | $16,101 | 0% |
| 95 | CTASCINTAS CORP | 94 | $15,988 | 0% |
| 96 | AMATAPPLIED MATLS INC | 22 | $15,906 | 0% |
| 97 | FIXCOMFORT SYS USA INC | 8 | $15,856 | 0% |
| 98 | MRKMERCK & CO INC | 122 | $15,677 | 0% |
| 99 | HDHOME DEPOT INC | 43 | $15,166 | 0% |
| 100 | VGSHVANGUARD SCOTTSDALE FDS | 256 | $14,900 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.