StockDriftsStockDriftsTop 50 HFM Investment Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 40.17% | 2.58M | $114.6M | -1.47%(-38.51K) | $33.93(+35.54%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 19.83% | 1.53M | $56.5M | -1.94%(-30.32K) | $25.61(+47.86%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 11.94% | 806.7K | $34.1M | +2.31%(+18.23K) | $41.84(-0.40%) | 2026-06-30 | |
| DFNM | DIMENSIONAL ETF TRUST | 7.27% | 428.7K | $20.7M | +19.69%(+70.52K) | $47.74(+0.24%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 7.01% | 479.1K | $20.0M | +1.84%(+8.68K) | $34.50(+23.59%) | 2026-06-30 | |
| DFGX | DIMENSIONAL ETF TRUST | 3.63% | 193.4K | $10.4M | +1.80%(+3.43K) | $52.47(-0.06%) | 2026-06-30 | |
| DFGR | DIMENSIONAL ETF TRUST | 2.02% | 199.1K | $5.8M | -3.12%(-6.41K) | $26.12(+11.84%) | 2026-06-30 | |
| DFGP | DIMENSIONAL ETF TRUST | 1.81% | 94.8K | $5.2M | +1.39%(+1.30K) | $54.06(-1.06%) | 2026-06-30 | |
| AOA | ISHARES TR | 0.52% | 15.1K | $1.5M | -33.94%(-7.77K) | $76.94(+29.19%) | 2026-06-30 | |
| VT | VANGUARD INTL EQUITY INDEX F | 0.52% | 9.4K | $1.5M | -19.15%(-2.23K) | $117.75(+37.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +25.71% |
| Top 20 Holdings Unweighted | — | — | — | — | +36.30% |
HFM Investment Advisors, LLC reports $285.18M in US-listed equity holdings across 1,293 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (40.2%), DFAX (19.8%) and DFCF (11.9%). The top 20 holdings account for 97.35% of reported assets. Its disclosed equity book has returned +25.71% cumulatively over 5 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from HFM Investment Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2067972). View HFM Investment Advisors, LLC’s 13F filings on SEC