Hfm Investment Advisors, LLC Portfolio Holdings

Hfm Investment Advisors, LLC

  • $227 Billion
  • Q2 2025

Hfm Investment Advisors, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $227 Billion distributed in 1287 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $91.7B, Dimensional ETF Tr with a value of $46.4B, Dimensional ETF Tr Core Fxd In with a value of $26.2B, Dimensional ETF Tr Natl Mun Bd with a value of $17.6B, and Dimensional ETF Tr Dimensional with a value of $15.5B.

Examining the 13F form we can see an increase of $21.3B in the current position value, from $206B to 227B.

Hfm Investment Advisors, LLC is based out at Glassboro, NJ

Below you can find more details about Hfm Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $227 Billion
ETFs: $157 Billion
Industrials: $1.99 Billion
Technology: $1.75 Billion
Healthcare: $1.28 Billion
Utilities: $573 Million
Energy: $508 Million
Consumer Cyclical: $500 Million
Consumer Defensive: $442 Million
Other: $695 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$91.7 Billion 40.31% of portfolio
2,558,691
Q2 2025 Reduced 5.83%
$0
$46.4 Billion 20.4% of portfolio
1,580,414
Q2 2025 Reduced 5.9%
$0
$26.2 Billion 11.51% of portfolio
619,646
Q2 2025 Reduced 11.46%
$0
$17.6 Billion 7.72% of portfolio
370,076
Q2 2025 Added 1.48%
$0
$15.5 Billion 6.8% of portfolio
435,180
Q2 2025 New
Dimensional ETF Trust
-
$7.96 Billion 3.5% of portfolio
-
Q2 2025 Reduced 21.7%
Dimensional ETF Trust
-
$4.3 Billion 1.89% of portfolio
-
Q2 2025 Added 4.88%
Dimensional ETF Trust
-
$4.01 Billion 1.76% of portfolio
-
Q2 2025 New
$0
$2.14 Billion 0.94% of portfolio
25,682
Q2 2025 Added 4.6%
$0
$1.47 Billion 0.65% of portfolio
11,437
Q2 2025 Reduced 99.04%
$452B
$857 Million 0.38% of portfolio
5,610
Q2 2025 Added 11.29%
$293B
$749 Million 0.33% of portfolio
10,797
Q2 2025 Added 0.42%
$0
$739 Million 0.32% of portfolio
11,998
Q2 2025 Added 2.37%
$306B
$576 Million 0.25% of portfolio
2,236
Q2 2025 Added 0.95%
$39.2B
$536 Million 0.24% of portfolio
1,613
Q2 2025 Added 0.19%
$87.3B
$525 Million 0.23% of portfolio
3,448
Q2 2025 Added 0.23%
$442B
$451 Million 0.2% of portfolio
4,188
Q2 2025 Added 2.12%
$111B
$325 Million 0.14% of portfolio
1,007
Q2 2025 Added 9.46%
Ge Vernova Inc
-
$296 Million 0.13% of portfolio
-
Q2 2025 Added 0.9%
$1.08T
$239 Million 0.11% of portfolio
753
Q2 2025 Added 0.8%
$0
$192 Million 0.08% of portfolio
4,041
Q2 2025 Reduced 6.05%
$368B
$174 Million 0.08% of portfolio
1,093
Q2 2025 Added 2.34%
$0
$191 Million 0.08% of portfolio
6,343
Q2 2025 Reduced 5.72%
$44.3B
$133 Million 0.06% of portfolio
3,062
Q2 2025 Added 10.58%
$0
$145 Million 0.06% of portfolio
2,871
Q2 2025 Reduced 16.78%
$3.95T
$141 Million 0.06% of portfolio
283
Q2 2025 Added 45.13%
$2.26T
$108 Million 0.05% of portfolio
494
Q2 2025 Added 13.82%
$3.69T
$115 Million 0.05% of portfolio
560
Q2 2025 Added 26.13%
$99B
$122 Million 0.05% of portfolio
2,633
Q2 2025 Added 2.13%
$0
$120 Million 0.05% of portfolio
2,617
Q2 2025 Added 1.32%
$70.7B
$94 Million 0.04% of portfolio
242
Q2 2025 Added 1.68%
$608B
$81.2 Million 0.04% of portfolio
104
Q2 2025 Added 5.05%
$1.78T
$102 Million 0.04% of portfolio
138
Q2 2025 Added 13.11%
$89.4B
$86.2 Million 0.04% of portfolio
172
Q2 2025 Added 1.78%
$456B
$90.2 Million 0.04% of portfolio
571
Q2 2025 Added 235.88%
$178M
$81.6 Million 0.04% of portfolio
800
Q1 2025 New
$652M
$81.1 Million 0.04% of portfolio
800
Q1 2025 New
$1.24T
$77.5 Million 0.03% of portfolio
437
Q2 2025 Added 16.84%
Solventum Corp
-
$65.1 Million 0.03% of portfolio
-
Q1 2025 New
$0
$76.5 Million 0.03% of portfolio
1,052
Q2 2025 Added 18.87%
$0
$68 Million 0.03% of portfolio
1,193
Q2 2025 Added 5.76%
$203B
$36.1 Million 0.02% of portfolio
1,248
Q2 2025 Added 7.96%
$36.8B
$48 Million 0.02% of portfolio
478
Q2 2025 Added 1.92%
$36B
$51.9 Million 0.02% of portfolio
646
Q2 2025 Added 0.78%
Ge Healthcare Technologies I
-
$56.1 Million 0.02% of portfolio
-
Q2 2025 Added 2.02%
$0
$46.7 Million 0.02% of portfolio
385
Q2 2025 Added 18.46%
$0
$41.1 Million 0.02% of portfolio
393
Q2 2025 Added 12.93%
$0
$48 Million 0.02% of portfolio
946
Q2 2025 Reduced 3.96%
$73.8B
$54.2 Million 0.02% of portfolio
220
Q2 2025 Added 0.92%

Summary

  • Portfolio
  • No. of Stocks 1,287
  • Current Value $227 Billion
  • Prior Value $206 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 141 stocks
  • Additional Purchases 1,035 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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