Hfm Investment Advisors, LLC Portfolio Holdings

Hfm Investment Advisors, LLC

  • $246 Billion
  • Q3 2025

Hfm Investment Advisors, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $246 Billion distributed in 1267 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 $98.4B, Dimensional ETF Tr with a value of $49.4B, Dimensional ETF Tr Core Fxd In with a value of $30.4B, Dimensional ETF Tr Natl Mun Bd with a value of $18B, and Dimensional ETF Tr Dimensional with a value of $16.9B.

Examining the 13F form we can see an increase of $19B in the current position value, from $227B to 246B.

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 $246 Billion
ETFs: $170 Billion
Industrials: $2.15 Billion
Technology: $1.81 Billion
Healthcare: $1.45 Billion
Consumer Cyclical: $603 Million
Utilities: $589 Million
Energy: $529 Million
Consumer Defensive: $433 Million
Other: $741 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$98.4 Billion 39.93% of portfolio
2,552,121
Q3 2025 Reduced 0.26%
$0
$49.4 Billion 20.03% of portfolio
1,573,404
Q3 2025 Reduced 0.44%
$0
$30.4 Billion 12.32% of portfolio
709,967
Q3 2025 Added 14.58%
$0
$18 Billion 7.3% of portfolio
375,124
Q3 2025 Added 1.36%
$0
$16.9 Billion 6.85% of portfolio
447,144
Q3 2025 Added 2.75%
Dimensional ETF Trust
-
$9.07 Billion 3.68% of portfolio
-
Q3 2025 Added 12.7%
Dimensional ETF Trust
-
$4.97 Billion 2.02% of portfolio
-
Q3 2025 Added 13.44%
Dimensional ETF Trust
-
$4.6 Billion 1.86% of portfolio
-
Q3 2025 Added 12.53%
$0
$2.33 Billion 0.94% of portfolio
26,384
Q3 2025 Added 2.73%
$0
$1.61 Billion 0.65% of portfolio
11,658
Q3 2025 Added 1.93%
$522B
$1.04 Billion 0.42% of portfolio
5,628
Q3 2025 Added 0.32%
$0
$771 Million 0.31% of portfolio
11,976
Q3 2025 Reduced 0.18%
$319B
$739 Million 0.3% of portfolio
10,794
Q3 2025 Reduced 0.03%
$328B
$673 Million 0.27% of portfolio
2,236
Q2 2025 Added 0.95%
$43.5B
$563 Million 0.23% of portfolio
1,611
Q3 2025 Reduced 0.12%
$91.4B
$535 Million 0.22% of portfolio
3,448
Q2 2025 Added 0.23%
$266B
$465 Million 0.19% of portfolio
1,647
Q3 2025 Added 0.37%
Ge Vernova Inc
-
$344 Million 0.14% of portfolio
-
Q2 2025 Added 0.9%
$1.29T
$334 Million 0.14% of portfolio
752
Q3 2025 Reduced 0.13%
$111B
$331 Million 0.13% of portfolio
1,006
Q3 2025 Reduced 0.1%
$0
$178 Million 0.07% of portfolio
3,744
Q3 2025 Reduced 7.35%
$346B
$168 Million 0.07% of portfolio
1,091
Q3 2025 Reduced 0.18%
$0
$178 Million 0.07% of portfolio
5,888
Q3 2025 Reduced 7.17%
$4.3T
$150 Million 0.06% of portfolio
589
Q3 2025 Added 5.18%
$45.6B
$138 Million 0.06% of portfolio
3,060
Q3 2025 Reduced 0.07%
$3.78T
$142 Million 0.06% of portfolio
275
Q3 2025 Reduced 2.83%
$99.5B
$120 Million 0.05% of portfolio
2,660
Q3 2025 Added 1.03%
$0
$125 Million 0.05% of portfolio
2,636
Q3 2025 Added 0.73%
$0
$135 Million 0.05% of portfolio
2,671
Q3 2025 Reduced 6.97%
$1.74T
$108 Million 0.04% of portfolio
442
Q3 2025 Added 1.14%
$2.39T
$108 Million 0.04% of portfolio
493
Q3 2025 Reduced 0.2%
$1.37T
$105 Million 0.04% of portfolio
143
Q3 2025 Added 3.62%
$86.7B
$105 Million 0.04% of portfolio
172
Q2 2025 Added 1.78%
$465B
$107 Million 0.04% of portfolio
572
Q3 2025 Added 0.18%
$207M
$87.2 Million 0.04% of portfolio
800
Q1 2025 New
$757M
$86.4 Million 0.04% of portfolio
800
Q1 2025 New
$78.2B
$77.9 Million 0.03% of portfolio
241
Q3 2025 Reduced 0.41%
$971B
$79.7 Million 0.03% of portfolio
104
Q2 2025 Added 5.05%
Solventum Corp
-
$62.6 Million 0.03% of portfolio
-
Q1 2025 New
$0
$81.3 Million 0.03% of portfolio
1,038
Q3 2025 Reduced 1.33%
$0
$71 Million 0.03% of portfolio
1,184
Q3 2025 Reduced 0.75%
$1.65T
$37.9 Million 0.02% of portfolio
156
Q3 2025 Added 3.31%
$36B
$48.3 Million 0.02% of portfolio
481
Q3 2025 Added 0.63%
$27.7B
$54.5 Million 0.02% of portfolio
646
Q2 2025 Added 0.78%
Ge Healthcare Technologies I
-
$56.8 Million 0.02% of portfolio
-
Q3 2025 Reduced 0.13%
$0
$39.7 Million 0.02% of portfolio
305
Q3 2025 Reduced 20.78%
$143B
$37.8 Million 0.02% of portfolio
1,126
Q3 2025 Added 1.62%
$0
$44.5 Million 0.02% of portfolio
877
Q3 2025 Reduced 7.29%
$66.3B
$50.3 Million 0.02% of portfolio
219
Q3 2025 Reduced 0.45%

Summary

  • Portfolio
  • No. of Stocks 1,267
  • Current Value $246 Billion
  • Prior Value $227 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 39 stocks
  • Additional Purchases 294 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 382 stocks
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