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 Market Cap. of $300 Millions to $2 Billions
