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.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
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