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 Market Cap. of $200 Billions or more
