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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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