HFM Investment Advisors, LLC holds a concentrated book of 1293 stocks worth $285.2M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Space Exploration Techn Corp and trimmed Dimensional US Core Equity 2. Their largest long position is Dimensional US Core Equity 2 at 40% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
5% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as HFM Investment Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $537.3B |
| UBS Group AG | 79 / 80 | $137.5B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $14.6B |
| CWM, LLC | 79 / 80 | $6.6B |
| Integrated Wealth Concepts LLC | 79 / 80 | $3.5B |
| JPMORGAN CHASE & CO | 78 / 80 | $534.0B |
| COMMONWEALTH EQUITY SERVICES, LLC | 78 / 80 | $16.2B |
| Allworth Financial LP | 78 / 80 | $6.5B |
Ranked by how many of HFM Investment Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US COR EQU 2 ETF | $114.6M | 2.58M | 40.2% | ▼−1.5% Reduced · −39K sh | |
| 2 | Dimensional ETF Trust WORLD EX US CORE | $56.5M | 1.53M | 19.8% | ▼−1.9% Reduced · −30K sh | |
| 3 | Dimensional ETF Trust CORE FIXE IN ETF | $34.1M | 806.7K | 11.9% | ▲+2.3% Added · +18K sh | |
| 4 | Dimensional ETF Trust NATL MUN BD ETF | $20.7M | 428.7K | 7.3% | ▲+20% Added · +71K sh | |
| 5 | Dimensional ETF Trust US HIGH PROF ETF | $20.0M | 479.1K | 7.0% | ▲+1.8% Added · +9K sh | |
| 6 | Dimensional ETF Trust INTL COR FIX ETF | $10.4M | 193.4K | 3.6% | ▲+1.8% Added · +3K sh | |
| 7 | Dimensional ETF Trust GLOBAL REAL EST | $5.8M | 199.1K | 2.0% | ▼−3.1% Reduced · −6K sh | |
| 8 | Dimensional ETF Trust GLOB CO PLUS ETF | $5.2M | 94.8K | 1.8% | ▲+1.4% Added · +1K sh | |
| 9 | Ishares TR CORE 80 20 ETF | $1.5M | 15.1K | 0.5% | ▼−34% Reduced · −8K sh | |
| 10 | Vanguard Intl Equity Index F TT WRLD ST ETF | $1.5M | 9.4K | 0.5% | ▼−19% Reduced · −2K sh | |
| 11 | Johnson & Johnson COM | $1.4M | 5.3K | 0.5% | ▼−4.0% Reduced · −225 sh | |
| 12 | Cisco Sys Inc COM | $1.3M | 10.9K | 0.5% | ▲+0.6% Added · +60 sh | |
| 13 | Ge Aerospace COM NEW | $932K | 2.5K | 0.3% | ▲+0.3% Added · +7 sh | |
| 14 | Rockwell Automation Inc COM | $800K | 1.6K | 0.3% | ▲+0.3% Added · +5 sh | |
| 15 | Ge Vernova Inc COM | $734K | 625 | 0.3% | ▲+0.6% Added · +4 sh | |
| 16 | Ishares TR CORE 60 BALA ETF | $569K | 8.2K | 0.2% | ▼−27% Reduced · −3K sh | |
| 17 | 3M Co COM | $562K | 3.5K | 0.2% | ▲+0.5% Added · +16 sh | |
| 18 | International Business Machs COM | $473K | 1.7K | 0.2% | ▲+0.7% Added · +12 sh | |
| 19 | Nvidia Corporation COM | $402K | 2.0K | 0.1% | ▲+20% Added · +340 sh | |
| 20 | Apple Inc COM | $361K | 1.2K | 0.1% | ▲+22% Added · +227 sh | |
| 21 | Tesla Inc COM | $353K | 840 | 0.1% | ▲+1.2% Added · +10 sh | |
| 22 | Constellation Energy Corp COM | $251K | 1.0K | 0.1% | ▼−1.6% Reduced · −16 sh | |
| 23 | Alphabet Inc CAP STK CL C | $216K | 612 | 0.1% | ▲+7.5% Added · +43 sh | |
| 24 | Microsoft Corp COM | $211K | 566 | 0.1% | ▲+42% Added · +168 sh | |
| 25 | Amazon Com Inc COM | $205K | 860 | 0.1% | ▲+21% Added · +148 sh | |
| 26 | Advanced Micro Devices Inc COM | $181K | 312 | 0.1% | ▲+2.0% Added · +6 sh | |
| 27 | Procter & Gamble Co COM | $170K | 1.2K | 0.1% | ▲+3.8% Added · +42 sh | |
| 28 | Intel Corp COM | $168K | 1.2K | 0.1% | ▲+6.0% Added · +68 sh | |
| 29 | Eli Lilly & Co COM | $164K | 137 | 0.1% | ▲+10% Added · +13 sh | |
| 30 | Bristol-Myers Squibb Co COM | $162K | 2.8K | 0.1% | ▲+2.8% Added · +76 sh | |
| 31 | Alphabet Inc CAP STK CL A | $147K | 411 | 0.1% | ▲+15% Added · +54 sh | |
| 32 | Exelon Corp COM | $143K | 3.1K | 0.1% | ▼−1.6% Reduced · −49 sh | |
| 33 | Seneca Foods Corp New CL A | $139K | 800 | 0.0% | —Held | |
| 34 | Seneca Foods Corp New CL B | $139K | 800 | 0.0% | —Held | |
| 35 | SPDR Series Trust ST STR P500ETF | $115K | 1.3K | 0.0% | ▼−42% Reduced · −942 sh | |
| 36 | SPDR Series Trust ST SHOR CORP ETF | $112K | 3.7K | 0.0% | ▼−16% Reduced · −688 sh | |
| 37 | J P Morgan Exchange Traded F SHORT DURA CORE | $112K | 2.4K | 0.0% | ▼−16% Reduced · −438 sh | |
| 38 | Northrop Grumman Corp COM | $105K | 208 | 0.0% | ▲+2.5% Added · +5 sh | |
| 39 | Broadcom Inc COM | $105K | 279 | 0.0% | ▲+9.0% Added · +23 sh | |
| 40 | Elevance Health Inc Formerly COM | $98K | 254 | 0.0% | ▲+4.1% Added · +10 sh | |
| 41 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $90K | 1.3K | 0.0% | ▼−33% Reduced · −633 sh | |
| 42 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $90K | 1.8K | 0.0% | ▼−19% Reduced · −418 sh | |
| 43 | Meta Platforms Inc CL A | $88K | 156 | 0.0% | ▲+36% Added · +41 sh | |
| 44 | Ishares TR CORE 40 MODE ETF | $82K | 1.6K | 0.0% | ▲+0.4% Added · +6 sh | |
| 45 | Sonida Senior Living Inc COM | $81K | 2.0K | 0.0% | —Held | |
| 46 | JPMorgan Chase & Co COM | $76K | 232 | 0.0% | ▲+22% Added · +42 sh | |
| 47 | Solventum Corp COM SHS | $67K | 865 | 0.0% | ▲+0.8% Added · +7 sh | |
| 48 | Consolidated Edison Inc COM | $56K | 502 | 0.0% | ▲+2.6% Added · +13 sh | |
| 49 | Micron Technology Inc COM | $54K | 47 | 0.0% | ▲+124% Added · +26 sh | |
| 50 | Republic Svcs Inc COM | $49K | 232 | 0.0% | ▲+4.5% Added · +10 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2067972/holdings"
Use Arkolith to show HFM Investment Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.