HFM Investment Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Glassboro, NJ
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
68
Total value ($000)
$278,292
Net value change ($000)
-6,888 (-2.4%)
New positions
4
Sold out positions
1229
Turnover %
54.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DIMENSIONAL ETF TRUST 104,852 NEW
DFA INVT DIMENSIONS GROUP IN 19,787 NEW
DFAX 1,492 2.6%
XOM 740 NEW
DFCF 502 1.5%
NVDA 102 25.4%
MSFT 96 45.5%
DFGX 95 0.9%
DFGP 80 1.6%
GOOGL 69 46.9%
Top Reduces (Value $000, Stocks/ETFs)
DFAC -106,562 -93.0%
DUHP -19,991 -100.0%
DFNM -1,864 -9.0%
DFGR -240 -4.2%
AMD -181 -100.0%
PG -170 -100.0%
LLY -164 -100.0%
BMY -162 -100.0%
GE -151 -16.2%
GEV -143 -19.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type