HFM Investment Advisors, LLC

All 13F Filings

Location
Glassboro, NJ
Most recent 13F
Q2 2026
Holdings value ($000)
285,180
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/4/2026 1,293 285,180 13F-HR HFM Investment Advisors, LLC
Q1 2026 5/1/2026 1,210 260,050 13F-HR HFM Investment Advisors, LLC
Q4 2025 2/5/2026 1,278 255,816 13F-HR HFM Investment Advisors, LLC
Q3 2025 11/12/2025 1,267 246,498 13F-HR HFM Investment Advisors, LLC
Q2 2025 7/22/2025 1,287 227,491 13F-HR HFM Investment Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 13.41 K 4.7% 2.359 K 0 2.359 K
ETFs 271.7 K 95.3% 22.82 K 0 22.82 K
Other 4 0.0% 2 0 2
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Fund Snapshot

Q2 2026
Latest filed
8/4/2026
Total value ($000)
285,180
Holdings
1293
QoQ value change ($000)
25,130 (9.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.