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.