HFM INVESTMENT ADVISORS LLC
Q2 2026 Form 13-F
GLASSBORO, NEW JERSEY
CIK 0002067972
· CRD 289103
· SEC-registered investment adviser
$285.2M Reported Value Total
HFM INVESTMENT ADVISORS, LLC reports 1,286 total accounts under management (AUM). There are 1,286 discretionary accounts valued at $404,097,894, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-03-31
Reported value
$285.2M
Quarter over quarter
+9.5%
Holdings
1,293
Top-10 concentration
94.7%
Key People
Form ADV owners & control persons
Michael Paul Pallozzi
PRESIDENT & CEO
Jason Francis Gabrieli
VICE PRESIDENT & CCO
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13F Metrics
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 04, 2026 |
| Form | 13F-HR |
| Reported value | $285.2M |
| Positions | 1,293 |
| Change in reported value | +9.7% |
| New positions | 129 |
| Exited positions | 41 |
| Position turnover | 12.7% |
| Top-10 concentration | 94.7% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 4, 2026
|
1,293 | $285.2M |
|
Q1 2026 13F
Filed May 1, 2026
|
1,210 | $260.0M |
|
Q4 2025 13F
Filed Feb 5, 2026
|
1,278 | $255.8M |
|
Q3 2025 13F
Filed Nov 12, 2025
|
1,267 | $246.5M |
|
Q2 2025 13F
Filed Jul 22, 2025
|
1,287 | $227.5M |
|
Q1 2025 13F
Filed May 16, 2025
|
1,189 | $206.2M |
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | DFAC DIMENSIONAL ETF TRUST | $114.6M | 40.17% |
| 2 | DFAX DIMENSIONAL ETF TRUST | $56.5M | 19.83% |
| 3 | DFCF DIMENSIONAL ETF TRUST | $34.1M | 11.94% |
| 4 | DFNM DIMENSIONAL ETF TRUST | $20.7M | 7.27% |
| 5 | DUHP DIMENSIONAL ETF TRUST | $20.0M | 7.01% |
| 6 | DFGX DIMENSIONAL ETF TRUST | $10.4M | 3.63% |
| 7 | DFGR DIMENSIONAL ETF TRUST | $5.8M | 2.02% |
| 8 | DFGP DIMENSIONAL ETF TRUST | $5.2M | 1.81% |
| 9 | AOA ISHARES TR | $1.5M | 0.52% |
| 10 | VT VANGUARD INTL EQUITY INDEX F | $1.5M | 0.52% |
| 11 | JNJ JOHNSON & JOHNSON | $1.4M | 0.47% |
| 12 | CSCO CISCO SYS INC | $1.3M | 0.45% |
| 13 | GE GE AEROSPACE | $932.5K | 0.33% |
| 14 | ROK ROCKWELL AUTOMATION INC | $800.1K | 0.28% |
| 15 | GEV GE VERNOVA INC | $734.3K | 0.26% |
| 16 | AOR ISHARES TR | $568.5K | 0.2% |
| 17 | MMM 3M CO | $561.5K | 0.2% |
| 18 | IBM INTERNATIONAL BUSINESS MACHS | $472.9K | 0.17% |
| 19 | NVDA NVIDIA CORPORATION | $401.8K | 0.14% |
| 20 | AAPL APPLE INC | $361.4K | 0.13% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.