HFM Investment Advisors, LLC
RIA/Wealth
HFM Investment Advisors, LLC is a RIA/Wealth based in Glassboro, NJ led by Stephen Laurence Hyde, reporting $483.6M in AUM as of Q3 2025 with 96% ETF concentration, 96% concentrated in top 10 holdings, 40% allocation to DFAC, and minimal technology exposure.
PresidentStephen Laurence Hyde
- Portfolio Value
- $246.5M
- Positions
- 1,268
- Top Holding
- DFAC at 39.93%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in HFM Investment Advisors, LLC's portfolio (95.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $98.4M | 39.93% | -$253.4K Sold | — 2.6M shares | |
ETF ETF | $49.4M | 20.03% | -$220.0K Sold | — 1.6M shares | |
ETF ETF | $30.4M | 12.32% | +$3.9M Bought | — 710.0K shares | |
ETF ETF | $18.0M | 7.30% | +$242.2K Bought | — 375.1K shares | |
ETF ETF | $16.9M | 6.85% | +$451.9K Bought | — 447.1K shares | |
ETF ETF | $9.1M | 3.68% | +$1.0M Bought | — 168.1K shares | |
ETF ETF | $5.0M | 2.02% | +$588.9K Bought | — 182.0K shares | |
ETF ETF | $4.6M | 1.86% | +$511.7K Bought | — 82.7K shares | |
ETF ETF | $2.3M | 0.94% | +$61.9K Bought | — 26.4K shares | |
ETF ETF | $1.6M | 0.65% | +$30.5K Bought | — 11.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in HFM Investment Advisors, LLC's latest filing
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Market Value
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Net Flows % of MV
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for HFM Investment Advisors, LLC
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