Titelia

Holdings of HFM Investment Advisors, LLC

1120 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 95.1 % of the equity sleeve

Sector breakdown

  • Industrials 1.5 %
  • Technology 1.2 %
  • Health care 1.0 %
  • Energy 0.4 %
  • Consumer discretionary 0.3 %
  • Utilities 0.3 %
  • Communication 0.3 %
  • Consumer staples 0.2 %
  • Financials 0.2 %
  • Unattributed 94.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1,120186.1M $100.00 %

Positions

RankCompanySharesValueWeight
1Dimensional ETF Trust 2,620,847101.8M $
2Dimensional ETF Trust 788,49933.3M $
3Dimensional ETF Trust 470,38617.3M $
4DFA Dimensional National Municipal Bond ETF 358,18817.2M $
5iShares Core 80/20 Aggressive 22,8992M $
6Vanguard Total World Stock ETF 11,6321.6M $
7Johnson & Johnson 5,5561.4M $
8Cisco Systems, Inc. 10,879844.1K $
9Exxon Mobil Corp 4,395745.7K $
10iShares Core 60/40 Balanced Al 11,278725.8K $
11General Electric Co 2,488706K $
12Rockwell Automation Inc 1,611578.2K $
13GE Vernova Inc 621542.1K $
143M Co 3,452501.3K $
15International Business Machines Corp. 1,670404.9K $
16Tesla Inc 830308.6K $
17NVIDIA Corp 1,668290.9K $
18Constellation Energy Corp. 1,027286.8K $
19Apple Inc 1,022259.4K $
20SPDR Series Trust 2,251172.3K $
21Bristol-Myers Squibb Co 2,737166.1K $
22Alphabet Inc 569163.2K $
23Procter & Gamble Co/The 1,120161.8K $
24Exelon Corp 3,124153.1K $
25Amazon.com Inc 712148.3K $
26Microsoft Corp 398147.5K $
27Northrop Grumman Corp 203138.7K $
28SPDR Series Trust 4,436133.4K $
29Vanguard FTSE Developed Markets ETF 1,902121.9K $
30Seneca Foods Corp 800120.9K $
31Seneca Foods Corp 800119.3K $
32Eli Lilly & Co 124114.7K $
33JPMorgan Ultra-Short Income ETF 2,203111.5K $
34Alphabet Inc 357102.7K $
35Broadcom Inc 25679.2K $
36Elevance Health Inc 24471.6K $
37Walmart Inc 55168.5K $
38Meta Platforms Inc 11565.8K $
39Sonida Senior Living Inc 1,99164.2K $
40Advanced Micro Devices Inc 30662.3K $
41GE HealthCare Technologies Inc 83859.6K $
42Solventum Corp 85856K $
43JPMorgan Chase & Co 19055.9K $
44Consolidated Edison Inc 48955.4K $
45Mastercard Inc 10854K $
46Miami International Holdings Inc 1,30150.6K $
47Verizon Communications Inc 1,00050.2K $
48Intel Corp 1,13450K $
49Republic Services Inc 22248.7K $
50iShares National Muni Bond ETF 43646.3K $
51McDonald's Corp. 13140.7K $
52Vanguard Charlotte Funds 81939.3K $
53Vanguard Total Stock Market ETF 11837.7K $
54Vanguard International Equity Index Funds 67836.7K $
55FS Specialty Lending Fund 2,92736.6K $
56AT&T Inc 1,22735.6K $
57Vanguard Malvern Funds 67833.9K $
58Janus Detroit Street Trust 65933.2K $
59Pfizer Inc 1,14632.2K $
60NextEra Energy Inc 34632.1K $
61Bank of America Corp 62230.3K $
62Boeing Co/The 15230.3K $
63Berkshire Hathaway Inc 6330.2K $
64Costco Wholesale Corp 2928.9K $
65Parker-Hannifin Corp 3228.6K $
66iShares Russell 2000 ETF 11528.5K $
67iShares Core U.S. Aggregate Bond ETF 27427.2K $
68Yum! Brands Inc 17327K $
69Quanta Services Inc 4926.9K $
70Thermo Fisher Scientific Inc 5326.1K $
71Eversource Energy 37626K $
72CoStar Group Inc 63725.7K $
73YieldMax NVDA Option Income Strategy ETF 1,84023.9K $
74T-Mobile US Inc 11223.5K $
75iShares Core 30/70 Conservativ 58023.2K $
76Home Depot Inc/The 6922.7K $
77Coca-Cola Co/The 29522.5K $
78Vanguard Index Funds 12222.4K $
79Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 17822.4K $
80Crowdstrike Holdings Inc 5119.9K $
81HCA Healthcare Inc 4219.9K $
82Target Corp 15719.1K $
83Colgate-Palmolive Co 22118.9K $
84Goldman Sachs Access Treasury 0-1 Year ETF 18218.2K $
85Capital One Financial Corp 9918.1K $
86Vanguard Scottsdale Funds 30417.8K $
87SPDR Series Trust 29617.5K $
88Jpmorgan Core Plus Bond Etf 36217.1K $
89Intuitive Surgical Inc 3717.1K $
90Chevron Corp 8217K $
91iShares Trust 33415.5K $
92United Parcel Service Inc 15715.4K $
93Cintas Corp 8915.1K $
94Cheniere Energy Inc 5315K $
95SPDR Series Trust 30614.8K $
96Targa Resources Corp 5814.5K $
97Visa Inc 4714.2K $
98Goldman Sachs Group Inc/The 1613.5K $
99Dimensional International Core 37713.4K $
100Philip Morris International Inc. 7812.9K $