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HMV Wealth Advisors

Latest statistics and disclosures from HMV Wealth Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002054904

Tip: Access up to 7 years of quarterly data

Positions held by HMV Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for HMV Wealth Advisors

HMV Wealth Advisors holds 78 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	5.6	$5.6M	162k	34.59	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	5.5	$5.5M	99k	55.66	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	5.3	$5.3M	55k	96.53	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	4.5	$4.5M	207k	21.65	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	4.4	$4.4M	124k	35.48	View chart
Apple (AAPL)	3.9	$3.9M	16k	250.42	View chart
NVIDIA Corporation (NVDA)	3.3	$3.3M	25k	134.29	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	3.2	$3.2M	56k	58.00	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	3.1	$3.1M	76k	40.92	View chart
Amazon (AMZN)	3.0	$3.0M	14k	219.39	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.9	$2.8M	70k	40.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.8	$2.8M	9.5k	289.81	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	2.6	$2.6M	20k	128.62	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.1	$2.1M	79k	26.19	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.1	$2.1M	27k	77.27	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	2.0	$2.0M	19k	105.92	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	2.0	$2.0M	79k	24.86	View chart
Microsoft Corporation (MSFT)	1.9	$1.9M	4.6k	421.50	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.9	$1.9M	68k	27.87	View chart
Meta Platforms Cl A (META)	1.9	$1.9M	3.2k	585.51	View chart
JPMorgan Chase & Co. (JPM)	1.5	$1.5M	6.4k	239.71	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.4	$1.4M	21k	65.08	View chart
Visa Com Cl A (V)	1.4	$1.4M	4.3k	316.04	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.3	$1.3M	43k	30.78	View chart
Home Depot (HD)	1.3	$1.3M	3.4k	388.99	View chart
Mastercard Incorporated Cl A (MA)	1.3	$1.3M	2.5k	526.57	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$1.3M	6.9k	189.30	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.3	$1.3M	48k	26.57	View chart
Eli Lilly & Co. (LLY)	1.2	$1.2M	1.6k	772.00	View chart
UnitedHealth (UNH)	0.9	$939k	1.9k	505.86	View chart
Fiserv (FI)	0.9	$869k	4.2k	205.42	View chart
American Electric Power Company (AEP)	0.9	$860k	9.3k	92.23	View chart
Stryker Corporation (SYK)	0.8	$841k	2.3k	360.05	View chart
Marathon Petroleum Corp (MPC)	0.8	$832k	6.0k	139.50	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.8	$817k	2.3k	351.79	View chart
Lam Research Corp Com New (LRCX)	0.8	$815k	11k	72.23	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.8	$767k	23k	33.79	View chart
Roper Industries (ROP)	0.7	$746k	1.4k	519.85	View chart
Ishares Tr Core Msci Intl (IDEV)	0.7	$737k	11k	64.47	View chart
Cisco Systems (CSCO)	0.7	$681k	12k	59.20	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.7	$659k	26k	25.23	View chart
Broadcom (AVGO)	0.6	$640k	2.8k	231.84	View chart
Charles Schwab Corporation (SCHW)	0.6	$628k	8.5k	74.01	View chart
Abbott Laboratories (ABT)	0.6	$608k	5.4k	113.11	View chart
Texas Instruments Incorporated (TXN)	0.6	$603k	3.2k	187.51	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$599k	1.3k	453.28	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.6	$592k	23k	26.07	View chart
At&t (T)	0.6	$586k	26k	22.77	View chart
Union Pacific Corporation (UNP)	0.6	$582k	2.6k	228.04	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.6	$557k	11k	52.30	View chart
Lockheed Martin Corporation (LMT)	0.5	$527k	1.1k	485.94	View chart
Constellation Brands Cl A (STZ)	0.5	$490k	2.2k	221.00	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.5	$472k	7.9k	60.04	View chart
Johnson & Johnson (JNJ)	0.4	$442k	3.1k	144.62	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$421k	8.7k	48.42	View chart
Select Sector Spdr Tr Financial (XLF)	0.4	$402k	8.3k	48.33	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.4	$393k	6.2k	63.30	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.4	$392k	2.8k	137.57	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.4	$356k	6.1k	58.18	View chart
Netflix (NFLX)	0.3	$346k	388.00	891.32	View chart
American Water Works (AWK)	0.3	$341k	2.7k	124.49	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$338k	2.7k	127.59	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.3	$317k	3.9k	81.03	View chart
Wal-Mart Stores (WMT)	0.3	$317k	3.5k	90.35	View chart
Prudential Financial (PRU)	0.3	$315k	2.7k	118.53	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$313k	5.5k	56.48	View chart
Northrop Grumman Corporation (NOC)	0.3	$304k	648.00	469.29	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$299k	1.4k	206.92	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.3	$294k	5.5k	53.44	View chart
Coca-Cola Company (KO)	0.3	$291k	4.7k	62.26	View chart
Tesla Motors (TSLA)	0.3	$282k	698.00	403.84	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$258k	9.4k	27.32	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$250k	2.8k	88.79	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$240k	1.0k	232.52	View chart
Palantir Technologies Cl A (PLTR)	0.2	$221k	2.9k	75.63	View chart
Bank of America Corporation (BAC)	0.2	$217k	4.9k	43.95	View chart
General Motors Company (GM)	0.2	$206k	3.9k	53.27	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$116k	10k	11.53	View chart

Past Filings by HMV Wealth Advisors

SEC 13F filings are viewable for HMV Wealth Advisors going back to 2024

HMV Wealth Advisors 2024 Q4 filed Feb. 10, 2025

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