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HMV Wealth Advisors

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

Top 5 stock holdings are AVUV, AVDV, DFAT, ITOT, VTI, and represent 37.30% of HMV Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: ITOT, BSVO, AVDV, AVUV, VGIT, DFEM, DUHP, DIHP, IDEV, NFLX.
Reduced shares in these 10 stocks: NVDA, , DFSV, DFAC, SCHG, LMT, META, AAPL, AVEM, DISV.
Sold out of its position in T.
HMV Wealth Advisors was a net buyer of stock by $14M.
HMV Wealth Advisors has $200M in assets under management (AUM), dropping by 9.93%.
Central Index Key (CIK): 0002054904

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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 80 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Us Sml Cp Valu (AVUV)	10.3	$21M	+8%	202k	101.98	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	7.2	$14M	+14%	153k	93.97	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	6.7	$13M		225k	59.54	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	6.6	$13M	+32%	88k	148.69	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	6.5	$13M		39k	335.27	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	6.3	$13M	+20%	538k	23.30	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	5.6	$11M	+13%	185k	59.93	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.2	$11M	+14%	317k	33.08	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	3.5	$7.0M	-2%	176k	39.59	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.4	$6.7M		135k	49.90	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	2.8	$5.5M	+24%	175k	31.66	View chart
Ishares Tr Core Msci Intl (IDEV)	2.6	$5.1M	+22%	62k	82.48	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.5	$5.0M		25k	198.62	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.2	$4.4M	+3%	94k	46.59	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.9	$3.8M	+51%	101k	38.03	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.8	$3.6M		96k	38.00	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.8	$3.5M		76k	46.80	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.5	$2.9M		47k	62.47	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.3	$2.5M		78k	32.73	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.3	$2.5M		32k	78.81	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.2	$2.3M	-2%	30k	77.02	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.0	$2.0M		43k	45.45	View chart
JPMorgan Chase & Co. (JPM)	1.0	$2.0M		6.1k	322.22	View chart
Visa Com Cl A (V)	0.6	$1.3M		3.7k	350.71	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$1.2M	-10%	38k	32.62	View chart
Apple (AAPL)	0.6	$1.2M	-5%	4.5k	271.86	View chart
Home Depot (HD)	0.6	$1.2M		3.4k	344.10	View chart
Meta Platforms Cl A (META)	0.6	$1.1M	-7%	1.7k	660.09	View chart
Lam Research Corp Com New (LRCX)	0.5	$1.1M		6.3k	171.18	View chart
Microsoft Corporation (MSFT)	0.5	$1.1M		2.2k	483.62	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.5	$1.0M	-15%	31k	32.89	View chart
Marathon Petroleum Corp (MPC)	0.5	$947k		5.8k	162.63	View chart
Cisco Systems (CSCO)	0.5	$927k		12k	77.03	View chart
Eli Lilly & Co. (LLY)	0.4	$879k		818.00	1074.68	View chart
NVIDIA Corporation (NVDA)	0.4	$854k	-46%	4.6k	186.50	View chart
Charles Schwab Corporation (SCHW)	0.4	$848k		8.5k	99.91	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$800k	+14%	16k	49.46	View chart
Mastercard Incorporated Cl A (MA)	0.4	$755k		1.3k	570.88	View chart
Amazon (AMZN)	0.4	$727k		3.2k	230.82	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.4	$716k	+20%	15k	47.95	View chart
Abbott Laboratories (ABT)	0.3	$670k		5.3k	125.29	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$638k		22k	29.61	View chart
Roper Industries (ROP)	0.3	$632k		1.4k	445.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$596k		1.2k	502.65	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$575k	-7%	1.8k	313.00	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.3	$572k		11k	53.66	View chart
Union Pacific Corporation (UNP)	0.3	$572k		2.5k	231.32	View chart
Broadcom (AVGO)	0.3	$545k		1.6k	346.10	View chart
Palantir Technologies Cl A (PLTR)	0.3	$521k		2.9k	177.75	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$520k		16k	32.57	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$467k		6.3k	74.17	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$455k		8.3k	54.77	View chart
Texas Instruments Incorporated (TXN)	0.2	$450k	-7%	2.6k	173.49	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$435k		11k	38.11	View chart
Lockheed Martin Corporation (LMT)	0.2	$403k	-19%	834.00	483.67	View chart
Exxon Mobil Corporation (XOM)	0.2	$384k	+76%	3.2k	120.34	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$380k		2.7k	143.52	View chart
Stryker Corporation (SYK)	0.2	$371k		1.1k	351.47	View chart
Northrop Grumman Corporation (NOC)	0.2	$370k		648.00	570.21	View chart
Netflix (NFLX)	0.2	$364k	+884%	3.9k	93.76	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$362k	+11%	11k	34.46	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$345k		2.2k	154.80	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$335k		4.6k	72.68	View chart
Coca-Cola Company (KO)	0.2	$327k		4.7k	69.91	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$323k		5.4k	60.17	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$317k		1.3k	250.31	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.2	$306k		5.5k	55.58	View chart
Wal-Mart Stores (WMT)	0.2	$304k		2.7k	111.41	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$298k		6.7k	44.41	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$297k	+100%	2.1k	143.97	View chart
Tesla Motors (TSLA)	0.1	$274k		610.00	449.72	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$267k		2.0k	136.73	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$267k		994.00	268.30	View chart
American Water Works (AWK)	0.1	$264k		2.0k	130.50	View chart
Johnson & Johnson (JNJ)	0.1	$259k		1.2k	206.95	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$252k		2.7k	94.16	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$238k		8.7k	27.43	View chart
UnitedHealth (UNH)	0.1	$231k		700.00	330.11	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$208k		7.9k	26.42	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$207k		1.8k	113.10	View chart

Past Filings by HMV Wealth Advisors

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

HMV Wealth Advisors 2025 Q4 filed Jan. 20, 2026
HMV Wealth Advisors 2025 Q3 filed Oct. 10, 2025
HMV Wealth Advisors 2025 Q2 filed July 23, 2025
HMV Wealth Advisors 2025 Q1 filed April 16, 2025
HMV Wealth Advisors 2024 Q4 filed Feb. 10, 2025

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