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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, DFAT, VTI, AVDV, BSVO, and represent 36.56% of HMV Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VGIT, AVDV, AVUV, ITOT, BSVO, DFEM, DUHP, IDEV, DIHP, VTI.
Started 5 new stock positions in JNJ, XOM, TSLA, HOOD, DFGR.
Reduced shares in these 10 stocks: AAPL, T, DFAT, , IBM, FI, DISV, ACN, AVEM, BSV.
Sold out of its positions in COST, FI, IBM.
HMV Wealth Advisors was a net buyer of stock by $18M.
HMV Wealth Advisors has $182M in assets under management (AUM), dropping by 19.20%.
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 81 positions in its portfolio as reported in the September 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)	10.2	$19M	+14%	186k	99.53	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	7.2	$13M	-2%	225k	58.21	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	7.0	$13M	+6%	39k	328.17	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	6.6	$12M	+27%	134k	89.03	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	5.6	$10M	+21%	446k	22.65	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	5.4	$9.8M	+103%	163k	60.03	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	5.3	$9.7M	+31%	67k	145.65	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	4.9	$8.9M	+24%	277k	32.07	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	3.8	$7.0M		180k	38.57	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.4	$6.2M		134k	46.12	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.7	$5.0M		26k	194.50	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	2.3	$4.3M	+44%	140k	30.39	View chart
Ishares Tr Core Msci Intl (IDEV)	2.2	$4.1M	+50%	51k	80.17	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.2	$4.1M		91k	44.69	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.9	$3.5M		76k	45.76	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.9	$3.5M	-4%	97k	35.69	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.5	$2.8M	-2%	47k	59.92	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.4	$2.5M	+176%	67k	37.77	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.4	$2.5M	-4%	31k	78.91	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.3	$2.4M		78k	31.38	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.3	$2.3M	-5%	31k	75.11	View chart
JPMorgan Chase & Co. (JPM)	1.1	$1.9M	-2%	6.1k	315.43	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.0	$1.9M		43k	44.19	View chart
NVIDIA Corporation (NVDA)	0.9	$1.6M		8.6k	186.58	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$1.4M	-3%	43k	31.91	View chart
Home Depot (HD)	0.7	$1.4M		3.4k	405.19	View chart
Meta Platforms Cl A (META)	0.7	$1.3M	-6%	1.8k	734.38	View chart
Visa Com Cl A (V)	0.7	$1.3M		3.7k	341.38	View chart
Apple (AAPL)	0.7	$1.2M	-51%	4.8k	254.63	View chart
Microsoft Corporation (MSFT)	0.6	$1.2M	-7%	2.2k	517.95	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.6	$1.1M	+2%	36k	31.84	View chart
Marathon Petroleum Corp (MPC)	0.6	$1.1M	-2%	5.8k	192.74	View chart
Lam Research Corp Com New (LRCX)	0.5	$847k		6.3k	133.90	View chart
Cisco Systems (CSCO)	0.5	$823k		12k	68.42	View chart
Charles Schwab Corporation (SCHW)	0.4	$811k		8.5k	95.47	View chart
Mastercard Incorporated Cl A (MA)	0.4	$752k		1.3k	568.81	View chart
Abbott Laboratories (ABT)	0.4	$716k	-4%	5.3k	133.94	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$715k	+12%	14k	50.63	View chart
Roper Industries (ROP)	0.4	$708k		1.4k	498.69	View chart
Amazon (AMZN)	0.4	$692k	-2%	3.2k	219.57	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$627k	-5%	22k	29.11	View chart
Eli Lilly & Co. (LLY)	0.3	$624k	-3%	818.00	763.00	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.3	$596k	+15%	12k	48.19	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$596k	-11%	1.2k	502.74	View chart
Union Pacific Corporation (UNP)	0.3	$584k	-3%	2.5k	236.37	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.3	$577k		11k	54.18	View chart
Palantir Technologies Cl A (PLTR)	0.3	$534k		2.9k	182.42	View chart
Lockheed Martin Corporation (LMT)	0.3	$520k	-3%	1.0k	499.21	View chart
Broadcom (AVGO)	0.3	$519k		1.6k	329.91	View chart
Texas Instruments Incorporated (TXN)	0.3	$513k		2.8k	183.73	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$503k		16k	31.53	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$481k		2.0k	243.10	View chart
Netflix (NFLX)	0.3	$472k		394.00	1198.92	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.3	$456k		6.3k	72.44	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$448k		8.3k	53.87	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$418k		12k	36.35	View chart
Northrop Grumman Corporation (NOC)	0.2	$395k		648.00	609.32	View chart
Stryker Corporation (SYK)	0.2	$390k		1.1k	369.67	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$374k		2.7k	140.95	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$325k		1.3k	256.45	View chart
Coca-Cola Company (KO)	0.2	$310k		4.7k	66.32	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$310k		2.2k	139.17	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$309k	+21%	9.4k	32.79	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$309k		5.4k	57.47	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$307k	+28%	4.6k	67.51	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.2	$301k		5.5k	54.76	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$291k		1.0k	281.86	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$287k		6.7k	42.79	View chart
American Water Works (AWK)	0.2	$281k		2.0k	139.19	View chart
Wal-Mart Stores (WMT)	0.2	$281k		2.7k	103.06	View chart
Tesla Motors (TSLA)	0.1	$271k	NEW	610.00	444.72	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$262k	NEW	1.8k	143.18	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$255k		2.7k	95.14	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$245k	-40%	994.00	246.60	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$245k		2.0k	125.05	View chart
At&t (T)	0.1	$243k	-66%	8.6k	28.24	View chart
UnitedHealth (UNH)	0.1	$242k		700.00	345.30	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$237k		8.7k	27.30	View chart
Johnson & Johnson (JNJ)	0.1	$232k	NEW	1.2k	185.42	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$215k	NEW	7.9k	27.31	View chart
Exxon Mobil Corporation (XOM)	0.1	$204k	NEW	1.8k	112.75	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 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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