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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, ITOT, DFAT, BSVO, and represent 38.15% of HMV Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: AVUV, ITOT, DUHP, DFEM, AVDV, DFSV, VTI, DIHP, VGIT, IDEV.
Started 5 new stock positions in OIH, GOOG, AEP, MIAX, CVX.
Reduced shares in these 10 stocks: BSV, , JNJ, , SCHG, DFAT, HOOD, DFIV, DFAX, DFUS.
Sold out of its positions in JNJ, HOOD, UNH, ACN.
HMV Wealth Advisors was a net buyer of stock by $9.3M.
HMV Wealth Advisors has $213M in assets under management (AUM), dropping by 6.50%.
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 March 2026 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)	11.2	$24M	+6%	216k	110.47	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	7.5	$16M	+4%	160k	99.86	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	6.5	$14M	+10%	98k	142.43	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	6.5	$14M		222k	62.45	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	6.4	$14M		537k	25.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	6.2	$13M	+5%	41k	320.81	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.6	$12M	+8%	345k	34.55	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	5.5	$12M	+5%	195k	59.55	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	3.4	$7.2M	+4%	185k	38.86	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.3	$6.9M	-2%	131k	52.78	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	2.9	$6.3M	+11%	194k	32.22	View chart
Ishares Tr Core Msci Intl (IDEV)	2.7	$5.6M	+8%	68k	83.57	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.3	$4.8M		25k	191.81	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.2	$4.7M	+26%	127k	36.76	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.1	$4.6M		94k	48.46	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.9	$4.1M	+7%	103k	39.44	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.6	$3.4M		76k	45.12	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.5	$3.2M	+7%	50k	64.08	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.2	$2.6M	+7%	32k	80.58	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.2	$2.5M	-5%	73k	33.97	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.0	$2.2M	-11%	28k	78.41	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.9	$2.0M		43k	46.23	View chart
JPMorgan Chase & Co. (JPM)	0.9	$1.8M		6.2k	294.16	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.8	$1.7M	+63%	50k	35.04	View chart
Marathon Petroleum Corp (MPC)	0.7	$1.4M		5.8k	244.18	View chart
Lam Research Corp Com New (LRCX)	0.6	$1.4M		6.3k	213.66	View chart
Apple (AAPL)	0.6	$1.2M	+7%	4.8k	253.79	View chart
Visa Com Cl A (V)	0.5	$1.1M		3.7k	302.24	View chart
Home Depot (HD)	0.5	$1.1M		3.4k	328.89	View chart
Cisco Systems (CSCO)	0.4	$945k		12k	77.59	View chart
NVIDIA Corporation (NVDA)	0.4	$918k	+14%	5.3k	174.40	View chart
Meta Platforms Cl A (META)	0.4	$895k	-6%	1.6k	572.13	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$884k	-20%	30k	29.13	View chart
Microsoft Corporation (MSFT)	0.4	$860k	+4%	2.3k	370.17	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$859k	+6%	17k	49.95	View chart
Eli Lilly & Co. (LLY)	0.4	$788k	+4%	857.00	919.77	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.4	$787k	+10%	16k	47.88	View chart
Charles Schwab Corporation (SCHW)	0.4	$775k	-2%	8.2k	93.98	View chart
Amazon (AMZN)	0.3	$679k	+3%	3.3k	208.27	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$610k	-7%	20k	30.50	View chart
Union Pacific Corporation (UNP)	0.3	$602k		2.5k	242.62	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$601k	+35%	15k	38.96	View chart
Mastercard Incorporated Cl A (MA)	0.3	$597k	-9%	1.2k	499.66	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$590k	+9%	17k	33.86	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.3	$577k		11k	54.11	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$568k		1.2k	479.20	View chart
Exxon Mobil Corporation (XOM)	0.3	$557k	+2%	3.3k	169.66	View chart
Abbott Laboratories (ABT)	0.3	$549k		5.3k	102.67	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$546k	+3%	1.9k	287.56	View chart
Lockheed Martin Corporation (LMT)	0.2	$504k		833.00	604.39	View chart
Roper Industries (ROP)	0.2	$503k		1.4k	353.86	View chart
Broadcom (AVGO)	0.2	$487k		1.6k	309.51	View chart
Texas Instruments Incorporated (TXN)	0.2	$455k	-9%	2.3k	194.14	View chart
Northrop Grumman Corporation (NOC)	0.2	$442k		648.00	682.24	View chart
Palantir Technologies Cl A (PLTR)	0.2	$428k		2.9k	146.28	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$420k	+2%	8.5k	49.37	View chart
Miami Intl Hldgs (MIAX)	0.2	$416k	NEW	11k	38.92	View chart
Wal-Mart Stores (WMT)	0.2	$411k	+21%	3.3k	124.28	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$393k		2.7k	148.10	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$387k	+3%	11k	35.53	View chart
Netflix (NFLX)	0.2	$379k		3.9k	96.15	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$374k	-16%	5.3k	70.91	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$363k		4.6k	78.66	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$358k	+9%	2.4k	146.61	View chart
Coca-Cola Company (KO)	0.2	$358k		4.7k	76.05	View chart
Stryker Corporation (SYK)	0.2	$347k		1.1k	328.59	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$336k		5.4k	62.56	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$306k		6.7k	45.65	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$304k		1.3k	239.99	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$289k		5.5k	52.46	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$278k		2.0k	142.19	View chart
American Water Works (AWK)	0.1	$275k		2.0k	136.09	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$274k		2.1k	132.90	View chart
American Electric Power Company (AEP)	0.1	$268k	NEW	2.0k	131.08	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$249k		2.7k	92.74	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$248k	-6%	8.1k	30.68	View chart
Tesla Motors (TSLA)	0.1	$247k	+9%	665.00	371.75	View chart
Chevron Corporation (CVX)	0.1	$236k	NEW	1.1k	206.90	View chart
Vaneck Etf Trust Oil Services Etf (OIH)	0.1	$225k	NEW	556.00	404.21	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$215k	+2%	8.1k	26.58	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$209k	NEW	730.00	286.86	View chart

Past Filings by HMV Wealth Advisors

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

HMV Wealth Advisors 2026 Q1 filed April 14, 2026
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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