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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, BSVO, AVDV, DFAT, ITOT, and represent 35.80% of HMV Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: MIAX, DFUS, BSVO, SPTM, DUHP, AVDV, VGIT, DIHP, SDY, DFEM.
Started 8 new stock positions in UNH, SCHF, SDY, IBM, SPTM, VOO, GLW, COST.
Reduced shares in these 10 stocks: AVUV, VTI, ITOT, DFAC, AVEM, DFAX, DFIV, ABT, HD, QUAL.
HMV Wealth Advisors was a net buyer of stock by $21M.
HMV Wealth Advisors has $257M in assets under management (AUM), dropping by 20.67%.
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 89 positions in its portfolio as reported in the June 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)	9.6	$25M	-8%	197k	124.76	View chart
Ea Series Trust Brid Omn Sma Etf (BSVO)	7.3	$19M	+20%	647k	29.19	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	6.9	$18M	+7%	172k	103.05	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	6.0	$16M		222k	69.90	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	5.9	$15M	-5%	93k	164.27	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.8	$15M	+6%	368k	40.64	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.5	$14M	-6%	39k	370.04	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	4.9	$13M	+10%	216k	58.98	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	3.0	$7.7M	+16%	226k	34.12	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	2.9	$7.5M	-8%	169k	44.36	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.7	$7.0M		129k	54.02	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	2.6	$6.7M	+25%	160k	41.73	View chart
Ishares Tr Core Msci Intl (IDEV)	2.6	$6.6M	+8%	74k	89.01	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.1	$5.4M		25k	219.43	View chart
Miami Intl Hldgs (MIAX)	2.0	$5.1M	+1191%	138k	37.16	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.0	$5.1M		93k	55.01	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.9	$4.9M	+19%	123k	40.13	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.6	$4.1M	+14%	57k	71.25	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.6	$4.0M	+2%	78k	51.69	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	1.5	$3.8M	+770%	46k	81.94	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.1	$2.8M	-9%	29k	96.49	View chart
Lam Research Corp Com New (LRCX)	1.1	$2.8M		6.4k	433.33	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.0	$2.6M	-5%	69k	36.84	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.9	$2.3M	+21%	61k	38.79	View chart
JPMorgan Chase & Co. (JPM)	0.8	$2.2M	+7%	6.6k	327.33	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.8	$2.1M		43k	49.55	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.8	$2.1M	-3%	27k	77.91	View chart
Apple (AAPL)	0.7	$1.8M	+31%	6.4k	289.36	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.7	$1.7M	NEW	18k	90.79	View chart
Marathon Petroleum Corp (MPC)	0.6	$1.5M	-2%	5.7k	255.67	View chart
Cisco Systems (CSCO)	0.6	$1.4M		12k	117.46	View chart
Visa Com Cl A (V)	0.6	$1.4M	+11%	4.1k	343.09	View chart
NVIDIA Corporation (NVDA)	0.5	$1.3M	+23%	6.5k	200.09	View chart
Eli Lilly & Co. (LLY)	0.4	$1.1M	+10%	948.00	1199.43	View chart
Home Depot (HD)	0.4	$1.1M	-7%	3.1k	352.68	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.4	$1.0M	+32%	22k	47.75	View chart
Microsoft Corporation (MSFT)	0.4	$1.0M	+18%	2.8k	373.02	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$1.0M		30k	33.84	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$1.0M	+17%	20k	50.23	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.0M	+47%	2.8k	357.37	View chart
Meta Platforms Cl A (META)	0.4	$967k	+9%	1.7k	563.29	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.4	$943k	NEW	6.2k	152.18	View chart
Amazon (AMZN)	0.3	$890k	+14%	3.7k	238.34	View chart
Broadcom (AVGO)	0.3	$782k	+31%	2.1k	377.75	View chart
Charles Schwab Corporation (SCHW)	0.3	$761k		8.2k	92.27	View chart
Texas Instruments Incorporated (TXN)	0.3	$722k	+3%	2.4k	298.07	View chart
Union Pacific Corporation (UNP)	0.3	$703k	+4%	2.6k	272.00	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$701k		17k	40.21	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$696k		20k	34.81	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$628k		15k	41.25	View chart
Mastercard Incorporated Cl A (MA)	0.2	$611k		1.2k	513.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$593k		1.2k	500.39	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.2	$568k		11k	53.34	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$557k	+18%	5.4k	102.30	View chart
Exxon Mobil Corporation (XOM)	0.2	$530k	+18%	3.9k	136.72	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.2	$461k		8.6k	53.61	View chart
Roper Industries (ROP)	0.2	$452k	-5%	1.3k	338.39	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$448k	+73%	1.3k	353.33	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$435k		1.3k	342.83	View chart
Lockheed Martin Corporation (LMT)	0.2	$424k		833.00	509.46	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$419k		2.7k	158.03	View chart
Wal-Mart Stores (WMT)	0.2	$418k	+11%	3.7k	113.26	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$406k		11k	37.26	View chart
Coca-Cola Company (KO)	0.2	$394k	+2%	4.9k	81.27	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$393k		2.1k	190.52	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.2	$390k		2.5k	158.66	View chart
Abbott Laboratories (ABT)	0.1	$385k	-20%	4.2k	90.74	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$370k	NEW	538.00	686.81	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$362k	-7%	1.8k	199.81	View chart
Palantir Technologies Cl A (PLTR)	0.1	$350k	+2%	3.0k	116.67	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$338k		6.7k	50.39	View chart
Northrop Grumman Corporation (NOC)	0.1	$336k		659.00	509.31	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$334k		5.4k	62.20	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$320k		5.5k	58.26	View chart
Tesla Motors (TSLA)	0.1	$282k		671.00	420.60	View chart
American Electric Power Company (AEP)	0.1	$279k		2.0k	136.81	View chart
Netflix (NFLX)	0.1	$277k		3.9k	71.40	View chart
UnitedHealth (UNH)	0.1	$275k	NEW	662.00	415.63	View chart
Stryker Corporation (SYK)	0.1	$260k	-21%	826.00	314.84	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$260k	+10%	9.0k	28.97	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$259k		2.7k	96.46	View chart
American Water Works (AWK)	0.1	$257k	-3%	2.0k	131.58	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$256k		8.1k	31.71	View chart
Costco Wholesale Corporation (COST)	0.1	$243k	NEW	260.00	935.47	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$226k	NEW	8.2k	27.70	View chart
Chevron Corporation (CVX)	0.1	$220k	+16%	1.3k	165.76	View chart
Vaneck Etf Trust Oil Services Etf (OIH)	0.1	$208k		559.00	372.03	View chart
International Business Machines (IBM)	0.1	$205k	NEW	730.00	281.21	View chart
Corning Incorporated (GLW)	0.1	$205k	NEW	802.00	255.43	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 Q2 filed July 13, 2026
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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