HMV Wealth Advisors

HMV Wealth Advisors as of June 30, 2025

Portfolio Holdings for HMV Wealth Advisors

HMV Wealth Advisors holds 79 positions in its portfolio as reported in the June 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) 9.7 $15M 163k 91.10
Dimensional Etf Trust Us Targeted Vlu (DFAT) 8.2 $12M 231k 53.96
Vanguard Index Fds Total Stk Mkt (VTI) 7.3 $11M 37k 303.93
American Centy Etf Tr Intl Smcp Vlu (AVDV) 5.5 $8.3M 105k 79.28
Ea Series Trust Ea Bridgeway Omn (BSVO) 4.9 $7.5M 368k 20.38
Ishares Tr Core S&p Ttl Stk (ITOT) 4.5 $6.9M 51k 135.04
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.3 $6.6M 223k 29.68
Dimensional Etf Trust Us Core Equity 2 (DFAC) 4.2 $6.5M 181k 35.84
Dimensional Etf Trust Internatnal Val (DFIV) 3.8 $5.7M 134k 42.83
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 3.1 $4.8M 80k 59.81
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.1 $4.7M 26k 182.82
Dimensional Etf Trust Us Mktwide Value (DFUV) 2.6 $3.9M 92k 42.28
Dimensional Etf Trust Intl Small Cap V (DISV) 2.2 $3.4M 102k 32.91
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.1 $3.2M 76k 42.36
Dimensional Etf Trust Intl High Profit (DIHP) 1.9 $2.8M 97k 29.49
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.8 $2.7M 48k 57.01
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.7 $2.6M 33k 78.70
Ishares Tr Core Msci Intl (IDEV) 1.7 $2.6M 34k 76.04
Dimensional Etf Trust World Ex Us Core (DFAX) 1.5 $2.3M 79k 29.37
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.5 $2.2M 33k 68.54
Apple (AAPL) 1.3 $2.0M 9.8k 205.17
Ishares Tr Msci Intl Qualty (IQLT) 1.2 $1.9M 44k 43.22
JPMorgan Chase & Co. (JPM) 1.2 $1.8M 6.3k 289.91
Meta Platforms Cl A (META) 0.9 $1.4M 1.9k 738.09
NVIDIA Corporation (NVDA) 0.9 $1.4M 8.6k 157.99
Visa Com Cl A (V) 0.9 $1.3M 3.7k 355.05
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $1.3M 44k 29.21
Home Depot (HD) 0.8 $1.2M 3.4k 366.64
Microsoft Corporation (MSFT) 0.8 $1.2M 2.4k 497.41
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.7 $1.0M 35k 29.43
Marathon Petroleum Corp (MPC) 0.6 $991k 6.0k 166.11
Dimensional Etf Trust Us High Profitab (DUHP) 0.6 $855k 24k 35.56
Cisco Systems (CSCO) 0.5 $835k 12k 69.38
Roper Industries (ROP) 0.5 $813k 1.4k 566.84
Charles Schwab Corporation (SCHW) 0.5 $775k 8.5k 91.24
Abbott Laboratories (ABT) 0.5 $761k 5.6k 136.01
Mastercard Incorporated Cl A (MA) 0.5 $755k 1.3k 561.94
At&t (T) 0.5 $745k 26k 28.94
Amazon (AMZN) 0.5 $710k 3.2k 219.39
Eli Lilly & Co. (LLY) 0.4 $659k 845.00 779.53
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $648k 1.3k 485.77
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $630k 13k 50.27
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $628k 23k 27.67
Lam Research Corp Com New (LRCX) 0.4 $622k 6.4k 97.34
Union Pacific Corporation (UNP) 0.4 $587k 2.6k 230.08
Texas Instruments Incorporated (TXN) 0.4 $580k 2.8k 207.62
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.4 $573k 11k 53.81
Netflix (NFLX) 0.3 $528k 394.00 1339.13
Dimensional Etf Trust Short Duration F (DFSD) 0.3 $517k 11k 48.01
Lockheed Martin Corporation (LMT) 0.3 $502k 1.1k 463.14
Accenture Plc Ireland Shs Class A (ACN) 0.3 $500k 1.7k 298.89
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.3 $462k 16k 28.95
Select Sector Spdr Tr Financial (XLF) 0.3 $435k 8.3k 52.37
Broadcom (AVGO) 0.3 $434k 1.6k 275.65
Dimensional Etf Trust Us Equity Market (DFUS) 0.3 $422k 6.3k 67.02
Stryker Corporation (SYK) 0.3 $418k 1.1k 395.63
Palantir Technologies Cl A (PLTR) 0.3 $404k 3.0k 136.32
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $397k 12k 34.57
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $353k 2.7k 133.31
Alphabet Cap Stk Cl A (GOOGL) 0.2 $348k 2.0k 176.23
Coca-Cola Company (KO) 0.2 $331k 4.7k 70.75
Northrop Grumman Corporation (NOC) 0.2 $324k 648.00 499.98
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $305k 1.3k 240.32
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $300k 2.2k 134.79
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $296k 5.4k 55.10
American Water Works (AWK) 0.2 $281k 2.0k 139.11
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.2 $279k 5.5k 50.76
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $272k 6.7k 40.49
Wal-Mart Stores (WMT) 0.2 $270k 2.8k 97.78
Select Sector Spdr Tr Technology (XLK) 0.2 $261k 1.0k 253.23
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $252k 2.7k 93.87
Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $240k 7.7k 31.09
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $230k 8.7k 26.50
Ishares Msci Emrg Chn (EMXC) 0.1 $223k 3.5k 63.14
Ishares Tr Msci Usa Value (VLUE) 0.1 $221k 2.0k 113.21
UnitedHealth (UNH) 0.1 $218k 700.00 311.97
Costco Wholesale Corporation (COST) 0.1 $211k 213.00 989.94
International Business Machines (IBM) 0.1 $205k 696.00 294.78
Fiserv (FI) 0.1 $204k 1.2k 172.41