HMV Wealth Advisors

HMV Wealth Advisors as of Sept. 30, 2025

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 186k 99.53
Dimensional Etf Trust Us Targeted Vlu (DFAT) 7.2 $13M 225k 58.21
Vanguard Index Fds Total Stk Mkt (VTI) 7.0 $13M 39k 328.17
American Centy Etf Tr Intl Smcp Vlu (AVDV) 6.6 $12M 134k 89.03
Ea Series Trust Ea Bridgeway Omn (BSVO) 5.6 $10M 446k 22.65
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.4 $9.8M 163k 60.03
Ishares Tr Core S&p Ttl Stk (ITOT) 5.3 $9.7M 67k 145.65
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.9 $8.9M 277k 32.07
Dimensional Etf Trust Us Core Equity 2 (DFAC) 3.8 $7.0M 180k 38.57
Dimensional Etf Trust Internatnal Val (DFIV) 3.4 $6.2M 134k 46.12
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.7 $5.0M 26k 194.50
Dimensional Etf Trust Intl High Profit (DIHP) 2.3 $4.3M 140k 30.39
Ishares Tr Core Msci Intl (IDEV) 2.2 $4.1M 51k 80.17
Dimensional Etf Trust Us Mktwide Value (DFUV) 2.2 $4.1M 91k 44.69
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.9 $3.5M 76k 45.76
Dimensional Etf Trust Intl Small Cap V (DISV) 1.9 $3.5M 97k 35.69
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.5 $2.8M 47k 59.92
Dimensional Etf Trust Us High Profitab (DUHP) 1.4 $2.5M 67k 37.77
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.4 $2.5M 31k 78.91
Dimensional Etf Trust World Ex Us Core (DFAX) 1.3 $2.4M 78k 31.38
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.3 $2.3M 31k 75.11
JPMorgan Chase & Co. (JPM) 1.1 $1.9M 6.1k 315.43
Ishares Tr Msci Intl Qualty (IQLT) 1.0 $1.9M 43k 44.19
NVIDIA Corporation (NVDA) 0.9 $1.6M 8.6k 186.58
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $1.4M 43k 31.91
Home Depot (HD) 0.7 $1.4M 3.4k 405.19
Meta Platforms Cl A (META) 0.7 $1.3M 1.8k 734.38
Visa Com Cl A (V) 0.7 $1.3M 3.7k 341.38
Apple (AAPL) 0.7 $1.2M 4.8k 254.63
Microsoft Corporation (MSFT) 0.6 $1.2M 2.2k 517.95
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.6 $1.1M 36k 31.84
Marathon Petroleum Corp (MPC) 0.6 $1.1M 5.8k 192.74
Lam Research Corp Com New (LRCX) 0.5 $847k 6.3k 133.90
Cisco Systems (CSCO) 0.5 $823k 12k 68.42
Charles Schwab Corporation (SCHW) 0.4 $811k 8.5k 95.47
Mastercard Incorporated Cl A (MA) 0.4 $752k 1.3k 568.81
Abbott Laboratories (ABT) 0.4 $716k 5.3k 133.94
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $715k 14k 50.63
Roper Industries (ROP) 0.4 $708k 1.4k 498.69
Amazon (AMZN) 0.4 $692k 3.2k 219.57
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $627k 22k 29.11
Eli Lilly & Co. (LLY) 0.3 $624k 818.00 763.00
Dimensional Etf Trust Short Duration F (DFSD) 0.3 $596k 12k 48.19
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $596k 1.2k 502.74
Union Pacific Corporation (UNP) 0.3 $584k 2.5k 236.37
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.3 $577k 11k 54.18
Palantir Technologies Cl A (PLTR) 0.3 $534k 2.9k 182.42
Lockheed Martin Corporation (LMT) 0.3 $520k 1.0k 499.21
Broadcom (AVGO) 0.3 $519k 1.6k 329.91
Texas Instruments Incorporated (TXN) 0.3 $513k 2.8k 183.73
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.3 $503k 16k 31.53
Alphabet Cap Stk Cl A (GOOGL) 0.3 $481k 2.0k 243.10
Netflix (NFLX) 0.3 $472k 394.00 1198.92
Dimensional Etf Trust Us Equity Market (DFUS) 0.3 $456k 6.3k 72.44
Select Sector Spdr Tr Financial (XLF) 0.2 $448k 8.3k 53.87
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $418k 12k 36.35
Northrop Grumman Corporation (NOC) 0.2 $395k 648.00 609.32
Stryker Corporation (SYK) 0.2 $390k 1.1k 369.67
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $374k 2.7k 140.95
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $325k 1.3k 256.45
Coca-Cola Company (KO) 0.2 $310k 4.7k 66.32
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $310k 2.2k 139.17
Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $309k 9.4k 32.79
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $309k 5.4k 57.47
Ishares Msci Emrg Chn (EMXC) 0.2 $307k 4.6k 67.51
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.2 $301k 5.5k 54.76
Select Sector Spdr Tr Technology (XLK) 0.2 $291k 1.0k 281.86
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $287k 6.7k 42.79
American Water Works (AWK) 0.2 $281k 2.0k 139.19
Wal-Mart Stores (WMT) 0.2 $281k 2.7k 103.06
Tesla Motors (TSLA) 0.1 $271k 610.00 444.72
Robinhood Mkts Com Cl A (HOOD) 0.1 $262k 1.8k 143.18
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $255k 2.7k 95.14
Accenture Plc Ireland Shs Class A (ACN) 0.1 $245k 994.00 246.60
Ishares Tr Msci Usa Value (VLUE) 0.1 $245k 2.0k 125.05
At&t (T) 0.1 $243k 8.6k 28.24
UnitedHealth (UNH) 0.1 $242k 700.00 345.30
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $237k 8.7k 27.30
Johnson & Johnson (JNJ) 0.1 $232k 1.2k 185.42
Dimensional Etf Trust Global Real Est (DFGR) 0.1 $215k 7.9k 27.31
Exxon Mobil Corporation (XOM) 0.1 $204k 1.8k 112.75