HMV Wealth Advisors

HMV Wealth Advisors as of Dec. 31, 2025

Portfolio Holdings for HMV Wealth Advisors

HMV Wealth Advisors holds 80 positions in its portfolio as reported in the December 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) 10.3 $21M 202k 101.98
American Centy Etf Tr Intl Smcp Vlu (AVDV) 7.2 $14M 153k 93.97
Dimensional Etf Trust Us Targeted Vlu (DFAT) 6.7 $13M 225k 59.54
Ishares Tr Core S&p Ttl Stk (ITOT) 6.6 $13M 88k 148.69
Vanguard Index Fds Total Stk Mkt (VTI) 6.5 $13M 39k 335.27
Ea Series Trust Ea Bridgeway Omn (BSVO) 6.3 $13M 538k 23.30
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.6 $11M 185k 59.93
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.2 $11M 317k 33.08
Dimensional Etf Trust Us Core Equity 2 (DFAC) 3.5 $7.0M 176k 39.59
Dimensional Etf Trust Internatnal Val (DFIV) 3.4 $6.7M 135k 49.90
Dimensional Etf Trust Intl High Profit (DIHP) 2.8 $5.5M 175k 31.66
Ishares Tr Core Msci Intl (IDEV) 2.6 $5.1M 62k 82.48
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.5 $5.0M 25k 198.62
Dimensional Etf Trust Us Mktwide Value (DFUV) 2.2 $4.4M 94k 46.59
Dimensional Etf Trust Us High Profitab (DUHP) 1.9 $3.8M 101k 38.03
Dimensional Etf Trust Intl Small Cap V (DISV) 1.8 $3.6M 96k 38.00
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.8 $3.5M 76k 46.80
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.5 $2.9M 47k 62.47
Dimensional Etf Trust World Ex Us Core (DFAX) 1.3 $2.5M 78k 32.73
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.3 $2.5M 32k 78.81
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.2 $2.3M 30k 77.02
Ishares Tr Msci Intl Qualty (IQLT) 1.0 $2.0M 43k 45.45
JPMorgan Chase & Co. (JPM) 1.0 $2.0M 6.1k 322.22
Visa Com Cl A (V) 0.6 $1.3M 3.7k 350.71
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $1.2M 38k 32.62
Apple (AAPL) 0.6 $1.2M 4.5k 271.86
Home Depot (HD) 0.6 $1.2M 3.4k 344.10
Meta Platforms Cl A (META) 0.6 $1.1M 1.7k 660.09
Lam Research Corp Com New (LRCX) 0.5 $1.1M 6.3k 171.18
Microsoft Corporation (MSFT) 0.5 $1.1M 2.2k 483.62
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.5 $1.0M 31k 32.89
Marathon Petroleum Corp (MPC) 0.5 $947k 5.8k 162.63
Cisco Systems (CSCO) 0.5 $927k 12k 77.03
Eli Lilly & Co. (LLY) 0.4 $879k 818.00 1074.68
NVIDIA Corporation (NVDA) 0.4 $854k 4.6k 186.50
Charles Schwab Corporation (SCHW) 0.4 $848k 8.5k 99.91
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $800k 16k 49.46
Mastercard Incorporated Cl A (MA) 0.4 $755k 1.3k 570.88
Amazon (AMZN) 0.4 $727k 3.2k 230.82
Dimensional Etf Trust Short Duration F (DFSD) 0.4 $716k 15k 47.95
Abbott Laboratories (ABT) 0.3 $670k 5.3k 125.29
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $638k 22k 29.61
Roper Industries (ROP) 0.3 $632k 1.4k 445.13
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $596k 1.2k 502.65
Alphabet Cap Stk Cl A (GOOGL) 0.3 $575k 1.8k 313.00
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.3 $572k 11k 53.66
Union Pacific Corporation (UNP) 0.3 $572k 2.5k 231.32
Broadcom (AVGO) 0.3 $545k 1.6k 346.10
Palantir Technologies Cl A (PLTR) 0.3 $521k 2.9k 177.75
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.3 $520k 16k 32.57
Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $467k 6.3k 74.17
Select Sector Spdr Tr State Street Fin (XLF) 0.2 $455k 8.3k 54.77
Texas Instruments Incorporated (TXN) 0.2 $450k 2.6k 173.49
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $435k 11k 38.11
Lockheed Martin Corporation (LMT) 0.2 $403k 834.00 483.67
Exxon Mobil Corporation (XOM) 0.2 $384k 3.2k 120.34
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $380k 2.7k 143.52
Stryker Corporation (SYK) 0.2 $371k 1.1k 351.47
Northrop Grumman Corporation (NOC) 0.2 $370k 648.00 570.21
Netflix (NFLX) 0.2 $364k 3.9k 93.76
Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $362k 11k 34.46
Select Sector Spdr Tr State Street Hea (XLV) 0.2 $345k 2.2k 154.80
Ishares Msci Emrg Chn (EMXC) 0.2 $335k 4.6k 72.68
Coca-Cola Company (KO) 0.2 $327k 4.7k 69.91
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $323k 5.4k 60.17
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $317k 1.3k 250.31
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.2 $306k 5.5k 55.58
Wal-Mart Stores (WMT) 0.2 $304k 2.7k 111.41
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $298k 6.7k 44.41
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $297k 2.1k 143.97
Tesla Motors (TSLA) 0.1 $274k 610.00 449.72
Ishares Tr Msci Usa Value (VLUE) 0.1 $267k 2.0k 136.73
Accenture Plc Ireland Shs Class A (ACN) 0.1 $267k 994.00 268.30
American Water Works (AWK) 0.1 $264k 2.0k 130.50
Johnson & Johnson (JNJ) 0.1 $259k 1.2k 206.95
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $252k 2.7k 94.16
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $238k 8.7k 27.43
UnitedHealth (UNH) 0.1 $231k 700.00 330.11
Dimensional Etf Trust Global Real Est (DFGR) 0.1 $208k 7.9k 26.42
Robinhood Mkts Com Cl A (HOOD) 0.1 $207k 1.8k 113.10