HMV Wealth Advisors

HMV Wealth Advisors as of March 31, 2026

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